http://www.legislation.gov.uk/uksi/2013/2356/part/2The Local Government Pension Scheme Regulations 2013texttext/xmlenStatute Law DatabasePUBLIC SERVICE PENSIONS, ENGLAND AND WALES2024-05-20Expert Participation2024-05-07 These regulations (“the Regulations”) introduce a new local government pension scheme (“the Scheme”) which is to come into existence on 1st April 2014 and replace the local government pension scheme constituted by the Local Government Pension Scheme (Benefits, Membership and Contributions) Regulations 2007 (S.I. 2007/1166) and the Local Government Pension Scheme (Administration) Regulations 2008 (S.I. 2008/239) (“the 2008 Scheme”). In contrast to the 2008 Scheme which was a final salary pension scheme in which unreduced benefits were payable to members from the age of 65, the Scheme provides for members to accrue pension on a career average revalued earnings basis and for unreduced benefits to be payable from their state pension age. PART 2AdministrationAdministering authoritiesScheme managers531The bodies listed in Part 1 of Schedule 3, referred to in these Regulations as “administering authorities”, must maintain a pension fund for the Scheme.2An administering authority is responsible for managing and administering the Scheme in relation to any person for which it is the appropriate administering authority under these Regulations.3The appropriate administering authority in relation to a person who is or has been a member of the Scheme, or is entitled to any benefit in respect of a person who is or has been a member of the Scheme, is the authority specified in Part 2 of Schedule 3 in relation to that person.4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Admission agreement funds541An administering authority which has made an admission agreement may establish a further pension fund (an “admission agreement fund”) in addition to the fund maintained under regulation 53(1) (Scheme managers) (“the main fund”).2Immediately after an authority establishes an admission agreement fund, it must give the Secretary of State written notice that it has done so.3The notice must specify the admission bodies whose employees are eligible for benefits from the admission agreement fund.4Where an admission agreement fund is established—athe liabilities of the main fund as respects membership in employment with those specified bodies become liabilities of the admission agreement fund; andbassets of such value as an actuary appointed by the appropriate administering authority determines to be appropriate must be transferred from the main fund to the admission agreement fund.5When valuations under regulation 62 (actuarial valuations of pension funds) of both the main fund and the admission agreement fund are first obtained after the admission agreement fund is established, the administering authority must obtain from the actuary appointed by the authority—aa transfer statement; andba rates and adjustment certificate for the admission agreement fund for each remaining year of the period covered by the most recent such certificate for its main fund.6The transfer statement must specify whether, in the actuary's opinion, there is a need for further assets to be transferred from the main fund to the admission agreement fund and, if so, their value.7Where the transfer statement specifies that assets of a specified value need to be transferred, the administering authority must arrange for assets of that value to be transferred as soon as is reasonably practicable.Administering authorities: governance compliance statement551An administering authority must prepare a written statement setting out—awhether the authority delegates its functions, or part of its functions under these Regulations to a committee, a sub-committee or an officer of the authority;bif the authority does so—ithe terms, structure and operational procedures of the delegation,iithe frequency of any committee or sub-committee meetings,iiiwhether such a committee or sub-committee includes representatives of Scheme employers or members, and if so, whether those representatives have voting rights;cthe extent to which a delegation, or the absence of a delegation, complies with guidance given by the Secretary of State and, to the extent that it does not so comply, the reasons for not complying; andddetails of the terms, structure and operational procedures relating to the local pension board established under regulation 106 (local pension boards: establishment).2An administering authority must keep a statement prepared under paragraph (1) under review, and make such revisions as are appropriate, following a material change to any of the matters mentioned in that paragraph.3Before preparing or revising a statement under this regulation, an administering authority must consult such persons as it considers appropriate.4An administering authority must publish its statement under this regulation, and any revised statement.Accounts and audit561After any of its pension funds has been audited, an administering authority must immediately send copies of the following to each body whose employees are active members—aa summary of the revenue account and balance sheet of the fund; andbany report by the auditor.2The pension input period for the purposes of section 238 of the Finance Act 2004 is the year ending on 31st March 2015 and each year ending on 31st March after that year.Strategies, statements and reportsPension fund annual report571An administering authority must, in relation to each year beginning on 1st April 2014 and each subsequent year, prepare a document (“the pension fund annual report”) which contains—aa report about the management and financial performance during the year of each of the pension funds maintained by the authority;ba report explaining the authority's investment policy for each of those funds and reviewing the performance during the year of the investments of each fund;ca report of the arrangements made during the year for the administration of each of those funds;dfor each of those funds, a statement by the actuary who carried out the most recent valuation of the assets and liabilities of the fund in accordance with regulation 62 (actuarial valuations of pension funds), of the level of funding disclosed by that valuation;ethe current version of the statement under regulation 55 (governance compliance statement);ffor each of the funds, the fund account and net asset statement with supporting notes and disclosures prepared in accordance with proper practices;gan annual report dealing with—ithe extent to which the authority and the Scheme employers in relation to which it is the administering authority have achieved any levels of performance set out in a pension administration strategy in accordance with regulation 59 (pension administration strategy), andiisuch other matters arising from a pension administration strategy as it considers appropriate;hthe current version of the statement referred to in regulation 58 (funding strategy statement);ithe current version of the investment strategy under regulation 7 (investment strategy statement) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016;jthe current version of the statement under regulation 61 (statements of policy concerning communications with members and Scheme employers); andkany other material which the authority considers appropriate.2The authority must publish the pension fund annual report on or before 1st December following the Scheme year end.3In preparing and publishing the pension fund annual report, the authority must have regard to guidance given by the Secretary of State.Funding strategy statement581An administering authority must, after consultation with such persons as it considers appropriate, prepare, maintain and publish a written statement setting out its funding strategy.2The statement must be published no later than 31st March 2015.3The authority must keep the statement under review and, after consultation with such persons as it considers appropriate, make such revisions as are appropriate following a material change in its policy set out in the statement, and if revisions are made, publish the statement as revised.4In preparing, maintaining and reviewing the statement, the administering authority must have regard to—athe guidance set out in the document published in October 2012 by CIPFA, the Chartered Institute of Public Finance and Accountancy and called “Preparing and Maintaining a Funding Strategy Statement in the Local Government Pension Scheme 2012; andbthe current version of the investment strategy under regulation 7 (investment strategy statement) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016.Pension administration strategy591An administering authority may prepare a written statement of the authority's policies in relation to such of the matters mentioned in paragraph (2) as it considers appropriate (“its pension administration strategy”) and, where it does so, paragraphs (3) to (7) apply.2The matters are—aprocedures for liaison and communication with Scheme employers in relation to which it is the administering authority (“its Scheme employers”);bthe establishment of levels of performance which the administering authority and its Scheme employers are expected to achieve in carrying out their Scheme functions by—ithe setting of performance targets,iithe making of agreements about levels of performance and associated matters, oriiisuch other means as the administering authority considers appropriate;cprocedures which aim to secure that the administering authority and its Scheme employers comply with statutory requirements in respect of those functions and with any agreement about levels of performance;dprocedures for improving the communication by the administering authority and its Scheme employers to each other of information relating to those functions;ethe circumstances in which the administering authority may consider giving written notice to any of its Scheme employers under regulation 70 (additional costs arising from Scheme employer's level of performance) on account of that employer's unsatisfactory performance in carrying out its Scheme functions when measured against levels of performance established under sub-paragraph (b);fthe publication by the administering authority of annual reports dealing with—ithe extent to which that authority and its Scheme employers have achieved the levels of performance established under sub-paragraph (b), andiisuch other matters arising from its pension administration strategy as it considers appropriate; andgsuch other matters as appear to the administering authority after consulting its Scheme employers and such other persons as it considers appropriate, to be suitable for inclusion in that strategy.3An administering authority must—akeep its pension administration strategy under review; andbmake such revisions as are appropriate following a material change in its policies in relation to any of the matters contained in the strategy.4In preparing or reviewing and making revisions to its pension administration strategy, an administering authority must consult its Scheme employers and such other persons as it considers appropriate.5An administering authority must publish—aits pension administration strategy; andbwhere revisions are made to it, the strategy as revised.6Where an administering authority publishes its pension administration strategy, or that strategy as revised, it must send a copy of it to each of its Scheme employers and to the Secretary of State as soon as is reasonably practicable.7An administering authority and its Scheme employers must have regard to the pension administration strategy when carrying out their functions under these Regulations.8In this regulation references to the functions of an administering authority include, where applicable, its functions as a Scheme employer.Statements of policy about exercise of discretionary functions601A Scheme employer must prepare a written statement of its policy in relation to the exercise of its functions under regulations—a16(2)(e) and 16(4)(d) (funding of additional pension);b30(6) (flexible retirement);c30(8) (waiving of actuarial reduction); andd31 (award of additional pension),and an administering authority must prepare such a statement in relation to the exercise of its functions under regulation 30(8) in cases where a former employer has ceased to be a Scheme employer.2Each Scheme employer must send a copy of its statement to each relevant administering authority before 1st July 2014 and must publish its statement.3A body required to prepare a statement under paragraph (1) must—akeep its statement under review; andbmake such revisions as are appropriate following a change in its policy.4Before the expiry of a month beginning with the date any such revisions are made, each Scheme employer must send a copy of its revised statement to each relevant administering authority, and must publish its statement as revised.5In preparing, or reviewing and making revisions to its statement, a body required to prepare a statement under paragraph (1) must have regard to the extent to which the exercise of the functions mentioned in paragraph (1) in accordance with its policy could lead to a serious loss of confidence in the public service.6In this regulation a relevant administering authority in relation to a Scheme employer, is any authority which is an appropriate administering authority for that employer's employees.Statements of policy concerning communications with members and Scheme employers611An administering authority must prepare, maintain and publish a written statement setting out its policy concerning communications with—amembers;brepresentatives of members;cprospective members; anddScheme employers.2In particular the statement must set out its policy on—athe provision of information and publicity about the Scheme to members, representatives of members and Scheme employers;bthe format, frequency and method of distributing such information or publicity; andcthe promotion of the Scheme to prospective members and their employers.3The statement must be revised and published by the administering authority following a material change in their policy on any of the matters referred to in paragraph (2).Actuarial valuationsActuarial valuations of pension funds621An administering authority must obtain—aan actuarial valuation of the assets and liabilities of each of its pension funds as at 31st March 2016 and on 31st March in every third year afterwards;ba report by an actuary in respect of the valuation; andca rates and adjustments certificate prepared by an actuary.2Each of those documents must be obtained before the first anniversary of the date (“the valuation date”) as at which the valuation is made or such later date as the Secretary of State may agree.3A report under paragraph (1)(b) must contain a statement of the demographic assumptions used in making the valuation; and the statement must show how the assumptions relate to the events which have actually occurred in relation to members of the Scheme since the last valuation.4A rates and adjustments certificate is a certificate specifying—athe primary rate of the employer's contribution; andbthe secondary rate of the employer's contribution,for each year of the period of three years beginning with 1st April in the year following that in which the valuation date falls.5The primary rate of an employer's contribution is the amount in respect of the cost of future accruals which, in the actuary's opinion, should be paid to a fund by all bodies whose employees contribute to it so as to secure its solvency, expressed as a percentage of the pay of their employees who are active members.6The actuary must have regard to—athe existing and prospective liabilities arising from circumstances common to all those bodies;bthe desirability of maintaining as nearly constant a primary rate as possible;cthe current version of the administering authority's funding strategy mentioned in regulation 58 (funding strategy statements); anddthe requirement to secure the solvency of the pension fund and the long term cost efficiency of the Scheme, so far as relating to the pension fund.6ACompensation paid by the scheme to a person by virtue of section 82(1) of PSPJOA 2022 or additional benefits payable by virtue of regulation 4S of the 2014 Regulations are liabilities for the purpose of the actuarial valuation under paragraph (1)(a).7The secondary rate of an employer's contributions is any percentage or amount by which, in the actuary's opinion, contributions at the primary rate should, in the case of a Scheme employer, be increased or reduced by reason of any circumstances peculiar to that employer.8A rates and adjustments certificate must contain a statement of the assumptions on which the certificate is given as respects—athe number of members who will become entitled to payment of pensions under the provisions of the Scheme; andbthe amount of the liabilities arising in respect of such members,during the period covered by the certificate.9The administering authority must provide the actuary preparing a valuation or a rates and adjustments certificate with the consolidated revenue account of the fund and such other information as the actuary requests.Aggregate Scheme costs63. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Special circumstances where revised actuarial valuations and certificates must be obtained641Subject to paragraph (2A), if a person—aceases to be a Scheme employer (including ceasing to be an admission body participating in the Scheme), orbis or was a Scheme employer, but irrespective of whether that employer employs active members contributing to one or more other funds, no longer has an active member contributing towards a fund (“a relevant fund”) which has liabilities in respect of benefits in respect of current and former employees of that employer,that person becomes “an exiting employer” in relation to the relevant fund for the purposes of this regulation and is liable to pay an exit payment or entitled to receive an exit credit.2When a person becomes an exiting employer, the appropriate administering authority must obtain—aan actuarial valuation as at the exit date of the liabilities of the fund in respect of benefits in respect of the exiting employer's current and former employees; andba revised rates and adjustments certificate showing the exit payment due from the exiting employer the excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2)(a) 2ZAACompensation paid by the scheme to a person by virtue of section 82(1) of PSPJOA 2022 or additional benefits payable by virtue of regulation 4S of the 2014 Regulations are liabilities for the purpose of the actuarial valuation under paragraph (2)(a).2ZA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2ZABAn administering authority must determine the amount of an exit credit, which may be zero, taking into account the factors specified in paragraph (2ZC) and must—anotify its intention to make a determination to—ithe exiting employer and any other body that has provided a guarantee to the exiting employer under paragraph 8 of Part 3 to Schedule 2 to these Regulations;iiwhere the exiting employer is a body that has participated in the Scheme as a result of an admission agreement under paragraph (1)(d) of Part 3 of Schedule 2, the Scheme employer in connection with the exercise of whose function it was providing a service or assets ; andbpay the amount determined to that exiting employer within six months of the exit date, or such longer time as the administering authority and the exiting employer may agree.2ZBWhen an administering authority has paid an exit credit to an exiting employer, no further payments are due from that administering authority in respect of any surplus assets relating to the benefits in respect of any current or former employees of that employer as a result of these Regulations.2ZCIn exercising its discretion to determine the amount of any exit credit the administering authority must have regard to the following factors—athe extent to which there is an excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2)(a);bthe proportion of this excess of assets which has arisen because of the value of the employer’s contributions;cany representations to the administering authority made by the exiting employer and, where that employer participates in the scheme by virtue of an admission agreement, any body listed in paragraphs (8)(a) to (d)(iii) of Part 3 to Schedule 2 to these Regulations; anddany other relevant factors.2AAn administering authority may by written notice (“a suspension notice”) to an exiting employer suspend that employer’s liability to pay an exit payment for a period of up to 3 years starting from the date when that employer would otherwise become an exiting employer, if the condition in paragraph (2B) is met.2BThe condition mentioned in paragraph (2A) is that in the reasonable opinion of the administering authority the employer is likely to have one or more active members contributing to the fund within the period specified in the suspension notice.2CIf an administering authority serves a suspension notice on an employer, unless that suspension notice is withdrawn, paragraph (2) does not apply in respect of that employer, but the employer must continue to make such contributions towards the liabilities of the fund in respect of benefits in respect of the employer’s current and former employees as the administering authority reasonably requires.3Where for any reason it is not possible to obtain all or part of the exit payment due from the exiting employer, or from an insurer, or any person providing an indemnity, bond or guarantee on behalf of the exiting employer, the administering authority must obtain a further revision of any rates and adjustments certificate for the fund showing—ain the case where a body is an admission body falling within paragraph 1(d) of Part 3 of Schedule 2 to these Regulations (Scheme employers: bodies providing services as a result of transfer of a service), the revised contribution due from the body which is the related employer in relation to that admission body; andbin any other case, the revised contributions due from each Scheme employer which contributes to the fund,with a view to providing that assets equivalent to the exit payment due from the exiting employer are provided to the fund over such period of time as the administering authority considers reasonable.4Where in the opinion of an administering authority there are circumstances which make it likely that a Scheme employer (including an admission body) will become an exiting employer, the administering authority may obtain from an actuary a certificate specifying the percentage or amount by which, in the actuary's opinion—athe contribution at the primary rate should be adjusted; orbany prior secondary rate adjustment should be increased or reduced,with a view to providing that assets equivalent to the exit payment that will be due from the Scheme employer are provided to the fund by the likely exit date or, where the Scheme employer is unable to meet that liability by that date, over such period of time thereafter as the administering authority considers reasonable.5When an exiting employer has paid an exit payment into the appropriate fund, no further payments are due from that employer in respect of any liabilities relating to the benefits in respect of any current or former employees of that employer as a result of these Regulations.6Paragraph (7) applies where—aa Scheme employer agrees to pay increased contributions to meet the cost of an award of additional pension under regulation 31 (award of additional pension); orbit appears likely to an administering authority that the amount of the liabilities arising or likely to arise in respect of members in employment with a Scheme employer exceeds the amount specified, or likely as a result of the assumptions stated, for that authority, in a rates and adjustments certificate by virtue of regulation 62(8) (actuarial valuations of pension funds: assumptions).7The administering authority must obtain a revision of the rates and adjustments certificate concerned, showing the resulting changes as respects that Scheme employer.7AAn administering authority may enter into a written agreement with an exiting Scheme employer for that employer to defer their obligation to make an exit payment and continue to make contributions at the secondary rate (“a deferred debt agreement”).7BAn administering authority may enter into a deferred debt agreement with an exiting Scheme employer where—athe last active member in respect of that Scheme employer has left the Scheme;bthe funding strategy mentioned in regulation 58 (funding strategy statements) has set out the administering authority’s policy on deferred debt agreements; andcthe administering authority has—iconsulted the exiting Scheme employer; andiihad regard to the views of an actuary appointed by the administering authority.7CWhere a deferred debt agreement has been entered into under paragraph (7A)—athe exiting employer becomes a deferred employer on the date specified in the agreement;bthe deferred employer must—imeet all requirements on Scheme employers except the requirement to pay the primary rate of contributions as determined under regulation 62(5) (actuarial valuations of pension funds); andiipay the secondary rate of contributions as determined under regulation 62(7) as revised from time to time following an actuarial valuation until the termination of the deferred debt agreement.7DA deferred debt agreement must include express provision for it to remain in force for a specified period, which may be varied by agreement of the administering authority and the deferred employer.7EA deferred debt agreement terminates on the first date on which one of the following events occurs—athe deferred employer enrols new active members;bthe period specified, or as varied, under paragraph (7D) elapses;cthe take-over, amalgamation, insolvency, winding up or liquidation of the deferred employer;dthe administering authority serves a notice on the deferred employer that the administering authority is reasonably satisfied that the deferred employer’s ability to meet the contributions payable under the deferred debt arrangement has weakened materially or is likely to weaken materially in the next 12 months; orean actuary appointed by the administering authority assesses that the deferred employer has paid sufficient secondary contributions to cover the exit payment that would have been due under paragraph (1) if the employer had become an exiting employer on the calculation date.7FParagraph (7E)(c) does not apply where the administering authority serves a notice on the deferred employer that the administering authority is satisfied that the event would not be likely to significantly weaken the deferred employer’s ability to meet the contributions payable under the deferred debt agreement in the next 12 months.7GOn the termination of a deferred debt agreement under paragraph (7E) a deferred employer becomes an exiting employer in relation to the relevant fund for the purposes of this regulation.8For the purposes of this regulation—exiting employer” means an employer of any of the descriptions specified in paragraph (1); “deferred employer” means a Scheme employer which enters into a deferred debt agreement with an administering authority; “exit credit” means any amount paid to the exiting employer by the administering authority to meet the excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2). exit payment” means the assets required to be paid by the exiting employer over such period of time as the administering authority considers reasonable, to meet the liabilities specified in paragraph (2);exit date” means the date on which the employer becomes an exiting employer; andrelated employer” means any Scheme employer or other such contracting body which is a party to the admission agreement (other than an administering authority in its role as an administering authority) .9Paragraph (10) applies—awhere the exiting employer is a probation trust established under section 5 of the Offender Management Act 2007 and the liabilities of the fund in respect of benefits due to or in respect of the probation trust’s current and former employees (or those of its predecessor local probation boards or probation committees) have been or are to be transferred to another person as a result of arrangements made for the provision of probation services under section 3 of that Act (power to make arrangements for the provision of probation services); orbin any other case where the exiting employer is engaged in the provision of probation services, but only to the extent provided for under the relevant admission agreement, in relation to any liabilities of the fund in respect of benefits due to or in respect of the current and former employees of the exiting employer which have been or are to be, with effect from the day following the exit date, transferred to one or more other Scheme employers as a result of arrangements made for the provision of probation services under section 3 of that Act.10Where this paragraph applies, no exit payment is due under paragraph (1) and paragraph (2) does not apply.11Paragraph (12) applies where the exiting employers are Buckinghamshire County Council, Aylesbury Vale District Council, Chiltern District Council, South Bucks District Council and Wycombe District Council and the liabilities of the fund in respect of benefits due to or in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in Buckinghamshire Council.12Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.13Where the exiting employers are Northamptonshire County Council, Corby Borough Council, Daventry District Council, East Northamptonshire District Council, Kettering Borough Council, Northampton Borough Council, South Northamptonshire District Council and Wellingborough Borough Council—athe assets and liabilities of the fund in respect of benefits due to or in respect of current or former employees (or those of any predecessor authority) of the exiting employers shall be allocated between North Northamptonshire Council and West Northamptonshire Council in proportions to be determined by West Northamptonshire Council, andbparagraph (14) applies.14No exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.15In determining the proportions for the purposes of paragraph (13)(a) West Northamptonshire Council must seek advice from an actuary and consult with North Northamptonshire Council.16Where the exiting employers are Cumbria County Council, Allerdale Borough Council, Barrow-in-Furness Borough Council, Carlisle City Council, Copeland Borough Council, Eden District Council and South Lakeland District Council—athe assets and liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of the exiting employers must be allocated between Cumberland Council and Westmorland and Furness Council in proportions to be determined by Westmorland and Furness Council, andbparagraph (17) applies.17Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.18In determining the proportions for the purposes of paragraph (16)(a) Westmorland and Furness Council must seek advice from an actuary and consult with Cumberland Council. 19 Paragraph (20) applies where the exiting employers are Craven District Council, Hambleton District Council, Harrogate Borough Council, Richmondshire District Council, Ryedale District Council, Scarborough Borough Council and Selby District Council and the liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in North Yorkshire Council.20Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.21Paragraph (22) applies where the exiting employers are Mendip District Council, Sedgemoor District Council, Somerset West and Taunton Council and South Somerset Council and the liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in Somerset Council.22Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">Revision of rates and adjustments certificate: Scheme employer contributions</Addition>64A1 An administering authority may obtain a revision of the rates and adjustments certificate under regulation 62 (actuarial valuations of pension funds) showing any resulting changes to the contributions of a Scheme employer or employers where—athe funding strategy mentioned in regulation 58 (funding strategy statements) sets out the administering authority’s policy on amending contributions between valuations; andbone of the following conditions applies—iit appears likely to the administering authoritythat the amount of the liabilities arising or likely to arise has changed significantly since the last valuation;iiit appears likely to the administering authority that there has been a significant change in the ability of the Scheme employer or employers to meet the obligations of employers in the Scheme; oriiia Scheme employer or employers have requested a review of Scheme employer contributions and have undertaken to meet the costs of that review.2In revising the certificate, an administering authority must—aconsult the Scheme employer or employers; andbhave regard to the views of an actuary appointed by the administering authority.<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">Revision of actuarial certificates: exit payments</Addition>64B1Where the funding strategy mentioned in regulation 58 (funding strategy statements) sets out the administering authority’s policy on spreading exit payments, that administering authority may obtain a revision of the rates and adjustments certificate under regulation 62 (actuarial valuations of pension funds) to show the proportion of the exit payment to be paid by the exiting Scheme employer in each year after the exit date over such period as the administering authority considers reasonable.2In revising the certificate, an administering authority must—aconsult the exiting Scheme employer; andbhave regard to the views of an actuary appointed by the administering authority.Aggregate Scheme costs: revised certificates65. