The Superannuation (Fire and Specified Services) Interchange Rules 1972

SCHEDULE 1 SPECIFIED SERVICE AND APPROPRIATE AUTHORITIES

1.  In these Rules the expressions “ specified service” and, in relation thereto, “the appropriate authority” have the meanings hereby respectively assigned to them.

2.  Any reference to specified service includes a reference to service as a regular policeman within the meaning of the Police Pensions Regulations and, in relation thereto, “ the appropriate authority” means the authority which, for the purposes of those Regulations, is the police authority in relation to the person concerned on the day that these Rules become applicable to him.

3.  Any reference to specified service includes a reference to service as a regular policeman within the meaning of the Isle of Man Police Pensions Regulations and, in relation thereto, “ the appropriate authority” means the Government of the Isle of Man.

4.  Subject as aforesaid, any reference to specified service is a reference to service or employment in which a person is subject to any superannuation arrangements specified in the second column of the following Table (whether or not the person is employed by the body specified in the first column) and, in relation thereto, “ the appropriate authority” means the persons having the general management of the arrangements in question.

TABLE

Employing body	Superannuation arrangements
Agricultural Research Council	Industrial Superannuation Scheme
Agricultural Research Council	Agricultural Research Council Superannuation Scheme 1951
Area Electricity Board	British Electricity Authority Superannuation (Protected Persons) Scheme
Area Electricity Board	Electricity Board Superannuation (Protected Persons) Scheme
Area Electricity Board	Electricity Supply (Manual Workers) Superannuation Scheme
Area Electricity Board	Electricity Supply (Staff) Superannuation Scheme
Area Gas Board	Area Gas Board Protected Persons Superannuation Scheme
Area Gas Board	Area Gas Board Staff Pension Scheme
British Airports Authority	The British Airports Authority Superannuation Scheme
British Broadcasting Corporation	The B.B.C. New Pension Scheme
British Council	British Council Superannuation Scheme
British European Airways Corporation	The Airways Corporations Joint Pension Scheme for General Staff members
British Overseas Airways Corporation	The Airways Corporations Joint Pension Scheme for General Staff members
British Waterways Board	Cheshire County Council Superannuation Fund—Divided
British Waterways Board	Grand Union Canal Company Superannuation Fund
British Waterways Board	Nottingham Corporation Superannuation Fund—Divided
British Waterways Board	Scheme embodied in section 23 of and Schedule 4 to the Regent Canal and Dock Company (Grand Junction Canal Purchase) Act 1928
British Waterways Board	Scheme embodied in the Superannuation Act 1965 (as applied to former staff of the Lee Conservancy Board)
Central Electricity Generating Board	British Electricity Authority Superannuation (Protected Persons) Scheme
Central Electricity Generating Board	Electricity Board Superannuation (Protected Persons) Scheme
Central Electricity Generating Board	Electricity Supply (Manual Workers) Superannuation Scheme
Central Electricity Generating Board	Electricity Supply (Staff) Superannuation Scheme
Commonwealth War Graves Commission	The Commonwealth War Graves Commission Superannuation Scheme (1952)
Corporation of Trinity House	Trinity House Service Superannuation Scheme
Crown Agents for Overseas Governments and Administrations	Crown Agents' Pension Scheme
Crown Estate Commissioners	Crown Estate Commissioners Superannuation Scheme
Development Commission	The Development Commission Superannuation Scheme 1940
Electricity Council	British Electricity Authority Superannuation (Protected Persons) Scheme
Electricity Council	Electricity Board Superannuation (Protected Persons) Scheme
Electricity Council	Electricity Supply (Manual Workers) Superannuation Scheme
Electricity Council	Electricity Supply (Staff) Superannuation Scheme
Forestry Commission	The Forestry Commission Superannuation Scheme
Gas Council	Gas Council Staff Pension Scheme
General Lighthouse Authority	General Lighthouse Fund Superannuation Scheme
Horserace Betting Levy Board	Horserace Betting Levy Board Pension Schemes A and B
Independent Television Authority	The Independent Television Authority Staff Superannuation Fund and Staff Life Assurance Scheme
Industrial Training Boards	Industrial Training Boards Pension Fund
Metropolitan Water Board	Metropolitan Water Board Superannuation and Provident Fund Scheme
National Coal Board	National Coal Board Staff Superannuation Scheme
National Industrial Fuel Efficiency Service	National Industrial Fuel Efficiency Service Superannuation Scheme
National Institute of Agricultural Botany	Industrial Superannuation Scheme
Natural Environment Research Council	Natural Environment Research Council Superannuation Arrangements
North of Scotland Hydro-Electric Board	Hydroboard Superannuation Fund
Port of London Authority	Port of London Authority Pension Fund
Post Office	Post Office Staff Superannuation Scheme
Scottish Agricultural Colleges and Research Institutes	Industrial Superannuation Scheme
Science Research Council	Science Research Council Superannuation Scheme
Science Research Council	Principal Non-Industrial Superannuation Scheme of the United Kingdom Atomic Energy Authority
Science Research Council	The United Kingdom Atomic Energy Authority's Industrial Superannuation Scheme
South of Scotland Electricity Board	The South of Scotland Electricity Board's Superannuation Scheme
United Kingdom Atomic Energy Authority	The Principal Non-Industrial Superannuation Scheme of the United Kingdom Atomic Energy Authority
United Kingdom Atomic Energy Authority	Protected Persons Superannuation Scheme of the United Kingdom Atomic Energy Authority
United Kingdom Atomic Energy Authority	United Kingdom Atomic Energy Authority's Industrial Superannuation Scheme

