Social Security Contributions and Benefits (Northern Ireland) Act 1992

Changes over time for: Section 44

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Changes to legislation:

Social Security Contributions and Benefits (Northern Ireland) Act 1992, Section 44 is up to date with all changes known to be in force on or before 22 November 2024. There are changes that may be brought into force at a future date. Changes that have been made appear in the content and are referenced with annotations.

Changes to Legislation

Revised legislation carried on this site may not be fully up to date. Changes and effects are recorded by our editorial team in lists which can be found in the ‘Changes to Legislation’ area. Where those effects have yet to be applied to the text of the legislation by the editorial team they are also listed alongside the legislation in the affected provisions. Use the ‘more’ link to open the changes and effects relevant to the provision you are viewing.

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Changes and effects yet to be applied to Section 44:

s. 44(4) sum substituted by S.R. 2017/56 art. 4(3)(a)
s. 44(4) sum substituted by S.R. 2017/56 art. 4(3)(b)
s. 44(4) sum substituted by S.R. 2023/143 art. 4(2)(a) (This amendment not applied to legislation.gov.uk. S.R. 2023/143 revoked before coming into operation (26.9.2023) by The Social Security Benefits Up-rating (No. 3) Order (Northern Ireland) 2023 (S.R. 2023/150), arts. 1, 33)
s. 44(4) sum substituted by S.R. 2023/143 art. 4(2)(b) (This amendment not applied to legislation.gov.uk. S.R. 2023/143 revoked before coming into operation (26.9.2023) by The Social Security Benefits Up-rating (No. 3) Order (Northern Ireland) 2023 (S.R. 2023/150), arts. 1, 33)
s. 44(4) sums amended by S.R. 2005/82 art. 4(4)(a)
s. 44(4) words repealed by 2007 c. 2 (N.I.) Sch. 8

Changes and effects yet to be applied to the whole Act associated Parts and Chapters:

Act modified by S.R. 2019/211 art. 2(2)(b) (This amendment not applied to legislation.gov.uk. Affecting Order revoked (19.12.2020) without ever being in force by S.R. 2020/347, arts. 1(1), 2)

Whole provisions yet to be inserted into this Act (including any effects on those provisions):