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Supply of copies of valuations, certificates etc661An administering authority must publish and send copies of any valuation, report, certificate or revised certificate obtained under regulations 62 (actuarial valuation of pension funds) or 64 (special circumstances where revised actuarial valuations and certificates must be obtained) to—athe Secretary of State;beach body with employees who contribute to the fund in question; andcany other body which is, or may become liable to make payments to that fund.2An administering authority must also send to the Secretary of State—aa copy of the consolidated revenue account with which the actuary was provided under regulation 62(9); andba summary of the assets of the fund at the valuation date (unless such a summary is contained in the report under regulation 62(1)(b)).PaymentsEmployer's contributions671A Scheme employer must contribute to the appropriate fund in each year covered by a rates and adjustment certificate under regulation 62 (actuarial valuations of pension funds) or 64 (circumstances in which revised actuarial valuations and certificates must be obtained) the amount appropriate for that authority as calculated in accordance with the certificate and paragraph (4).2During each of those years a Scheme employer must make payments to the appropriate fund on account of the amount required for the whole year.3Those payments on account must—abe paid at the end of the intervals determined under regulation 69 (payment by Scheme employers to administering authorities); andbequal the appropriate proportion of the whole amount due under paragraph (1) for the year in question.4An employer's contribution for any year is the primary percentage for that year of—athe pensionable pay on which contributions have been paid into the fund by active members in accordance with regulations 9 to 12 and 14 (contributions), except where sub-paragraph (b) applies, andbthe assumed pensionable pay in respect of members on leave due to sickness or injury on reduced contractual pay or no pay or on child-related leave,increased or reduced by any secondary rate adjustments specified for that employer for that year in the rates and adjustments certificate.5The primary percentage is the primary rate of the employer's contribution specified in that certificate expressed as a percentage of the pay of its employees who are active members.6A Scheme employer must also pay into the appropriate fund in each year any employer contributions made under regulation 16 (additional pension contributions).Employer's further payments681Any extra charge on the appropriate fund resulting from a member becoming entitled to benefits under regulation 35 (early payment of retirement pension on ill-health grounds) or 38 (early payment of retirement pension on ill-health grounds: deferred and deferred pensioner members) must be paid into the fund by the Scheme employer concerned.2An administering authority may require the Scheme employer concerned to make additional payments to the appropriate fund in respect of any extra charge on the fund resulting from retirements benefits becoming immediately payable to a member under regulation 30(5) (early retirement), (6) (flexible retirement) or (7) (early leavers on grounds of redundancy or business efficiency), including the cost as calculated by an actuary appointed by the administering authority, as a result of a waiver of any reduction under regulation 30(8).3Other than where regulation 64(6) (special circumstances where revised actuarial valuations and certificates must be obtained) applies, a Scheme employer making an award under regulation 31 (award of additional pension) must pay a sum into the appropriate fund to meet the cost of any additional pension, in accordance with actuarial guidance issued by the Secretary of State.Payment by Scheme employers to administering authorities691Every Scheme employer must pay to the appropriate administering authority on or before such dates falling at intervals of not more than 12 months as the appropriate administering authority may determine—aall amounts received from time to time from employees under regulations 9 to 14 and 16 (contributions);bany charge payable under regulation 68 (employer's further payments) of which it has been notified by the administering authority during the interval;ca contribution towards the cost of the administration of the fund; anddany amount specified in a notice given in accordance with regulation 70 (additional costs arising from Scheme employer's level of performance).eall amounts received from time to time from the Ministry of Defence in respect of contributions for a member on reserve forces service leave.2But—aa Scheme employer must pay the amounts mentioned in paragraph (1)(a) within the prescribed period referred to in section 49(8) of the Pensions Act 1995 ; andbparagraph (1)(c) does not apply where the cost of the administration of the fund is paid out of the fund under regulation 4(5) (management of a pension fund) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016.3Every payment under paragraph (1)(a) must be accompanied by a statement showing—athe total pensionable pay received by members during the period covered by the statement whilst regulations 9 (contributions) applied (including the assumed pensionable pay members were treated as receiving during that period),bthe total employee contributions deducted from the pensionable pay referred to in sub-paragraph (a),cthe total pensionable pay received by members during the period covered by the statement whilst regulation 10 applied (including the assumed pensionable pay members were treated as receiving during that period),dthe total employee contributions deducted from pensionable pay referred to in sub-paragraph (c),ethe total employer contributions in respect of the pensionable pay referred to in sub-paragraphs (a) and (c),fthe total additional pension contributions paid by members under regulation 16 (additional pension contributions) during the period covered by the statement, andgthe total additional pension contributions paid by the employer under regulation 16 (additional pension contributions) during the period covered by the statement.4An administering authority may direct that the information mentioned in paragraph (3) shall be given to the authority in such form... as it specifies in the direction.5If an amount payable under paragraph (1)(c) or (d) can not be settled by agreement, it must be determined by the Secretary of State.Additional costs arising from Scheme employer's level of performance701This regulation applies where, in the opinion of an administering authority, it has incurred additional costs which should be recovered from a Scheme employer because of that employer's level of performance in carrying out its functions under these Regulations.2The administering authority may give written notice to the Scheme employer stating—athe administering authority's reasons for forming the opinion mentioned in paragraph (1);bthe amount the authority has determined the Scheme employer should pay under regulation 69(1)(d) (payments by Scheme employers to administering authorities) in respect of those costs and the basis on which the specified amount is calculated; andcwhere the administering authority has prepared a pension administration strategy under regulation 59, the provisions of the strategy which are relevant to the decision to give the notice and to the matters in sub-paragraphs (a) or (b).Interest on late payments by Scheme employers711An administering authority may require a Scheme employer or former Scheme employer from which any payment is due under regulations 67 to 70 (employer's contributions or payments) is overdue to pay interest on that amount.2The date on which any amount due under regulations 67 (employer's contributions), 68 (employer's further payments), 70 (additional costs arising from Scheme employer's level of performance) is overdue is one month from the date specified by the administering authority for payment.3The date on which any amount due under regulation 69 (payment by Scheme employers to administering authorities) (other than an extra charge payable under regulation 68 and referred to in regulation 69(1)(b)) is overdue is the day after the date when that payment is due.4Interest payable under this regulation must be calculated at one per cent above base rate on a day to day basis from the due date to the date of payment and compounded with three-monthly rests.DecisionsFirst instance decisions721Any question concerning the rights or liabilities under the Scheme of any person other than a Scheme employer must be decided in the first instance by the person specified in this regulation.2In these Regulations, reference to the Scheme employer or appropriate administering authority of a prospective member is a reference to the body that would be that prospective member's Scheme employer or appropriate administering authority if that person were to become an active member in the employment by virtue of which eligibility to join the Scheme would be established.3The appropriate administering authority must decide any question concerning—aa person's previous service or employment;bthe crediting of additional pension under regulation 16 (additional pension); andcthe amount of any benefit, or return of contributions, a person is or may become entitled to out of a pension fund.4A person's Scheme employer must decide any question concerning any other matter relating to the person's rights or liabilities under the Scheme.5A decision under this regulation must be made as soon as is reasonably practicable.Notification of first instance decisions731Every person whose rights or liabilities are affected by a decision under regulation 72 (first instance decisions) must be notified of it in writing by the body which made it as soon as is reasonably practicable after the decision is made.2A notification of a decision that the person is not entitled to a benefit must contain the grounds for the decision.3A notification of a decision about the amount of a benefit must contain a statement showing how it is calculated.4Every notification must contain a conspicuous statement giving the address from which further information about the decision may be obtained.5Every notification must also—aspecify the rights available under regulations 74 (applications for adjudication of disagreements) and 76 (references of adjudications to administering authority);bspecify the time limits within which the rights under those regulations may be exercised; andcspecify the job title and the address of the person appointed under regulation 74(1) to whom an application may be made.Applications for adjudication of disagreements741Each Scheme employer and administering authority must appoint a person (“the adjudicator”) to consider applications from any person whose rights or liabilities under the Scheme are affected by—aa decision under regulation 72 (first instance decisions); orbany other act or omission by a Scheme employer or administering authority,and to make a decision on such applications.2An applicant under paragraph (1)(a) may apply to the adjudicator appointed by the body making the decision, within six months of the date notification of the decision is given under regulation 73 (notification of first instance decisions).3An applicant under paragraph (1)(b) may apply to the adjudicator appointed by the body responsible for the act or omission, within six months of the date of the act or omission which is the cause of the disagreement, or, if there is more than one, the last of them.4The adjudicator may extend the time for making an application under paragraph (2) or (3).5An application under paragraph (2) or (3) must—aset out the applicant's name, address and date of birth;bif the applicant is not a member of the Scheme, set out the applicant's relationship to any relevant member of the Scheme and give that member's full name, address, date of birth, national insurance number and the name of the member's Scheme employer;cinclude a statement giving details of the nature of the disagreement and the reasons why the applicant is aggrieved;dbe accompanied by a copy of any written notification under regulation 73 (notification of first instance decision); andebe signed by or on behalf of the applicant.6The adjudicator must determine—athe procedure to be followed when exercising functions under this regulation; andbthe manner in which those functions are to be exercised.Decisions of the adjudicator751The adjudicator must give written notice of a decision under regulation 74 (applications for adjudication of disagreements) to—athe applicant;bthe Scheme employer; andcif the Scheme employer is not an administering authority, to the appropriate administering authoritybefore the expiry of two months beginning with the date on which the application was received.2But if no such notice is given before the expiry of that period, an interim reply must immediately be sent to the persons mentioned in paragraph (1)(a) to (c) setting out—athe reasons for the delay; andban expected date for giving the decision (“the expected decision date”).3A notice under paragraph (1) must include—aa statement of the decision;ba reference to any legislation on which the adjudicator relied;cin a case where the disagreement relates to the exercise of a discretion, a reference to the provisions of these Regulations conferring the discretion;da reference to the right of the applicant to refer the disagreement for reconsideration by the appropriate administering authority under regulation 76 (reference of adjudications to administering authority) and to the time within which the applicant may do so; andea statement that the Money and Pensions Service is available to give assistance in connection with any difficulty with the Scheme that remains unresolved including the address at which it may be contacted.4A decision under paragraph (1) takes effect as a decision of the Scheme employer or administering authority, as the case may be, except where the matter concerns the exercise of a discretion, in which case, if the adjudicator does not uphold the decision, the matter must be referred back to the body which made the decision under adjudication for reconsideration or, where that body would have been the Scheme employer but that body is no longer a Scheme employer, to the appropriate administering authority.Reference of adjudications to administering authority761An applicant under regulation 74 (applications for adjudication of disagreements) may refer a decision under regulation 75 (decisions of the adjudicator) for reconsideration by the appropriate administering authority.2A reference under paragraph (1) must—abe made before the relevant date;bset out the applicant's full name, address and date of birth;cif the applicant is not a member of the Scheme, set out the applicant's relationship to any relevant member of the Scheme and give that member's full name, address, date of birth, national insurance number and the name of the member's Scheme employer;dinclude a statement that the applicant wishes the decision to be reconsidered by the administering authority;eset out the details of the grounds on which the applicant relies;fbe accompanied by a copy of any written notifications under regulations 73 (notification of first instance decisions) and 75 (decisions of the adjudicator); andgbe signed by or on behalf of the applicant.3The relevant date for the purposes of paragraph (2)(a) is—ain a case where notice of a decision has been given under regulation 75(1), six months from the date the notice is received;bin a case where an interim reply has been sent under regulation 75(2), but no notice has been given under regulation 75(1), seven months from the expected decision date; andcin a case where no notice have been given under regulation 75(1) and no interim reply was sent under regulation 75(2), nine months from the date on which the application was made.4The administering authority must determine—athe procedure to be followed when exercising its functions under this regulation; andbthe manner in which those functions are to be exercised, but it must ensure that no person who was involved in the making of a first-instance decision or a decision under regulation 75 (decisions of the adjudicator) is involved in a decision on reconsideration.5For the purposes of paragraph (1) of this regulation, the appropriate administering authority is the administering authority which is or was the last appropriate administering authority for the member who is the applicant, or who is the relevant member in relation to any other applicant.Decisions of the administering authority on reconsideration771An administering authority must give written notice of its decision after reconsideration under regulation 76 (reference of adjudications to administering authority) to—athe applicant; andbwhere the administering authority is not the Scheme employer, to the Scheme employer,before the expiry of the period of two months beginning with the date the application is received.2But if no such notice is given before the expiry of that period, an interim reply must be sent as soon as is reasonably practicable to the persons mentioned in paragraph (1)(a) and (b) setting out—athe reasons for the delay; andban expected date for giving the decision (“the expected decision date”)3A notice under paragraph (1) must include—aa statement of the decision;ba reference to any legislation on which the administering authority relied;cin a case where the disagreement relates to the exercise of a discretion, a reference to the provisions of these Regulations conferring the discretion;da statement that the Money and Pensions Service is available to give assistance in connection with any difficulty with the Scheme that remains unresolved;ea statement that the Pensions Ombudsman may investigate and determine any complaint or dispute of fact or law in relation to the Scheme made or referred in accordance with the Pension Schemes Act 1993 ; andfthe addresses at which the Money and Pensions Service and the Pensions Ombudsman may be contacted.4A decision under paragraph (1) takes effect as a decision of the Scheme employer or administering authority, as the case may be, except where the matter concerns the exercise of a discretion, in which case, if the adjudicator does not uphold the decision, the matter must be referred back to the body which made the decision under adjudication for reconsideration or, where that body would have been the Scheme employer but that body is no longer a Scheme employer, to the appropriate administering authority.Rights of representation781An application under regulation 74 (applications for adjudication of disagreements) or 76 (reference of adjudications to administering authority) may be made or continued to be made on behalf of the applicant by a representative nominated by the applicant.2Where a person who has the right to make, or has made such an application dies, the application may be made or continued on the applicant's behalf by the applicant's personal representatives.3Where such a person is a minor or is or becomes incapable of acting, the application may be made or continued on the applicant's behalf by a family member or some other suitable representative.4Where a representative is nominated before an application is made, the application must specify the representative's full name and address, and whether that address is to be used for service on the applicant of any documents in connection with the application.5Where a representative's address is not to be so used, the representative must nevertheless be sent a copy of—aany notice under regulation 75(1) (decisions of the adjudicator) or 77(1) (decisions of the administering authority on reconsideration); orban interim reply under regulation 75(2) or 77(2).Appeals by administering authorities791This regulation applies where a Scheme employer—ahas decided, or failed to decide any question falling to be decided by that employer under regulation 72 (first instance decisions), otherwise than in the exercise of a discretion; andbis not an administering authority.2Where this regulation applies, an administering authority maintaining a pension fund into which a Scheme employer pays contributions may appeal to the Secretary of State against the employer's decision on a question or failure to make a decision on a question.3Such an appeal must be made by notice in writing given before the end of—athe period of six months beginning with the relevant date; orbsuch longer period as the Secretary of State allows.4The relevant date is—awhere a Scheme employer has decided a question, the date of the notification of the decision; orbwhere a Scheme employer has failed to decide a question, the date of the failure.5For the purposes of paragraph (4)(b) a Scheme employer is to be taken to have failed to decide a question if it has not given a decision in writing at the expiry of three months beginning with the date on which the administering authority has requested a decision in writing.6Subject to paragraph (7), the Secretary of State must make a decision on the appeal which is to take effect as a decision of the Scheme employer and must issue a notice in writing to the appellant and to any other person appearing to the Secretary of State to be affected by it.7The appeal must be stayed if, before the appeal is determined, any application is made to the adjudicator under regulation 74 (applications for adjudication of disagreements), or reference to the administering authority under regulation 76 (reference of adjudications to administering authority) in respect of any of the matters which are the subject of the appeal under this regulation.8The administering authority must inform the Secretary of State whether it wishes to continue with an appeal stayed under paragraph (7), or to withdraw it and if the appeal is continued, the Secretary of State must make a decision under paragraph (6).Exchange of information801A Scheme employer must—ainform the appropriate administering authority of all decisions made by the employer under regulation 72 (first instance decisions) or by an adjudicator appointed by the Scheme employer under regulation 74 (applications for adjudication of disagreements) concerning members; andbgive that authority such other information as it requires for discharging its Scheme functions.2If—aan administering authority makes any decision under regulations 72 (first instance decisions), 75 (decisions of the adjudicator) or 76 (reference of adjudications to administering authority) about a person for whom it is not the Scheme employer; andbinformation about that decision is required by the person's Scheme employer for discharging that employer's Scheme functions,that authority must give that employer that information if asked to supply it.3Within three months of the end of each Scheme year, each Scheme employer must give a statement to the appropriate administering authority giving the following details in respect of each employee who has been an active member during the Scheme year—athe employee's name and gender;bthe employee's date of birth and national insurance number;ca unique reference number relating to each employment in which the employee has been an active member; anddthe information relating to the employee for the Scheme year in question for each employment which is specified in paragraph (4).4The information required by paragraph (3)(d) is—athe dates of active membership;bthe pensionable pay received and employee contributions deducted while regulation 9 (contributions) applied;cthe pensionable pay received and employee contributions deducted while regulation 10 (temporary reduction in contributions) applied;dany contributions by the employer in relation to the employee's pensionable pay;eany contributions by employee or employer under regulation 16 (additional pension contributions);fany contributions by employee or employer under regulation 17 (additional voluntary contributions).Interest on late payment of certain benefits81A1This regulation does not apply to sums in respect of which interest is payable under—aregulation 4V of the 2014 Regulations; orbregulation 14 of the Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023.1Where all or part of a pension or lump sum payment due under these Regulations (other than a payment due under regulation 17 (additional voluntary contributions)) is not paid within the relevant period after the due date, an administering authority must pay interest on the unpaid amount to the person to whom it is payable.2The relevant period is—ain the case of a survivor pension, the period ending one month after the date on which the administering authority receives notification of the member's death;bin the case of any other pension, one year; orcin the case of a lump sum payment, one month.3The due date is—ain the case of a pension, the date on which it becomes payable;bin the case of a lump sum under regulation 33 (election for lump sum instead of pension) the benefit crystallisation event date;cin the case of a death grant, the date on which the member dies or, where notification of death is received more than two years after the date of death, the date of notification; ordin the case of a lump sum under regulation 34 (commutation and small pensions) the date of the commutation election or, if later, the nominated date within the meaning of paragraph 7(3) of Part 1 of Schedule 29 to the Finance Act 2004 .4Interest payable under this regulation is calculated at one per cent above base rate on a day to day basis from the due date of payment and compounded with three-monthly rests.Payments due in respect of deceased persons821Paragraph (2) applies if, when a person dies, the total amount due to that person's personal representatives under the Scheme (including anything due at that person's death) does not exceed the amount specified in any order for the time being in force under section 6 of the Administration of Estates (Small Payments) Act 1965 and applying in relation to that person's death.2An administering authority may pay the whole or part of the amount due from its pension fund to—aa person's personal representatives, orbany person or persons appearing to the authority to be beneficially entitled to the estate,without the production of probate or letters of administration of the person's estate.3Such a payment discharges that authority from accounting for the amount paid.Payments for persons incapable of managing their affairs83If it appears to an administering authority that a person ... is entitled to payment of benefits under the Scheme but is, by reason of mental disorder or otherwise, incapable of managing his or her affairs—athe authority may pay the benefits or any part of them to a person having the care of the person entitled, or such other person as the authority may determine, to be applied for the benefit of the person entitled; andbin so far as the authority does not pay the benefits in that manner, the authority may apply them in such manner as the authority may determine, for the benefit of the person entitled, or any beneficiaries of the person entitled.Non-assignability841Every benefit to which a person is entitled under the Scheme is payable to or in trust for that person.2No such benefit is assignable or chargeable with that person's, or any other person's, debts or other liabilities.3On the bankruptcy of a person entitled to a benefit under the Scheme no part of the benefit passes to any trustee or other person acting on behalf of the creditors, except in accordance with an income payments order or agreement under section 310 or 310A of the Insolvency Act 1986 .Deduction and recovery of member's contributions851A Scheme employer may deduct from a person's pay any contributions payable by the member under these Regulations.2Sums payable under regulation 13(1) (reserve forces leave) may be deducted from any payment made under Part 5 of the Reserve and Auxiliary Forces (Protection of Civil Interests) Act 1951 , to the extent that they are payable in respect of the same period.3An administering authority may recover any contributions or sum remaining due and not deducted under paragraph (1) or (2)—aas a simple contract debt in any court of competent jurisdiction; orbby deducting it from any payment by way of benefits to or in respect of the person in question under these Regulations.4But the sums mentioned in paragraph (2) are only recoverable under paragraph (3) if unpaid for 12 months after the person ceases to perform relevant reserve forces service.5If—aa Scheme employer deducts in error any amount in respect of contributions from a person's pay or any other sum due to that person; andbthe amount has not been repaid before the expiry of the period of one month beginning with the date of the deduction,the appropriate body must pay interest on the amount, and the due date for the calculation of the interest payable is the date of the deduction.6Where the employee's contributions have been paid into a fund, the repayment and any interest must be made out of that fund.7Interest must be calculated at one per cent above base rate on a day to day basis from the due date of payment and compounded with three-monthly rests.8The “appropriate body” for the purposes of paragraph (5) is—athe appropriate administering authority, where the employee's contributions have been paid into a fund; andbthe person's Scheme employer where the employee's contributions have not yet been paid into a fund.Joint liability in respect of annual allowance charge861This regulation applies where a member gives notice to the appropriate administering authority of joint and several liability under section 237B (liability of scheme administrator) of the Finance Act 2004 in respect of the member's annual allowance charge.2Where the joint liability amount specified in the notice is met by the pension fund, the appropriate administering authority must reduce the value of the member's rights accrued under the Scheme in accordance with actuarial guidance issued by the Secretary of State.Tax87The appropriate administering authority may deduct from any payment of benefits under the Scheme any tax to which they may become chargeable under the Finance Act 2004.Pension increase under the Pensions Schemes Act 199388Any increase of pension required by reason of Chapter 3 of Part 4 of the Pension Schemes Act 1993 (protection of increases in guaranteed minimum pensions: anti-franking) must be paid from the appropriate fund held by the administering authority.Annual benefit statements891An administering authority must issue an annual benefit statement to each of its active, deferred, deferred pensioner and pension credit members.2Subject to paragraph (3), the statement must be issued no later than five months after the end of the Scheme year to which it relates.3A statement must be issued before the end of the five month period mentioned in paragraph (2) where a member makes a request in writing to the administering authority, unless that authority is unable to comply with the request because relevant data is not available.4The statement for an active member must be provided in accordance with section 14 of the Public Service Pensions Act 2013 .5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Information to be supplied by employees901Before the expiry of three months beginning with the date on which a person becomes a member, the Scheme employer must ask the member in writing for the documents specified in paragraph (2).2Those documents are—aa statement in writing listing all the person's previous periods of employment; andbcopies of all notifications previously given to the member under these Regulations and their equivalents under any previous regulations.3A request under this regulation must contain a conspicuous statement that it is important that the member gives full and accurate information, especially for ascertaining the member's rights under the Scheme.4The Scheme employer need not request any documents if it is satisfied that it, or the appropriate administering authority (if different), already has all material information.ForfeitureForfeiture of pension rights after conviction for employment-related offences911If a member is convicted of a relevant offence, the former Scheme employer may apply to the Secretary of State who may issue a forfeiture certificate.2A relevant offence is an offence committed in connection with an employment in which the person convicted is a member, and because of which the member left the employment.3Where a former Scheme employer applies for a forfeiture certificate, it must at the same time send the convicted person and the appropriate administering authority a copy of the application.4Where a forfeiture certificate is issued, the member's former Scheme employer may direct that any of the member's rights under these Regulations are forfeited.5The former Scheme employer must serve a notice of its decision to make a direction on the member.6A forfeiture certificate is a certificate that the offence—awas gravely injurious to the State, orbis liable to lead to a serious loss of confidence in the public service.7If the former Scheme employer incurred loss as a direct consequence of the relevant offence, it may only give a direction under paragraph (4) if it is unable to recover its loss under regulation 93 (recovery or retention where former member has misconduct obligation) or otherwise, except after an unreasonable time or at disproportionate cost.8A direction under paragraph (4) may only be given if an application for a forfeiture certificate has been made by the former Scheme employer before the expiry of the period of three months beginning with the date of conviction.Interim payments directions921If—aa person leaves an employment in which that person was a member of the Scheme because of an offence in connection with that employment; andba forfeiture certificate has been issued under regulation 91(1) (forfeiture of pension rights after conviction of employment-related offences) in respect of that offence,the former Scheme employer may give an interim payments direction to the appropriate administering authority.2But it may not give such a direction if it has—anotified the person of a decision under regulation 72 (first instance decisions) on any question as to entitlement to benefit; orbgiven any direction under regulation 91(4) (“a forfeiture direction”).3An interim payments direction is a direction to make interim payments to any person who appears to the former Scheme employer to be a person who would be entitled to receive payment of a benefit under the Scheme if no forfeiture direction were given.4The person to whom payments must be made and the amounts must be specified in the direction.5The amounts must not exceed the amounts which the person specified would be entitled to be paid if no forfeiture direction were given.6An interim payments direction is not a decision under regulation 72 (first instance decisions) as to any person's entitlement to a benefit.7Payments in accordance with an interim payments direction shall be deemed to be payments in respect of a benefit to which the recipient was entitled (regardless of any contrary forfeiture direction or decision under regulation 72).Recovery or retention where former member has misconduct obligation931This regulation applies where a person—ahas left an employment in which that person was or had at some time been a member of the Scheme, in consequence of grave misconduct or a criminal, negligent or fraudulent act or omission in connection with that employment;bhas incurred some monetary obligation, arising out of that misconduct, act or omission, to the body that was the Scheme employer in that employment; andcis entitled to benefits under these Regulations, which for the purposes of this regulation includes entitlement to a refund of contributions.2The former Scheme employer may recover or retain out of the appropriate fund the lesser of—athe amount of the monetary obligation; orbthe value at the time of recovery or retention of all benefits in respect of the former employee with respect to that person's previous membership (as determined by an actuary, except where the benefit is a refund of contributions).3The rights specified in paragraph (2)(b) do not include earned pension credited under regulation 101 (effect of acceptance of transfer value), additional pension purchased by the member under regulation 16 (additional pension contributions) or additional voluntary contributions paid by the member under regulation 17 (additional voluntary contributions).4The former Scheme employer must give the former employee—anot less than three months' notice of the amount to be recovered or retained under paragraph (2); andba statement showing the amount recovered or retained, how it is calculated and the effect on the person's benefits or prospective benefits.5If there is any dispute over the amount of the monetary obligation specified in paragraph (1)(b), the former Scheme employer may not recover or retain any amount under paragraph (2) until the obligation is enforceable under an order of a competent court or the award of an arbitrator.Adjustment of accounts following forfeiture etc941Where a direction for forfeiture is issued under regulation 91 (forfeiture of pension rights after conviction for employment-related offences) the appropriate administering authority must transfer out of the member's pension account the benefits which are forfeited and pay the relevant Scheme employer an amount determined by an actuary as representing the capital value of those benefits.2Where an amount is recovered or retained under regulation 93 (recovery or retention where former member has misconduct obligation), the appropriate administering authority must transfer out of the member's pension account the amount recovered or retained and pay it to the relevant Scheme employer.3If the effect of a forfeiture direction, or of the recovery or retention of an amount, is to extinguish the member's entitlement to benefits, the administering authority must close the member's pension account.Protection of guaranteed minimum pension rights951The power to direct forfeiture of benefits under regulation 91 (forfeiture of pension rights after conviction for employment-related offences) or to recover or retain amounts under regulation 93 (recovery or retention where former member has misconduct obligation) may not be exercised so as to deprive a person of the guaranteed minimum pension or any widow's, widower's or surviving civil partner's guaranteed minimum pension.2But such a power may be exercised if the person is convicted—aof the offence of treason; orbof one or more offences under the Official Secrets Acts 1911 to 1989 or under section 18 of, or listed in section 33(3)(a) of, the National Security Act 2023, for which the person has been sentenced on the same occasion—ito a term of imprisonment of at least 10 years, oriito two or more consecutive terms amounting in the aggregate to at least 10 years.TransfersRights to payment out of pension fund961A member may apply for a transfer under Chapters 1 or 2 of Part 4ZA of the Pension Schemes Act 1993 and where the member does so the amount of any transfer payment due in respect of the member under the relevant transfer may only be paid by the administering authority from its pension fund if the transfer payment is a recognised transfer (within the meaning of section 169 of the Finance Act 2004) .1AWhere a transfer under paragraph (1) is a Club Transfer, the administering authority must comply with the provisions in the Club Memorandum in relation to that transfer.1BWhere a transfer under paragraph (1) is applied for by an eligible member and is not a Club Transfer, the value of the transfer is to be calculated in accordance with actuarial guidance issued by the Secretary of State, taking into account the member’s provisional assumed benefits and provisional underpin amount, calculated in accordance with regulations 4I and 4J of the 2014 Regulations.2Where such a transfer payment is to be or has been paid from a fund, no other payment or transfer of assets may be made from the fund as respects the accrued rights covered by the transfer payment.3Paragraph (2) overrides anything to the contrary in these Regulations.4Eligible member” has the same meaning as in regulation 4A(2) of the 2014 Regulations.Contracting-out requirements affecting transfers out971There must be deducted from the transfer payment to be made in respect of any person to a contracted-in defined benefit registered pension scheme—athe amount of any contributions equivalent premium payable pursuant to section 55 of the Pension Schemes Act 1993 ; orban amount sufficient to meet the liability in respect of the person's contracted-out rights.2Where the amount mentioned in paragraph (1)(a) is deducted, the appropriate administering authority must use that amount to pay the premium.3Where the amount mentioned in paragraph (1)(b) is deducted, the appropriate administering authority may use the amount in preserving the liability mentioned in that paragraph in the appropriate fund unless the member wishes a transfer payment in respect of it to be paid to the trustees or managers of a contracted-out defined benefit or contracted-in defined contribution registered pension scheme.4Contracted-out rights, in relation to a member, are—athe member's, and any surviving spouse's, civil partner's or cohabiting partner's rights to guaranteed minimum pensions; andbthe member's section 9(2B) rights as defined in regulation 1(2) of the Occupational Pension Schemes (Contracting-out) Regulations 1996 .Bulk transfer (transfers of undertakings etc)981This regulation applies where—atwo or more members' active membership ends on their joining a different registered pension scheme (“the new scheme”);bit is agreed by—ithe members' appropriate administering authority,iithe members' Scheme employers (if different), andiiithe trustees or managers of the new scheme,that a payment should be made under this regulation; andcthe members—iagree in writing that payment should be made instead of any payment which they otherwise might require to be made under Chapter 4 or 5 of Part 4 of the Pension Schemes Act 1993, andiiwaive any rights they might have under those Chapters by virtue of the cessation of their active membership.2The appropriate administering authority must not give its agreement under paragraph (1)(b) unless it is satisfied that the rights that each of the members will acquire under the new scheme are at least equivalent to those which would have obtained if a transfer value had been paid to the same scheme under Chapter 4 or 5 of Part 4 of the Pensions Schemes Act 1993, as they apply as modified by these Regulations (assuming in any case where a member would not be entitled to such a payment that the member was so entitled).3The appropriate administering authority must provide each member with sufficient