SCHEDULE 2 TRANSFER VALUES

1.—(1) The sum to be paid by a fire authority under Rule 5 shall be calculated in accordance with this paragraph by reference to the person's adjusted period of service, that is to say, by reference to the period of pensionable service he was entitled to reckon immediately before he ceased to be employed by the said authority adjusted as follows:—

(a) in calculating his adjusted period of service any period by which his pensionable service exceeded 30 years shall be ignored;

(b) where the specified service is such as is mentioned in paragraph 2 or 3 of Schedule 1, any period by which his pensionable service exceeded 20 years but did not exceed 30 years shall be counted twice;

(c) where the specified service is such as is mentioned in paragraph 4 of Schedule 1, the period of his pensionable service not exceeding 30 years shall be increased by a third.

(2) The amounts shown in the second and third columns of Table A or B (as may be appropriate) in relation to an age which corresponds with that of the person concerned—

(a) where he retired from service as a regular fireman more than 12 months before 1st May 1972, on that date, or

(b) in any other case—

(i) on retirement from service as a regular fireman where within 12 months he entered the specified as service as mentioned in Rule 4(1)(c), or

(ii) on entering the specified service where the 12 month time limit mentioned in Rule 4(1)(c) is extended thereunder,

are to be multiplied, respectively, by the number of completed years and completed months aggregating less than a year comprised in the person's adjusted period of service.

(3) The sum of the products aforesaid is an amount appropriate in respect of £100 of annual pensionable pay.

(4) The total sum referred to in sub-paragraph (1) is to be calculated proportionately by reference to the annual value of the person's pensionable pay immediately before he retired from service as a regular fireman so, however, that the sum shall not be recalculated on account of any retrospective increase in pay granted after the transfer value has been paid.

(5) The reference in sub-paragraph (2) to Table A or Table B (as may be appropriate) is a reference to—

(a) the following Table A, where the specified service is such as is mentioned in paragraph 2 or 3 of Schedule 1;

(b) the following Table B, where the specified service is such as is mentioned in paragraph 4 of Schedule 1.

TABLE A

TRANSFERS TO POLICE SERVICE

Age in years	Amount for £100 of annual pensionable pay in respect of each completed
	Year	Month
	£	£
Under 24	19·70	1·65
24	19·70	1·65
25	19·70	1·65
26	19·70	1·65
27	19·70	1·65
28	19·70	1·65
29	19·70	1·65
30	19·75	1·65
31	19·85	1·65
32	20·05	1·65
33	20·30	1·70
34	20·60	1·70
35	21·00	1·75
36	21·45	1·80
37	21·95	1·85
38	22·45	1·85
39	22·95	1·90
40	23·45	1·95
41	23·90	2·00
42	24·35	2·05
43	24·80	2·05
44	25·25	2·10
45	25·65	2·15
46	25·95	2·15
47	26·20	2·20
48	26·40	2·20
49	26·55	2·20
50	26·65	2·20
51	26·70	2·20
52	26·75	2·25
53	26·80	2·25
54	26·85	2·25
55 or more	26·90	2·25

TABLE B

TRANSFERS TO OTHER SERVICE

Age in years	Amount for £100 of annual pensionable pay in respect of each completed
	Year	Month
	£	£
Under 35	9·00	0·75
35	9·00	0·75
36	9·05	0·75
37	9·10	0·75
38	9·15	0·75
39	9·30	0·75
40	9·45	0·80
41	9·60	0·80
42	9·80	0·80
43	10·00	0·85
44	10·20	0·85
45	10·45	0·85
46	10·65	0·90
47	10·85	0·90
48	11·10	0·90
49	11·35	0·95
50	11·60	0·95
51	11·85	1·00
52	12·15	1·00
53	12·45	1·05
54	12·80	1·05
55	13·20	1·10
56	13·65	1·15
57	14·10	1·15
58	14·55	1·20
59	15·05	1·25

2.  The sum to be paid by a fire authority under Rule 5, calculated in accordance with the preceding provisions of this Part of this Schedule, shall be reduced by a sum, subject to paragraph 4(1), equal to the balance outstanding, immediately before the person concerned retired from service as a regular fireman, of any sum he had undertaken to pay by regular instalments in accordance with the relevant provisions of the Firemen's Pension Scheme or so much thereof as has not been deducted from an award payable to him.