s. 167ZZ10(5) inserted by 2022 c. 5 (N.I.) s. 4 Sch. Pt. 2 para. 38
s. 4C(5)(i)(j) repealed by 2008 c. 1 (N.I.) Sch. 4 para. 41(3)(c) Sch. 6 Pt. 7
s. 5A para. 2 sum modified by S.R. 2022/231 art. 4(4)
s. 11A(1)(eb) inserted by 2021 c. 26 Sch. 27 para. 14 (This amendment not applied to legislation.gov.uk. The existing section 11A of Act repealed by paragraph 4(2) of the Schedule to the National Insurance Contributions (Reduction in Rates) Act 2023 (c. 57))
s. 30B(3)(b) word substituted by S.I. 1995/3213 (N.I.) Sch. 2 Pt. 3 para. 14(b)
s. 30B(4)(aa) inserted by S.I. 2015/2006 (N.I.) Sch. 9 para. 3
s. 30B(4)(aa) word repealed by S.I. 2015/2006 (N.I.) Sch. 12 Pt. 8
s. 35(1)(e) and word inserted by S.I. 2015/2006 (N.I.) art. 68(2)(a)
s. 35(3)(za) inserted by S.I. 2015/2006 (N.I.) art. 68(2)(b)
s. 45(2A)(a) words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 1(3)(b)
s. 45(2A)(b) substituted by 2012 c. 3 (N.I.) Sch. 3 para. 1(3)(c)
s. 46(5) (6) added by 2008 c. 13 (N.I.) Sch. 3 para. 6(3)
s. 46(5)(a) words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 2
s. 47(4A) inserted by 2008 c. 13 (N.I.) s. 81(6)
s. 83A substituted for ss. 83, 84 by S.I. 1995/3213 (N.I.) Sch. 2 Pt. 2 para. 2
s. 83A(1) words substituted by 2004 c. 33 Sch. 24 para. 90(a)
s. 83A(2) words inserted by 2004 c. 33 Sch. 24 para. 90(b)
s. 83A(3) words inserted by 2004 c. 33 Sch. 24 para. 90(b)
s. 123(1)(ea) inserted by S.I. 2015/2006 (N.I.) art. 65(2)(a)
s. 123(1)(ga) inserted by 2010 c. 13 (N.I.) s. 5(1)(a)
s. 123(1C) inserted by S.I. 2015/2006 (N.I.) art. 65(2)(b)
s. 123(6A) (6B) inserted by 2010 c. 13 (N.I.) s. 5(1)(b)
s. 123A inserted by S.I. 2015/2006 (N.I.) art. 65(3)
s. 123A transfer of functions by S.R. 2016/76 Sch. 4 Pt. 1
s. 123A(2) words omitted by S.R. 2016/76 Sch. 6 para. 38
s. 123A(4)(b) words omitted by S.R. 2016/76 Sch. 6 para. 38
s. 129B-129F inserted (temp. until 31.12.2010) by 2007 c. 2 (N.I.) s. 31(1)
s. 134(2A) inserted by 2010 c. 13 (N.I.) s. 15(2)
s. 136(4)(ca) inserted by 2010 c. 13 (N.I.) s. 15(6)
s. 136(4A) inserted by 2010 c. 13 (N.I.) s. 15(7)
s. 146(2A) inserted by S.I. 2015/2006 (N.I.) Sch. 3 para. 3(c)
s. 160(2)(aa) inserted by S.I. 2015/2006 (N.I.) art. 68(3)(a)
s. 160(9)(da) inserted by S.I. 2015/2006 (N.I.) art. 68(3)(b)
s. 167ZA(2)(ba) inserted by S.I. 2015/2006 (N.I.) art. 68(4)(a)
s. 167ZA(3A) inserted by S.I. 2015/2006 (N.I.) art. 68(4)(b)
s. 167ZB(2)(ba) inserted by S.I. 2015/2006 (N.I.) art. 68(5)(a)
s. 167ZB(3A) inserted by S.I. 2015/2006 (N.I.) art. 68(5)(b)
s. 167ZE(2A) inserted by 2015 c. 1 (N.I.) s. 12(3)(b)
s. 167ZE(2B) inserted by 2015 c. 1 (N.I.) s. 12(3)(c)
s. 167ZL(2)(ba) inserted by S.I. 2015/2006 (N.I.) art. 68(6)(a)
s. 167ZL(8)(za) inserted by S.I. 2015/2006 (N.I.) art. 68(6)(c)
s. 167ZU(2)(ca) inserted by S.I. 2015/2006 (N.I.) art. 69(2)
s. 167ZU(4)(da) inserted by S.I. 2015/2006 (N.I.) art. 69(3)
s. 167ZW(2)(ca) inserted by S.I. 2015/2006 (N.I.) art. 69(4)
s. 167ZW(4)(da) inserted by S.I. 2015/2006 (N.I.) art. 69(5)
s. 167ZY(5) words repealed by 2022 c. 18 (N.I.) Sch. 5
s. 167ZZ9(2)(ba) inserted by 2022 c. 5 (N.I.) s. 4 Sch. Pt. 2 para. 37
s. 169A inserted by S.I. 2015/2006 (N.I.) art. 68(7)
s. 172(4B) inserted by 2012 c. 3 (N.I.) Sch. 3 para. 4(4)
Sch. 4 Pt. 1 para. 2 repealed by 2007 c. 2 (N.I.) Sch. 8
Sch. 4 Pt. 1 para. 2A repealed by 2007 c. 2 (N.I.) Sch. 8
Sch. 4 Pt. 4 para. 1A repealed by 2007 c. 2 (N.I.) Sch. 8
Sch. 4 Pt. 4 para. 2 repealed by 2007 c. 2 (N.I.) Sch. 8
Sch. 4C inserted by 2008 c. 13 (N.I.) Sch. 2
Sch. 4C para. 7(2)(c) inserted by 2012 c. 3 (N.I.) Sch. 3 para. 6(7)(b)
Sch. 4C para. 7(3) inserted by 2012 c. 3 (N.I.) Sch. 3 para. 6(8)
Sch. 4C para. 3 omitted by 2012 c. 3 (N.I.) Sch. 3 para. 6(3)
Sch. 4C para. 7(2)(b) word inserted by 2012 c. 3 (N.I.) Sch. 3 para. 6(7)(a)
Sch. 4C para. 1 words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(2)
Sch. 4C para. 2 words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(2)
Sch. 4C para. 5(b) words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(4)
Sch. 4C para. 6 words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(5)
Sch. 4C para. 7(1) words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(4)
Sch. 4C para. 7(1) words substituted by 2012 c. 3 (N.I.) Sch. 3 para. 6(6)
Sch. 5 para. 000A1(4) omitted by 2012 c. 3 (N.I.) Sch. 2 para. 3(2)
Sch. 11 para. 2(i) inserted by S.I. 2015/2006 (N.I.) art. 68(8)(a)
Sch. 11 para. 9 inserted by S.I. 2015/2006 (N.I.) art. 68(8)(b)