information in writing to check that the matters of which the authority must be satisfied under paragraph (2) are satisfied, before the member agrees as mentioned in paragraph (1)(c).4The appropriate administering authority must—aset aside (whether in cash or in assets or both) such part of the appropriate fund (“the transfer payment”) as an actuary appointed by the authority and an actuary appointed by the trustees or managers of the new schemes for the purpose may agree as appropriate for the acquisition of such rights in that scheme as they may so agree; andbpay or transfer it to the trustees or managers of the new scheme for the benefit of the relevant members.5The appropriate administering authority must certify to the new scheme's trustees or managers the amount included in the transfer payment which represents each member's contributions and interest on them.6Where a transfer payment is to be or has been made under this regulation, no other payment or transfer of assets shall be made from the pension fund by reason of membership covered by the transfer payment.7Paragraph (6) overrides anything to the contrary in these Regulations.8This regulation is subject to regulation 10(6) of the Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (transfer payments out of the fund before 1st October 2023).Calculation of amount of transfer payment991The amount of the transfer payment to be paid under regulation 98 (bulk transfers) is the amount determined by an actuary appointed by the members' appropriate administering authority to be equal to the value at the date those members join the new scheme, of the actual and potential liabilities payable from its fund which have then accrued in respect of the members and the persons who are or may become entitled to benefits under the Scheme through them.2The actuary may make such adjustments as are thought fit in calculating that amount and in particular as respects the period from that date to the date of actual payment of the transfer value.2AThe actuary must take into account the member’s provisional assumed benefits and provisional underpin amount, calculated in relation to the member in accordance with regulations 4I and 4J of the 2014 Regulations.3The actuary must specify in the valuation the actuarial assumptions used in making it.4The Scheme employer shall bear the costs of determining the appropriate part of the fund and apportioning the fund.5But if there is more than one Scheme employer involved, each shall bear such part of the costs as the actuary determines to be appropriate.Inward transfers of pension rights1001An active member with relevant pension rights may request the appropriate administering authority to accept a transfer value for some or all of those rights from the relevant transferor.2Relevant pension rights are—aaccrued rights under a registered pension scheme other than rights to benefits under the scheme which are attributable (directly or indirectly) to a pension credit; andbaccrued rights under a European pensions institution.3Accrued rights under a registered pension scheme include rights to preserved benefits and rights appropriately secured under section 19 of the Pension Schemes Act 1993 .4The relevant transferor is the trustees or managers of the scheme under which the transferring person's relevant pension rights arise.5But the relevant transferor for the rights specified in paragraph (3) is the trustees and managers of the scheme, or the insurance company, to which a payment in respect of the person's accrued rights has been made.6A request from a transferring person under paragraph (1) must be made by notice in writing given to the appropriate administering authority and the Scheme employer before the expiry of the period of 12 months beginning with the date on which the person first became an active member in an employment (or such longer period as the Scheme employer and administering authority may allow).7Where a request under paragraph (1) is duly made, the administering authority may accept the transfer value and credit it to its pension fund.8Where a relevant transfer is a Club Transfer, the administering authority must comply with the provisions in the Club Memorandum in relation to that transfer.Effect of acceptance of transfer value1011Where a transfer value has been accepted under regulation 100 (inward transfer of pension rights), the administering authority must credit the active member's pension account with the appropriate amount of earned pension.2The appropriate amount of earned pension for the purposes of paragraph (1) is calculated—ain the case of a Club Transfer, in accordance with the Club Memorandum; andbin any other case in accordance with actuarial guidance issued by the Secretary of State.EU scheme transfers1021The persons mentioned in paragraph (2) are entitled to such rights under the Scheme as are specified in actuarial guidance issued by the Secretary of State.2Those persons are—aa person who became employed by an EU institution after having been employed in local government service; orba surviving spouse, civil partner, cohabiting partner, dependant or child of such a person.3In this regulation—aEU institution” means a body treated as one of the EU's institutions for the purposes of the European Union's scheme; ...bthe European Union's scheme” means the pension scheme provided for officials and other servants of the European Union in accordance with regulations adopted by the Council of the European Union; and c“local government service” includes employment in respect of which a person satisfies the conditions in regulation 3(1)(b).Changes of administering authority1031Subject to paragraphs (7) and (8), this regulation applies where—aan administering authority becomes an active member's appropriate administering authority;bimmediately before it does so, another administering authority was that member's appropriate administering authority; ...cin a case where a member has the option of aggregating the past period of membership with the current period of membership, the member has exercised the option to aggregate those periods; anddin a case where a member has the option of not aggregating a past period of membership with the current period of membership, the member has not exercised the option of retaining separate benefits2An administering authority which has ceased to be a member's appropriate administering authority must make a transfer value payment to the member's new appropriate administering authority in accordance with actuarial guidance issued by the Secretary of State.3Where paragraph (2) applies as respects 10 or more members by virtue of a single event, the amount of the payment under that paragraph shall be determined by agreement between an actuary appointed by the administering authority by which the payment must be made and an actuary appointed by the administering authority to which it must be made.4Where the actuaries cannot agree on the amount within 12 months of the date of transfer, or where there is more than one date of transfer, the date of the last transfer which relates to the single event—athe matter shall be referred to a third actuary, chosen by agreement between the actuaries, or in default of agreement, by the President of the Institute and Faculty of Actuaries; andbthat actuary's determination shall be final.5The costs of determining the amount to be transferred shall be paid in equal shares by the fund held by the member's former appropriate administering authority and the fund held by the member's new appropriate administering authority.6Any payment under paragraph (2) must be credited to the new appropriate administering authority's fund.7This regulation does not apply where a member enters an employment in local government service (including employment in respect of which the member satisfies the conditions in regulation 3(1)(b)) which is concurrent with another in which the member is also an active member.8This regulation does not apply where a member’s administering authority has changed in the circumstances described in regulation 104(1) (change of administering authority in connection with probation service arrangements).<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Change of administering authority in connection with probation service arrangements</Addition>1041This regulation applies where in connection with arrangements made for the provision of probation services under section 3 of the Offender Management Act 2007 (power to make arrangements for the provision of probation services) the employees of a probation trust are transferred to another person and—aan administering authority becomes a member’s appropriate administering authority (“the new authority”); andbimmediately before it does so, another authority was that member’s appropriate administering authority (“the former authority”),and for the purposes of this regulation it is not material whether the member in question was in the employment of the probation trust immediately before the transfer date or the subject of a transfer of employment to another person.2Within 30 days of the transfer date—athe transferring member’s former Scheme employer and (where applicable) the transferring member’s new Scheme employer must supply the former authority and the new authority with such information as those authorities may reasonably require to perform their functions under these Regulations in respect of the transferring members under the Scheme;bthe former authority must supply the new authority with such information as the new authority may reasonably require to perform its functions under these Regulations in respect of the transferring members under the Scheme.3With effect from the transfer date the liability to pay benefits or a refund of contributions under the Scheme to and in respect of the transferring members shall transfer to the new authority and the former authority must make a transfer payment from its pension fund to the pension fund of the new authority in respect of the transfer share determined in accordance with actuarial guidance issued by the Secretary of State by agreement between an actuary appointed by the former authority and an actuary appointed by the new authority.4Where the actuaries cannot agree the transfer share or any other matter that needs to be agreed in order to implement the provisions of this Regulation (assuming for this purpose that the payment date is the transfer date) on or before the agreement date—athe matter shall be referred to a third actuary, chosen by agreement between the actuaries or in default of agreement by the President of the Institute and Faculty of Actuaries; andbthat actuary’s determination, including as to who shall pay the costs of the referral, shall be final.5The transfer payment shall be made in such manner (including as to the proportion of cash and other permitted assets that will comprise the transfer payment and whether the transfer payment is paid in one or more instalments) as the new authority shall reasonably require.6The transfer payment from each former authority must be paid on the payment date.7Where agreement cannot be reached in relation to the payment date on or before the later of the agreement date and 30 days after the date on which the transfer share has been determined by agreement under paragraph (3) or by an actuary’s determination under paragraph (4), the new authority must notify the former authority of the date or dates, which shall be no later than the final payment date, and the date or dates so notified shall become the payment date.8If a transfer payment is not made in accordance with paragraph (6) or (7), the new authority may by notice in writing require the former authority to pay interest on the amount that falls due and is not so paid.9Interest payable under paragraph (8) is to be calculated at 3 per cent per annum on a day-to-day basis from the date which falls three calendar months after the payment date to the date of actual payment, compounded with three-monthly rests.10When the transfer payment has been made in full and any adjustments made in accordance with actuarial guidance issued by the Secretary of State —ano other payment or transfer of assets shall be made from the pension fund of the former authority by reason of membership covered by the transfer payment;bthe former authority shall have no liability to make any benefit payments or right to receive contributions for any period prior to, on, or subsequent to the transfer date in respect of a transferring member other than as provided for under arrangements made under paragraph (12);cexcept where arrangements under paragraph (12) provide otherwise, any payment made or income received by the former authority in respect of a transferring member after the transfer date shall be reimbursed to the former authority by the new authority or paid by the former authority to the new authority (as the case may be) within 45 days of receipt or payment by the former authority.11The former authority shall provide such assistance and further information in its possession (or to which it has access) as the new authority may reasonably require in relation to the calculation and administration of benefits payable to and in respect of the transferring members under the Scheme, subject to reimbursement by the new authority of the former authority’s reasonable costs for doing so.12The new authority and the former authority may agree such arrangements as may be necessary for the former authority to continue making benefit payments to or in respect of the transferring members for a period after the transfer date until the new authority is able to make such payments itself (such agreement not to be unreasonably withheld by the former authority).13The former authority and new authority must cooperate in order to—apermit members to continue to make AVCs and SCAVCs pursuant to arrangements entered into prior to the transfer date notwithstanding the change of administering authority; or,bat the member’s request, procure the transfer of the transferring members’ accumulated AVCs and SCAVCs (including investment returns thereon) to arrangements established by the new authority.14Where a member wishes to continue to make AVCs or SCAVCs in accordance with paragraph 13(a), regulation 17 (additional voluntary contributions) applies in respect of that member as if the references in that regulation to “appropriate administering authority” were references to the administering authority which was the member’s appropriate administering authority at the time the arrangements were entered into.15For the purposes of this regulation and save where the context otherwise requires—“agreement date” means the date which falls 120 days after the date on which the administering authorities have been notified in writing of the transfer of employees, or the date the information described in paragraph (2) has been received, whichever is the later;“final payment date” means the date that is 12 months after the later of the date on which the former authority has been notified in writing of the transfer of employees and the date the information described in paragraph (2) has been received;“a local government pension scheme” means the Scheme or any of the Earlier Schemes within the meaning of regulation 1(6) of the Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014;“member” includes deferred members, deferred pensioner members and pensioner members of a local government pension scheme and those entitled through them, including pension credit members;“payment date” means the date or dates agreed between the former authority and the new authority for the making of the transfer payment to the new authority or the date or dates notified to the former authority in accordance with paragraph (7) where agreement cannot be reached;“permitted assets” means liquid, transferable holdings of pooled vehicles which track market capitalisation weighted indices;“transfer date” means the date on which the new pension fund becomes the member’s appropriate fund;“transferring members” means the employees and former employees (and those entitled through them, including pension credit members) of a probation trust (or its predecessor local probation boards or probation committees) who are the subject of the changes of Scheme employer and appropriate administering authority referred to in paragraph (1) and any persons specified in accordance with regulation 3A(5)(d) or (e) (civil servants etc engaged in probation provision) as a person to whom regulation 3A(5) applies;“transfer payment” means a transfer of cash in British pounds sterling or permitted assets equal in value to the transfer share;“transfer share” means the value of the assets allocated to the actual and potential liabilities payable from the pension fund of a former authority in respect of the benefits that have accrued to or in respect of transferring members as at the transfer date (whether that accrual arose before the commencement of these Regulations or afterwards), adjusted to the relevant payment date, calculated in accordance with actuarial guidance issued by the Secretary of State;“probation trust” means a probation trust established under section 5 of the Offender Management Act 2007.2004 c. 12; section 238 was amended by the Finance Act 2011 (c. 11).1995 c. 26.1993 c. 48.2004 c. 12.1965 c. 32; there are amendments to section 6 which are not relevant to this instrument.1986 c. 45; there are amendments to section 310 which are not relevant to this instrument. Section 310A was inserted by the Enterprise Act 2002 (c. 40).1951 c. 65.2004 c. 12; section 237B was inserted by the Finance Act 2011 (c. 11).1993 c. 48.2013 c. 25.Section 16(2) of the Official Secrets Act 1989 (c.6) provides that that Act and the Official Secrets Acts 1911 to 1989 may be cited together as the Official Secrets Acts 1911 to 1989.2004 c. 12.1993 c. 48.S.I. 1996/1172; the definition of section 9(2B) rights in regulation 1(2) was amended by S.I. 1997/786, 1999/3198 and 2011/1246.Section 19 was amended by S.I. 2001/3649, 2005/2050 and 2007/3014.Reg. 64 modified (1.4.2014) by The Barnsley, Doncaster, Rotherham and Sheffield Combined Authority Order 2014 (S.I. 2014/863), arts. 1, 14Reg. 64 modified (1.4.2014) by The Halton, Knowsley, Liverpool, St Helens, Sefton and Wirral Combined Authority Order 2014 (S.I. 2014/865), arts. 1, 17 (with art. 8(4))Reg. 64 modified (15.4.2014) by The Durham, Gateshead, Newcastle Upon Tyne, North Tyneside, Northumberland, South Tyneside and Sunderland Combined Authority Order 2014 (S.I. 2014/1012), arts. 1, 17Reg. 104 inserted (1.6.2014) by The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146), regs. 1(2), 7 (with reg. 11)Words in reg. 103(1) substituted (1.6.2014) by The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146), regs. 1(2), 6(a)Reg. 103(8) inserted (1.6.2014) by The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146), regs. 1(2), 6(b)Reg. 64(9)(10) inserted (1.6.2014) by The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146), regs. 1(2), 5Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Regs. 72-80 applied (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 23Reg. 60 applied (with modifications) (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), reg. 1(3), Sch. 2Reg. 53(4) omitted (1.4.2015) by virtue of The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57), regs. 1(3)(b)(ii), 3Words in reg. 55(1)(d) substituted (1.4.2015) by The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57), regs. 1(3)(b)(ii), 4Reg. 63 omitted (1.4.2015) by virtue of The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57), regs. 1(3)(b)(ii), 5Reg. 65 omitted (1.4.2015) by virtue of The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57), regs. 1(3)(b)(ii), 6Words in reg. 66 substituted (1.4.2015) by The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57), regs. 1(3)(b)(ii), 7Reg. 58(4)(a) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 20Word in reg. 62(6)(b) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 21Reg. 64(1) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 22(a)Reg. 64(2A)-(2C) inserted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 22(b)Reg. 69(1)(e) added (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 23(a)Words in reg. 69(4) omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 23(b)Words in reg. 83 omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 24Word in reg. 89(4) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 25(a)Reg. 89(5) omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 25(b)Words in reg. 94(1) inserted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 26Word in reg. 103(1)(b) omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 27Reg. 103(1)(d) and word added (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755), regs. 1(2), 27Reg. 64 modified (17.6.2016) by The West Midlands Combined Authority Order 2016 (S.I. 2016/653), arts. 1(2), 14Reg. 57(1)(i) substituted (1.11.2016) by The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946), regs. 1(2), 11(2)Reg. 58(4)(b) substituted (1.11.2016) by The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946), regs. 1(2), 11(3)Reg. 69(2)(b) substituted (1.11.2016) by The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946), regs. 1(2), 11(4)Reg. 64 modified (27.4.2017) by The Greater Manchester Combined Authority (Functions and Amendment) Order 2017 (S.I. 2017/612), arts. 1(2), 17(1)Reg. 64 modified (8.5.2017) by The Greater Manchester Combined Authority (Transfer of Police and Crime Commissioner Functions to the Mayor) Order 2017 (S.I. 2017/470), art. 1(2), Sch. 1 para. 56(2)Reg. 64 modified (8.5.2017) by The Greater Manchester Combined Authority (Fire and Rescue Functions) Order 2017 (S.I. 2017/469), art. 1(3), Sch. para. 10(2)Reg. 64 modified (1.10.2017) by The Police, Fire and Crime Commissioner for Essex (Fire and Rescue Authority) Order 2017 (S.I. 2017/864), arts. 1, 16Reg. 64 modified (E.) (1.4.2018) by The London Government (London Fire Commissioner and Policing) (Amendment) Regulations 2018 (S.I. 2018/269), reg. 1(2), Sch. para. 14(2)Reg. 64(2ZA)(2ZB) inserted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 13(c)Words in reg. 64(1) added (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 13(a)Words in reg. 64(8) inserted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 13(d)Words in reg. 68(2) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 14Words in reg. 96 substituted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 15(a)Reg. 96(1A) inserted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 15(b)Reg. 100(8) inserted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 16Reg. 101(2) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 17Word in reg. 102(3)(a) omitted (14.5.2018) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 18(a)Word in reg. 102(3)(b) inserted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 18(b)Reg. 102(3)(c) inserted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 18(c)Words in reg. 103(7) inserted (14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493), regs. 1(2), 19Reg. 64 modified (1.8.2018) by The Police, Fire and Crime Commissioner for Staffordshire (Fire and Rescue Authority) Order 2018 (S.I. 2018/696), arts. 1, 11(2)Reg. 64 modified (2.11.2018) by The Newcastle Upon Tyne, North Tyneside and Northumberland Combined Authority (Establishment and Functions) Order 2018 (S.I. 2018/1133), art. 1, Sch. 5 para. 1(10) (with art. 28)Reg. 64 modified (15.11.2018) by The Police, Fire and Crime Commissioner for North Yorkshire (Fire and Rescue Authority) Order 2018 (S.I. 2018/970), arts. 1, 11(2)Words in reg. 77(3)(d) substituted (6.4.2019) by The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383), reg. 1(1), Sch. para. 21(b)Words in reg. 77(3)(f) substituted (6.4.2019) by The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383), reg. 1(1), Sch. para. 21(b)Words in reg. 75(3)(e) substituted (6.4.2019) by The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383), reg. 1(1), Sch. para. 21(a)Reg. 64(2ZAB) inserted (20.3.2020 with effect from 14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179), regs. 1, 3(4) (with reg. 4)Reg. 64(2ZC) inserted (20.3.2020 with effect from 14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179), regs. 1, 3(5) (with reg. 4)Words in reg. 64(2)(b) substituted (20.3.2020 with effect from 14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179), regs. 1, 3(2) (with reg. 4)Reg. 64(2ZA) omitted (20.3.2020 with effect from 14.5.2018) by virtue of The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179), regs. 1, 3(3) (with reg. 4)Words in reg. 64(8) substituted (20.3.2020 with effect from 14.5.2018) by The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179), regs. 1, 3(6) (with reg. 4)Reg. 64(11)(12) inserted (1.4.2020) by The Local Government Pension Scheme (Buckinghamshire Structural Changes) (Amendment) Regulations 2020 (S.I. 2020/123), regs. 1(2), 2(2)Reg. 64(7A)-(7G) inserted (23.9.2020) by The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893), regs. 1(2), 3(a)Words in reg. 64(8) inserted (23.9.2020) by The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893), regs. 1(2), 3(b)Regs. 64A, 64B inserted (23.9.2020) by The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893), regs. 1(2), 4Reg. 64 modified (1.4.2021) by The Hampshire and Isle of Wight Fire and Rescue Authority (Combination Scheme) Order 2020 (S.I. 2020/186), arts. 1(3), 5(2)Reg. 64(13)-(15) inserted (1.4.2021) by The Northamptonshire (Structural Changes) (Supplementary Provision and Amendment) Order 2021 (S.I. 2021/272), arts. 1, 5(2)Reg. 64 modified (1.4.2023) by The Police, Fire and Crime Commissioner for Cumbria (Fire and Rescue Authority) Order 2022 (S.I. 2022/1230), arts. 1(2), 13Reg. 64(16)-(18) inserted (1.4.2023) by The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187), arts. 1, 4(2)Reg. 64(19)(20) inserted (1.4.2023) by The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187), arts. 1, 5(2)Reg. 64(21)(22) inserted (1.4.2023) by The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187), arts. 1, 6(2)Reg. 62(6A) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(12)Reg. 64(2ZAA) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(13)Reg. 81(A1) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(14)Reg. 96(1B) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(15)(a)Reg. 96(4) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(15)(b)Reg. 98(8) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(16)Reg. 99(2A) inserted (1.10.2023) by The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972), regs. 1(2), 3(17)Reg. 64 modified (20.12.2023) by The York and North Yorkshire Combined Authority Order 2023 (S.I. 2023/1432), arts. 1(2), 33(2), Sch. 5 para. 55(2)Reg. 64 modified (20.12.2023) by The York and North Yorkshire Combined Authority Order 2023 (S.I. 2023/1432), arts. 1(2), 46(2), Sch. 7 para. 12Words in reg. 95(2)(b) inserted (20.12.2023) by The National Security Act 2023 (Consequential Amendments of Subordinate Legislation) Regulations 2023 (S.I. 2023/1267), reg. 1(2), Sch. para. 31
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<dc:title>The Local Government Pension Scheme Regulations 2013</dc:title>
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<dc:publisher>Statute Law Database</dc:publisher>
<dc:subject scheme="SIheading">PUBLIC SERVICE PENSIONS, ENGLAND AND WALES</dc:subject>
<dc:modified>2024-05-20</dc:modified>
<dc:contributor>Expert Participation</dc:contributor>
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<dc:description>These regulations (“the Regulations”) introduce a new local government pension scheme (“the Scheme”) which is to come into existence on 1st April 2014 and replace the local government pension scheme constituted by the Local Government Pension Scheme (Benefits, Membership and Contributions) Regulations 2007 (S.I. 2007/1166) and the Local Government Pension Scheme (Administration) Regulations 2008 (S.I. 2008/239) (“the 2008 Scheme”). In contrast to the 2008 Scheme which was a final salary pension scheme in which unreduced benefits were payable to members from the age of 65, the Scheme provides for members to accrue pension on a career average revalued earnings basis and for unreduced benefits to be payable from their state pension age.</dc:description>
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<Part DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2" NumberOfProvisions="54" id="part-2" RestrictStartDate="2023-12-20">
<Number>
<Strong>PART 2</Strong>
</Number>
<Title>Administration</Title>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/1" NumberOfProvisions="4" id="part-2-chapter-1" RestrictStartDate="2015-04-01">
<Title>Administering authorities</Title>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-01">
<Title>Scheme managers</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/53" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53" id="regulation-53">
<Pnumber>53</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/53/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53/1" id="regulation-53-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
The bodies listed in Part 1 of Schedule 3, referred to in these Regulations as “
<Term id="term-administering-authorities">administering authorities</Term>
”, must maintain a pension fund for the Scheme.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/53/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53/2" id="regulation-53-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An administering authority is responsible for managing and administering the Scheme in relation to any person for which it is the appropriate administering authority under these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/53/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53/3" id="regulation-53-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The appropriate administering authority in relation to a person who is or has been a member of the Scheme, or is entitled to any benefit in respect of a person who is or has been a member of the Scheme, is the authority specified in Part 2 of Schedule 3 in relation to that person.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/53/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53/4" id="regulation-53-4">
<Pnumber>
<CommentaryRef Ref="key-52cf9bc5deff33343c1ce36acc55a514"/>
4
</Pnumber>
<P2para>
<Text>. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Admission agreement funds</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54" id="regulation-54">
<Pnumber>54</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/1" id="regulation-54-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
An administering authority which has made an admission agreement may establish a further pension fund (an “admission agreement fund”) in addition to the fund maintained under regulation 53(1) (Scheme managers) (“
<Term id="term-the-main-fund">the main fund</Term>
”).
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/2" id="regulation-54-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Immediately after an authority establishes an admission agreement fund, it must give the Secretary of State written notice that it has done so.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/3" id="regulation-54-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The notice must specify the admission bodies whose employees are eligible for benefits from the admission agreement fund.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/4" id="regulation-54-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Where an admission agreement fund is established—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/4/a" id="regulation-54-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the liabilities of the main fund as respects membership in employment with those specified bodies become liabilities of the admission agreement fund; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/4/b" id="regulation-54-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>assets of such value as an actuary appointed by the appropriate administering authority determines to be appropriate must be transferred from the main fund to the admission agreement fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/5" id="regulation-54-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>When valuations under regulation 62 (actuarial valuations of pension funds) of both the main fund and the admission agreement fund are first obtained after the admission agreement fund is established, the administering authority must obtain from the actuary appointed by the authority—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/5/a" id="regulation-54-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a transfer statement; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/5/b" id="regulation-54-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a rates and adjustment certificate for the admission agreement fund for each remaining year of the period covered by the most recent such certificate for its main fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/6" id="regulation-54-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>The transfer statement must specify whether, in the actuary's opinion, there is a need for further assets to be transferred from the main fund to the admission agreement fund and, if so, their value.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/54/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/54/7" id="regulation-54-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>Where the transfer statement specifies that assets of a specified value need to be transferred, the administering authority must arrange for assets of that value to be transferred as soon as is reasonably practicable.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-01">
<Title>Administering authorities: governance compliance statement</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55" id="regulation-55">
<Pnumber>55</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1" id="regulation-55-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must prepare a written statement setting out—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/a" id="regulation-55-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>whether the authority delegates its functions, or part of its functions under these Regulations to a committee, a sub-committee or an officer of the authority;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/b" id="regulation-55-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>if the authority does so—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/b/i" id="regulation-55-1-b-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>the terms, structure and operational procedures of the delegation,</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/b/ii" id="regulation-55-1-b-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>the frequency of any committee or sub-committee meetings,</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/b/iii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/b/iii" id="regulation-55-1-b-iii">
<Pnumber>iii</Pnumber>
<P4para>
<Text>whether such a committee or sub-committee includes representatives of Scheme employers or members, and if so, whether those representatives have voting rights;</Text>
</P4para>
</P4>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/c" id="regulation-55-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the extent to which a delegation, or the absence of a delegation, complies with guidance given by the Secretary of State and, to the extent that it does not so comply, the reasons for not complying; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/d" id="regulation-55-1-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>
details of the terms, structure and operational procedures relating to the local pension board established under
<Substitution ChangeId="key-432798ae05bdc36d2f8d463fb147f7dc-1583932656797" CommentaryRef="key-432798ae05bdc36d2f8d463fb147f7dc">regulation 106 (local pension boards: establishment)</Substitution>
.
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/2" id="regulation-55-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An administering authority must keep a statement prepared under paragraph (1) under review, and make such revisions as are appropriate, following a material change to any of the matters mentioned in that paragraph.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/3" id="regulation-55-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Before preparing or revising a statement under this regulation, an administering authority must consult such persons as it considers appropriate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/55/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/4" id="regulation-55-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>An administering authority must publish its statement under this regulation, and any revised statement.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Accounts and audit</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/56" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/56" id="regulation-56">
<Pnumber>56</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/56/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/56/1" id="regulation-56-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>After any of its pension funds has been audited, an administering authority must immediately send copies of the following to each body whose employees are active members—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/56/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/56/1/a" id="regulation-56-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a summary of the revenue account and balance sheet of the fund; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/56/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/56/1/b" id="regulation-56-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>any report by the auditor.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/56/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/56/2" id="regulation-56-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>
The pension input period for the purposes of section 238 of the Finance Act 2004
<CommentaryRef Ref="c21900371"/>
is the year ending on 31st March 2015 and each year ending on 31st March after that year.
