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Pensions Act 2004

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Changes over time for: Paragraph 18

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Status:

Point in time view as at 11/02/2021.

Changes to legislation:

Pensions Act 2004, Paragraph 18 is up to date with all changes known to be in force on or before 25 February 2025. 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. Help about Changes to Legislation

This section has no associated Explanatory Notes

18(1)This paragraph applies where—E+W+S

(a)the deferred member dies on or after the assessment date, and

(b)the pension was attributable to the deferred member’s pensionable service.

(2)Subject to sub-paragraph (4), the widow or widower of the deferred member is entitled to periodic compensation commencing on the day following the deferred member’s death and continuing for life.

(3)The annual rate of the periodic compensation at any time is—

(a)where the deferred member died after attaining normal pension age, half of the annual rate of the periodic compensation (including [F1any actuarial increase under paragraph 25A and] any increases under paragraph 28) to which the deferred member would at that time have been entitled under paragraph 15 in respect of the pension had the member not died,

(b)where the deferred member died before attaining normal pension age, half of the annual rate of the periodic compensation (including any increases under paragraph 28) to which the deferred member would have been entitled at that time under paragraph 15 if—

(i)normal pension age had been the deferred member’s actual age immediately before the date of the deferred member’s death, and

(ii)the deferred member had not died.

[F2(assuming commencement of the periodic compensation was not postponed by virtue of paragraph 25A).]

[F3(3ZA)For the purposes of sub-paragraph (3)(a), if on the day the deferred member (“D”) died commencement of D's periodic compensation under paragraph 15 was postponed by virtue of paragraph 25A, assume that the periodic compensation commenced immediately before the date of D's death.]

[F4(3A)For the purposes of this paragraph, a person's entitlement under paragraph 15 is to be determined disregarding paragraph 25E(1)(b) (successful applicant for terminal illness lump sum loses entitlement to periodic compensation).]

(4)The deferred member’s widow or widower is not entitled to periodic compensation under this paragraph in such circumstances as may be prescribed.

(5)In this paragraph “the deferred member” and “the pension” are to be construed in accordance with paragraph 15.

Textual Amendments

F1Words in Sch. 7 para. 18(3)(a) inserted (13.3.2013) by Pensions Act 2011 (c. 19), s. 38(4), Sch. 4 para. 24(4)(a); S.I. 2013/585, art. 2(b)(ii)

F2Words in Sch. 7 para. 18(3)(b) inserted (13.3.2013) by Pensions Act 2011 (c. 19), s. 38(4), Sch. 4 para. 24(4)(b); S.I. 2013/585, art. 2(b)(ii)

Commencement Information

I1Sch. 7 para. 18(1)-(3)(5) in force at 6.4.2005 by S.I. 2005/275, art. 2(7), Sch. Pt. 7

I2Sch. 7 para. 18(4) in force for the purpose only of conferring power to make regulations, orders or rules, as the case may be, 10.2.2005; and for all other purposes at 6.4.2005 in so far as not already in force by S.I. 2005/275, art. 2(3), Sch. Pt. 3

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