44 Category A retirement pension.N.I.

(1)A person shall be entitled to a Category A retirement pension if—

[F1(a)the person attained pensionable age before 6 April 2016,] and

[F2(b)he satisfies the relevant conditions or condition;]

and, subject to the provisions of this Act, he shall become so entitled on the day on which he attains pensionable age and his entitlement shall continue throughout his life.

[F3(1A)In subsection (1)(b) above “the relevant conditions or condition” means—

(a)in a case where the person attains pensionable age before 6th April 2010, the conditions specified in Schedule 3, Part 1, paragraph 5;

(b)in a case where the person attains pensionable age on or after that date, the condition specified in Schedule 3, Part 1, paragraph 5A.]

(2)A Category A retirement pension shall not be payable in respect of any period falling before the day on which the pensioner’s entitlement is to be regarded as commencing for that purpose by virtue of section 5(1)(l) of the Administration Act.

(3)A Category A retirement pension shall consist of—

(a)a basic pension payable at a weekly rate; and

(b)an additional pension payable where there are one or more surpluses in the pensioner’s earnings factors for the relevant years [F4or where the pensioner has one or more units of additional pension].

[F5For units of additional pension, see section 14A.]

[F6(4)The weekly rate of the basic pension shall be [F7£169.50] except that, so far as the sum is relevant for the purpose of calculating the lower rate of short-term incapacity benefit under section 30B(3) above, it shall be [F8£133.25].

In this subsection “the lower rate” means the rate payable for the first 196 days of entitlement in any period of incapacity for work.]

[F9(5A)For the purpose of this section and section 45 below [F10and [F11Schedules 4A and 4B] to this Act]—

(a)there is a surplus in the pensioner’s earnings factor for a relevant year if that factor exceeds the qualifying earnings factor for [F12that year,

(b)the amount of the surplus is the amount of that excess, and

(c)for the purposes of section 45(1) and (2)(a) and (b) below, the adjusted amount of the surplus] is the amount of that excess, as increased by the last order under section 130 of the Administration Act to come into operation before the end of the final relevant year.]