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/2" NumberOfProvisions="5" id="part-2-chapter-2" RestrictStartDate="2016-11-01">
<Title>Strategies, statements and reports</Title>
<P1group RestrictExtent="E+W" RestrictStartDate="2016-11-01">
<Title>Pension fund annual report</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57" id="regulation-57">
<Pnumber>57</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1" id="regulation-57-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must, in relation to each year beginning on 1st April 2014 and each subsequent year, prepare a document (“the pension fund annual report”) which contains—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/a" id="regulation-57-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a report about the management and financial performance during the year of each of the pension funds maintained by the authority;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/b" id="regulation-57-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a report explaining the authority's investment policy for each of those funds and reviewing the performance during the year of the investments of each fund;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/c" id="regulation-57-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>a report of the arrangements made during the year for the administration of each of those funds;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/d" id="regulation-57-1-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>for each of those funds, a statement by the actuary who carried out the most recent valuation of the assets and liabilities of the fund in accordance with regulation 62 (actuarial valuations of pension funds), of the level of funding disclosed by that valuation;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/e" id="regulation-57-1-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>the current version of the statement under regulation 55 (governance compliance statement);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/f" id="regulation-57-1-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>for each of the funds, the fund account and net asset statement with supporting notes and disclosures prepared in accordance with proper practices;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/g" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/g" id="regulation-57-1-g">
<Pnumber>g</Pnumber>
<P3para>
<Text>an annual report dealing with—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/g/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/g/i" id="regulation-57-1-g-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>the extent to which the authority and the Scheme employers in relation to which it is the administering authority have achieved any levels of performance set out in a pension administration strategy in accordance with regulation 59 (pension administration strategy), and</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/g/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/g/ii" id="regulation-57-1-g-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>such other matters arising from a pension administration strategy as it considers appropriate;</Text>
</P4para>
</P4>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/h" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/h" id="regulation-57-1-h">
<Pnumber>h</Pnumber>
<P3para>
<Text>the current version of the statement referred to in regulation 58 (funding strategy statement);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/i" id="regulation-57-1-i">
<Pnumber>
<Substitution ChangeId="key-7881d8a63e091e4ff9cb5c501d527651-1584109001757" CommentaryRef="key-7881d8a63e091e4ff9cb5c501d527651">i</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-7881d8a63e091e4ff9cb5c501d527651-1584109001757" CommentaryRef="key-7881d8a63e091e4ff9cb5c501d527651">the current version of the investment strategy under regulation 7 (investment strategy statement) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016;</Substitution>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/j" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/j" id="regulation-57-1-j">
<Pnumber>j</Pnumber>
<P3para>
<Text>the current version of the statement under regulation 61 (statements of policy concerning communications with members and Scheme employers); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/1/k" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/k" id="regulation-57-1-k">
<Pnumber>k</Pnumber>
<P3para>
<Text>any other material which the authority considers appropriate.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/2" id="regulation-57-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The authority must publish the pension fund annual report on or before 1st December following the Scheme year end.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/57/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/3" id="regulation-57-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>In preparing and publishing the pension fund annual report, the authority must have regard to guidance given by the Secretary of State.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2016-11-01">
<Title>Funding strategy statement</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58" id="regulation-58">
<Pnumber>58</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/1" id="regulation-58-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must, after consultation with such persons as it considers appropriate, prepare, maintain and publish a written statement setting out its funding strategy.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/2" id="regulation-58-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The statement must be published no later than 31st March 2015.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/3" id="regulation-58-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The authority must keep the statement under review and, after consultation with such persons as it considers appropriate, make such revisions as are appropriate following a material change in its policy set out in the statement, and if revisions are made, publish the statement as revised.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/4" id="regulation-58-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>In preparing, maintaining and reviewing the statement, the administering authority must have regard to—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/4/a" id="regulation-58-4-a">
<Pnumber>
<Substitution ChangeId="key-7c12cbda952aab0a0a370cbacece766a-1584098186552" CommentaryRef="key-7c12cbda952aab0a0a370cbacece766a">a</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-7c12cbda952aab0a0a370cbacece766a-1584098186552" CommentaryRef="key-7c12cbda952aab0a0a370cbacece766a">the guidance set out in the document published in October 2012 by </Substitution>
<Acronym Expansion="Chartered Institute of Public Finance and Accountancy">
<Substitution ChangeId="key-7c12cbda952aab0a0a370cbacece766a-1584098186552" CommentaryRef="key-7c12cbda952aab0a0a370cbacece766a">CIPFA</Substitution>
</Acronym>
<Substitution ChangeId="key-7c12cbda952aab0a0a370cbacece766a-1584098186552" CommentaryRef="key-7c12cbda952aab0a0a370cbacece766a">, the Chartered Institute of Public Finance and Accountancy and called “Preparing and Maintaining a Funding Strategy Statement in the Local Government Pension Scheme 2012; and</Substitution>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/58/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/4/b" id="regulation-58-4-b">
<Pnumber>
<Substitution ChangeId="key-021ec7175a7f84eccffb8372f4fcf1f2-1584109227146" CommentaryRef="key-021ec7175a7f84eccffb8372f4fcf1f2">b</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-021ec7175a7f84eccffb8372f4fcf1f2-1584109227146" CommentaryRef="key-021ec7175a7f84eccffb8372f4fcf1f2">the current version of the investment strategy under regulation 7 (investment strategy statement) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016.</Substitution>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Pension administration strategy</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59" id="regulation-59">
<Pnumber>59</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/1" id="regulation-59-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority may prepare a written statement of the authority's policies in relation to such of the matters mentioned in paragraph (2) as it considers appropriate (“its pension administration strategy”) and, where it does so, paragraphs (3) to (7) apply.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2" id="regulation-59-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The matters are—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/a" id="regulation-59-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>procedures for liaison and communication with Scheme employers in relation to which it is the administering authority (“its Scheme employers”);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/b" id="regulation-59-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the establishment of levels of performance which the administering authority and its Scheme employers are expected to achieve in carrying out their Scheme functions by—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/b/i" id="regulation-59-2-b-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>the setting of performance targets,</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/b/ii" id="regulation-59-2-b-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>the making of agreements about levels of performance and associated matters, or</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/b/iii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/b/iii" id="regulation-59-2-b-iii">
<Pnumber>iii</Pnumber>
<P4para>
<Text>such other means as the administering authority considers appropriate;</Text>
</P4para>
</P4>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/c" id="regulation-59-2-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>procedures which aim to secure that the administering authority and its Scheme employers comply with statutory requirements in respect of those functions and with any agreement about levels of performance;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/d" id="regulation-59-2-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>procedures for improving the communication by the administering authority and its Scheme employers to each other of information relating to those functions;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/e" id="regulation-59-2-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>the circumstances in which the administering authority may consider giving written notice to any of its Scheme employers under regulation 70 (additional costs arising from Scheme employer's level of performance) on account of that employer's unsatisfactory performance in carrying out its Scheme functions when measured against levels of performance established under sub-paragraph (b);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/f" id="regulation-59-2-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>the publication by the administering authority of annual reports dealing with—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/f/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/f/i" id="regulation-59-2-f-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>the extent to which that authority and its Scheme employers have achieved the levels of performance established under sub-paragraph (b), and</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/f/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/f/ii" id="regulation-59-2-f-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>such other matters arising from its pension administration strategy as it considers appropriate; and</Text>
</P4para>
</P4>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/2/g" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/2/g" id="regulation-59-2-g">
<Pnumber>g</Pnumber>
<P3para>
<Text>such other matters as appear to the administering authority after consulting its Scheme employers and such other persons as it considers appropriate, to be suitable for inclusion in that strategy.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/3" id="regulation-59-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>An administering authority must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/3/a" id="regulation-59-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>keep its pension administration strategy under review; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/3/b" id="regulation-59-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>make such revisions as are appropriate following a material change in its policies in relation to any of the matters contained in the strategy.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/4" id="regulation-59-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>In preparing or reviewing and making revisions to its pension administration strategy, an administering authority must consult its Scheme employers and such other persons as it considers appropriate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/5" id="regulation-59-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>An administering authority must publish—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/5/a" id="regulation-59-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>its pension administration strategy; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/5/b" id="regulation-59-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>where revisions are made to it, the strategy as revised.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/6" id="regulation-59-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Where an administering authority publishes its pension administration strategy, or that strategy as revised, it must send a copy of it to each of its Scheme employers and to the Secretary of State as soon as is reasonably practicable.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/7" id="regulation-59-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>An administering authority and its Scheme employers must have regard to the pension administration strategy when carrying out their functions under these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/59/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/59/8" id="regulation-59-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>In this regulation references to the functions of an administering authority include, where applicable, its functions as a Scheme employer.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Statements of policy about exercise of discretionary functions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60" id="regulation-60">
<Pnumber>
<CommentaryRef Ref="M_C_9c3b5598-9991-4a2a-ca00-8439fbcf84ac"/>
60
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/1" id="regulation-60-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>A Scheme employer must prepare a written statement of its policy in relation to the exercise of its functions under regulations—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/1/a" id="regulation-60-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>16(2)(e) and 16(4)(d) (funding of additional pension);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/1/b" id="regulation-60-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>30(6) (flexible retirement);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/1/c" id="regulation-60-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>30(8) (waiving of actuarial reduction); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/1/d" id="regulation-60-1-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>31 (award of additional pension),</Text>
</P3para>
</P3>
<Text>and an administering authority must prepare such a statement in relation to the exercise of its functions under regulation 30(8) in cases where a former employer has ceased to be a Scheme employer.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/2" id="regulation-60-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Each Scheme employer must send a copy of its statement to each relevant administering authority before 1st July 2014 and must publish its statement.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/3" id="regulation-60-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A body required to prepare a statement under paragraph (1) must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/3/a" id="regulation-60-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>keep its statement under review; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/3/b" id="regulation-60-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>make such revisions as are appropriate following a change in its policy.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/4" id="regulation-60-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Before the expiry of a month beginning with the date any such revisions are made, each Scheme employer must send a copy of its revised statement to each relevant administering authority, and must publish its statement as revised.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/5" id="regulation-60-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>In preparing, or reviewing and making revisions to its statement, a body required to prepare a statement under paragraph (1) must have regard to the extent to which the exercise of the functions mentioned in paragraph (1) in accordance with its policy could lead to a serious loss of confidence in the public service.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/60/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/60/6" id="regulation-60-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>In this regulation a relevant administering authority in relation to a Scheme employer, is any authority which is an appropriate administering authority for that employer's employees.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Statements of policy concerning communications with members and Scheme employers</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61" id="regulation-61">
<Pnumber>61</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/1" id="regulation-61-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must prepare, maintain and publish a written statement setting out its policy concerning communications with—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/1/a" id="regulation-61-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>members;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/1/b" id="regulation-61-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>representatives of members;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/1/c" id="regulation-61-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>prospective members; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/1/d" id="regulation-61-1-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>Scheme employers.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/2" id="regulation-61-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>In particular the statement must set out its policy on—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/2/a" id="regulation-61-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the provision of information and publicity about the Scheme to members, representatives of members and Scheme employers;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/2/b" id="regulation-61-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the format, frequency and method of distributing such information or publicity; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/2/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/2/c" id="regulation-61-2-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the promotion of the Scheme to prospective members and their employers.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/61/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/61/3" id="regulation-61-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The statement must be revised and published by the administering authority following a material change in their policy on any of the matters referred to in paragraph (2).</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/3" NumberOfProvisions="7" id="part-2-chapter-3" RestrictStartDate="2023-12-20">
<Title>Actuarial valuations</Title>
<P1group RestrictExtent="E+W" RestrictStartDate="2023-10-01">
<Title>Actuarial valuations of pension funds</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62" id="regulation-62">
<Pnumber>62</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/1" id="regulation-62-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must obtain—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/1/a" id="regulation-62-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>an actuarial valuation of the assets and liabilities of each of its pension funds as at 31st March 2016 and on 31st March in every third year afterwards;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/1/b" id="regulation-62-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a report by an actuary in respect of the valuation; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/1/c" id="regulation-62-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>a rates and adjustments certificate prepared by an actuary.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/2" id="regulation-62-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>
Each of those documents must be obtained before the first anniversary of the date (“
<Term id="term-the-valuation-date">the valuation date</Term>
”) as at which the valuation is made or such later date as the Secretary of State may agree.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/3" id="regulation-62-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A report under paragraph (1)(b) must contain a statement of the demographic assumptions used in making the valuation; and the statement must show how the assumptions relate to the events which have actually occurred in relation to members of the Scheme since the last valuation.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/4" id="regulation-62-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>A rates and adjustments certificate is a certificate specifying—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/4/a" id="regulation-62-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the primary rate of the employer's contribution; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/4/b" id="regulation-62-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the secondary rate of the employer's contribution,</Text>
</P3para>
</P3>
<Text>for each year of the period of three years beginning with 1st April in the year following that in which the valuation date falls.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/5" id="regulation-62-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The primary rate of an employer's contribution is the amount in respect of the cost of future accruals which, in the actuary's opinion, should be paid to a fund by all bodies whose employees contribute to it so as to secure its solvency, expressed as a percentage of the pay of their employees who are active members.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6" id="regulation-62-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>The actuary must have regard to—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6/a" id="regulation-62-6-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the existing and prospective liabilities arising from circumstances common to all those bodies;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6/b" id="regulation-62-6-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
the desirability of maintaining as nearly constant a
<Substitution ChangeId="key-1084e5f91f831a31128fb3fdc7123d5d-1584098702095" CommentaryRef="key-1084e5f91f831a31128fb3fdc7123d5d">primary</Substitution>
rate as possible;
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6/c" id="regulation-62-6-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the current version of the administering authority's funding strategy mentioned in regulation 58 (funding strategy statements); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6/d" id="regulation-62-6-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>the requirement to secure the solvency of the pension fund and the long term cost efficiency of the Scheme, so far as relating to the pension fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/6A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6A" id="regulation-62-6A">
<Pnumber>
<Addition ChangeId="key-635b5c5ce8cb90f97584d095416222ac-1698313471473" CommentaryRef="key-635b5c5ce8cb90f97584d095416222ac">6A</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-635b5c5ce8cb90f97584d095416222ac-1698313471473" CommentaryRef="key-635b5c5ce8cb90f97584d095416222ac">Compensation paid by the scheme to a person by virtue of section 82(1) of PSPJOA 2022 or additional benefits payable by virtue of regulation 4S of the 2014 Regulations are liabilities for the purpose of the actuarial valuation under paragraph (1)(a).</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/7" id="regulation-62-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>The secondary rate of an employer's contributions is any percentage or amount by which, in the actuary's opinion, contributions at the primary rate should, in the case of a Scheme employer, be increased or reduced by reason of any circumstances peculiar to that employer.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/8" id="regulation-62-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>A rates and adjustments certificate must contain a statement of the assumptions on which the certificate is given as respects—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/8/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/8/a" id="regulation-62-8-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the number of members who will become entitled to payment of pensions under the provisions of the Scheme; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/8/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/8/b" id="regulation-62-8-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the amount of the liabilities arising in respect of such members,</Text>
</P3para>
</P3>
<Text>during the period covered by the certificate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/62/9" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/9" id="regulation-62-9">
<Pnumber>9</Pnumber>
<P2para>
<Text>The administering authority must provide the actuary preparing a valuation or a rates and adjustments certificate with the consolidated revenue account of the fund and such other information as the actuary requests.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-01">
<Title>Aggregate Scheme costs</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/63" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/63" id="regulation-63">
<Pnumber>
<CommentaryRef Ref="key-205647cf3192c53c30e1dfdf713db5d0"/>
63
</Pnumber>
<P1para>
<Text>. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2023-12-20">
<Title>Special circumstances where revised actuarial valuations and certificates must be obtained</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64" id="regulation-64">
<Pnumber>
<CommentaryRef Ref="key-8e43a931e7ffd88bbdbc59dd52d7d74a"/>
<CommentaryRef Ref="key-27268207be943dc11916145f0a2602c0"/>
<CommentaryRef Ref="key-29914cc9354e97656bca5ea879cabc59"/>
<CommentaryRef Ref="key-c4214492ab101e414f7015ca30f951de"/>
<CommentaryRef Ref="key-711dfc8c265ec578d2a01e1c41812159"/>
<CommentaryRef Ref="M_C_9b0ed14e-1848-43b9-ad01-8c55aaadd4f7"/>
<CommentaryRef Ref="key-c068065d7524a9c4958b6e95f56bfde0"/>
<CommentaryRef Ref="key-df04d68d198d37d52050c5bd4d9a6aed"/>
<CommentaryRef Ref="key-67736407b000e4b8a242273c208e729f"/>
<CommentaryRef Ref="key-6b88f8bc4f30b397ab02220f775de3a9"/>
<CommentaryRef Ref="key-0751c1188abe0b7113a132fef1ba8e86"/>
<CommentaryRef Ref="key-a6b40ca996c52571ee7d69babe377382"/>
<CommentaryRef Ref="key-691cc0380f2f98649e305f9b4a735440"/>
<CommentaryRef Ref="key-aab6f7924bb4b06ca5de5e80481cb3a4"/>
<CommentaryRef Ref="key-6880ca7252da9bfba3392ce2c0a574ec"/>
<CommentaryRef Ref="key-cdb4b045758aa0b0a8961ecb9d171600"/>
64
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/1" id="regulation-64-1">
<Pnumber>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">1</Substitution>
</Pnumber>
<P2para>
<Text>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">Subject to paragraph (2A), if a person—</Substitution>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/1/a" id="regulation-64-1-a">
<Pnumber>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">a</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">ceases to be a Scheme employer (including ceasing to be an admission body participating in the Scheme), or</Substitution>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/1/b" id="regulation-64-1-b">
<Pnumber>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">b</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">is or was a Scheme employer, but irrespective of whether that employer employs active members contributing to one or more other funds, no longer has an active member contributing towards a fund (“a relevant fund”) which has liabilities in respect of benefits in respect of current and former employees of that employer,</Substitution>
</Text>
</P3para>
</P3>
<Text>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">that person becomes “an exiting employer” in relation to the relevant fund for the purposes of this regulation and is liable to pay an exit payment </Substitution>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">
<Addition ChangeId="key-f6e3c5c6fc0c6feb7e17b34d3ac1d837-1584446863508" CommentaryRef="key-f6e3c5c6fc0c6feb7e17b34d3ac1d837">or entitled to receive an exit credit</Addition>
</Substitution>
<Substitution ChangeId="key-2a9c8e226030b253ba98a249a6ce2186-1584099037452" CommentaryRef="key-2a9c8e226030b253ba98a249a6ce2186">.</Substitution>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2" id="regulation-64-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>When a person becomes an exiting employer, the appropriate administering authority must obtain—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2/a" id="regulation-64-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>an actuarial valuation as at the exit date of the liabilities of the fund in respect of benefits in respect of the exiting employer's current and former employees; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2/b" id="regulation-64-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
a revised rates and adjustments certificate showing the exit payment due from the exiting employer
<Substitution ChangeId="key-fcc14e1c519d7316ab0364ce99eaa13a-1651425108390" CommentaryRef="key-fcc14e1c519d7316ab0364ce99eaa13a">the excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2)(a)</Substitution>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAA" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAA" id="regulation-64-2ZAA">
<Pnumber>
<Addition ChangeId="key-3567ed13a8b1c9d0b16ae75406d6f958-1698313543968" CommentaryRef="key-3567ed13a8b1c9d0b16ae75406d6f958">2ZAA</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-3567ed13a8b1c9d0b16ae75406d6f958-1698313543968" CommentaryRef="key-3567ed13a8b1c9d0b16ae75406d6f958">Compensation paid by the scheme to a person by virtue of section 82(1) of PSPJOA 2022 or additional benefits payable by virtue of regulation 4S of the 2014 Regulations are liabilities for the purpose of the actuarial valuation under paragraph (2)(a).</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZA" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZA" id="regulation-64-2ZA">
<Pnumber>
<CommentaryRef Ref="key-6c0ce6411d978925972d02874d8684c3"/>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">2ZA</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAB" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB" id="regulation-64-2ZAB">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">2ZAB</Addition>
</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">An administering authority must determine the amount of an exit credit, which may be zero, taking into account the factors specified in paragraph (2ZC) and must—</Addition>
</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAB/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB/a" id="regulation-64-2ZAB-a">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">a</Addition>
</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">notify its intention to make a determination to—</Addition>
</Addition>
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAB/a/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB/a/i" id="regulation-64-2ZAB-a-i">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">i</Addition>
</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">the exiting employer and any other body that has provided a guarantee to the exiting employer under paragraph 8 of Part 3 to Schedule 2 to these Regulations;</Addition>
</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAB/a/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB/a/ii" id="regulation-64-2ZAB-a-ii">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">ii</Addition>
</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">where the exiting employer is a body that has participated in the Scheme as a result of an admission agreement under paragraph (1)(d) of Part 3 of Schedule 2, the Scheme employer in connection with the exercise of whose function it was providing a service or assets ; and</Addition>
</Addition>
</Text>
</P4para>
</P4>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZAB/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB/b" id="regulation-64-2ZAB-b">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">b</Addition>
</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">
<Addition ChangeId="key-daf7a4b7ace28dcadd608e9c60d25ad2-1651424411518" CommentaryRef="key-daf7a4b7ace28dcadd608e9c60d25ad2">pay the amount determined to that exiting employer within six months of the exit date, or such longer time as the administering authority and the exiting employer may agree.</Addition>
</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZB" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZB" id="regulation-64-2ZB">
<Pnumber>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">2ZB</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-402edb3c7d7c4a7667465b0c0f0baba3-1584446765865" CommentaryRef="key-402edb3c7d7c4a7667465b0c0f0baba3">When an administering authority has paid an exit credit to an exiting employer, no further payments are due from that administering authority in respect of any surplus assets relating to the benefits in respect of any current or former employees of that employer as a result of these Regulations.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZC" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC" id="regulation-64-2ZC">
<Pnumber>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">2ZC</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">In exercising its discretion to determine the amount of any exit credit the administering authority must have regard to the following factors—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZC/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC/a" id="regulation-64-2ZC-a">
<Pnumber>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">the extent to which there is an excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2)(a);</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZC/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC/b" id="regulation-64-2ZC-b">
<Pnumber>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">the proportion of this excess of assets which has arisen because of the value of the employer’s contributions;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZC/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC/c" id="regulation-64-2ZC-c">
<Pnumber>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">any representations to the administering authority made by the exiting employer and, where that employer participates in the scheme by virtue of an admission agreement, any body listed in paragraphs (8)(a) to (d)(iii) of Part 3 to Schedule 2 to these Regulations; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2ZC/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC/d" id="regulation-64-2ZC-d">
<Pnumber>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">d</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-7e9c23def51e7c2423de73c1b859ccc1-1651425051302" CommentaryRef="key-7e9c23def51e7c2423de73c1b859ccc1">any other relevant factors.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2A" id="regulation-64-2A">
<Pnumber>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">2A</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">An administering authority may by written notice (“a suspension notice”) to an exiting employer suspend that employer’s liability to pay an exit payment for a period of up to 3 years starting from the date when that employer would otherwise become an exiting employer, if the condition in paragraph (2B) is met.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2B" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2B" id="regulation-64-2B">
<Pnumber>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">2B</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">The condition mentioned in paragraph (2A) is that in the reasonable opinion of the administering authority the employer is likely to have one or more active members contributing to the fund within the period specified in the suspension notice.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/2C" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2C" id="regulation-64-2C">
<Pnumber>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">2C</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-bb34c6559568cc945b24cbef46abed3f-1584099249260" CommentaryRef="key-bb34c6559568cc945b24cbef46abed3f">If an administering authority serves a suspension notice on an employer, unless that suspension notice is withdrawn, paragraph (2) does not apply in respect of that employer, but the employer must continue to make such contributions towards the liabilities of the fund in respect of benefits in respect of the employer’s current and former employees as the administering authority reasonably requires.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/3" id="regulation-64-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Where for any reason it is not possible to obtain all or part of the exit payment due from the exiting employer, or from an insurer, or any person providing an indemnity, bond or guarantee on behalf of the exiting employer, the administering authority must obtain a further revision of any rates and adjustments certificate for the fund showing—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/3/a" id="regulation-64-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>in the case where a body is an admission body falling within paragraph 1(d) of Part 3 of Schedule 2 to these Regulations (Scheme employers: bodies providing services as a result of transfer of a service), the revised contribution due from the body which is the related employer in relation to that admission body; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/3/b" id="regulation-64-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>in any other case, the revised contributions due from each Scheme employer which contributes to the fund,</Text>
</P3para>
</P3>
<Text>with a view to providing that assets equivalent to the exit payment due from the exiting employer are provided to the fund over such period of time as the administering authority considers reasonable.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/4" id="regulation-64-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Where in the opinion of an administering authority there are circumstances which make it likely that a Scheme employer (including an admission body) will become an exiting employer, the administering authority may obtain from an actuary a certificate specifying the percentage or amount by which, in the actuary's opinion—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/4/a" id="regulation-64-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the contribution at the primary rate should be adjusted; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/4/b" id="regulation-64-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>any prior secondary rate adjustment should be increased or reduced,</Text>
</P3para>
</P3>
<Text>with a view to providing that assets equivalent to the exit payment that will be due from the Scheme employer are provided to the fund by the likely exit date or, where the Scheme employer is unable to meet that liability by that date, over such period of time thereafter as the administering authority considers reasonable.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/5" id="regulation-64-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>When an exiting employer has paid an exit payment into the appropriate fund, no further payments are due from that employer in respect of any liabilities relating to the benefits in respect of any current or former employees of that employer as a result of these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/6" id="regulation-64-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Paragraph (7) applies where—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/6/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/6/a" id="regulation-64-6-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a Scheme employer agrees to pay increased contributions to meet the cost of an award of additional pension under regulation 31 (award of additional pension); or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/6/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/6/b" id="regulation-64-6-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>it appears likely to an administering authority that the amount of the liabilities arising or likely to arise in respect of members in employment with a Scheme employer exceeds the amount specified, or likely as a result of the assumptions stated, for that authority, in a rates and adjustments certificate by virtue of regulation 62(8) (actuarial valuations of pension funds: assumptions).</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7" id="regulation-64-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>The administering authority must obtain a revision of the rates and adjustments certificate concerned, showing the resulting changes as respects that Scheme employer.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7A" id="regulation-64-7A">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7A</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">An administering authority may enter into a written agreement with an exiting Scheme employer for that employer to defer their obligation to make an exit payment and continue to make contributions at the secondary rate (“a deferred debt agreement”).</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B" id="regulation-64-7B">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7B</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">An administering authority may enter into a deferred debt agreement with an exiting Scheme employer where—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B/a" id="regulation-64-7B-a">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the last active member in respect of that Scheme employer has left the Scheme;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B/b" id="regulation-64-7B-b">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the funding strategy mentioned in regulation 58 (funding strategy statements) has set out the administering authority’s policy on deferred debt agreements; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B/c" id="regulation-64-7B-c">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the administering authority has—</Addition>
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B/c/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B/c/i" id="regulation-64-7B-c-i">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">i</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">consulted the exiting Scheme employer; and</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7B/c/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7B/c/ii" id="regulation-64-7B-c-ii">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">ii</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">had regard to the views of an actuary appointed by the administering authority.</Addition>
</Text>
</P4para>
</P4>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7C" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7C" id="regulation-64-7C">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7C</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">Where a deferred debt agreement has been entered into under paragraph (7A)—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7C/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7C/a" id="regulation-64-7C-a">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the exiting employer becomes a deferred employer on the date specified in the agreement;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7C/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7C/b" id="regulation-64-7C-b">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the deferred employer must—</Addition>
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7C/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7C/b/i" id="regulation-64-7C-b-i">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">i</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">meet all requirements on Scheme employers except the requirement to pay the primary rate of contributions as determined under regulation 62(5) (actuarial valuations of pension funds); and</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7C/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7C/b/ii" id="regulation-64-7C-b-ii">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">ii</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">pay the secondary rate of contributions as determined under regulation 62(7) as revised from time to time following an actuarial valuation until the termination of the deferred debt agreement.</Addition>
</Text>
</P4para>
</P4>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7D" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7D" id="regulation-64-7D">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7D</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">A deferred debt agreement must include express provision for it to remain in force for a specified period, which may be varied by agreement of the administering authority and the deferred employer.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E" id="regulation-64-7E">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7E</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">A deferred debt agreement terminates on the first date on which one of the following events occurs—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E/a" id="regulation-64-7E-a">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the deferred employer enrols new active members;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E/b" id="regulation-64-7E-b">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the period specified, or as varied, under paragraph (7D) elapses;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E/c" id="regulation-64-7E-c">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the take-over, amalgamation, insolvency, winding up or liquidation of the deferred employer;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E/d" id="regulation-64-7E-d">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">d</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">the administering authority serves a notice on the deferred employer that the administering authority is reasonably satisfied that the deferred employer’s ability to meet the contributions payable under the deferred debt arrangement has weakened materially or is likely to weaken materially in the next 12 months; or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7E/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7E/e" id="regulation-64-7E-e">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">e</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">an actuary appointed by the administering authority assesses that the deferred employer has paid sufficient secondary contributions to cover the exit payment that would have been due under paragraph (1) if the employer had become an exiting employer on the calculation date.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7F" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7F" id="regulation-64-7F">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7F</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">Paragraph (7E)(c) does not apply where the administering authority serves a notice on the deferred employer that the administering authority is satisfied that the event would not be likely to significantly weaken the deferred employer’s ability to meet the contributions payable under the deferred debt agreement in the next 12 months.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/7G" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7G" id="regulation-64-7G">
<Pnumber>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">7G</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-07436026d64bb340575768124c45f0c1-1651435648831" CommentaryRef="key-07436026d64bb340575768124c45f0c1">On the termination of a deferred debt agreement under paragraph (7E) a deferred employer becomes an exiting employer in relation to the relevant fund for the purposes of this regulation.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/8" id="regulation-64-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>For the purposes of this regulation—</Text>
<UnorderedList Decoration="none" Class="Definition">
<ListItem>
<Para>
<Text>
<Term id="term-exiting-employer">exiting employer</Term>
” means an employer of any of the descriptions specified in paragraph (1);
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-6732a9df6122b32fd565d3d86c4a71e8-1651435711399" CommentaryRef="key-6732a9df6122b32fd565d3d86c4a71e8">“deferred employer” means a Scheme employer which enters into a deferred debt agreement with an administering authority; </Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-01a40c51692fbf55617ecbaac3654092-1584447003650" CommentaryRef="key-01a40c51692fbf55617ecbaac3654092">“exit credit” means </Addition>
<Addition ChangeId="key-01a40c51692fbf55617ecbaac3654092-1584447003650" CommentaryRef="key-01a40c51692fbf55617ecbaac3654092">
<Substitution ChangeId="key-71f316712568c2af58f7142f41063b04-1651425403188" CommentaryRef="key-71f316712568c2af58f7142f41063b04">any amount paid to the exiting employer by the administering authority</Substitution>
</Addition>
<Addition ChangeId="key-01a40c51692fbf55617ecbaac3654092-1584447003650" CommentaryRef="key-01a40c51692fbf55617ecbaac3654092"> to meet the excess of assets in the fund relating to that employer over the liabilities specified in paragraph (2).</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Term id="term-exit-payment">exit payment</Term>
” means the assets required to be paid by the exiting employer over such period of time as the administering authority considers reasonable, to meet the liabilities specified in paragraph (2);
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Term id="term-exit-date">exit date</Term>
” means the date on which the employer becomes an exiting employer; and
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Term id="term-related-employer">related employer</Term>
” means any Scheme employer or other such contracting body which is a party to the admission agreement (other than an administering authority in its role as an administering authority) .
