The Social Security (Barbados) Order 1992

PART III E+W+S SPECIAL PROVISIONS

ARTICLE 11 E+W+S

CONVERSION FORMULAE FOR CONTRIBUTIONS

(1) For the purpose of calculating entitlement under the legislation of Great Britain, Northern Ireland or the Isle of Man to any benefit in accordance with Articles 15 to 22, contribution periods or equivalent periods completed under the legislation of Barbados before 6 April 1975 shall be treated as if they had been contribution periods or equivalent periods completed under the legislation of Great Britain, Northern Ireland or the Isle of Man, as the case may be.

(2) For the purpose of calculating entitlement under the legislation of Great Britain, Northern Ireland or the Isle of Man to any benefit in accordance with Articles 15 to 22, contribution periods completed as a self-employed person or as a non-employed person or equivalent periods completed under the legislation of Barbados after 5 April 1975 shall be treated as if they had been contribution periods completed as a self-employed person or as a non-employed person or equivalent periods completed under the legislation of Great Britain, Northern Ireland or the Isle of Man, as the case may be.

(3) Subject to the provisions of paragraph (4), for the purpose of calculating an earnings factor for assessing entitlement to any benefit in accordance with Articles 15 to 22, under the legislation of Great Britain, Northern Ireland or the Isle of Man, as the case may be, a person shall be treated for each week beginning in a relevant tax year commencing after 5 April 1975, the whole or any part of which week is a contribution period completed as an employed person under the legislation of Barbados, as having paid a contribution as an employed earner, or having earnings on which primary Class 1 contributions have been paid, on earnings equivalent to two-thirds of that year’s upper earnings limit.

(4) For the purposes of calculating entitlement to additional pension under the legislation of Great Britain, Northern Ireland or the Isle of Man, no account shall be taken of any contribution period completed under the legislation of Barbados.

(5) For the purposes of the calculation in Article 16(2), where:

(a) in any income tax year commencing after 5 April 1975, an employed person has completed periods of insurance exclusively in Barbados and the application of paragraph (3) results in that year being a qualifying year under the legislation of Great Britain, Northern Ireland or the Isle of Man, he shall be deemed to have been insured for 52 weeks in that year;

(b) any income tax year commencing after 5 April 1975, does not count as a qualifying year under the legislation of Great Britain, Northern Ireland or the Isle of Man, any periods of insurance completed in that year shall be disregarded.

(6) For the purpose of calculating the appropriate contribution factor to establish entitlement to any benefit in accordance with Articles 15 to 25 and provided under the legislation of Jersey, a person shall be treated:

(a) for each week in an insurance period completed under the legislation of Barbados, being a week in the relevant quarter, as having paid contributions which derive a quarterly contribution factor of 0.077 for that quarter;

(b) for each week in an insurance period completed under the legislation of Barbados, being a week in a relevant year, as having paid contributions which derive an annual contribution factor of 0.0193 for that year.

(7) For the purpose of calculating entitlement to any benefit in accordance with Articles 15 to 25 under the legislation of Guernsey, contribution periods or equivalent periods completed under the legislation of Barbados shall be treated as if they had been contribution periods or equivalent periods completed under the legislation of Guernsey.

(8) For the purpose of calculating entitlement to a pension under the legislation of Barbados, each contribution period or equivalent period completed under the legislation of Great Britain, Northern Ireland or the Isle of Man from 5 June 1967 to 5 April 1975, shall be treated as if it had been a contribution period or equivalent period completed under the legislation of Barbados.

(9) For the purpose of converting to an insurance period any earnings factor achieved in any tax year commencing after 5 April 1975 under the legislation of Great Britain, Northern Ireland or the Isle of Man, the competent authority of Great Britain, Northern Ireland or the Isle of Man, as the case may be, shall divide the earnings factor achieved under its legislation by that year’s lower earnings limit. The result shall be expressed as a whole number, any remaining fraction being ignored. The figure so calculated, subject to a maximum of the number of weeks during which the person was subject to that legislation in that year, shall be treated as representing the number of weeks in the insurance period completed under that legislation.

(10) For the purpose of converting to an insurance period any contribution factor achieved under the legislation of Jersey, the competent authority of Jersey shall:

(a) in the case of a quarterly contribution factor, multiply the factor achieved by a person in a quarter by thirteen; and

(b) in the case of an annual contribution factor, multiply the factor achieved by a person in a year by fifty-two.

The result shall be expressed as a whole number, any remaining fraction being ignored. The figure so calculated, subject to a maximum of the number of weeks during which the person was subject to that legislation in a quarter or in a year, as the case may be, shall be treated as representing the number of weeks in the insurance period completed under that legislation.

(11) For the purpose of calculating entitlement to a pension under the legislation of Barbados, each contribution period or equivalent period completed under the legislation of Guernsey shall be treated as if it had been a contribution period or an equivalent period completed under the legislation of Barbados.