The Civil Partnership (Pensions and Benefit Payments) (Consequential, etc. Provisions) Order 2005

Article 2

SCHEDULE Amendments of provisions of Acts relating to pensions and benefit payments, extending those provisions to civil partners and surviving civil partners

PART 1 Amendments of the Social Security Contributions and Benefits Act 1992 (c. 4)

1.  In section 48C (Category B retirement pension: general)(1), in subsection (4), after “spouse” insert “or civil partner”.

2.  In section 54 (Category A and Category B retirement pensions: supplemental provisions)(2), in subsection (3), after “marriage” insert “or civil partnership”.

3.—(1) Amend section 55 (pension increase or lump sum where entitlement to retirement pension is deferred)(3) as follows.

(2) In subsection (2), after “deceased spouse” (in each place) insert “or civil partner”.

(3) In subsection (3)(a)(ii)—

(a) after “a spouse's” insert “or civil partner's”; and

(b) after “the spouse” insert “or civil partner”.

4.  In section 62 (graduated retirement benefit), in subsection (1)(c)—

(a) after “widowed person” insert “or surviving civil partner”; and

(b) at the end, add “or civil partner”.

5.—(1) Amend Schedule 5 (pension increase or lump sum where entitlement to retirement pension is deferred)(4) as follows.

(2) In paragraph A1(4), for “paragraphs 5 to 6” substitute “paragraphs 5 to 6A”.

(3) In paragraph 2(5)(a), for “paragraph 4, 5, 5A or 6” substitute “paragraph 4, 5, 5A, 6 or 6A”.

(4) In paragraph 2A, for “paragraphs 5 to 6” (in each place) substitute “paragraphs 5 to 6A”.

(5) In paragraph 3B(5)(b)(i), for “paragraphs 5 to 6” substitute “paragraphs 5 to 6A”.

(6) Amend paragraph 3C as follows—

(a) in the heading preceding it, after “deceased spouse” insert “or civil partner”;

(b) in sub-paragraph (1)(a), for “widow or widower” substitute “widow, widower or surviving civil partner”;

(c) in sub-paragraph (1)(b)—

(i) after “married to” insert “or was the civil partner of”; and

(ii) after “marriage” insert “or civil partnership”;

(d) in sub-paragraph (5)—

(i) for “paragraphs 5 to 6” substitute “paragraphs 5 to 6A”; and

(ii) after “deceased spouse” insert “or civil partner”.

(7) Amend paragraph 4 as follows—

(a) in the heading preceding it, after “deceased spouse” insert “or civil partner”;

(b) in sub-paragraph (1)—

(i) for “widow or widower” (in each place) substitute “widow, widower or surviving civil partner”;

(ii) after “married to” insert “or was the civil partner of”; and

(iii) after “other party to the marriage” insert “or civil partnership”;

(c) in sub-paragraph (1A), for “paragraphs 5 to 6” (in each place) substitute “paragraphs 5 to 6A”;

(d) in sub-paragraph (3)—

(i) after “5th April 2000”(5) insert “or a civil partner dies on or after 5th December 2005”;

(ii) for “widow or widower” substitute “widow, widower or surviving civil partner”; and

(iii) in paragraph (a), after “deceased spouse” insert “or civil partner”;

(e) in sub-paragraph (4)—

(i) after “the former spouse” insert “or civil partner”; and

(ii) after “the surviving spouse” (in each place) insert “or civil partner”.

(8) Amend paragraph 5 as follows—

(a) in sub-paragraph (1)(a)—

(i) for “widow or widower” substitute “widow, widower or surviving civil partner”;

(ii) after “married to” insert “or was the civil partner of”; and

(iii) after “marriage” insert “or civil partnership”;

(b) in sub-paragraph (2)—

(i) at the end of paragraph (a), omit “and”; and

(ii) at the end of paragraph (b), insert—

“, and

(c) where W is a surviving civil partner, an amount equal to the sum of the amounts set out in paragraph 6A(2) below”.

(9) After paragraph 6 insert the following paragraph—

“6A.— (1) This paragraph applies where W (referred to in paragraph 5 above) is a surviving civil partner.

(2) The amounts referred to in paragraph 5(2)(c) above are the following—

(a) one-half of the increase mentioned in paragraph 5(1)(b) above, so far as attributable to employment before 6th April 1988,

(b) one-half of the appropriate amount after it has been reduced by the amount of any increases under section 109 of the Pensions Act, and

(c) one-half of any increase to which the deceased civil partner had been entitled under paragraph 5 above.”.

(10) Amend paragraph 7 as follows—

(a) in sub-paragraph (1)—

(i) for “paragraphs 5 to 6” substitute “paragraphs 5 to 6A”; and

(ii) in paragraph (b), after “surviving spouse” insert “or civil partner”;

(b) in sub-paragraph (2), for “paragraph 5, 5A or 6” substitute “paragraph 5, 5A, 6 or 6A”.