</Text>
</Para>
</ListItem>
</UnorderedList>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/9" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/9" id="regulation-64-9">
<Pnumber>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">9</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">Paragraph (10) applies—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/9/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/9/a" id="regulation-64-9-a">
<Pnumber>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">where the exiting employer is a probation trust established under section 5 of the Offender Management Act 2007 and the liabilities of the fund in respect of benefits due to or in respect of the probation trust’s current and former employees (or those of its predecessor local probation boards or probation committees) have been or are to be transferred to another person as a result of arrangements made for the provision of probation services under section 3 of that Act (power to make arrangements for the provision of probation services); or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/9/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/9/b" id="regulation-64-9-b">
<Pnumber>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">in any other case where the exiting employer is engaged in the provision of probation services, but only to the extent provided for under the relevant admission agreement, in relation to any liabilities of the fund in respect of benefits due to or in respect of the current and former employees of the exiting employer which have been or are to be, with effect from the day following the exit date, transferred to one or more other Scheme employers as a result of arrangements made for the provision of probation services under section 3 of that Act.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/10" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/10" id="regulation-64-10">
<Pnumber>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">10</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-1417dc470676f8aa02badc915037d483-1582645121857" CommentaryRef="key-1417dc470676f8aa02badc915037d483">Where this paragraph applies, no exit payment is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/11" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/11" id="regulation-64-11">
<Pnumber>
<Addition ChangeId="key-9f7e310ed5223abaad1de733c262c04f-1651426190640" CommentaryRef="key-9f7e310ed5223abaad1de733c262c04f">11</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-9f7e310ed5223abaad1de733c262c04f-1651426190640" CommentaryRef="key-9f7e310ed5223abaad1de733c262c04f">Paragraph (12) applies where the exiting employers are Buckinghamshire County Council, Aylesbury Vale District Council, Chiltern District Council, South Bucks District Council and Wycombe District Council and the liabilities of the fund in respect of benefits due to or in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in Buckinghamshire Council.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/12" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/12" id="regulation-64-12">
<Pnumber>
<Addition ChangeId="key-9f7e310ed5223abaad1de733c262c04f-1651426190640" CommentaryRef="key-9f7e310ed5223abaad1de733c262c04f">12</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-9f7e310ed5223abaad1de733c262c04f-1651426190640" CommentaryRef="key-9f7e310ed5223abaad1de733c262c04f">Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/13" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/13" id="regulation-64-13">
<Pnumber>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">13</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">Where the exiting employers are Northamptonshire County Council, Corby Borough Council, Daventry District Council, East Northamptonshire District Council, Kettering Borough Council, Northampton Borough Council, South Northamptonshire District Council and Wellingborough Borough Council—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/13/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/13/a" id="regulation-64-13-a">
<Pnumber>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">the assets and liabilities of the fund in respect of benefits due to or in respect of current or former employees (or those of any predecessor authority) of the exiting employers shall be allocated between North Northamptonshire Council and West Northamptonshire Council in proportions to be determined by West Northamptonshire Council, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/13/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/13/b" id="regulation-64-13-b">
<Pnumber>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">paragraph (14) applies.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/14" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/14" id="regulation-64-14">
<Pnumber>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">14</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">No exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/15" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/15" id="regulation-64-15">
<Pnumber>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">15</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-86f287a3ea70d30530978e17d26f5bab-1651437262495" CommentaryRef="key-86f287a3ea70d30530978e17d26f5bab">In determining the proportions for the purposes of paragraph (13)(a) West Northamptonshire Council must seek advice from an actuary and consult with North Northamptonshire Council.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/16" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/16" id="regulation-64-16">
<Pnumber>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">16</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">Where the exiting employers are Cumbria County Council, Allerdale Borough Council, Barrow-in-Furness Borough Council, Carlisle City Council, Copeland Borough Council, Eden District Council and South Lakeland District Council—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/16/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/16/a" id="regulation-64-16-a">
<Pnumber>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">the assets and liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of the exiting employers must be allocated between Cumberland Council and Westmorland and Furness Council in proportions to be determined by Westmorland and Furness Council, and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/16/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/16/b" id="regulation-64-16-b">
<Pnumber>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">paragraph (17) applies.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/17" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/17" id="regulation-64-17">
<Pnumber>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">17</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/18" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/18" id="regulation-64-18">
<Pnumber>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">18</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-a5eb19a3fc35e1562ba7caec13ebb669-1687947511438" CommentaryRef="key-a5eb19a3fc35e1562ba7caec13ebb669">In determining the proportions for the purposes of paragraph (16)(a) Westmorland and Furness Council must seek advice from an actuary and consult with Cumberland Council. </Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/19" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/19" id="regulation-64-19">
<Pnumber>
<Addition ChangeId="key-729bf2316b6a07387cf4e25b3ab20b2b-1687947544403" CommentaryRef="key-729bf2316b6a07387cf4e25b3ab20b2b">19</Addition>
</Pnumber>
<P2para>
<Text>
<Character Name="NonBreakingSpace"/>
<Addition ChangeId="key-729bf2316b6a07387cf4e25b3ab20b2b-1687947544403" CommentaryRef="key-729bf2316b6a07387cf4e25b3ab20b2b">Paragraph (20) applies where the exiting employers are Craven District Council, Hambleton District Council, Harrogate Borough Council, Richmondshire District Council, Ryedale District Council, Scarborough Borough Council and Selby District Council and the liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in North Yorkshire Council.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/20" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/20" id="regulation-64-20">
<Pnumber>
<Addition ChangeId="key-729bf2316b6a07387cf4e25b3ab20b2b-1687947544403" CommentaryRef="key-729bf2316b6a07387cf4e25b3ab20b2b">20</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-729bf2316b6a07387cf4e25b3ab20b2b-1687947544403" CommentaryRef="key-729bf2316b6a07387cf4e25b3ab20b2b">Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/21" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/21" id="regulation-64-21">
<Pnumber>
<Addition ChangeId="key-a638f194cfbb10bf8b0bb7611bbeec4b-1687947587492" CommentaryRef="key-a638f194cfbb10bf8b0bb7611bbeec4b">21</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-a638f194cfbb10bf8b0bb7611bbeec4b-1687947587492" CommentaryRef="key-a638f194cfbb10bf8b0bb7611bbeec4b">Paragraph (22) applies where the exiting employers are Mendip District Council, Sedgemoor District Council, Somerset West and Taunton Council and South Somerset Council and the liabilities of the fund in respect of current or former employees (or those of any predecessor authority) of these exiting employers vest in Somerset Council.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64/22" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/22" id="regulation-64-22">
<Pnumber>
<Addition ChangeId="key-a638f194cfbb10bf8b0bb7611bbeec4b-1687947587492" CommentaryRef="key-a638f194cfbb10bf8b0bb7611bbeec4b">22</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-a638f194cfbb10bf8b0bb7611bbeec4b-1687947587492" CommentaryRef="key-a638f194cfbb10bf8b0bb7611bbeec4b">Where this paragraph applies, no exit payment or exit credit is due under paragraph (1) and paragraph (2) does not apply.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2020-09-23">
<Title>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">Revision of rates and adjustments certificate: Scheme employer contributions</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A" id="regulation-64A">
<Pnumber PuncAfter=".">
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">64A</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1" id="regulation-64A-1">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">1</Addition>
</Pnumber>
<P2para>
<Text>
<Character Name="NonBreakingSpace"/>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">An administering authority may obtain a revision of the rates and adjustments certificate under regulation 62 (actuarial valuations of pension funds) showing any resulting changes to the contributions of a Scheme employer or employers where—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1/a" id="regulation-64A-1-a">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">the funding strategy mentioned in regulation 58 (funding strategy statements) sets out the administering authority’s policy on amending contributions between valuations; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1/b" id="regulation-64A-1-b">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">one of the following conditions applies—</Addition>
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1/b/i" id="regulation-64A-1-b-i">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">i</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">it appears likely to the </Addition>
<ExternalLink URI="http://www.lgpsregs.org/schemeregs/lgpsregs2013/timeline.php#s1adau">
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">administering authority</Addition>
</ExternalLink>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">that the amount of the liabilities arising or likely to arise has changed significantly since the last valuation;</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1/b/ii" id="regulation-64A-1-b-ii">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">ii</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">it appears likely to the administering authority that there has been a significant change in the ability of the Scheme employer or employers to meet the obligations of employers in the Scheme; or</Addition>
</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/1/b/iii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/1/b/iii" id="regulation-64A-1-b-iii">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">iii</Addition>
</Pnumber>
<P4para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">a Scheme employer or employers have requested a review of Scheme employer contributions and have undertaken to meet the costs of that review.</Addition>
</Text>
</P4para>
</P4>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/2" id="regulation-64A-2">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">In revising the certificate, an administering authority must—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/2/a" id="regulation-64A-2-a">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">consult the Scheme employer or employers; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64A/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A/2/b" id="regulation-64A-2-b">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">have regard to the views of an actuary appointed by the administering authority.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2020-09-23">
<Title>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">Revision of actuarial certificates: exit payments</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64B" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B" id="regulation-64B">
<Pnumber PuncAfter=".">
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">64B</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64B/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B/1" id="regulation-64B-1">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">Where the funding strategy mentioned in regulation 58 (funding strategy statements) sets out the administering authority’s policy on spreading exit payments, that administering authority may obtain a revision of the rates and adjustments certificate under regulation 62 (actuarial valuations of pension funds) to show the proportion of the exit payment to be paid by the exiting Scheme employer in each year after the exit date over such period as the administering authority considers reasonable.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64B/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B/2" id="regulation-64B-2">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">In revising the certificate, an administering authority must—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64B/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B/2/a" id="regulation-64B-2-a">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">consult the exiting Scheme employer; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/64B/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B/2/b" id="regulation-64B-2-b">
<Pnumber>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-b8d1d94c2e22f07c63f55e70384f1c13-1651435985320" CommentaryRef="key-b8d1d94c2e22f07c63f55e70384f1c13">have regard to the views of an actuary appointed by the administering authority.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-01">
<Title>Aggregate Scheme costs: revised certificates</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/65" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/65" id="regulation-65">
<Pnumber>
<CommentaryRef Ref="key-b08b8778bbe67826ab65a5efaaf85ea5"/>
65
</Pnumber>
<P1para>
<Text>. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-01">
<Title>Supply of copies of valuations, certificates etc</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66" id="regulation-66">
<Pnumber>66</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/1" id="regulation-66-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
An administering authority must publish and send copies of any valuation, report, certificate or revised certificate obtained under
<Substitution ChangeId="key-8d195a6294676938ce424177d5abb2de-1583933647035" CommentaryRef="key-8d195a6294676938ce424177d5abb2de">regulations 62 (actuarial valuation of pension funds) or 64 (special circumstances where revised actuarial valuations and certificates must be obtained)</Substitution>
to—
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/1/a" id="regulation-66-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the Secretary of State;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/1/b" id="regulation-66-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>each body with employees who contribute to the fund in question; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/1/c" id="regulation-66-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>any other body which is, or may become liable to make payments to that fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/2" id="regulation-66-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An administering authority must also send to the Secretary of State—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/2/a" id="regulation-66-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a copy of the consolidated revenue account with which the actuary was provided under regulation 62(9); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/66/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66/2/b" id="regulation-66-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a summary of the assets of the fund at the valuation date (unless such a summary is contained in the report under regulation 62(1)(b)).</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/4" NumberOfProvisions="5" id="part-2-chapter-4" RestrictStartDate="2018-05-14">
<Title>Payments</Title>
<P1group RestrictStartDate="2014-04-01">
<Title>Employer's contributions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67" id="regulation-67">
<Pnumber>67</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/1" id="regulation-67-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>A Scheme employer must contribute to the appropriate fund in each year covered by a rates and adjustment certificate under regulation 62 (actuarial valuations of pension funds) or 64 (circumstances in which revised actuarial valuations and certificates must be obtained) the amount appropriate for that authority as calculated in accordance with the certificate and paragraph (4).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/2" id="regulation-67-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>During each of those years a Scheme employer must make payments to the appropriate fund on account of the amount required for the whole year.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/3" id="regulation-67-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Those payments on account must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/3/a" id="regulation-67-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>be paid at the end of the intervals determined under regulation 69 (payment by Scheme employers to administering authorities); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/3/b" id="regulation-67-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>equal the appropriate proportion of the whole amount due under paragraph (1) for the year in question.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/4" id="regulation-67-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>An employer's contribution for any year is the primary percentage for that year of—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/4/a" id="regulation-67-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the pensionable pay on which contributions have been paid into the fund by active members in accordance with regulations 9 to 12 and 14 (contributions), except where sub-paragraph (b) applies, and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/4/b" id="regulation-67-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the assumed pensionable pay in respect of members on leave due to sickness or injury on reduced contractual pay or no pay or on child-related leave,</Text>
</P3para>
</P3>
<Text>increased or reduced by any secondary rate adjustments specified for that employer for that year in the rates and adjustments certificate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/5" id="regulation-67-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The primary percentage is the primary rate of the employer's contribution specified in that certificate expressed as a percentage of the pay of its employees who are active members.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/67/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/67/6" id="regulation-67-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>A Scheme employer must also pay into the appropriate fund in each year any employer contributions made under regulation 16 (additional pension contributions).</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2018-05-14">
<Title>Employer's further payments</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/68" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/68" id="regulation-68">
<Pnumber>68</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/68/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/68/1" id="regulation-68-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Any extra charge on the appropriate fund resulting from a member becoming entitled to benefits under regulation 35 (early payment of retirement pension on ill-health grounds) or 38 (early payment of retirement pension on ill-health grounds: deferred and deferred pensioner members) must be paid into the fund by the Scheme employer concerned.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/68/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/68/2" id="regulation-68-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>
An administering authority may require the Scheme employer concerned to make additional payments to the appropriate fund in respect of any extra charge on the fund resulting from retirements benefits becoming immediately payable to a member under
<Substitution ChangeId="key-07154c0dcf21c8e7430d8e4b6e4094b7-1584447392961" CommentaryRef="key-07154c0dcf21c8e7430d8e4b6e4094b7">regulation 30(5) (early retirement), (6) (flexible retirement) or (7) (early leavers on grounds of redundancy or business efficiency)</Substitution>
, including the cost as calculated by an actuary appointed by the administering authority, as a result of a waiver of any reduction under regulation 30(8).
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/68/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/68/3" id="regulation-68-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Other than where regulation 64(6) (special circumstances where revised actuarial valuations and certificates must be obtained) applies, a Scheme employer making an award under regulation 31 (award of additional pension) must pay a sum into the appropriate fund to meet the cost of any additional pension, in accordance with actuarial guidance issued by the Secretary of State.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2016-11-01">
<Title>Payment by Scheme employers to administering authorities</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69" id="regulation-69">
<Pnumber>69</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1" id="regulation-69-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Every Scheme employer must pay to the appropriate administering authority on or before such dates falling at intervals of not more than 12 months as the appropriate administering authority may determine—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1/a" id="regulation-69-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>all amounts received from time to time from employees under regulations 9 to 14 and 16 (contributions);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1/b" id="regulation-69-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>any charge payable under regulation 68 (employer's further payments) of which it has been notified by the administering authority during the interval;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1/c" id="regulation-69-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>a contribution towards the cost of the administration of the fund; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1/d" id="regulation-69-1-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>any amount specified in a notice given in accordance with regulation 70 (additional costs arising from Scheme employer's level of performance).</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/1/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/1/e" id="regulation-69-1-e">
<Pnumber>
<Addition ChangeId="key-c442560f1ecce13a5b23606c8ff29119-1584100079508" CommentaryRef="key-c442560f1ecce13a5b23606c8ff29119">e</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-c442560f1ecce13a5b23606c8ff29119-1584100079508" CommentaryRef="key-c442560f1ecce13a5b23606c8ff29119">all amounts received from time to time from the Ministry of Defence in respect of contributions for a member on reserve forces service leave.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/2" id="regulation-69-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>But—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/2/a" id="regulation-69-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>
a Scheme employer must pay the amounts mentioned in paragraph (1)(a) within the prescribed period referred to in section 49(8) of the Pensions Act 1995
<CommentaryRef Ref="c21900421"/>
; and
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/2/b" id="regulation-69-2-b">
<Pnumber>
<Substitution ChangeId="key-3732873f21cde57ea3acd4ab4b2c5412-1584109400460" CommentaryRef="key-3732873f21cde57ea3acd4ab4b2c5412">b</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-3732873f21cde57ea3acd4ab4b2c5412-1584109400460" CommentaryRef="key-3732873f21cde57ea3acd4ab4b2c5412">paragraph (1)(c) does not apply where the cost of the administration of the fund is paid out of the fund under regulation 4(5) (management of a pension fund) of the Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016.</Substitution>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3" id="regulation-69-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Every payment under paragraph (1)(a) must be accompanied by a statement showing—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/a" id="regulation-69-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the total pensionable pay received by members during the period covered by the statement whilst regulations 9 (contributions) applied (including the assumed pensionable pay members were treated as receiving during that period),</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/b" id="regulation-69-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the total employee contributions deducted from the pensionable pay referred to in sub-paragraph (a),</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/c" id="regulation-69-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the total pensionable pay received by members during the period covered by the statement whilst regulation 10 applied (including the assumed pensionable pay members were treated as receiving during that period),</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/d" id="regulation-69-3-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>the total employee contributions deducted from pensionable pay referred to in sub-paragraph (c),</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/e" id="regulation-69-3-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>the total employer contributions in respect of the pensionable pay referred to in sub-paragraphs (a) and (c),</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/f" id="regulation-69-3-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>the total additional pension contributions paid by members under regulation 16 (additional pension contributions) during the period covered by the statement, and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/3/g" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/3/g" id="regulation-69-3-g">
<Pnumber>g</Pnumber>
<P3para>
<Text>the total additional pension contributions paid by the employer under regulation 16 (additional pension contributions) during the period covered by the statement.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/4" id="regulation-69-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>
An administering authority may direct that the information mentioned in paragraph (3) shall be given to the authority in such form
<CommentaryRef Ref="key-da9ddfffe76592b6c8446e14c1b980bd"/>
... as it specifies in the direction.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/69/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/5" id="regulation-69-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>If an amount payable under paragraph (1)(c) or (d) can not be settled by agreement, it must be determined by the Secretary of State.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Additional costs arising from Scheme employer's level of performance</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70" id="regulation-70">
<Pnumber>70</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70/1" id="regulation-70-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>This regulation applies where, in the opinion of an administering authority, it has incurred additional costs which should be recovered from a Scheme employer because of that employer's level of performance in carrying out its functions under these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70/2" id="regulation-70-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The administering authority may give written notice to the Scheme employer stating—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70/2/a" id="regulation-70-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the administering authority's reasons for forming the opinion mentioned in paragraph (1);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70/2/b" id="regulation-70-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the amount the authority has determined the Scheme employer should pay under regulation 69(1)(d) (payments by Scheme employers to administering authorities) in respect of those costs and the basis on which the specified amount is calculated; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/70/2/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/70/2/c" id="regulation-70-2-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>where the administering authority has prepared a pension administration strategy under regulation 59, the provisions of the strategy which are relevant to the decision to give the notice and to the matters in sub-paragraphs (a) or (b).</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Interest on late payments by Scheme employers</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/71" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/71" id="regulation-71">
<Pnumber>71</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/71/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/71/1" id="regulation-71-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority may require a Scheme employer or former Scheme employer from which any payment is due under regulations 67 to 70 (employer's contributions or payments) is overdue to pay interest on that amount.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/71/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/71/2" id="regulation-71-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The date on which any amount due under regulations 67 (employer's contributions), 68 (employer's further payments), 70 (additional costs arising from Scheme employer's level of performance) is overdue is one month from the date specified by the administering authority for payment.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/71/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/71/3" id="regulation-71-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The date on which any amount due under regulation 69 (payment by Scheme employers to administering authorities) (other than an extra charge payable under regulation 68 and referred to in regulation 69(1)(b)) is overdue is the day after the date when that payment is due.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/71/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/71/4" id="regulation-71-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Interest payable under this regulation must be calculated at one per cent above base rate on a day to day basis from the due date to the date of payment and compounded with three-monthly rests.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/5" NumberOfProvisions="19" id="part-2-chapter-5" RestrictExtent="E+W" RestrictStartDate="2023-10-01">
<Title>Decisions</Title>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>First instance decisions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72" id="regulation-72">
<Pnumber>
<CommentaryRef Ref="M_C_dba55a8c-9215-48ea-8f1b-ff1271cfd7f0"/>
72
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/1" id="regulation-72-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Any question concerning the rights or liabilities under the Scheme of any person other than a Scheme employer must be decided in the first instance by the person specified in this regulation.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/2" id="regulation-72-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>In these Regulations, reference to the Scheme employer or appropriate administering authority of a prospective member is a reference to the body that would be that prospective member's Scheme employer or appropriate administering authority if that person were to become an active member in the employment by virtue of which eligibility to join the Scheme would be established.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/3" id="regulation-72-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The appropriate administering authority must decide any question concerning—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/3/a" id="regulation-72-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a person's previous service or employment;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/3/b" id="regulation-72-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the crediting of additional pension under regulation 16 (additional pension); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/3/c" id="regulation-72-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the amount of any benefit, or return of contributions, a person is or may become entitled to out of a pension fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/4" id="regulation-72-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>A person's Scheme employer must decide any question concerning any other matter relating to the person's rights or liabilities under the Scheme.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/72/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/72/5" id="regulation-72-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>A decision under this regulation must be made as soon as is reasonably practicable.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Notification of first instance decisions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73" id="regulation-73">
<Pnumber>
<CommentaryRef Ref="M_C_f126c26b-6b66-4145-8be0-cf58fe3d0201"/>
73
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/1" id="regulation-73-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Every person whose rights or liabilities are affected by a decision under regulation 72 (first instance decisions) must be notified of it in writing by the body which made it as soon as is reasonably practicable after the decision is made.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/2" id="regulation-73-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>A notification of a decision that the person is not entitled to a benefit must contain the grounds for the decision.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/3" id="regulation-73-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A notification of a decision about the amount of a benefit must contain a statement showing how it is calculated.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/4" id="regulation-73-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Every notification must contain a conspicuous statement giving the address from which further information about the decision may be obtained.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/5" id="regulation-73-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>Every notification must also—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/5/a" id="regulation-73-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>specify the rights available under regulations 74 (applications for adjudication of disagreements) and 76 (references of adjudications to administering authority);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/5/b" id="regulation-73-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>specify the time limits within which the rights under those regulations may be exercised; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/73/5/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/73/5/c" id="regulation-73-5-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>specify the job title and the address of the person appointed under regulation 74(1) to whom an application may be made.</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Applications for adjudication of disagreements</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74" id="regulation-74">
<Pnumber>
<CommentaryRef Ref="M_C_1f881d9f-dc5a-45a1-8e05-b46f3a89e4d0"/>
74
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/1" id="regulation-74-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
Each Scheme employer and administering authority must appoint a person (“
<Term id="term-the-adjudicator">the adjudicator</Term>
”) to consider applications from any person whose rights or liabilities under the Scheme are affected by—
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/1/a" id="regulation-74-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a decision under regulation 72 (first instance decisions); or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/1/b" id="regulation-74-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>any other act or omission by a Scheme employer or administering authority,</Text>
</P3para>
</P3>
<Text>and to make a decision on such applications.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/2" id="regulation-74-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An applicant under paragraph (1)(a) may apply to the adjudicator appointed by the body making the decision, within six months of the date notification of the decision is given under regulation 73 (notification of first instance decisions).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/3" id="regulation-74-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>An applicant under paragraph (1)(b) may apply to the adjudicator appointed by the body responsible for the act or omission, within six months of the date of the act or omission which is the cause of the disagreement, or, if there is more than one, the last of them.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/4" id="regulation-74-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The adjudicator may extend the time for making an application under paragraph (2) or (3).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5" id="regulation-74-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>An application under paragraph (2) or (3) must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5/a" id="regulation-74-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>set out the applicant's name, address and date of birth;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5/b" id="regulation-74-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>if the applicant is not a member of the Scheme, set out the applicant's relationship to any relevant member of the Scheme and give that member's full name, address, date of birth, national insurance number and the name of the member's Scheme employer;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5/c" id="regulation-74-5-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>include a statement giving details of the nature of the disagreement and the reasons why the applicant is aggrieved;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5/d" id="regulation-74-5-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>be accompanied by a copy of any written notification under regulation 73 (notification of first instance decision); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/5/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/5/e" id="regulation-74-5-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>be signed by or on behalf of the applicant.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/6" id="regulation-74-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>The adjudicator must determine—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/6/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/6/a" id="regulation-74-6-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the procedure to be followed when exercising functions under this regulation; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/74/6/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/74/6/b" id="regulation-74-6-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the manner in which those functions are to be exercised.</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2019-04-06">
<Title>Decisions of the adjudicator</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75" id="regulation-75">
<Pnumber>
<CommentaryRef Ref="M_C_243c7c4c-5089-47f9-e9ae-2ab1ea9af8e1"/>
75
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/1" id="regulation-75-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>The adjudicator must give written notice of a decision under regulation 74 (applications for adjudication of disagreements) to—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/1/a" id="regulation-75-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the applicant;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/1/b" id="regulation-75-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the Scheme employer; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/1/c" id="regulation-75-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>if the Scheme employer is not an administering authority, to the appropriate administering authority</Text>
</P3para>
</P3>
<Text>before the expiry of two months beginning with the date on which the application was received.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/2" id="regulation-75-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>But if no such notice is given before the expiry of that period, an interim reply must immediately be sent to the persons mentioned in paragraph (1)(a) to (c) setting out—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/2/a" id="regulation-75-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the reasons for the delay; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/2/b" id="regulation-75-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>an expected date for giving the decision (“the expected decision date”).</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3" id="regulation-75-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A notice under paragraph (1) must include—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/a" id="regulation-75-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a statement of the decision;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/b" id="regulation-75-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a reference to any legislation on which the adjudicator relied;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/c" id="regulation-75-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>in a case where the disagreement relates to the exercise of a discretion, a reference to the provisions of these Regulations conferring the discretion;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/d" id="regulation-75-3-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>a reference to the right of the applicant to refer the disagreement for reconsideration by the appropriate administering authority under regulation 76 (reference of adjudications to administering authority) and to the time within which the applicant may do so; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/3/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/e" id="regulation-75-3-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>
a statement that the
<Substitution ChangeId="key-387595f80da899548bef355c1f35fa15-1584465544095" CommentaryRef="key-387595f80da899548bef355c1f35fa15">Money and Pensions Service</Substitution>
is available to give assistance in connection with any difficulty with the Scheme that remains unresolved including the address at which it may be contacted.
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/75/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/4" id="regulation-75-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>A decision under paragraph (1) takes effect as a decision of the Scheme employer or administering authority, as the case may be, except where the matter concerns the exercise of a discretion, in which case, if the adjudicator does not uphold the decision, the matter must be referred back to the body which made the decision under adjudication for reconsideration or, where that body would have been the Scheme employer but that body is no longer a Scheme employer, to the appropriate administering authority.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Reference of adjudications to administering authority</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76" id="regulation-76">
<Pnumber>
<CommentaryRef Ref="M_C_894894ab-ffd4-4421-9bb2-ac85de258242"/>
76
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/1" id="regulation-76-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An applicant under regulation 74 (applications for adjudication of disagreements) may refer a decision under regulation 75 (decisions of the adjudicator) for reconsideration by the appropriate administering authority.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2" id="regulation-76-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>A reference under paragraph (1) must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/a" id="regulation-76-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>be made before the relevant date;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/b" id="regulation-76-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>set out the applicant's full name, address and date of birth;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/c" id="regulation-76-2-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>if the applicant is not a member of the Scheme, set out the applicant's relationship to any relevant member of the Scheme and give that member's full name, address, date of birth, national insurance number and the name of the member's Scheme employer;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/d" id="regulation-76-2-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>include a statement that the applicant wishes the decision to be reconsidered by the administering authority;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/e" id="regulation-76-2-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>set out the details of the grounds on which the applicant relies;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/f" id="regulation-76-2-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>be accompanied by a copy of any written notifications under regulations 73 (notification of first instance decisions) and 75 (decisions of the adjudicator); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/2/g" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/2/g" id="regulation-76-2-g">
<Pnumber>g</Pnumber>
<P3para>
<Text>be signed by or on behalf of the applicant.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/3" id="regulation-76-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The relevant date for the purposes of paragraph (2)(a) is—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/3/a" id="regulation-76-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>in a case where notice of a decision has been given under regulation 75(1), six months from the date the notice is received;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/3/b" id="regulation-76-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>in a case where an interim reply has been sent under regulation 75(2), but no notice has been given under regulation 75(1), seven months from the expected decision date; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/3/c" id="regulation-76-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>in a case where no notice have been given under regulation 75(1) and no interim reply was sent under regulation 75(2), nine months from the date on which the application was made.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/4" id="regulation-76-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The administering authority must determine—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/4/a" id="regulation-76-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the procedure to be followed when exercising its functions under this regulation; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/4/b" id="regulation-76-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the manner in which those functions are to be exercised, but it must ensure that no person who was involved in the making of a first-instance decision or a decision under regulation 75 (decisions of the adjudicator) is involved in a decision on reconsideration.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/76/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/76/5" id="regulation-76-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>For the purposes of paragraph (1) of this regulation, the appropriate administering authority is the administering authority which is or was the last appropriate administering authority for the member who is the applicant, or who is the relevant member in relation to any other applicant.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2019-04-06">
<Title>Decisions of the administering authority on reconsideration</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77" id="regulation-77">
<Pnumber>
<CommentaryRef Ref="M_C_9e2e141c-7915-4f6d-c59f-1b379ec897b5"/>
77
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/1" id="regulation-77-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must give written notice of its decision after reconsideration under regulation 76 (reference of adjudications to administering authority) to—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/1/a" id="regulation-77-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the applicant; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/1/b" id="regulation-77-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>where the administering authority is not the Scheme employer, to the Scheme employer,</Text>
</P3para>
</P3>
<Text>before the expiry of the period of two months beginning with the date the application is received.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/2" id="regulation-77-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>But if no such notice is given before the expiry of that period, an interim reply must be sent as soon as is reasonably practicable to the persons mentioned in paragraph (1)(a) and (b) setting out—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/2/a" id="regulation-77-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the reasons for the delay; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/2/b" id="regulation-77-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>an expected date for giving the decision (“the expected decision date”)</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3" id="regulation-77-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A notice under paragraph (1) must include—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/a" id="regulation-77-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a statement of the decision;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/b" id="regulation-77-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a reference to any legislation on which the administering authority relied;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/c" id="regulation-77-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>in a case where the disagreement relates to the exercise of a discretion, a reference to the provisions of these Regulations conferring the discretion;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/d" id="regulation-77-3-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>
a statement that the
<Substitution ChangeId="key-94a1a65e5678450189e4bfe6689d068b-1584465244903" CommentaryRef="key-94a1a65e5678450189e4bfe6689d068b">Money and Pensions Service</Substitution>
is available to give assistance in connection with any difficulty with the Scheme that remains unresolved;
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/e" id="regulation-77-3-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>
a statement that the Pensions Ombudsman may investigate and determine any complaint or dispute of fact or law in relation to the Scheme made or referred in accordance with the Pension Schemes Act 1993
<CommentaryRef Ref="c21900441"/>
; and
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/3/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/f" id="regulation-77-3-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>
the addresses at which the
<Substitution ChangeId="key-7dbb1da50b5d61b46e098be7c6631495-1584465277994" CommentaryRef="key-7dbb1da50b5d61b46e098be7c6631495">Money and Pensions Service</Substitution>
and the Pensions Ombudsman may be contacted.