3.  The sum to be paid by a fire authority under Rule 5, calculated in accordance with the preceding provisions of this Schedule, shall be reduced by a sum, subject to paragraph 4, equal to that of any award paid to him on retirement from service as a regular fireman by way of gratuity or return of aggregate contributions.

4.—(1) For the purposes of paragraphs 2 and 3 the sum which a person had undertaken to pay by regular instalments in accordance with the relevant provisions of the Firemen's Pension Scheme and the sum paid by way of gratuity or return of aggregate contributions to a person who paid pension contributions under that Scheme at a rate related to 6% of his pensionable pay shall, respectively, be deemed to be the sum which he would have undertaken so to pay and the sum which would have been so paid had he paid pension contributions at a rate related to 5% of his pensionable pay.

(2) Where the time limit mentioned in Rule 4(1)(c) is extended thereunder the amount to be deducted under paragraph 3 may be increased by an amount equal to compound interest thereon at the rate of 3% per annum, with half-yearly rests, in respect of the period beginning with whichever is the later of the two following dates, that is to say—

(a) the first anniversary of the date on which the person ceased to be employed by the fire authority, or

(b) the date on which he was paid his award,

and ending with the date on which he notifies the fire authority as mentioned in Rule 4(1)(d):

Provided that the increase in the amount to be deducted under paragraph 3 shall not exceed a half of the difference between the transfer value which would be payable but for this sub-paragraph and that which would be so payable if paragraph 1(2)(b)(i) applied.

5.—(1) Except in the case of a person who paid pension contributions as a regular fireman at a rate of 1p a week less than the appropriate percentage of his pensionable pay, the sum to be paid by a fire authority under Rule 5, calculated in accordance with the preceding provisions of this Part of this Schedule, shall be reduced by an amount calculated in accordance with paragraph 7.

(2) In relation to a period before 15th February 1971 the reference in this paragraph to 1p a week shall be construed as a reference to 2d, a week.

6.—(1) In the case of a person who was entitled to reckon pensionable service, immediately before his retirement from service as a regular fireman, by virtue of a participating period of relevant employment, the sum to be paid by a fire authority under Rule 5, calculated in accordance with the preceding provisions of this Part of this Schedule, shall be reduced by an amount calculated in accordance with paragraph 7.

(2) In this paragraph the expression “participating period of relevant employment” has the meaning assigned to it by the Firemen's Pension Scheme but, for the purposes of sub-paragraph (1) and for the purposes of the provision applied by paragraph 7(1)(b), a period shall be treated as a participating period of relevant employment notwithstanding that a payment in lieu of contributions (within the meaning of the National Insurance Act 1965) only fell to be made after the person retired from service as a regular fireman.

7.—(1) The amount specified in the second column of the following Table C in relation to an age which corresponds with that of the person concerned, at the time mentioned in paragraph 1(2), is the amount of the reduction referred to in paragraph 5, or as the case may be, paragraph 6 in respect of each £1 by which the annual value of his pension would be reduced—

(a) under paragraph 1 of Part III of Schedule 1 to the Firemen's Pension Scheme 1971(1) or under the corresponding provision of the Firemen's Pension Scheme for the time being in force, in a case in which paragraph 5 applies;

(b) under paragraphs 2 and 3 of the said Part III or under such corresponding provisions, in a case in which paragraph 6 applies,

in respect of any period beyond the age of 65 years, if he had on retirement from service as a regular fireman been entitled to a pension.

(2) The total reduction is to be calculated proportionately by reference to the amount by which the annual value of such a pension would be so reduced.

TABLE C

Age in years	Amount of the reduction in respect of each £1 by which the annual value of a pension would be reduced
	£
Under 24	1·80
24	1·95
25	2·10
26	2·25
27	2·35
28	2·45
29	2·60
30	2·70
31	1·80
32	2·95
33	3·05
34	3·20
35	3·30
36	3·45
37	3·60
38	3·70
39	3·85
40	4·00
41	4·15
42	4·30
43	4·45
44	4·60
45	4·75
46	4·95
47	5·15
48	5·35
49	5·55
50	5·75
51	5·95
52	6·20
53	6·45
54	6·70
55	7·00
56	7·30
57	7·60
58	7·95
59	8·30
60	8·70
61	9·15
62	9·60
63	10·10
64	10·60

(1)

See S.I. 1971/145 (1971 I, p. 320).