SCHEDULES

C2C3C4 SCHEDULE 5F3Pension Increase or Lump Sum Where Entitlement to Retirement Pension is Deferred

Annotations:
Amendments (Textual)
F3

Sch. 5 heading substituted (17.2.2005 for specified purposes, 6.4.2005 in so far as not already in force) by The Pensions (Northern Ireland) Order 2005 (S.I. 2005/255), art. 1(4), Sch. 9 para. 2

Modifications etc. (not altering text)
C2

Sch. 5 modified (temp. from 1.12.1999 until 5.10.2002) by The Welfare Reform and Pensions (Northern Ireland) Order 1999 (S.I. 1999/3147 (N.I. 11)), arts. 1(4)(b), 49(7)(b) (the temp. modification lapsing on the coming into operation of S.R. 2001/441)

C4

Sch. 5: sums amended (with effect in accordance with arts.1(2), 6 of the amending Rule) by The Social Security Benefits Up-rating Order (Northern Ireland) 2010 (S.R. 2010/118), arts. 1(1)(c), 4(4)(b)

Increase of pension where pensioner’s deceased spouse F4or civil partner has deferred entitlement

Annotations:
Amendments (Textual)

C1F16

1

This paragraph applies where W (referred to in paragraph 5 above) is a widower.

2

Where the wife dies before 6th April 1989, the amounts referred to in paragraph 5(2)(b) above are the following—

a

an amount equal to the increase mentioned in paragraph 5(1)(b) above,

b

the appropriate amount, and

c

an amount equal to any increase to which the wife had been entitled under paragraph 5 above.

3

Where the wife dies after 5th April 1989 but before F26th October 2002, the amounts referred to in paragraph 5(2)(b) above are the following—

a

the increase mentioned in paragraph 5(1)(b) above, so far as attributable to employment before 6th April 1988,

b

one-half of that increase, so far as attributable to employment after 5th April 1988,

c

the appropriate amount reduced by the amount of any increases under section 105 of the Pension Act, and

d

any increase to which the wife had been entitled under paragraph 5 above.

4

Where the wife dies after F25th October 2002, the amounts referred to in paragraph 5(2)(b) above are the following—

a

one-half of the increase mentioned in paragraph 5(1)(b) above, so far as attributable to employment before 6th April 1988,

b

one-half of the appropriate amount F5... , and

c

one-half of any increase to which the wife had been entitled under paragraph 5 above.