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/77/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/4" id="regulation-77-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>A decision under paragraph (1) takes effect as a decision of the Scheme employer or administering authority, as the case may be, except where the matter concerns the exercise of a discretion, in which case, if the adjudicator does not uphold the decision, the matter must be referred back to the body which made the decision under adjudication for reconsideration or, where that body would have been the Scheme employer but that body is no longer a Scheme employer, to the appropriate administering authority.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Rights of representation</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78" id="regulation-78">
<Pnumber>
<CommentaryRef Ref="M_C_3c64510e-009d-4288-981f-b39022f3a846"/>
78
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/1" id="regulation-78-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An application under regulation 74 (applications for adjudication of disagreements) or 76 (reference of adjudications to administering authority) may be made or continued to be made on behalf of the applicant by a representative nominated by the applicant.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/2" id="regulation-78-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where a person who has the right to make, or has made such an application dies, the application may be made or continued on the applicant's behalf by the applicant's personal representatives.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/3" id="regulation-78-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Where such a person is a minor or is or becomes incapable of acting, the application may be made or continued on the applicant's behalf by a family member or some other suitable representative.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/4" id="regulation-78-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Where a representative is nominated before an application is made, the application must specify the representative's full name and address, and whether that address is to be used for service on the applicant of any documents in connection with the application.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/5" id="regulation-78-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>Where a representative's address is not to be so used, the representative must nevertheless be sent a copy of—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/5/a" id="regulation-78-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>any notice under regulation 75(1) (decisions of the adjudicator) or 77(1) (decisions of the administering authority on reconsideration); or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/78/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/78/5/b" id="regulation-78-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>an interim reply under regulation 75(2) or 77(2).</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Appeals by administering authorities</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79" id="regulation-79">
<Pnumber>
<CommentaryRef Ref="M_C_77314ed4-ba8e-4459-df53-642803be8e00"/>
79
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/1" id="regulation-79-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>This regulation applies where a Scheme employer—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/1/a" id="regulation-79-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>has decided, or failed to decide any question falling to be decided by that employer under regulation 72 (first instance decisions), otherwise than in the exercise of a discretion; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/1/b" id="regulation-79-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>is not an administering authority.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/2" id="regulation-79-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where this regulation applies, an administering authority maintaining a pension fund into which a Scheme employer pays contributions may appeal to the Secretary of State against the employer's decision on a question or failure to make a decision on a question.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/3" id="regulation-79-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Such an appeal must be made by notice in writing given before the end of—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/3/a" id="regulation-79-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the period of six months beginning with the relevant date; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/3/b" id="regulation-79-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>such longer period as the Secretary of State allows.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/4" id="regulation-79-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The relevant date is—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/4/a" id="regulation-79-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>where a Scheme employer has decided a question, the date of the notification of the decision; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/4/b" id="regulation-79-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>where a Scheme employer has failed to decide a question, the date of the failure.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/5" id="regulation-79-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>For the purposes of paragraph (4)(b) a Scheme employer is to be taken to have failed to decide a question if it has not given a decision in writing at the expiry of three months beginning with the date on which the administering authority has requested a decision in writing.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/6" id="regulation-79-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Subject to paragraph (7), the Secretary of State must make a decision on the appeal which is to take effect as a decision of the Scheme employer and must issue a notice in writing to the appellant and to any other person appearing to the Secretary of State to be affected by it.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/7" id="regulation-79-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>The appeal must be stayed if, before the appeal is determined, any application is made to the adjudicator under regulation 74 (applications for adjudication of disagreements), or reference to the administering authority under regulation 76 (reference of adjudications to administering authority) in respect of any of the matters which are the subject of the appeal under this regulation.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/79/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/79/8" id="regulation-79-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>The administering authority must inform the Secretary of State whether it wishes to continue with an appeal stayed under paragraph (7), or to withdraw it and if the appeal is continued, the Secretary of State must make a decision under paragraph (6).</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2014-04-01">
<Title>Exchange of information</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80" id="regulation-80">
<Pnumber>
<CommentaryRef Ref="M_C_8ad1a853-0338-4fcc-e9e7-0183e26a7beb"/>
80
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/1" id="regulation-80-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>A Scheme employer must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/1/a" id="regulation-80-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>inform the appropriate administering authority of all decisions made by the employer under regulation 72 (first instance decisions) or by an adjudicator appointed by the Scheme employer under regulation 74 (applications for adjudication of disagreements) concerning members; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/1/b" id="regulation-80-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>give that authority such other information as it requires for discharging its Scheme functions.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/2" id="regulation-80-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>If—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/2/a" id="regulation-80-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>an administering authority makes any decision under regulations 72 (first instance decisions), 75 (decisions of the adjudicator) or 76 (reference of adjudications to administering authority) about a person for whom it is not the Scheme employer; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/2/b" id="regulation-80-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>information about that decision is required by the person's Scheme employer for discharging that employer's Scheme functions,</Text>
</P3para>
</P3>
<Text>that authority must give that employer that information if asked to supply it.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/3" id="regulation-80-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Within three months of the end of each Scheme year, each Scheme employer must give a statement to the appropriate administering authority giving the following details in respect of each employee who has been an active member during the Scheme year—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/3/a" id="regulation-80-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the employee's name and gender;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/3/b" id="regulation-80-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the employee's date of birth and national insurance number;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/3/c" id="regulation-80-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>a unique reference number relating to each employment in which the employee has been an active member; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/3/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/3/d" id="regulation-80-3-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>the information relating to the employee for the Scheme year in question for each employment which is specified in paragraph (4).</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4" id="regulation-80-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The information required by paragraph (3)(d) is—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/a" id="regulation-80-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the dates of active membership;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/b" id="regulation-80-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the pensionable pay received and employee contributions deducted while regulation 9 (contributions) applied;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/c" id="regulation-80-4-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the pensionable pay received and employee contributions deducted while regulation 10 (temporary reduction in contributions) applied;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/d" id="regulation-80-4-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>any contributions by the employer in relation to the employee's pensionable pay;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/e" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/e" id="regulation-80-4-e">
<Pnumber>e</Pnumber>
<P3para>
<Text>any contributions by employee or employer under regulation 16 (additional pension contributions);</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/80/4/f" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/80/4/f" id="regulation-80-4-f">
<Pnumber>f</Pnumber>
<P3para>
<Text>any contributions by employee or employer under regulation 17 (additional voluntary contributions).</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2023-10-01">
<Title>Interest on late payment of certain benefits</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81" id="regulation-81">
<Pnumber>81</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/A1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/A1" id="regulation-81-A1">
<Pnumber>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">A1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">This regulation does not apply to sums in respect of which interest is payable under—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/A1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/A1/a" id="regulation-81-A1-a">
<Pnumber>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">regulation 4V of the 2014 Regulations; or</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/A1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/A1/b" id="regulation-81-A1-b">
<Pnumber>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-832ab16a182d3a12fabfb6077fbaa98d-1698313691219" CommentaryRef="key-832ab16a182d3a12fabfb6077fbaa98d">regulation 14 of the Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/1" id="regulation-81-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Where all or part of a pension or lump sum payment due under these Regulations (other than a payment due under regulation 17 (additional voluntary contributions)) is not paid within the relevant period after the due date, an administering authority must pay interest on the unpaid amount to the person to whom it is payable.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/2" id="regulation-81-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The relevant period is—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/2/a" id="regulation-81-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>in the case of a survivor pension, the period ending one month after the date on which the administering authority receives notification of the member's death;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/2/b" id="regulation-81-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>in the case of any other pension, one year; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/2/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/2/c" id="regulation-81-2-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>in the case of a lump sum payment, one month.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/3" id="regulation-81-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The due date is—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/3/a" id="regulation-81-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>in the case of a pension, the date on which it becomes payable;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/3/b" id="regulation-81-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>in the case of a lump sum under regulation 33 (election for lump sum instead of pension) the benefit crystallisation event date;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/3/c" id="regulation-81-3-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>in the case of a death grant, the date on which the member dies or, where notification of death is received more than two years after the date of death, the date of notification; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/3/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/3/d" id="regulation-81-3-d">
<Pnumber>d</Pnumber>
<P3para>
<Text>
in the case of a lump sum under regulation 34 (commutation and small pensions) the date of the commutation election or, if later, the nominated date within the meaning of paragraph 7(3) of Part 1 of Schedule 29 to the Finance Act 2004
<CommentaryRef Ref="c21900451"/>
.
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/81/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/4" id="regulation-81-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Interest payable under this regulation is calculated at one per cent above base rate on a day to day basis from the due date of payment and compounded with three-monthly rests.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Payments due in respect of deceased persons</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82" id="regulation-82">
<Pnumber>82</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82/1" id="regulation-82-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
Paragraph (2) applies if, when a person dies, the total amount due to that person's personal representatives under the Scheme (including anything due at that person's death) does not exceed the amount specified in any order for the time being in force under section 6 of the Administration of Estates (Small Payments) Act 1965
<CommentaryRef Ref="c21900461"/>
and applying in relation to that person's death.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82/2" id="regulation-82-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An administering authority may pay the whole or part of the amount due from its pension fund to—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82/2/a" id="regulation-82-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a person's personal representatives, or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82/2/b" id="regulation-82-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>any person or persons appearing to the authority to be beneficially entitled to the estate,</Text>
</P3para>
</P3>
<Text>without the production of probate or letters of administration of the person's estate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/82/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/82/3" id="regulation-82-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Such a payment discharges that authority from accounting for the amount paid.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-11">
<Title>Payments for persons incapable of managing their affairs</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/83" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/83" id="regulation-83">
<Pnumber>83</Pnumber>
<P1para>
<Text>
If it appears to an administering authority that a person
<CommentaryRef Ref="key-e9a00f9789525470554ac3445f696324"/>
... is entitled to payment of benefits under the Scheme but is, by reason of mental disorder or otherwise, incapable of managing his or her affairs—
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/83/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/83/a" id="regulation-83-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the authority may pay the benefits or any part of them to a person having the care of the person entitled, or such other person as the authority may determine, to be applied for the benefit of the person entitled; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/83/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/83/b" id="regulation-83-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>in so far as the authority does not pay the benefits in that manner, the authority may apply them in such manner as the authority may determine, for the benefit of the person entitled, or any beneficiaries of the person entitled.</Text>
</P3para>
</P3>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Non-assignability</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/84" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/84" id="regulation-84">
<Pnumber>84</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/84/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/84/1" id="regulation-84-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Every benefit to which a person is entitled under the Scheme is payable to or in trust for that person.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/84/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/84/2" id="regulation-84-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>No such benefit is assignable or chargeable with that person's, or any other person's, debts or other liabilities.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/84/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/84/3" id="regulation-84-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>
On the bankruptcy of a person entitled to a benefit under the Scheme no part of the benefit passes to any trustee or other person acting on behalf of the creditors, except in accordance with an income payments order or agreement under section 310 or 310A of the Insolvency Act 1986
<CommentaryRef Ref="c21900471"/>
.
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Deduction and recovery of member's contributions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85" id="regulation-85">
<Pnumber>85</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/1" id="regulation-85-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>A Scheme employer may deduct from a person's pay any contributions payable by the member under these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/2" id="regulation-85-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>
Sums payable under regulation 13(1) (reserve forces leave) may be deducted from any payment made under Part 5 of the Reserve and Auxiliary Forces (Protection of Civil Interests) Act 1951
<CommentaryRef Ref="c21900481"/>
, to the extent that they are payable in respect of the same period.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/3" id="regulation-85-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>An administering authority may recover any contributions or sum remaining due and not deducted under paragraph (1) or (2)—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/3/a" id="regulation-85-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>as a simple contract debt in any court of competent jurisdiction; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/3/b" id="regulation-85-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>by deducting it from any payment by way of benefits to or in respect of the person in question under these Regulations.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/4" id="regulation-85-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>But the sums mentioned in paragraph (2) are only recoverable under paragraph (3) if unpaid for 12 months after the person ceases to perform relevant reserve forces service.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/5" id="regulation-85-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>If—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/5/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/5/a" id="regulation-85-5-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a Scheme employer deducts in error any amount in respect of contributions from a person's pay or any other sum due to that person; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/5/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/5/b" id="regulation-85-5-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the amount has not been repaid before the expiry of the period of one month beginning with the date of the deduction,</Text>
</P3para>
</P3>
<Text>the appropriate body must pay interest on the amount, and the due date for the calculation of the interest payable is the date of the deduction.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/6" id="regulation-85-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Where the employee's contributions have been paid into a fund, the repayment and any interest must be made out of that fund.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/7" id="regulation-85-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>Interest must be calculated at one per cent above base rate on a day to day basis from the due date of payment and compounded with three-monthly rests.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/8" id="regulation-85-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>
The “
<Term id="term-appropriate-body">appropriate body</Term>
” for the purposes of paragraph (5) is—
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/8/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/8/a" id="regulation-85-8-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the appropriate administering authority, where the employee's contributions have been paid into a fund; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/85/8/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/85/8/b" id="regulation-85-8-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the person's Scheme employer where the employee's contributions have not yet been paid into a fund.</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Joint liability in respect of annual allowance charge</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/86" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/86" id="regulation-86">
<Pnumber>86</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/86/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/86/1" id="regulation-86-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
This regulation applies where a member gives notice to the appropriate administering authority of joint and several liability under section 237B (liability of scheme administrator) of the Finance Act 2004
<CommentaryRef Ref="c21900491"/>
in respect of the member's annual allowance charge.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/86/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/86/2" id="regulation-86-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where the joint liability amount specified in the notice is met by the pension fund, the appropriate administering authority must reduce the value of the member's rights accrued under the Scheme in accordance with actuarial guidance issued by the Secretary of State.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Tax</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/87" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/87" id="regulation-87">
<Pnumber>87</Pnumber>
<P1para>
<Text>The appropriate administering authority may deduct from any payment of benefits under the Scheme any tax to which they may become chargeable under the Finance Act 2004.</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Pension increase under the Pensions Schemes Act 1993</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/88" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/88" id="regulation-88">
<Pnumber>88</Pnumber>
<P1para>
<Text>
Any increase of pension required by reason of Chapter 3 of Part 4 of the Pension Schemes Act 1993 (protection of increases in guaranteed minimum pensions: anti-franking)
<CommentaryRef Ref="c21900501"/>
must be paid from the appropriate fund held by the administering authority.
</Text>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-11">
<Title>Annual benefit statements</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89" id="regulation-89">
<Pnumber>89</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/1" id="regulation-89-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An administering authority must issue an annual benefit statement to each of its active, deferred, deferred pensioner and pension credit members.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/2" id="regulation-89-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Subject to paragraph (3), the statement must be issued no later than five months after the end of the Scheme year to which it relates.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/3" id="regulation-89-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A statement must be issued before the end of the five month period mentioned in paragraph (2) where a member makes a request in writing to the administering authority, unless that authority is unable to comply with the request because relevant data is not available.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/4" id="regulation-89-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>
The statement for an active member must be provided in accordance with section 14 of the Public
<Substitution ChangeId="key-2a916f091cbd0d6818a4128490a43750-1584101744359" CommentaryRef="key-2a916f091cbd0d6818a4128490a43750">Service</Substitution>
Pensions Act 2013
<CommentaryRef Ref="c21900511"/>
.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/89/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/5" id="regulation-89-5">
<Pnumber>
<CommentaryRef Ref="key-0e363a60a15af303debdc78ba569d2e1"/>
5
</Pnumber>
<P2para>
<Text>. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Information to be supplied by employees</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90" id="regulation-90">
<Pnumber>90</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/1" id="regulation-90-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Before the expiry of three months beginning with the date on which a person becomes a member, the Scheme employer must ask the member in writing for the documents specified in paragraph (2).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/2" id="regulation-90-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Those documents are—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/2/a" id="regulation-90-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a statement in writing listing all the person's previous periods of employment; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/2/b" id="regulation-90-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>copies of all notifications previously given to the member under these Regulations and their equivalents under any previous regulations.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/3" id="regulation-90-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>A request under this regulation must contain a conspicuous statement that it is important that the member gives full and accurate information, especially for ascertaining the member's rights under the Scheme.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/90/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/90/4" id="regulation-90-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The Scheme employer need not request any documents if it is satisfied that it, or the appropriate administering authority (if different), already has all material information.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/6" NumberOfProvisions="5" id="part-2-chapter-6" RestrictStartDate="2023-12-20">
<Title>Forfeiture</Title>
<P1group RestrictStartDate="2014-04-01">
<Title>Forfeiture of pension rights after conviction for employment-related offences</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91" id="regulation-91">
<Pnumber>91</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/1" id="regulation-91-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>If a member is convicted of a relevant offence, the former Scheme employer may apply to the Secretary of State who may issue a forfeiture certificate.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/2" id="regulation-91-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>A relevant offence is an offence committed in connection with an employment in which the person convicted is a member, and because of which the member left the employment.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/3" id="regulation-91-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Where a former Scheme employer applies for a forfeiture certificate, it must at the same time send the convicted person and the appropriate administering authority a copy of the application.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/4" id="regulation-91-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Where a forfeiture certificate is issued, the member's former Scheme employer may direct that any of the member's rights under these Regulations are forfeited.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/5" id="regulation-91-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The former Scheme employer must serve a notice of its decision to make a direction on the member.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/6" id="regulation-91-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>A forfeiture certificate is a certificate that the offence—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/6/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/6/a" id="regulation-91-6-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>was gravely injurious to the State, or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/6/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/6/b" id="regulation-91-6-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>is liable to lead to a serious loss of confidence in the public service.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/7" id="regulation-91-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>If the former Scheme employer incurred loss as a direct consequence of the relevant offence, it may only give a direction under paragraph (4) if it is unable to recover its loss under regulation 93 (recovery or retention where former member has misconduct obligation) or otherwise, except after an unreasonable time or at disproportionate cost.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/91/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/91/8" id="regulation-91-8">
<Pnumber>8</Pnumber>
<P2para>
<Text>A direction under paragraph (4) may only be given if an application for a forfeiture certificate has been made by the former Scheme employer before the expiry of the period of three months beginning with the date of conviction.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Interim payments directions</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92" id="regulation-92">
<Pnumber>92</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/1" id="regulation-92-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>If—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/1/a" id="regulation-92-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a person leaves an employment in which that person was a member of the Scheme because of an offence in connection with that employment; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/1/b" id="regulation-92-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a forfeiture certificate has been issued under regulation 91(1) (forfeiture of pension rights after conviction of employment-related offences) in respect of that offence,</Text>
</P3para>
</P3>
<Text>the former Scheme employer may give an interim payments direction to the appropriate administering authority.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/2" id="regulation-92-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>But it may not give such a direction if it has—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/2/a" id="regulation-92-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>notified the person of a decision under regulation 72 (first instance decisions) on any question as to entitlement to benefit; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/2/b" id="regulation-92-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>given any direction under regulation 91(4) (“a forfeiture direction”).</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/3" id="regulation-92-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>An interim payments direction is a direction to make interim payments to any person who appears to the former Scheme employer to be a person who would be entitled to receive payment of a benefit under the Scheme if no forfeiture direction were given.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/4" id="regulation-92-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The person to whom payments must be made and the amounts must be specified in the direction.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/5" id="regulation-92-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The amounts must not exceed the amounts which the person specified would be entitled to be paid if no forfeiture direction were given.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/6" id="regulation-92-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>An interim payments direction is not a decision under regulation 72 (first instance decisions) as to any person's entitlement to a benefit.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/92/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/92/7" id="regulation-92-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>Payments in accordance with an interim payments direction shall be deemed to be payments in respect of a benefit to which the recipient was entitled (regardless of any contrary forfeiture direction or decision under regulation 72).</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Recovery or retention where former member has misconduct obligation</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93" id="regulation-93">
<Pnumber>93</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/1" id="regulation-93-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>This regulation applies where a person—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/1/a" id="regulation-93-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>has left an employment in which that person was or had at some time been a member of the Scheme, in consequence of grave misconduct or a criminal, negligent or fraudulent act or omission in connection with that employment;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/1/b" id="regulation-93-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>has incurred some monetary obligation, arising out of that misconduct, act or omission, to the body that was the Scheme employer in that employment; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/1/c" id="regulation-93-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>is entitled to benefits under these Regulations, which for the purposes of this regulation includes entitlement to a refund of contributions.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/2" id="regulation-93-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The former Scheme employer may recover or retain out of the appropriate fund the lesser of—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/2/a" id="regulation-93-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the amount of the monetary obligation; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/2/b" id="regulation-93-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>the value at the time of recovery or retention of all benefits in respect of the former employee with respect to that person's previous membership (as determined by an actuary, except where the benefit is a refund of contributions).</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/3" id="regulation-93-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The rights specified in paragraph (2)(b) do not include earned pension credited under regulation 101 (effect of acceptance of transfer value), additional pension purchased by the member under regulation 16 (additional pension contributions) or additional voluntary contributions paid by the member under regulation 17 (additional voluntary contributions).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/4" id="regulation-93-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The former Scheme employer must give the former employee—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/4/a" id="regulation-93-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>not less than three months' notice of the amount to be recovered or retained under paragraph (2); and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/4/b" id="regulation-93-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a statement showing the amount recovered or retained, how it is calculated and the effect on the person's benefits or prospective benefits.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/93/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/93/5" id="regulation-93-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>If there is any dispute over the amount of the monetary obligation specified in paragraph (1)(b), the former Scheme employer may not recover or retain any amount under paragraph (2) until the obligation is enforceable under an order of a competent court or the award of an arbitrator.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2015-04-11">
<Title>Adjustment of accounts following forfeiture etc</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/94" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/94" id="regulation-94">
<Pnumber>94</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/94/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/94/1" id="regulation-94-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
Where a direction for forfeiture is issued under regulation 91 (forfeiture of pension rights after conviction for employment-related offences) the appropriate administering authority must transfer out of the member's pension account the benefits which are forfeited
<Addition ChangeId="key-3c05604eed2308aa26038cfc9b7e4856-1584102486519" CommentaryRef="key-3c05604eed2308aa26038cfc9b7e4856">and pay the relevant Scheme employer an amount determined by an actuary as representing the capital value of those benefits</Addition>
.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/94/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/94/2" id="regulation-94-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where an amount is recovered or retained under regulation 93 (recovery or retention where former member has misconduct obligation), the appropriate administering authority must transfer out of the member's pension account the amount recovered or retained and pay it to the relevant Scheme employer.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/94/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/94/3" id="regulation-94-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>If the effect of a forfeiture direction, or of the recovery or retention of an amount, is to extinguish the member's entitlement to benefits, the administering authority must close the member's pension account.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2023-12-20">
<Title>Protection of guaranteed minimum pension rights</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95" id="regulation-95">
<Pnumber>95</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/1" id="regulation-95-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>The power to direct forfeiture of benefits under regulation 91 (forfeiture of pension rights after conviction for employment-related offences) or to recover or retain amounts under regulation 93 (recovery or retention where former member has misconduct obligation) may not be exercised so as to deprive a person of the guaranteed minimum pension or any widow's, widower's or surviving civil partner's guaranteed minimum pension.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2" id="regulation-95-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>But such a power may be exercised if the person is convicted—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2/a" id="regulation-95-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>of the offence of treason; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2/b" id="regulation-95-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
of one or more offences under the Official Secrets Acts 1911 to 1989
<CommentaryRef Ref="c21900521"/>
<Addition ChangeId="key-41668f8efcedd3d113fa539baebfce4c-1707755551291" CommentaryRef="key-41668f8efcedd3d113fa539baebfce4c">or under section 18 of, or listed in section 33(3)(a) of, the National Security Act 2023,</Addition>
for which the person has been sentenced on the same occasion—
</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/2/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2/b/i" id="regulation-95-2-b-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>to a term of imprisonment of at least 10 years, or</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/95/2/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2/b/ii" id="regulation-95-2-b-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>to two or more consecutive terms amounting in the aggregate to at least 10 years.</Text>
</P4para>
</P4>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
<Chapter DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/part/2/chapter/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/part/2/chapter/7" NumberOfProvisions="9" id="part-2-chapter-7" RestrictExtent="E+W" RestrictStartDate="2023-10-01">
<Title>Transfers</Title>
<P1group RestrictExtent="E+W" RestrictStartDate="2023-10-01">
<Title>Rights to payment out of pension fund</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96" id="regulation-96">
<Pnumber>96</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/1" id="regulation-96-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
A member may apply for a transfer under
<Substitution ChangeId="key-8d000c3088955b8e07bad2fe17c6f424-1584447648430" CommentaryRef="key-8d000c3088955b8e07bad2fe17c6f424">Chapters 1 or 2 of Part 4ZA</Substitution>
of the Pension Schemes Act 1993 and where the member does so the amount of any transfer payment due in respect of the member under the relevant transfer may only be paid by the administering authority from its pension fund if the transfer payment is a recognised transfer (within the meaning of section 169 of the Finance Act 2004)
<CommentaryRef Ref="c21900531"/>
.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/1A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/1A" id="regulation-96-1A">
<Pnumber>
<Addition ChangeId="key-0eab51e08d220b703be8ced664c7a064-1584447680699" CommentaryRef="key-0eab51e08d220b703be8ced664c7a064">1A</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-0eab51e08d220b703be8ced664c7a064-1584447680699" CommentaryRef="key-0eab51e08d220b703be8ced664c7a064">Where a transfer under paragraph (1) is a Club Transfer, the administering authority must comply with the provisions in the Club Memorandum in relation to that transfer.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/1B" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/1B" id="regulation-96-1B">
<Pnumber>
<Addition ChangeId="key-483bcbf24a28ecd9ef38fdb1c05b3bec-1698313740968" CommentaryRef="key-483bcbf24a28ecd9ef38fdb1c05b3bec">1B</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-483bcbf24a28ecd9ef38fdb1c05b3bec-1698313740968" CommentaryRef="key-483bcbf24a28ecd9ef38fdb1c05b3bec">Where a transfer under paragraph (1) is applied for by an eligible member and is not a Club Transfer, the value of the transfer is to be calculated in accordance with actuarial guidance issued by the Secretary of State, taking into account the member’s provisional assumed benefits and provisional underpin amount, calculated in accordance with regulations 4I and 4J of the 2014 Regulations.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/2" id="regulation-96-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where such a transfer payment is to be or has been paid from a fund, no other payment or transfer of assets may be made from the fund as respects the accrued rights covered by the transfer payment.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/3" id="regulation-96-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Paragraph (2) overrides anything to the contrary in these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/96/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/4" id="regulation-96-4">
<Pnumber>
<Addition ChangeId="key-d9ba8f0c3655b2e03f5447c8d78e8b45-1698313753594" CommentaryRef="key-d9ba8f0c3655b2e03f5447c8d78e8b45">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-d9ba8f0c3655b2e03f5447c8d78e8b45-1698313753594" CommentaryRef="key-d9ba8f0c3655b2e03f5447c8d78e8b45"></Addition>
<Term>
<Addition ChangeId="key-d9ba8f0c3655b2e03f5447c8d78e8b45-1698313753594" CommentaryRef="key-d9ba8f0c3655b2e03f5447c8d78e8b45">Eligible member</Addition>
</Term>
<Addition ChangeId="key-d9ba8f0c3655b2e03f5447c8d78e8b45-1698313753594" CommentaryRef="key-d9ba8f0c3655b2e03f5447c8d78e8b45">” has the same meaning as in regulation 4A(2) of the 2014 Regulations.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-04-01">
<Title>Contracting-out requirements affecting transfers out</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97" id="regulation-97">
<Pnumber>97</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/1" id="regulation-97-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>There must be deducted from the transfer payment to be made in respect of any person to a contracted-in defined benefit registered pension scheme—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/1/a" id="regulation-97-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>
the amount of any contributions equivalent premium payable pursuant to section 55 of the Pension Schemes Act 1993
<CommentaryRef Ref="c21900541"/>
; or
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/1/b" id="regulation-97-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>an amount sufficient to meet the liability in respect of the person's contracted-out rights.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/2" id="regulation-97-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Where the amount mentioned in paragraph (1)(a) is deducted, the appropriate administering authority must use that amount to pay the premium.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/3" id="regulation-97-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Where the amount mentioned in paragraph (1)(b) is deducted, the appropriate administering authority may use the amount in preserving the liability mentioned in that paragraph in the appropriate fund unless the member wishes a transfer payment in respect of it to be paid to the trustees or managers of a contracted-out defined benefit or contracted-in defined contribution registered pension scheme.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/4" id="regulation-97-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Contracted-out rights, in relation to a member, are—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/4/a" id="regulation-97-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the member's, and any surviving spouse's, civil partner's or cohabiting partner's rights to guaranteed minimum pensions; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/97/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/97/4/b" id="regulation-97-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
the member's section 9(2B) rights as defined in regulation 1(2) of the Occupational Pension Schemes (Contracting-out) Regulations 1996
<CommentaryRef Ref="c21900551"/>
.