(11) Amend paragraph 7A as follows—

(a) in the heading preceding it, after “deceased spouse” insert “or civil partner”; and

(b) in sub-paragraph (2), after “widowed person's” insert “or surviving civil partner's”.

(12) Amend paragraph 7B as follows—

(a) in the heading preceding it, and in sub-paragraphs (1) and (5), after “widowed person's” insert “or surviving civil partner's”;

(b) in sub-paragraph (2), after “other party to the marriage” insert “or civil partnership”; and

(c) in sub-paragraph (5)(b)(i), for “paragraphs 5 to 6” substitute “paragraphs 5 to 6A”.

(13) Amend paragraph 8 as follows—

(a) in the heading preceding it, at the end add “and civil partners”; and

(b) in sub-paragraph (3)—

(i) after “married person” insert “or a civil partner”; and

(ii) after “other party to the marriage” insert “or civil partnership”.

PART 2 Amendments of the Social Security Administration Act 1992 (c. 5)

6.—(1) Amend section 133 (furnishing of addresses for maintenance proceedings, etc.) as follows.

(2) For “man or woman” (in each place) substitute “person”.

(3) In paragraph (a), for “man’s wife or former wife, or the woman’s husband or former husband” substitute “person’s spouse, former spouse, civil partner or former civil partner”.

(4) For paragraph (b) substitute the following paragraph—

“(b) for the maintenance or education of any child of the person, or of any child of the person’s spouse, former spouse, civil partner or former civil partner.”.

7.  In section 134 (arrangements for housing benefit), in subsection (8)(a), after “widow's” insert “or surviving civil partner's”.

8.  In section 150 (annual up-rating of benefits)(6), in subsection (1)(dza), after “surviving spouses” insert “or civil partners”.

9.  In section 155 (effect of alteration of rates of benefit under Parts 2 to 5 of Contributions and Benefits Act), in subsection (7)(c)(7), for “widows and widowers” substitute “widows, widowers and surviving civil partners”.

10.  In section 159B (effect of alterations affecting state pension credit)(8), in subsection (6), in the definition of “war widow’s or widower’s pension”—

(a) in paragraph (a), for “any widow’s or widower's” substitute “any widow's, widower’s or surviving civil partner's”; and

(b) in paragraph (b), for “widow or widower” substitute “widow, widower or surviving civil partner”.

PART 3 Amendments of the Pension Schemes Act 1993 (c. 48)

11.  In section 70 (interpretation), in subsection (1), in the definition of “long service benefit”, for “wife or husband, widow or widower” substitute “wife, husband, civil partner, widow, widower, or surviving civil partner”.

12.  In section 84 (basis of revaluation)(9), in subsection (5), for “widow or widower” substitute “widow, widower or surviving civil partner”.

13.  In section 96 (further provisions concerning exercise of option under section 95)(10), in subsection (3)(a), for “widow’s or, as the case may be, widower's” substitute “widow's, widower’s or surviving civil partner’s (as the case may be)”.

14.  In section 113 (disclosure of information about schemes to members etc.), in subsection (2)(b), after “spouses” insert “or civil partners”.

15.  In section 129 (overriding requirements), in subsection (3)(e)—

(a) for “widow’s or widower's” substitute “widow's, widower’s or surviving civil partner's”; and

(b) for “widow or widower” (in each place) substitute “widow, widower or surviving civil partner”.

16.  In section 146 (functions of the Pensions Ombudsman), in subsection (7)(b), for “widow or widower” substitute “widow, widower or surviving civil partner”.

17.  In section 159A (no forfeiture on bankruptcy of rights under personal pension schemes)(11), in subsection (2)(a)(i), after “rights on divorce etc.” insert “or on dissolution etc. of a civil partnership”.

18.  In section 181 (general interpretation), in subsection (1), in the definition of “money purchase benefits”, for “widow or widower” substitute “widow, widower or surviving civil partner”.

19.  In paragraph 1(1)(a) of Schedule 3 (methods of revaluing accrued pension benefits), for “widow’s or widower's” substitute “widow's, widower’s or surviving civil partner's”.

PART 4 Amendments of the Pensions Act 1995 (c. 26)

20.  In section 41 (provision of documents for members), in subsection (4)(b), after “spouses” insert “or civil partners”.

21.  In section 50A (meaning of “person with an interest in the scheme”)(12), in subsection (1)(b), after “widower” insert “, surviving civil partner”.

22.  In section 63 (equal treatment rule: supplementary), in subsection (2), for “family or marital” substitute “family, marital or civil partnership”.

23.  In section 91 (inalienability of occupational pension)(13), in subsection (5)(a), (b) and (c), after “widower” insert “, surviving civil partner”.