(6)[F13Subject to subsection (7A) below] any reference in this section or section 45 below [F14or [F15Schedule 4A or 4B] to this Act] to the pensioner’s earnings factor for any relevant year is a reference—

[F16(za)where the relevant year is the first appointed year or any subsequent year, to the aggregate of his earnings factors derived from [F17so much of his earnings as did not exceed [F18the applicable limit] and] upon which primary Class 1 contributions have been paid or treated as paid in respect of that year;]

(a)where the relevant year is 1987-88 or any subsequent tax year [F19before the first appointed year], to the aggregate of—

(i)his earnings factors derived from earnings upon which primary Class 1 contributions were paid or treated as paid in respect of that year, and

[F20(ii)his earnings factors derived from Class 2 and Class 3 contributions actually paid in respect of that year, or, if less, the qualifying earnings factor for that year; and

(b)where the relevant year is an earlier tax year, to the aggregate of—

(i)his earnings factors derived from Class 1 contributions actually paid by him in respect of that year; and

(ii)his earnings factors derived from Class 2 and Class 3 contributions actually paid by him in respect of that year, or, if less, the qualifying earnings factor for that year.]

(7)In this section—

(a)“relevant year” means 1978-79 or any subsequent tax year in the period between—

(i)(inclusive) the tax year in which the pensioner attained the age of 16, and

(ii)(exclusive) the tax year in which he attained pensionable age;

(b)“final relevant year” means the last tax year which is a relevant year in relation to the pensioner;

[F21(c)“the applicable limit” means—

(i)in relation to a tax year before [F222009–10], the upper earnings limit;

(ii)in relation to [F222009–10] or any subsequent tax year, the upper accrual point.]

[F23(7A)The Department may prescribe circumstances in which pensioners’ earnings factors for any relevant year may be calculated in such manner as may be prescribed.]

(8)For the purposes of this section any order under Article 23 of the Pensions Order (which made provision corresponding to section 130 of the Administration Act) shall be treated as an order under section 130 (but without prejudice to sections 16 and 17 of the M1Interpretation Act 1978).

Textual Amendments

F1S. 44(1)(a) substituted (6.4.2016) by Pensions Act (Northern Ireland) 2015 (c. 5), s. 53(3), Sch. 12 para. 47

F2S. 44(1)(b) substituted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), Sch. 1 para. 1(2)

F3S. 44(1A) inserted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), Sch. 1 para. 1(3)

F4Words in s. 44(3)(b) inserted (12.10.2015) by Pensions Act (Northern Ireland) 2015 (c. 5), s. 53(1), Sch. 15 para. 3(a); S.R. 2015/329, art. 2(3)

F5Words in s. 44(3) inserted (12.10.2015) by Pensions Act (Northern Ireland) 2015 (c. 5), s. 53(1), Sch. 15 para. 3(b); S.R. 2015/329, art. 2(3)

F6S. 44(4) substituted (9.9.1998) by S.I. 1998/1506 (N.I. 10), art. 64; S.R. 1998/312, art. 2(a)(b)(d), Sch. Pt. I

F7Sum in s. 44(4) substituted (coming into force in accordance with arts. 1(2)(3), 7 of the amending Rule) by The Social Security Benefits Up-rating Order (Northern Ireland) 2024 (S.R. 2024/73), arts. 1(1)(c), 4(3)(b)

F8Sum in s. 44(4) substituted (coming into force in accordance with arts. 1(2)(3), 7 of the amending Rule) by The Social Security Benefits Up-rating Order (Northern Ireland) 2024 (S.R. 2024/73), arts. 1(1)(c), 4(3)(a)

F9S. 44(5A) substituted for s. 44(5) (16.12.1995 subject to Sch. 2 of the amending S.I.) by S.I. 1995/3213 (N.I. 22), arts. 1(3), 125(1)(4)-(6)

F10Words in s. 44(5A) inserted (8.1.2001, 1.2.2001 for specified purposes and 6.4.2002 otherwise) by 2000 c. 4 (N.I.), s. 33(5); S.R. 2000/358, art. 2(e), Sch. Pt. IV (as amended by S.R. 2000/374, art. 3); S.R. 2001/34, art. 2(a)