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2023-10-01">
<Title>Bulk transfer (transfers of undertakings etc)</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98" id="regulation-98">
<Pnumber>98</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1" id="regulation-98-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>This regulation applies where—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/a" id="regulation-98-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>
two or more members' active membership ends on their joining a different registered pension scheme (“
<Term id="term-the-new-scheme">the new scheme</Term>
”);
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/b" id="regulation-98-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>it is agreed by—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/b/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/b/i" id="regulation-98-1-b-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>the members' appropriate administering authority,</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/b/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/b/ii" id="regulation-98-1-b-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>the members' Scheme employers (if different), and</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/b/iii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/b/iii" id="regulation-98-1-b-iii">
<Pnumber>iii</Pnumber>
<P4para>
<Text>the trustees or managers of the new scheme,</Text>
</P4para>
</P4>
<Text>that a payment should be made under this regulation; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/c" id="regulation-98-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>the members—</Text>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/c/i" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/c/i" id="regulation-98-1-c-i">
<Pnumber>i</Pnumber>
<P4para>
<Text>agree in writing that payment should be made instead of any payment which they otherwise might require to be made under Chapter 4 or 5 of Part 4 of the Pension Schemes Act 1993, and</Text>
</P4para>
</P4>
<P4 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/1/c/ii" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/1/c/ii" id="regulation-98-1-c-ii">
<Pnumber>ii</Pnumber>
<P4para>
<Text>waive any rights they might have under those Chapters by virtue of the cessation of their active membership.</Text>
</P4para>
</P4>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/2" id="regulation-98-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The appropriate administering authority must not give its agreement under paragraph (1)(b) unless it is satisfied that the rights that each of the members will acquire under the new scheme are at least equivalent to those which would have obtained if a transfer value had been paid to the same scheme under Chapter 4 or 5 of Part 4 of the Pensions Schemes Act 1993, as they apply as modified by these Regulations (assuming in any case where a member would not be entitled to such a payment that the member was so entitled).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/3" id="regulation-98-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The appropriate administering authority must provide each member with sufficient information in writing to check that the matters of which the authority must be satisfied under paragraph (2) are satisfied, before the member agrees as mentioned in paragraph (1)(c).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/4" id="regulation-98-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The appropriate administering authority must—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/4/a" id="regulation-98-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>
set aside (whether in cash or in assets or both) such part of the appropriate fund (“
<Term id="term-the-transfer-payment">the transfer payment</Term>
”) as an actuary appointed by the authority and an actuary appointed by the trustees or managers of the new schemes for the purpose may agree as appropriate for the acquisition of such rights in that scheme as they may so agree; and
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/4/b" id="regulation-98-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>pay or transfer it to the trustees or managers of the new scheme for the benefit of the relevant members.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/5" id="regulation-98-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The appropriate administering authority must certify to the new scheme's trustees or managers the amount included in the transfer payment which represents each member's contributions and interest on them.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/6" id="regulation-98-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Where a transfer payment is to be or has been made under this regulation, no other payment or transfer of assets shall be made from the pension fund by reason of membership covered by the transfer payment.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/7" id="regulation-98-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>Paragraph (6) overrides anything to the contrary in these Regulations.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/98/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/8" id="regulation-98-8">
<Pnumber>
<Addition ChangeId="key-32d2e1d9c76b811d88d3dbe28e8b7098-1698313795068" CommentaryRef="key-32d2e1d9c76b811d88d3dbe28e8b7098">8</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-32d2e1d9c76b811d88d3dbe28e8b7098-1698313795068" CommentaryRef="key-32d2e1d9c76b811d88d3dbe28e8b7098">This regulation is subject to regulation 10(6) of the Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (transfer payments out of the fund before 1st October 2023).</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2023-10-01">
<Title>Calculation of amount of transfer payment</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99" id="regulation-99">
<Pnumber>99</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/1" id="regulation-99-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>The amount of the transfer payment to be paid under regulation 98 (bulk transfers) is the amount determined by an actuary appointed by the members' appropriate administering authority to be equal to the value at the date those members join the new scheme, of the actual and potential liabilities payable from its fund which have then accrued in respect of the members and the persons who are or may become entitled to benefits under the Scheme through them.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/2" id="regulation-99-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>The actuary may make such adjustments as are thought fit in calculating that amount and in particular as respects the period from that date to the date of actual payment of the transfer value.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/2A" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/2A" id="regulation-99-2A">
<Pnumber>
<Addition ChangeId="key-acf580cd4b1f3ab7e718200d9008d370-1698313923457" CommentaryRef="key-acf580cd4b1f3ab7e718200d9008d370">2A</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-acf580cd4b1f3ab7e718200d9008d370-1698313923457" CommentaryRef="key-acf580cd4b1f3ab7e718200d9008d370">The actuary must take into account the member’s provisional assumed benefits and provisional underpin amount, calculated in relation to the member in accordance with regulations 4I and 4J of the 2014 Regulations.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/3" id="regulation-99-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>The actuary must specify in the valuation the actuarial assumptions used in making it.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/4" id="regulation-99-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The Scheme employer shall bear the costs of determining the appropriate part of the fund and apportioning the fund.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/99/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/5" id="regulation-99-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>But if there is more than one Scheme employer involved, each shall bear such part of the costs as the actuary determines to be appropriate.</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2018-05-14">
<Title>Inward transfers of pension rights</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100" id="regulation-100">
<Pnumber>100</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/1" id="regulation-100-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>An active member with relevant pension rights may request the appropriate administering authority to accept a transfer value for some or all of those rights from the relevant transferor.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/2" id="regulation-100-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Relevant pension rights are—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/2/a" id="regulation-100-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>accrued rights under a registered pension scheme other than rights to benefits under the scheme which are attributable (directly or indirectly) to a pension credit; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/2/b" id="regulation-100-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>accrued rights under a European pensions institution.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/3" id="regulation-100-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>
Accrued rights under a registered pension scheme include rights to preserved benefits and rights appropriately secured under section 19 of the Pension Schemes Act 1993
<CommentaryRef Ref="c21900561"/>
.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/4" id="regulation-100-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>The relevant transferor is the trustees or managers of the scheme under which the transferring person's relevant pension rights arise.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/5" id="regulation-100-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>But the relevant transferor for the rights specified in paragraph (3) is the trustees and managers of the scheme, or the insurance company, to which a payment in respect of the person's accrued rights has been made.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/6" id="regulation-100-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>A request from a transferring person under paragraph (1) must be made by notice in writing given to the appropriate administering authority and the Scheme employer before the expiry of the period of 12 months beginning with the date on which the person first became an active member in an employment (or such longer period as the Scheme employer and administering authority may allow).</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/7" id="regulation-100-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>Where a request under paragraph (1) is duly made, the administering authority may accept the transfer value and credit it to its pension fund.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/100/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/8" id="regulation-100-8">
<Pnumber>
<Addition ChangeId="key-705f4b2733f6ebc571d94ddcbc0a6d00-1584447973632" CommentaryRef="key-705f4b2733f6ebc571d94ddcbc0a6d00">8</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-705f4b2733f6ebc571d94ddcbc0a6d00-1584447973632" CommentaryRef="key-705f4b2733f6ebc571d94ddcbc0a6d00">Where a relevant transfer is a Club Transfer, the administering authority must comply with the provisions in the Club Memorandum in relation to that transfer.</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2018-05-14">
<Title>Effect of acceptance of transfer value</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/101" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/101" id="regulation-101">
<Pnumber>101</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/101/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/101/1" id="regulation-101-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>Where a transfer value has been accepted under regulation 100 (inward transfer of pension rights), the administering authority must credit the active member's pension account with the appropriate amount of earned pension.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/101/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/101/2" id="regulation-101-2">
<Pnumber>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">2</Substitution>
</Pnumber>
<P2para>
<Text>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">The appropriate amount of earned pension for the purposes of paragraph (1) is calculated—</Substitution>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/101/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/101/2/a" id="regulation-101-2-a">
<Pnumber>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">a</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">in the case of a Club Transfer, in accordance with the Club Memorandum; and</Substitution>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/101/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/101/2/b" id="regulation-101-2-b">
<Pnumber>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">b</Substitution>
</Pnumber>
<P3para>
<Text>
<Substitution ChangeId="key-de6fa1da5208c81cca5af934a84cd283-1584448629524" CommentaryRef="key-de6fa1da5208c81cca5af934a84cd283">in any other case in accordance with actuarial guidance issued by the Secretary of State.</Substitution>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2018-05-14">
<Title>EU scheme transfers</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102" id="regulation-102">
<Pnumber>102</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/1" id="regulation-102-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>The persons mentioned in paragraph (2) are entitled to such rights under the Scheme as are specified in actuarial guidance issued by the Secretary of State.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/2" id="regulation-102-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>Those persons are—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/2/a" id="regulation-102-2-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>a person who became employed by an EU institution after having been employed in local government service; or</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/2/b" id="regulation-102-2-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>a surviving spouse, civil partner, cohabiting partner, dependant or child of such a person.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3" id="regulation-102-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>In this regulation—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/3/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/a" id="regulation-102-3-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>
<Term id="term-eu-institution">EU institution</Term>
” means a body treated as one of the EU's institutions for the purposes of the European Union's scheme;
<CommentaryRef Ref="key-bbfbe7a0090c96040f5a9070c6b12bb0"/>
...
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/3/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/b" id="regulation-102-3-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
<Term id="term-the-european-unions-scheme">the European Union's scheme</Term>
” means the pension scheme provided for officials and other servants of the European Union in accordance with regulations adopted by the Council of the European Union;
<Addition ChangeId="key-9b948246ca3662ba09bd4c567d37c590-1584450557711" CommentaryRef="key-9b948246ca3662ba09bd4c567d37c590">and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/102/3/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/c" id="regulation-102-3-c">
<Pnumber>
<Addition ChangeId="key-6b8a071d1d04966f9c0aab270d69d3ac-1584450595165" CommentaryRef="key-6b8a071d1d04966f9c0aab270d69d3ac">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-6b8a071d1d04966f9c0aab270d69d3ac-1584450595165" CommentaryRef="key-6b8a071d1d04966f9c0aab270d69d3ac">“local government service” includes employment in respect of which a person satisfies the conditions in regulation 3(1)(b).</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictExtent="E+W" RestrictStartDate="2018-05-14">
<Title>Changes of administering authority</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103" id="regulation-103">
<Pnumber>103</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/1" id="regulation-103-1">
<Pnumber>1</Pnumber>
<P2para>
<Text>
Subject to
<Substitution ChangeId="key-19bd60d8cc83a7d79f162c7b3df38551-1582644341664" CommentaryRef="key-19bd60d8cc83a7d79f162c7b3df38551">paragraphs (7) and (8)</Substitution>
, this regulation applies where—
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/1/a" id="regulation-103-1-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>an administering authority becomes an active member's appropriate administering authority;</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/1/b" id="regulation-103-1-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>
immediately before it does so, another administering authority was that member's appropriate administering authority;
<CommentaryRef Ref="key-66279044fb2e6958f7745af10b73ea47"/>
...
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/1/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/1/c" id="regulation-103-1-c">
<Pnumber>c</Pnumber>
<P3para>
<Text>
in a case where a member has the option of aggregating the past period of membership with the current period of membership, the member has exercised the option to aggregate those periods
<Addition ChangeId="key-5d2c22075948dbd58f39e29a4981cc05-1584102923220" CommentaryRef="key-5d2c22075948dbd58f39e29a4981cc05">; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/1/d" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/1/d" id="regulation-103-1-d">
<Pnumber>
<Addition ChangeId="key-5d2c22075948dbd58f39e29a4981cc05-1584102923220" CommentaryRef="key-5d2c22075948dbd58f39e29a4981cc05">d</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-5d2c22075948dbd58f39e29a4981cc05-1584102923220" CommentaryRef="key-5d2c22075948dbd58f39e29a4981cc05">in a case where a member has the option of not aggregating a past period of membership with the current period of membership, the member has not exercised the option of retaining separate benefits</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/2" id="regulation-103-2">
<Pnumber>2</Pnumber>
<P2para>
<Text>An administering authority which has ceased to be a member's appropriate administering authority must make a transfer value payment to the member's new appropriate administering authority in accordance with actuarial guidance issued by the Secretary of State.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/3" id="regulation-103-3">
<Pnumber>3</Pnumber>
<P2para>
<Text>Where paragraph (2) applies as respects 10 or more members by virtue of a single event, the amount of the payment under that paragraph shall be determined by agreement between an actuary appointed by the administering authority by which the payment must be made and an actuary appointed by the administering authority to which it must be made.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/4" id="regulation-103-4">
<Pnumber>4</Pnumber>
<P2para>
<Text>Where the actuaries cannot agree on the amount within 12 months of the date of transfer, or where there is more than one date of transfer, the date of the last transfer which relates to the single event—</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/4/a" id="regulation-103-4-a">
<Pnumber>a</Pnumber>
<P3para>
<Text>the matter shall be referred to a third actuary, chosen by agreement between the actuaries, or in default of agreement, by the President of the Institute and Faculty of Actuaries; and</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/4/b" id="regulation-103-4-b">
<Pnumber>b</Pnumber>
<P3para>
<Text>that actuary's determination shall be final.</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/5" id="regulation-103-5">
<Pnumber>5</Pnumber>
<P2para>
<Text>The costs of determining the amount to be transferred shall be paid in equal shares by the fund held by the member's former appropriate administering authority and the fund held by the member's new appropriate administering authority.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/6" id="regulation-103-6">
<Pnumber>6</Pnumber>
<P2para>
<Text>Any payment under paragraph (2) must be credited to the new appropriate administering authority's fund.</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/7" id="regulation-103-7">
<Pnumber>7</Pnumber>
<P2para>
<Text>
This regulation does not apply where a member enters an employment in local government service
<Addition ChangeId="key-b9a83f4778ad5b73e336fc26c8b2e280-1584450915140" CommentaryRef="key-b9a83f4778ad5b73e336fc26c8b2e280">(including employment in respect of which the member satisfies the conditions in regulation 3(1)(b))</Addition>
which is concurrent with another in which the member is also an active member.
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/103/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/8" id="regulation-103-8">
<Pnumber>
<Addition ChangeId="key-f1a8c8eb2b24244cabbaff4ec1b96c4f-1582644388574" CommentaryRef="key-f1a8c8eb2b24244cabbaff4ec1b96c4f">8</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-f1a8c8eb2b24244cabbaff4ec1b96c4f-1582644388574" CommentaryRef="key-f1a8c8eb2b24244cabbaff4ec1b96c4f">This regulation does not apply where a member’s administering authority has changed in the circumstances described in regulation 104(1) (change of administering authority in connection with probation service arrangements).</Addition>
</Text>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
<P1group RestrictStartDate="2014-06-01">
<Title>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Change of administering authority in connection with probation service arrangements</Addition>
</Title>
<P1 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104" id="regulation-104">
<Pnumber PuncAfter=".">
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">104</Addition>
</Pnumber>
<P1para>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/1" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/1" id="regulation-104-1">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">1</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">This regulation applies where in connection with arrangements made for the provision of probation services under section 3 of the Offender Management Act 2007 (power to make arrangements for the provision of probation services) the employees of a probation trust are transferred to another person and—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/1/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/1/a" id="regulation-104-1-a">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">an administering authority becomes a member’s appropriate administering authority (“the new authority”); and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/1/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/1/b" id="regulation-104-1-b">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">immediately before it does so, another authority was that member’s appropriate administering authority (“the former authority”),</Addition>
</Text>
</P3para>
</P3>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">and for the purposes of this regulation it is not material whether the member in question was in the employment of the probation trust immediately before the transfer date or the subject of a transfer of employment to another person.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/2" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/2" id="regulation-104-2">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">2</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Within 30 days of the transfer date—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/2/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/2/a" id="regulation-104-2-a">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">the transferring member’s former Scheme employer and (where applicable) the transferring member’s new Scheme employer must supply the former authority and the new authority with such information as those authorities may reasonably require to perform their functions under these Regulations in respect of the transferring members under the Scheme;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/2/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/2/b" id="regulation-104-2-b">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">the former authority must supply the new authority with such information as the new authority may reasonably require to perform its functions under these Regulations in respect of the transferring members under the Scheme.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/3" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/3" id="regulation-104-3">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">3</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">With effect from the transfer date the liability to pay benefits or a refund of contributions under the Scheme to and in respect of the transferring members shall transfer to the new authority and the former authority must make a transfer payment from its pension fund to the pension fund of the new authority in respect of the transfer share determined in accordance with actuarial guidance issued by the Secretary of State by agreement between an actuary appointed by the former authority and an actuary appointed by the new authority.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/4" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/4" id="regulation-104-4">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">4</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Where the actuaries cannot agree the transfer share or any other matter that needs to be agreed in order to implement the provisions of this Regulation (assuming for this purpose that the payment date is the transfer date) on or before the agreement date—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/4/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/4/a" id="regulation-104-4-a">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">the matter shall be referred to a third actuary, chosen by agreement between the actuaries or in default of agreement by the President of the Institute and Faculty of Actuaries; and</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/4/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/4/b" id="regulation-104-4-b">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">that actuary’s determination, including as to who shall pay the costs of the referral, shall be final.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/5" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/5" id="regulation-104-5">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">5</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">The transfer payment shall be made in such manner (including as to the proportion of cash and other permitted assets that will comprise the transfer payment and whether the transfer payment is paid in one or more instalments) as the new authority shall reasonably require.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/6" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/6" id="regulation-104-6">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">6</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">The transfer payment from each former authority must be paid on the payment date.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/7" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/7" id="regulation-104-7">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">7</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Where agreement cannot be reached in relation to the payment date on or before the later of the agreement date and 30 days after the date on which the transfer share has been determined by agreement under paragraph (3) or by an actuary’s determination under paragraph (4), the new authority must notify the former authority of the date or dates, which shall be no later than the final payment date, and the date or dates so notified shall become the payment date.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/8" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/8" id="regulation-104-8">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">8</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">If a transfer payment is not made in accordance with paragraph (6) or (7), the new authority may by notice in writing require the former authority to pay interest on the amount that falls due and is not so paid.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/9" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/9" id="regulation-104-9">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">9</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Interest payable under paragraph (8) is to be calculated at 3 per cent per annum on a day-to-day basis from the date which falls three calendar months after the payment date to the date of actual payment, compounded with three-monthly rests.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/10" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/10" id="regulation-104-10">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">10</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">When the transfer payment has been made in full and any adjustments made in accordance with actuarial guidance issued by the Secretary of State —</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/10/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/10/a" id="regulation-104-10-a">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">no other payment or transfer of assets shall be made from the pension fund of the former authority by reason of membership covered by the transfer payment;</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/10/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/10/b" id="regulation-104-10-b">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">the former authority shall have no liability to make any benefit payments or right to receive contributions for any period prior to, on, or subsequent to the transfer date in respect of a transferring member other than as provided for under arrangements made under paragraph (12);</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/10/c" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/10/c" id="regulation-104-10-c">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">c</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">except where arrangements under paragraph (12) provide otherwise, any payment made or income received by the former authority in respect of a transferring member after the transfer date shall be reimbursed to the former authority by the new authority or paid by the former authority to the new authority (as the case may be) within 45 days of receipt or payment by the former authority.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/11" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/11" id="regulation-104-11">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">11</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">The former authority shall provide such assistance and further information in its possession (or to which it has access) as the new authority may reasonably require in relation to the calculation and administration of benefits payable to and in respect of the transferring members under the Scheme, subject to reimbursement by the new authority of the former authority’s reasonable costs for doing so.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/12" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/12" id="regulation-104-12">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">12</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">The new authority and the former authority may agree such arrangements as may be necessary for the former authority to continue making benefit payments to or in respect of the transferring members for a period after the transfer date until the new authority is able to make such payments itself (such agreement not to be unreasonably withheld by the former authority).</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/13" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/13" id="regulation-104-13">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">13</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">The former authority and new authority must cooperate in order to—</Addition>
</Text>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/13/a" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/13/a" id="regulation-104-13-a">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">a</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">permit members to continue to make AVCs and SCAVCs pursuant to arrangements entered into prior to the transfer date notwithstanding the change of administering authority; or,</Addition>
</Text>
</P3para>
</P3>
<P3 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/13/b" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/13/b" id="regulation-104-13-b">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">b</Addition>
</Pnumber>
<P3para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">at the member’s request, procure the transfer of the transferring members’ accumulated AVCs and SCAVCs (including investment returns thereon) to arrangements established by the new authority.</Addition>
</Text>
</P3para>
</P3>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/14" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/14" id="regulation-104-14">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">14</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">Where a member wishes to continue to make AVCs or SCAVCs in accordance with paragraph 13(a), regulation 17 (additional voluntary contributions) applies in respect of that member as if the references in that regulation to “appropriate administering authority” were references to the administering authority which was the member’s appropriate administering authority at the time the arrangements were entered into.</Addition>
</Text>
</P2para>
</P2>
<P2 DocumentURI="http://www.legislation.gov.uk/uksi/2013/2356/regulation/104/15" IdURI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/104/15" id="regulation-104-15">
<Pnumber>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">15</Addition>
</Pnumber>
<P2para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">For the purposes of this regulation and save where the context otherwise requires—</Addition>
</Text>
<UnorderedList Decoration="none" Class="Definition">
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“agreement date” means the date which falls 120 days after the date on which the administering authorities have been notified in writing of the transfer of employees, or the date the information described in paragraph (2) has been received, whichever is the later;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“final payment date” means the date that is 12 months after the later of the date on which the former authority has been notified in writing of the transfer of employees and the date the information described in paragraph (2) has been received;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“a local government pension scheme” means the Scheme or any of the Earlier Schemes within the meaning of regulation 1(6) of the Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“member” includes deferred members, deferred pensioner members and pensioner members of a local government pension scheme and those entitled through them, including pension credit members;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“payment date” means the date or dates agreed between the former authority and the new authority for the making of the transfer payment to the new authority or the date or dates notified to the former authority in accordance with paragraph (7) where agreement cannot be reached;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“permitted assets” means liquid, transferable holdings of pooled vehicles which track market capitalisation weighted indices;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“transfer date” means the date on which the new pension fund becomes the member’s appropriate fund;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“transferring members” means the employees and former employees (and those entitled through them, including pension credit members) of a probation trust (or its predecessor local probation boards or probation committees) who are the subject of the changes of Scheme employer and appropriate administering authority referred to in paragraph (1) and any persons specified in accordance with regulation 3A(5)(d) or (e) (civil servants </Addition>
<Abbreviation Expansion="Et cetera" xml:lang="la">
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">etc</Addition>
</Abbreviation>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3"> engaged in probation provision) as a person to whom regulation 3A(5) applies;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“transfer payment” means a transfer of cash in British pounds sterling or permitted assets equal in value to the transfer share;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“transfer share” means the value of the assets allocated to the actual and potential liabilities payable from the pension fund of a former authority in respect of the benefits that have accrued to or in respect of transferring members as at the transfer date (whether that accrual arose before the commencement of these Regulations or afterwards), adjusted to the relevant payment date, calculated in accordance with actuarial guidance issued by the Secretary of State;</Addition>
</Text>
</Para>
</ListItem>
<ListItem>
<Para>
<Text>
<Addition ChangeId="key-206ed0989acbf896739507b0775d1bb3-1582640691083" CommentaryRef="key-206ed0989acbf896739507b0775d1bb3">“probation trust” means a probation trust established under section 5 of the Offender Management Act 2007.</Addition>
</Text>
</Para>
</ListItem>
</UnorderedList>
</P2para>
</P2>
</P1para>
</P1>
</P1group>
</Chapter>
</Part>
</Body>
</Secondary>
<Commentaries>
<Commentary id="c21900371" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2004/12" id="c00053" Year="2004" Class="UnitedKingdomPublicGeneralAct" Number="12">2004 c. 12</Citation>
; section 238 was amended by the
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2011/11" id="c00055" Year="2011" Class="UnitedKingdomPublicGeneralAct" Number="11" Title="Finance Act 2011">Finance Act 2011 (c. 11)</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900421" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1995/26" id="c00059" Year="1995" Class="UnitedKingdomPublicGeneralAct" Number="26">1995 c. 26</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900441" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1993/48" id="c00061" Year="1993" Class="UnitedKingdomPublicGeneralAct" Number="48">1993 c. 48</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900451" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2004/12" id="c00062" Year="2004" Class="UnitedKingdomPublicGeneralAct" Number="12">2004 c. 12</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900461" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1965/32" id="c00063" Year="1965" Class="UnitedKingdomPublicGeneralAct" Number="32">1965 c. 32</Citation>
; there are amendments to section 6 which are not relevant to this instrument.
</Text>
</Para>
</Commentary>
<Commentary id="c21900471" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1986/45" id="c00064" Year="1986" Class="UnitedKingdomPublicGeneralAct" Number="45">1986 c. 45</Citation>
; there are amendments to section 310 which are not relevant to this instrument. Section 310A was inserted by the
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2002/40" id="c00065" Year="2002" Class="UnitedKingdomPublicGeneralAct" Number="40" Title="Enterprise Act 2002">Enterprise Act 2002 (c. 40)</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900481" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1951/65" id="c00066" Year="1951" Class="UnitedKingdomPublicGeneralAct" Number="65">1951 c. 65</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900491" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2004/12" id="c00067" Year="2004" Class="UnitedKingdomPublicGeneralAct" Number="12">2004 c. 12</Citation>
; section 237B was inserted by the
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2011/11" id="c00069" Year="2011" Class="UnitedKingdomPublicGeneralAct" Number="11" Title="Finance Act 2011">Finance Act 2011 (c. 11)</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900501" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1993/48" id="c00070" Year="1993" Class="UnitedKingdomPublicGeneralAct" Number="48">1993 c. 48</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900511" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2013/25" id="c00071" Year="2013" Class="UnitedKingdomPublicGeneralAct" Number="25">2013 c. 25</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900521" Type="M">
<Para>
<Text>
Section 16(2) of the
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1989/6" id="c00073" Year="1989" Class="UnitedKingdomPublicGeneralAct" Number="6" Title="Official Secrets Act 1989">Official Secrets Act 1989 (c.6)</Citation>
provides that that Act and the Official Secrets Acts 1911 to 1989 may be cited together as the Official Secrets Acts 1911 to 1989.
</Text>
</Para>
</Commentary>
<Commentary id="c21900531" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/2004/12" id="c00074" Year="2004" Class="UnitedKingdomPublicGeneralAct" Number="12">2004 c. 12</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900541" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/ukpga/1993/48" id="c00075" Year="1993" Class="UnitedKingdomPublicGeneralAct" Number="48">1993 c. 48</Citation>
.
</Text>
</Para>
</Commentary>
<Commentary id="c21900551" Type="M">
<Para>
<Text>
<Citation URI="http://www.legislation.gov.uk/id/uksi/1996/1172" id="c00076" Class="UnitedKingdomStatutoryInstrument" Year="1996" Number="1172">S.I. 1996/1172</Citation>
; the definition of section 9(2B) rights in regulation 1(2) was amended by
<Citation URI="http://www.legislation.gov.uk/id/uksi/1997/786" id="c00077" Class="UnitedKingdomStatutoryInstrument" Year="1997" Number="786">S.I. 1997/786</Citation>
, 1999/3198 and 2011/1246.
</Text>
</Para>
</Commentary>
<Commentary id="c21900561" Type="M">
<Para>
<Text>
Section 19 was amended by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2001/3649" id="c00079" Class="UnitedKingdomStatutoryInstrument" Year="2001" Number="3649">S.I. 2001/3649</Citation>
, 2005/2050 and 2007/3014.