24.  In section 92 (forfeiture, etc.), in subsection (3), for paragraph (b) substitute the following paragraph—

“(b) the spouse, civil partner, widow, widower or surviving civil partner of the member,”.

25.  In section 124 (interpretation of Part I), in subsection (1), in the appropriate place insert—

““civil partnership status”, in relation to a person, means whether that person has previously formed a civil partnership and, if so, whether that civil partnership has ended,”.

PART 5 Amendment of the Welfare Reform and Pensions Act 1999 (c. 30)

26.  In section 52 (preservation of rights in respect of additional pensions), in subsection (2), for “widows or widowers” substitute “widows, widowers or surviving civil partners”.

PART 6 Amendments of the Pensions Act 2004 (c. 35)

27.  In section 24 (consequences of freezing order), in subsection (6), in the definition of “pension earmarking order”—

(a) after paragraph (a) insert the following paragraph—

“(aa) an order under Part 1 (financial provision in connection with dissolution, nullity or separation) of Schedule 5 to the Civil Partnership Act 2004 (c. 33) (financial relief in the High Court or a county court etc.) so far as it includes provision made by virtue of paragraphs 25 and 26 of Part 6 of that Schedule (powers to include provisions about pensions),”;

(b) in paragraph (b) omit “or”;

(c) at the end of paragraph (c) insert—

“, or

(d) an order under Part 1 (financial provision in connection with dissolution, nullity or separation) of Schedule 15 to the Civil Partnership Act 2004 (financial relief in the High Court or a county court etc.: Northern Ireland) so far as it includes provision made by virtue of paragraphs 20 and 21 of Part 5 of that Schedule (powers to include provisions about pensions)”.

28.  Amend paragraph 26 of Part 3 (transitional provisions) of Schedule 11 (deferral of retirement pensions and shared additional pensions) as follows—

(a) in the heading preceding it, after “Widowers'” insert “and surviving civil partners'”, and after “widowed person's” insert “or surviving civil partner's”;

(b) after “widower” insert “or surviving civil partner”;

(c) after “widowed person's” insert “or surviving civil partner's”; and

(d) for “he was over pensionable age when his wife died” substitute “the widower or surviving civil partner was over pensionable age when his wife or, as the case may be, his or her civil partner, died”.

(1)

Section 48C was inserted by paragraph 3 of Schedule 4 to the Pensions Act 1995 (c. 26). Subsection (4) was amended by paragraph 7 of Schedule 8 to and paragraph 21 of Schedule 12 to the Welfare Reform and Pensions Act 1999 (c. 30) and section 35(12) of the Child Support, Pensions and Social Security Act 2000 (c. 19).

(2)

Section 54(3) was substituted by paragraph 21(8) of Schedule 4 to the Pensions Act 1995 (c. 26).

(3)

Section 55 was substituted by section 297 of the Pensions Act 2004 (c. 35).

(4)

Schedule 5 was amended by paragraph 21 of Schedule 4 to the Pensions Act 1995 (c. 26) and paragraphs 1 to 14 of Schedule 11 to the Pensions Act 2004 (c. 35). Paragraph 7 of Schedule 5 was amended by paragraph 40 of Schedule 1 to the Social Security (Incapacity for Work) Act 1994 (c. 18).

(5)

Section 39(1) of the Child Support, Pensions and Social Security Act 2000 (c. 19) provides that the reference to 5th April 2000 in sub-paragraph (3) shall have effect, and be deemed always to have had effect, as a reference to 5th October 2002.

(6)

Section 150(1)(dza) was inserted by paragraph 21 of Schedule 11 to the Pensions Act 2004 (c. 35).

(7)

Subsection (7)(c) was substituted by section 131(3) of the Pensions Act 1995 (c. 26).

(8)

Section 159B was inserted by paragraph 17 of Schedule 2 to the State Pension Credit Act 2002 (c. 16). The definition of “war widow’s or widower’s pension” in subsection (6) was amended by paragraph 188 of Schedule 6 to the Income Tax (Earnings and Pensions) Act 2003 (c. 1).

(9)

Section 84(5) was amended by paragraph 62 of Schedule 5 to and Part III of Schedule 7 to the Pensions Act 1995 (c. 26) and section 281 of the Pensions Act 2004 (c. 35).

(10)

Section 96(3)(a) was amended by paragraph 63(b) of Schedule 5 to the Pensions Act 1995 (c. 26).

(11)

Section 159A was inserted by section 14 of the Welfare Reform and Pensions Act 1999 (c. 30).

(12)

Section 273 of the Pensions Act 2004 (c. 35) substituted new sections 50, 50A and 50B in the Pensions Act 1995 (c. 26) for the former section 50 of that Act.

(13)

Section 91(5) was amended by paragraph 57(4) of Schedule 12 to the Welfare Reform and Pensions Act 1999 (c. 30).