SCHEDULE 5ADDITIONAL CONTRIBUTIONS TO PURCHASE ADDED YEARS UNDER EARLIER PROVISIONS

Regulations C5 and D3

PART I

1

1

Subject to sub-paragraphs (2) to (5) and paragraphs 2 and 3, where immediately before the date on which these Regulations come into force contributions remained to be paid under regulation 23 of the 1977 Regulations (contributions payable by “Method 1 ”), they are to continue to be paid at the rate at which, and until the end of the period during which, they were then payable; and during any period for which additional contributions to purchase current added years are being paid under regulation C8 they are to be paid direct to the Secretary of State.

2

Subject to sub-paragraphs (3) to (5), the teacher paying the contributions may at any time elect to pay them at a higher rate.

3

The higher rate must be an integral percentage, not in any case exceeding 9, of the teacher’s contributable salary.

4

If the teacher is paying other additional contributions under Part C, sub-paragraph (3) has effect with the substitution for “9 ” of the number obtained by deducting from 9 the percentage rate of those other contributions.

5

An election under this paragraph–

a

must be made by giving written notice to the Secretary of State; and

b

has effect from the next anniversary of the date from which the contributions became payable at the previous rate.

2

Where an election has been made under paragraph 1, the period during which the contributions are to be paid is shortened to the same extent as it would have been if they had continued to be payable under regulation 23 of the 1977 Regulations.

3

If before all the contributions payable under paragraph 1 or 2 have been paid the teacher ceases to be in full-time pensionable employment or dies in such employment, paragraphs 5 to 8 of Schedule 4 (election to pay a lump sum etc.) and paragraphs 1 and 2 of Schedule 7 (reckonable service) apply as if the contributions had been payable under regulation C3, but with the substitution for Table 2 in paragraph 5(5) of Schedule 4 of the Table below.

TABLE

Years remaining in contribution period

Multiplier

1

0.990

2

1.961

3

2.913

4

3.846

5

4.760

6

5.657

7

6.536

8

7.398

9

8.244

10

9.072

11

9.884

12

10.681

13

11.461

14

12.227

15

12.977

16

13.713

17

14.434

18

15.141

19

15.835

20

16.514

4

1

Subject to sub-paragraph (2) and paragraph 5, where immediately before the date on which these Regulations come into force contributions remained to be paid under regulation 25 of the 1977 Regulations (contributions payable by “Method 3 ”), they are to continue to be paid until the end of the period for which they were then payable (“the contribution period ”).

2

The contributions are to be paid only while the teacher–

a

is in full-time pensionable employment; or

b

is paying additional contributions to purchase current added years under regulation C8.

5

1

If before the end of the contribution period the contributions payable under paragraph 4 cease to be payable otherwise than by reason of the teacher's–

a

dying; or

b

becoming incapacitated before attaining the age of 60,

  • he may by giving written notice to the Secretary of State within 3 months after the cessation elect to complete payment of the additional contributions by making a lump sum payment under this paragraph.

2

Subject to paragraph 3 of Schedule 3, the amount of the payment is the total of the contributions that would have been payable for the remainder of the contribution period.

3

A lump sum payable under this paragraph may, if he agrees, be set off against any retirement lump sum to which the teacher is entitled.

PART II

6

1

Subject to sub-paragraph (2), where immediately before the date on which these Regulations come into force contributions remained to be paid by virtue of regulation 26 of the 1977 Regulations (certain contributions first paid before 1973), they are to continue to be paid as if the 1977 Regulations had not been revoked.

2

If the teacher paying the contributions elects to pay additional contributions to purchase past added years under regulation C3, sub-paragraph (1) ceases to apply when he begins to pay those additional contributions.