</Text>
</Para>
</Commentary>
<Commentary id="key-27268207be943dc11916145f0a2602c0" Type="C">
<Para>
<Text>
Reg. 64 modified (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/863" id="conzhhq13-00052" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="863" Title="The Barnsley, Doncaster, Rotherham and Sheffield Combined Authority Order 2014">The Barnsley, Doncaster, Rotherham and Sheffield Combined Authority Order 2014 (S.I. 2014/863)</Citation>
,
<CitationSubRef CitationRef="conzhhq13-00052" id="conzhhq13-00053" URI="http://www.legislation.gov.uk/id/uksi/2014/863/article/1" SectionRef="article-1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="conzhhq13-00052" id="conzhhq13-00054" URI="http://www.legislation.gov.uk/id/uksi/2014/863/article/14" SectionRef="article-14" Operative="true">14</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-8e43a931e7ffd88bbdbc59dd52d7d74a" Type="C">
<Para>
<Text>
Reg. 64 modified (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/865" id="conzhhq13-00061" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="865" Title="The Halton, Knowsley, Liverpool, St Helens, Sefton and Wirral Combined Authority Order 2014">The Halton, Knowsley, Liverpool, St Helens, Sefton and Wirral Combined Authority Order 2014 (S.I. 2014/865)</Citation>
,
<CitationSubRef CitationRef="conzhhq13-00061" id="conzhhq13-00062" URI="http://www.legislation.gov.uk/id/uksi/2014/865/article/1" SectionRef="article-1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="conzhhq13-00061" id="conzhhq13-00063" URI="http://www.legislation.gov.uk/id/uksi/2014/865/article/17" SectionRef="article-17" Operative="true">17</CitationSubRef>
(with
<CitationSubRef CitationRef="conzhhq13-00061" id="conzhhq13-00064" URI="http://www.legislation.gov.uk/id/uksi/2014/865/article/8/4" SectionRef="article-8-4">art. 8(4)</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-29914cc9354e97656bca5ea879cabc59" Type="C">
<Para>
<Text>
Reg. 64 modified (15.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/1012" id="coo745ha3-00034" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="1012" Title="The Durham, Gateshead, Newcastle Upon Tyne, North Tyneside, Northumberland, South Tyneside and Sunderland Combined Authority Order 2014">The Durham, Gateshead, Newcastle Upon Tyne, North Tyneside, Northumberland, South Tyneside and Sunderland Combined Authority Order 2014 (S.I. 2014/1012)</Citation>
,
<CitationSubRef CitationRef="coo745ha3-00034" id="coo745ha3-00035" URI="http://www.legislation.gov.uk/id/uksi/2014/1012/article/1" SectionRef="article-1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="coo745ha3-00034" id="coo745ha3-00036" URI="http://www.legislation.gov.uk/id/uksi/2014/1012/article/17" SectionRef="article-17" Operative="true">17</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-206ed0989acbf896739507b0775d1bb3" Type="F">
<Para>
<Text>
Reg. 104 inserted (1.6.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/1146" id="coo8el1i3-00017" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="1146" Title="The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014">The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146)</Citation>
,
<CitationSubRef id="coo8el1i3-00018" CitationRef="coo8el1i3-00017" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="coo8el1i3-00019" CitationRef="coo8el1i3-00017" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/7" SectionRef="regulation-7" Operative="true">7</CitationSubRef>
(with
<CitationSubRef id="coo8el1i3-00020" CitationRef="coo8el1i3-00017" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/11" SectionRef="regulation-11">reg. 11</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-19bd60d8cc83a7d79f162c7b3df38551" Type="F">
<Para>
<Text>
Words in reg. 103(1) substituted (1.6.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/1146" id="cooaj9mx3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="1146" Title="The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014">The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146)</Citation>
,
<CitationSubRef id="cooaj9mx3-00017" CitationRef="cooaj9mx3-00016" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cooaj9mx3-00018" CitationRef="cooaj9mx3-00016" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/6/a" SectionRef="regulation-6-a" Operative="true">6(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-f1a8c8eb2b24244cabbaff4ec1b96c4f" Type="F">
<Para>
<Text>
Reg. 103(8) inserted (1.6.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/1146" id="cooaj9mx3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="1146" Title="The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014">The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146)</Citation>
,
<CitationSubRef id="cooaj9mx3-00008" CitationRef="cooaj9mx3-00007" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cooaj9mx3-00009" CitationRef="cooaj9mx3-00007" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/6/b" SectionRef="regulation-6-b" Operative="true">6(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-1417dc470676f8aa02badc915037d483" Type="F">
<Para>
<Text>
Reg. 64(9)(10) inserted (1.6.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/1146" id="coob2n4s3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="1146" Title="The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014">The Local Government Pension Scheme (Offender Management) (Amendment) Regulations 2014 (S.I. 2014/1146)</Citation>
,
<CitationSubRef CitationRef="coob2n4s3-00008" id="coob2n4s3-00009" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="coob2n4s3-00008" id="coob2n4s3-00010" URI="http://www.legislation.gov.uk/id/uksi/2014/1146/regulation/5" SectionRef="regulation-5" Operative="true">5</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_8ad1a853-0338-4fcc-e9e7-0183e26a7beb" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d102e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00046" CitationRef="d102e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00047" CitationRef="d102e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_77314ed4-ba8e-4459-df53-642803be8e00" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d91e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00042" CitationRef="d91e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00043" CitationRef="d91e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_3c64510e-009d-4288-981f-b39022f3a846" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d80e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00038" CitationRef="d80e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00039" CitationRef="d80e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_9e2e141c-7915-4f6d-c59f-1b379ec897b5" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d69e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00034" CitationRef="d69e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00035" CitationRef="d69e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_894894ab-ffd4-4421-9bb2-ac85de258242" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d58e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00030" CitationRef="d58e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00031" CitationRef="d58e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_243c7c4c-5089-47f9-e9ae-2ab1ea9af8e1" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d47e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00026" CitationRef="d47e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00027" CitationRef="d47e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_1f881d9f-dc5a-45a1-8e05-b46f3a89e4d0" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d36e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00022" CitationRef="d36e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00023" CitationRef="d36e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_f126c26b-6b66-4145-8be0-cf58fe3d0201" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d25e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00018" CitationRef="d25e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="false" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00019" CitationRef="d25e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23" Operative="true">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_dba55a8c-9215-48ea-8f1b-ff1271cfd7f0" Type="C">
<Para>
<Text>
Regs. 72-80 applied (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d13e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00014" CitationRef="d13e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" Operative="true" SectionRef="regulation-1-3">regs. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00015" CitationRef="d13e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/23" SectionRef="regulation-23">23</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_9c3b5598-9991-4a2a-ca00-8439fbcf84ac" Type="C">
<Para>
<Text>
Reg. 60 applied (with modifications) (1.4.2014) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2014/525" id="d13e4" Class="UnitedKingdomStatutoryInstrument" Year="2014" Number="525" Title="The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014">The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525)</Citation>
,
<CitationSubRef id="cc00003" CitationRef="d13e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/regulation/1/3" SectionRef="regulation-1-3">reg. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc00004" CitationRef="d13e4" URI="http://www.legislation.gov.uk/id/uksi/2014/525/schedule/2" Operative="true" SectionRef="schedule-2">Sch. 2</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-52cf9bc5deff33343c1ce36acc55a514" Type="F">
<Para>
<Text>
<CitationSubRef id="cp9lkr8e3-00004" SectionRef="regulation-53-4" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/53/4">Reg. 53(4)</CitationSubRef>
omitted (1.4.2015) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/57" id="cp9lkr8e3-00005" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="57" Title="The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015">The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57)</Citation>
,
<CitationSubRef id="cp9lkr8e3-00006" CitationRef="cp9lkr8e3-00005" SectionRef="regulation-1-3-b-ii" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/1/3/b/ii">regs. 1(3)(b)(ii)</CitationSubRef>
,
<CitationSubRef id="cp9lkr8e3-00007" CitationRef="cp9lkr8e3-00005" SectionRef="regulation-3" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/3" Operative="true">3</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-432798ae05bdc36d2f8d463fb147f7dc" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cp9lnhlp3-00006" SectionRef="regulation-55-1-d" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/55/1/d">reg. 55(1)(d)</CitationSubRef>
substituted (1.4.2015) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/57" id="cp9lnhlp3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="57" Title="The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015">The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57)</Citation>
,
<CitationSubRef id="cp9lnhlp3-00008" CitationRef="cp9lnhlp3-00007" SectionRef="regulation-1-3-b-ii" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/1/3/b/ii">regs. 1(3)(b)(ii)</CitationSubRef>
,
<CitationSubRef id="cp9lnhlp3-00009" CitationRef="cp9lnhlp3-00007" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/4" Operative="true">4</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-205647cf3192c53c30e1dfdf713db5d0" Type="F">
<Para>
<Text>
<CitationSubRef id="cp9lqs683-00004" SectionRef="regulation-63" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/63">Reg. 63</CitationSubRef>
omitted (1.4.2015) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/57" id="cp9lqs683-00005" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="57" Title="The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015">The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57)</Citation>
,
<CitationSubRef CitationRef="cp9lqs683-00005" id="cp9lqs683-00006" SectionRef="regulation-1-3-b-ii" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/1/3/b/ii">regs. 1(3)(b)(ii)</CitationSubRef>
,
<CitationSubRef CitationRef="cp9lqs683-00005" id="cp9lqs683-00007" SectionRef="regulation-5" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/5" Operative="true">5</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-b08b8778bbe67826ab65a5efaaf85ea5" Type="F">
<Para>
<Text>
<CitationSubRef id="cp9lsoih3-00004" SectionRef="regulation-65" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/65">Reg. 65</CitationSubRef>
omitted (1.4.2015) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/57" id="cp9lsoih3-00005" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="57" Title="The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015">The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57)</Citation>
,
<CitationSubRef CitationRef="cp9lsoih3-00005" id="cp9lsoih3-00006" SectionRef="regulation-1-3-b-ii" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/1/3/b/ii">regs. 1(3)(b)(ii)</CitationSubRef>
,
<CitationSubRef CitationRef="cp9lsoih3-00005" id="cp9lsoih3-00007" SectionRef="regulation-6" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/6" Operative="true">6</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-8d195a6294676938ce424177d5abb2de" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cp9lu6z33-00006" SectionRef="regulation-66" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/66">reg. 66</CitationSubRef>
substituted (1.4.2015) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/57" id="cp9lu6z33-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="57" Title="The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015">The Local Government Pension Scheme (Amendment) (Governance) Regulations 2015 (S.I. 2015/57)</Citation>
,
<CitationSubRef CitationRef="cp9lu6z33-00007" id="cp9lu6z33-00008" SectionRef="regulation-1-3-b-ii" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/1/3/b/ii">regs. 1(3)(b)(ii)</CitationSubRef>
,
<CitationSubRef CitationRef="cp9lu6z33-00007" id="cp9lu6z33-00009" SectionRef="regulation-7" URI="http://www.legislation.gov.uk/id/uksi/2015/57/regulation/7" Operative="true">7</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-7c12cbda952aab0a0a370cbacece766a" Type="F">
<Para>
<Text>
Reg. 58(4)(a) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcc6qkj3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcc6qkj3-00009" CitationRef="cpcc6qkj3-00008" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcc6qkj3-00010" CitationRef="cpcc6qkj3-00008" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/20" SectionRef="regulation-20" Operative="true">20</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-1084e5f91f831a31128fb3fdc7123d5d" Type="F">
<Para>
<Text>
Word in
<CitationSubRef id="cpcci49k3-00006" SectionRef="regulation-62-6-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6/b">reg. 62(6)(b)</CitationSubRef>
substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcci49k3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef CitationRef="cpcci49k3-00007" id="cpcci49k3-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2015/755/article/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpcci49k3-00007" id="cpcci49k3-00009" SectionRef="regulation-21" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/21" Operative="true">21</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-2a9c8e226030b253ba98a249a6ce2186" Type="F">
<Para>
<Text>
Reg. 64(1) substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpccnli93-00017" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef CitationRef="cpccnli93-00017" id="cpccnli93-00018" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpccnli93-00017" id="cpccnli93-00019" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/22/a" SectionRef="regulation-22-a" Operative="true">22(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-bb34c6559568cc945b24cbef46abed3f" Type="F">
<Para>
<Text>
Reg. 64(2A)-(2C) inserted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpccnli93-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef CitationRef="cpccnli93-00007" id="cpccnli93-00008" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpccnli93-00007" id="cpccnli93-00009" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/22/b" SectionRef="regulation-22-b" Operative="true">22(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-c442560f1ecce13a5b23606c8ff29119" Type="F">
<Para>
<Text>
Reg. 69(1)(e) added (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcd651c3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcd651c3-00008" CitationRef="cpcd651c3-00007" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcd651c3-00009" CitationRef="cpcd651c3-00007" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/23/a" SectionRef="regulation-23-a" Operative="true">23(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-da9ddfffe76592b6c8446e14c1b980bd" Type="F">
<Para>
<Text>
Words in reg. 69(4) omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcd651c3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcd651c3-00017" CitationRef="cpcd651c3-00016" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcd651c3-00018" CitationRef="cpcd651c3-00016" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/23/b" SectionRef="regulation-23-b" Operative="true">23(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-e9a00f9789525470554ac3445f696324" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpcdix6z3-00006" SectionRef="regulation-83" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/83">reg. 83</CitationSubRef>
omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcdix6z3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcdix6z3-00008" CitationRef="cpcdix6z3-00007" SectionRef="article-1-2" URI="http://www.legislation.gov.uk/id/uksi/2015/755/article/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcdix6z3-00009" CitationRef="cpcdix6z3-00007" SectionRef="regulation-24" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/24" Operative="true">24</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-2a916f091cbd0d6818a4128490a43750" Type="F">
<Para>
<Text>
Word in
<CitationSubRef id="cpcdoc3f3-00006" SectionRef="regulation-89-4" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/4">reg. 89(4)</CitationSubRef>
substituted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcdoc3f3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcdoc3f3-00008" CitationRef="cpcdoc3f3-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2015/755/article/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcdoc3f3-00009" CitationRef="cpcdoc3f3-00007" SectionRef="regulation-25-a" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/25/a" Operative="true">25(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-0e363a60a15af303debdc78ba569d2e1" Type="F">
<Para>
<Text>
<CitationSubRef id="cpcdoc3f3-00013" SectionRef="regulation-89-5" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/89/5">Reg. 89(5)</CitationSubRef>
omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcdoc3f3-00014" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcdoc3f3-00015" CitationRef="cpcdoc3f3-00014" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2015/755/article/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcdoc3f3-00016" CitationRef="cpcdoc3f3-00014" SectionRef="regulation-25-b" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/25/b" Operative="true">25(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-3c05604eed2308aa26038cfc9b7e4856" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpceqgg83-00006" SectionRef="regulation-94-1" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/94/1">reg. 94(1)</CitationSubRef>
inserted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpceqgg83-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpceqgg83-00008" CitationRef="cpceqgg83-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2015/755/article/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpceqgg83-00009" CitationRef="cpceqgg83-00007" SectionRef="regulation-26" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/26" Operative="true">26</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-66279044fb2e6958f7745af10b73ea47" Type="F">
<Para>
<Text>
Word in reg. 103(1)(b) omitted (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcex8v33-00016" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcex8v33-00017" CitationRef="cpcex8v33-00016" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcex8v33-00018" CitationRef="cpcex8v33-00016" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/27" SectionRef="regulation-27" Operative="true">27</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-5d2c22075948dbd58f39e29a4981cc05" Type="F">
<Para>
<Text>
Reg. 103(1)(d) and word added (with effect in accordance with reg. 1(2)(b) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2015/755" id="cpcex8v33-00007" Class="UnitedKingdomStatutoryInstrument" Year="2015" Number="755" Title="The Local Government Pension Scheme (Amendment) Regulations 2015">The Local Government Pension Scheme (Amendment) Regulations 2015 (S.I. 2015/755)</Citation>
,
<CitationSubRef id="cpcex8v33-00008" CitationRef="cpcex8v33-00007" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcex8v33-00009" CitationRef="cpcex8v33-00007" URI="http://www.legislation.gov.uk/id/uksi/2015/755/regulation/27" SectionRef="regulation-27" Operative="true">27</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-c4214492ab101e414f7015ca30f951de" Type="C">
<Para>
<Text>
Reg. 64 modified (17.6.2016) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2016/653" id="cpci2dte3-00025" Class="UnitedKingdomStatutoryInstrument" Year="2016" Number="653" Title="The West Midlands Combined Authority Order 2016">The West Midlands Combined Authority Order 2016 (S.I. 2016/653)</Citation>
,
<CitationSubRef CitationRef="cpci2dte3-00025" id="cpci2dte3-00026" URI="http://www.legislation.gov.uk/id/uksi/2016/653/article/1/2" SectionRef="article-1-2">arts. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpci2dte3-00025" id="cpci2dte3-00027" URI="http://www.legislation.gov.uk/id/uksi/2016/653/article/14" SectionRef="article-14" Operative="true">14</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-7881d8a63e091e4ff9cb5c501d527651" Type="F">
<Para>
<Text>
<CitationSubRef id="cpcimmkj3-00007" SectionRef="regulation-57-1-i" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/57/1/i">Reg. 57(1)(i)</CitationSubRef>
substituted (1.11.2016) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2016/946" id="cpcimmkj3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2016" Number="946" Title="The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016">The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946)</Citation>
,
<CitationSubRef id="cpcimmkj3-00009" CitationRef="cpcimmkj3-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcimmkj3-00010" CitationRef="cpcimmkj3-00008" SectionRef="regulation-11-2" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/11/2" Operative="true">11(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-021ec7175a7f84eccffb8372f4fcf1f2" Type="F">
<Para>
<Text>
<CitationSubRef id="cpcirzma3-00007" SectionRef="regulation-58-4-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/58/4/b">Reg. 58(4)(b)</CitationSubRef>
substituted (1.11.2016) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2016/946" id="cpcirzma3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2016" Number="946" Title="The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016">The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946)</Citation>
,
<CitationSubRef id="cpcirzma3-00009" CitationRef="cpcirzma3-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcirzma3-00010" CitationRef="cpcirzma3-00008" SectionRef="regulation-11-3" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/11/3" Operative="true">11(3)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-3732873f21cde57ea3acd4ab4b2c5412" Type="F">
<Para>
<Text>
<CitationSubRef id="cpcivic83-00007" SectionRef="regulation-69-2-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/69/2/b">Reg. 69(2)(b)</CitationSubRef>
substituted (1.11.2016) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2016/946" id="cpcivic83-00008" Class="UnitedKingdomStatutoryInstrument" Year="2016" Number="946" Title="The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016">The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2016 (S.I. 2016/946)</Citation>
,
<CitationSubRef id="cpcivic83-00009" CitationRef="cpcivic83-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpcivic83-00010" CitationRef="cpcivic83-00008" SectionRef="regulation-11-4" URI="http://www.legislation.gov.uk/id/uksi/2016/946/regulation/11/4" Operative="true">11(4)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-711dfc8c265ec578d2a01e1c41812159" Type="C">
<Para>
<Text>
Reg. 64 modified (27.4.2017) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2017/612" id="cpgfkax23-00007" Class="UnitedKingdomStatutoryInstrument" Year="2017" Number="612" Title="The Greater Manchester Combined Authority (Functions and Amendment) Order 2017">The Greater Manchester Combined Authority (Functions and Amendment) Order 2017 (S.I. 2017/612)</Citation>
,
<CitationSubRef CitationRef="cpgfkax23-00007" id="cpgfkax23-00008" URI="http://www.legislation.gov.uk/id/uksi/2017/612/article/1/2" SectionRef="article-1-2">arts. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpgfkax23-00007" id="cpgfkax23-00009" URI="http://www.legislation.gov.uk/id/uksi/2017/612/article/17/1" SectionRef="article-17-1" Operative="true">17(1)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-c068065d7524a9c4958b6e95f56bfde0" Type="C">
<Para>
<Text>
Reg. 64 modified (8.5.2017) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2017/470" id="cc00027" Class="UnitedKingdomStatutoryInstrument" Year="2017" Number="470" Title="The Greater Manchester Combined Authority (Transfer of Police and Crime Commissioner Functions to the Mayor) Order 2017">The Greater Manchester Combined Authority (Transfer of Police and Crime Commissioner Functions to the Mayor) Order 2017 (S.I. 2017/470)</Citation>
,
<CitationSubRef CitationRef="cc00027" id="cc00028" URI="http://www.legislation.gov.uk/id/uksi/2017/470/article/1/2" SectionRef="article-1-2">art. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cc00027" id="cc00029" URI="http://www.legislation.gov.uk/id/uksi/2017/470/schedule/1/paragraph/56/2" SectionRef="schedule-1-paragraph-56-2">Sch. 1 para. 56(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="M_C_9b0ed14e-1848-43b9-ad01-8c55aaadd4f7" Type="C">
<Para>
<Text>
Reg. 64 modified (8.5.2017) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2017/469" id="cc00031" Class="UnitedKingdomStatutoryInstrument" Year="2017" Number="469" Title="The Greater Manchester Combined Authority (Fire and Rescue Functions) Order 2017">The Greater Manchester Combined Authority (Fire and Rescue Functions) Order 2017 (S.I. 2017/469)</Citation>
,
<CitationSubRef CitationRef="cc00031" id="cc00032" URI="http://www.legislation.gov.uk/id/uksi/2017/469/article/1/3" SectionRef="article-1-3">art. 1(3)</CitationSubRef>
,
<CitationSubRef CitationRef="cc00031" id="cc00033" URI="http://www.legislation.gov.uk/id/uksi/2017/469/schedule/paragraph/10/2" SectionRef="schedule-paragraph-10-2">Sch. para. 10(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-df04d68d198d37d52050c5bd4d9a6aed" Type="C">
<Para>
<Text>
Reg. 64 modified (1.10.2017) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2017/864" id="cpgko7k23-00007" Class="UnitedKingdomStatutoryInstrument" Year="2017" Number="864" Title="The Police, Fire and Crime Commissioner for Essex (Fire and Rescue Authority) Order 2017">The Police, Fire and Crime Commissioner for Essex (Fire and Rescue Authority) Order 2017 (S.I. 2017/864)</Citation>
,
<CitationSubRef CitationRef="cpgko7k23-00007" id="cpgko7k23-00008" URI="http://www.legislation.gov.uk/id/uksi/2017/864/article/1" SectionRef="article-1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="cpgko7k23-00007" id="cpgko7k23-00009" URI="http://www.legislation.gov.uk/id/uksi/2017/864/article/16" SectionRef="article-16" Operative="true">16</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-67736407b000e4b8a242273c208e729f" Type="C">
<Para>
<Text>
Reg. 64 modified (E.) (1.4.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/269" id="cpglaxnf3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="269" Title="The London Government (London Fire Commissioner and Policing) (Amendment) Regulations 2018">The London Government (London Fire Commissioner and Policing) (Amendment) Regulations 2018 (S.I. 2018/269)</Citation>
,
<CitationSubRef CitationRef="cpglaxnf3-00016" id="cpglaxnf3-00017" URI="http://www.legislation.gov.uk/id/uksi/2018/269/regulation/1/2" SectionRef="regulation-1-2">reg. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpglaxnf3-00016" id="cpglaxnf3-00018" URI="http://www.legislation.gov.uk/id/uksi/2018/269/schedule/paragraph/14/2" SectionRef="schedule-paragraph-14-2" Operative="true">Sch. para. 14(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-402edb3c7d7c4a7667465b0c0f0baba3" Type="F">
<Para>
<Text>
<CitationSubRef id="cpi3pltq3-00006" SectionRef="regulation-64-2ZA" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZA">Reg. 64(2ZA)</CitationSubRef>
<CitationSubRef id="cpi3pltq3-00007" SectionRef="regulation-64-2ZB" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZB">(2ZB)</CitationSubRef>
inserted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi3pltq3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef CitationRef="cpi3pltq3-00008" id="cpi3pltq3-00009" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpi3pltq3-00008" id="cpi3pltq3-00010" SectionRef="regulation-13-c" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/13/c" Operative="true">13(c)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-f6e3c5c6fc0c6feb7e17b34d3ac1d837" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpi3pltq3-00016" SectionRef="regulation-64-1" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/1">reg. 64(1)</CitationSubRef>
added (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi3pltq3-00017" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef CitationRef="cpi3pltq3-00017" id="cpi3pltq3-00018" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpi3pltq3-00017" id="cpi3pltq3-00019" SectionRef="regulation-13-a" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/13/a" Operative="true">13(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-01a40c51692fbf55617ecbaac3654092" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpi3pltq3-00034" SectionRef="regulation-64-8" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/8">reg. 64(8)</CitationSubRef>
inserted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi3pltq3-00035" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef CitationRef="cpi3pltq3-00035" id="cpi3pltq3-00036" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpi3pltq3-00035" id="cpi3pltq3-00037" SectionRef="regulation-13-d" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/13/d" Operative="true">13(d)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-07154c0dcf21c8e7430d8e4b6e4094b7" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpi436s83-00006" SectionRef="regulation-68-2" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/68/2">reg. 68(2)</CitationSubRef>
substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi436s83-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi436s83-00008" CitationRef="cpi436s83-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi436s83-00009" CitationRef="cpi436s83-00007" SectionRef="regulation-14" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/14" Operative="true">14</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-8d000c3088955b8e07bad2fe17c6f424" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpi484mv3-00006" SectionRef="regulation-96" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96">reg. 96</CitationSubRef>
substituted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi484mv3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef CitationRef="cpi484mv3-00007" id="cpi484mv3-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpi484mv3-00007" id="cpi484mv3-00009" SectionRef="regulation-15-a" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/15/a" Operative="true">15(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-0eab51e08d220b703be8ced664c7a064" Type="F">
<Para>
<Text>
<CitationSubRef id="cpi484mv3-00015" SectionRef="regulation-96-1A" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/1A">Reg. 96(1A)</CitationSubRef>
inserted (with effect in accordance with reg. 1(2) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi484mv3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef CitationRef="cpi484mv3-00016" id="cpi484mv3-00017" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cpi484mv3-00016" id="cpi484mv3-00018" SectionRef="regulation-15-b" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/15/b" Operative="true">15(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-705f4b2733f6ebc571d94ddcbc0a6d00" Type="F">
<Para>
<Text>
<CitationSubRef id="cpi4fqns3-00006" SectionRef="regulation-100-8" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/100/8">Reg. 100(8)</CitationSubRef>
inserted (with effect in accordance with reg. 1(2) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi4fqns3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi4fqns3-00008" CitationRef="cpi4fqns3-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi4fqns3-00009" CitationRef="cpi4fqns3-00007" SectionRef="regulation-16" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/16" Operative="true">16</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-de6fa1da5208c81cca5af934a84cd283" Type="F">
<Para>
<Text>
Reg. 101(2) substituted (with effect in accordance with reg. 1(2) of the amending S.I.) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi4mqfc3-00008" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi4mqfc3-00009" CitationRef="cpi4mqfc3-00008" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2" SectionRef="regulation-1-2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi4mqfc3-00010" CitationRef="cpi4mqfc3-00008" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/17" SectionRef="regulation-17" Operative="true">17</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-bbfbe7a0090c96040f5a9070c6b12bb0" Type="F">
<Para>
<Text>
Word in
<CitationSubRef id="cpi5ya0o3-00006" SectionRef="regulation-102-3-a" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/a">reg. 102(3)(a)</CitationSubRef>
omitted (14.5.2018) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi5ya0o3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi5ya0o3-00008" CitationRef="cpi5ya0o3-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi5ya0o3-00009" CitationRef="cpi5ya0o3-00007" SectionRef="regulation-18-a" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/18/a" Operative="true">18(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-9b948246ca3662ba09bd4c567d37c590" Type="F">
<Para>
<Text>
Word in
<CitationSubRef id="cpi5ya0o3-00024" SectionRef="regulation-102-3-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/b">reg. 102(3)(b)</CitationSubRef>
inserted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi5ya0o3-00025" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi5ya0o3-00026" CitationRef="cpi5ya0o3-00025" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi5ya0o3-00027" CitationRef="cpi5ya0o3-00025" SectionRef="regulation-18-b" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/18/b" Operative="true">18(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-6b8a071d1d04966f9c0aab270d69d3ac" Type="F">
<Para>
<Text>
<CitationSubRef id="cpi5ya0o3-00015" SectionRef="regulation-102-3-c" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/102/3/c">Reg. 102(3)(c)</CitationSubRef>
inserted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi5ya0o3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi5ya0o3-00017" CitationRef="cpi5ya0o3-00016" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi5ya0o3-00018" CitationRef="cpi5ya0o3-00016" SectionRef="regulation-18-c" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/18/c" Operative="true">18(c)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-b9a83f4778ad5b73e336fc26c8b2e280" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpi66kt13-00006" SectionRef="regulation-103-7" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/103/7">reg. 103(7)</CitationSubRef>
inserted (14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/493" id="cpi66kt13-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="493" Title="The Local Government Pension Scheme (Amendment) Regulations 2018">The Local Government Pension Scheme (Amendment) Regulations 2018 (S.I. 2018/493)</Citation>
,
<CitationSubRef id="cpi66kt13-00008" CitationRef="cpi66kt13-00007" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef id="cpi66kt13-00009" CitationRef="cpi66kt13-00007" SectionRef="regulation-19" URI="http://www.legislation.gov.uk/id/uksi/2018/493/regulation/19" Operative="true">19</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-6b88f8bc4f30b397ab02220f775de3a9" Type="C">
<Para>
<Text>
<CitationSubRef id="cpi87n333-00006" SectionRef="regulation-64" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64">Reg. 64</CitationSubRef>
modified (1.8.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/696" id="cpi87n333-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="696" Title="The Police, Fire and Crime Commissioner for Staffordshire (Fire and Rescue Authority) Order 2018">The Police, Fire and Crime Commissioner for Staffordshire (Fire and Rescue Authority) Order 2018 (S.I. 2018/696)</Citation>
,
<CitationSubRef CitationRef="cpi87n333-00007" id="cpi87n333-00008" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2018/696/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="cpi87n333-00007" id="cpi87n333-00009" SectionRef="article-11-2" URI="http://www.legislation.gov.uk/id/uksi/2018/696/article/11/2" Operative="true">11(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-0751c1188abe0b7113a132fef1ba8e86" Type="C">
<Para>
<Text>
<CitationSubRef id="cpi8c3q33-00016" SectionRef="regulation-64" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64">Reg. 64</CitationSubRef>
modified (2.11.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/1133" id="cpi8c3q33-00017" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="1133" Title="The Newcastle Upon Tyne, North Tyneside and Northumberland Combined Authority (Establishment and Functions) Order 2018">The Newcastle Upon Tyne, North Tyneside and Northumberland Combined Authority (Establishment and Functions) Order 2018 (S.I. 2018/1133)</Citation>
,
<CitationSubRef CitationRef="cpi8c3q33-00017" id="cpi8c3q33-00018" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2018/1133/article/1">art. 1</CitationSubRef>
,
<CitationSubRef CitationRef="cpi8c3q33-00017" id="cpi8c3q33-00019" SectionRef="schedule-5-paragraph-1-10" URI="http://www.legislation.gov.uk/id/uksi/2018/1133/schedule/5/paragraph/1/10" Operative="true">Sch. 5 para. 1(10)</CitationSubRef>
(with
<CitationSubRef CitationRef="cpi8c3q33-00017" id="cpi8c3q33-00020" SectionRef="article-28" URI="http://www.legislation.gov.uk/id/uksi/2018/1133/article/28">art. 28</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-a6b40ca996c52571ee7d69babe377382" Type="C">
<Para>
<Text>
<CitationSubRef id="cpi9hi8m3-00006" SectionRef="regulation-64" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64">Reg. 64</CitationSubRef>
modified (15.11.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2018/970" id="cpi9hi8m3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2018" Number="970" Title="The Police, Fire and Crime Commissioner for North Yorkshire (Fire and Rescue Authority) Order 2018">The Police, Fire and Crime Commissioner for North Yorkshire (Fire and Rescue Authority) Order 2018 (S.I. 2018/970)</Citation>
,
<CitationSubRef CitationRef="cpi9hi8m3-00007" id="cpi9hi8m3-00008" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2018/970/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="cpi9hi8m3-00007" id="cpi9hi8m3-00009" SectionRef="article-11-2" URI="http://www.legislation.gov.uk/id/uksi/2018/970/article/11/2" Operative="true">11(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-94a1a65e5678450189e4bfe6689d068b" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpieqc4l3-00006" SectionRef="regulation-77-3-d" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/d">reg. 77(3)(d)</CitationSubRef>
substituted (6.4.2019) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2019/383" id="cpieqc4l3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2019" Number="383" Title="The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019">The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383)</Citation>
,
<CitationSubRef id="cpieqc4l3-00008" CitationRef="cpieqc4l3-00007" SectionRef="regulation-1-1" URI="http://www.legislation.gov.uk/id/uksi/2019/383/regulation/1/1">reg. 1(1)</CitationSubRef>
,
<CitationSubRef id="cpieqc4l3-00009" CitationRef="cpieqc4l3-00007" SectionRef="schedule-paragraph-21-b" URI="http://www.legislation.gov.uk/id/uksi/2019/383/schedule/paragraph/21/b" Operative="true">Sch. para. 21(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-7dbb1da50b5d61b46e098be7c6631495" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpieqc4l3-00015" SectionRef="regulation-77-3-f" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/77/3/f">reg. 77(3)(f)</CitationSubRef>
substituted (6.4.2019) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2019/383" id="cpieqc4l3-00016" Class="UnitedKingdomStatutoryInstrument" Year="2019" Number="383" Title="The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019">The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383)</Citation>
,
<CitationSubRef id="cpieqc4l3-00017" CitationRef="cpieqc4l3-00016" SectionRef="regulation-1-1" URI="http://www.legislation.gov.uk/id/uksi/2019/383/regulation/1/1">reg. 1(1)</CitationSubRef>
,
<CitationSubRef id="cpieqc4l3-00018" CitationRef="cpieqc4l3-00016" SectionRef="schedule-paragraph-21-b" URI="http://www.legislation.gov.uk/id/uksi/2019/383/schedule/paragraph/21/b" Operative="true">Sch. para. 21(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-387595f80da899548bef355c1f35fa15" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cpiewy5h3-00006" SectionRef="regulation-75-3-e" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/75/3/e">reg. 75(3)(e)</CitationSubRef>
substituted (6.4.2019) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2019/383" id="cpiewy5h3-00007" Class="UnitedKingdomStatutoryInstrument" Year="2019" Number="383" Title="The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019">The Financial Guidance and Claims Act 2018 (Naming and Consequential Amendments) Regulations 2019 (S.I. 2019/383)</Citation>
,
<CitationSubRef id="cpiewy5h3-00008" CitationRef="cpiewy5h3-00007" SectionRef="regulation-1-1" URI="http://www.legislation.gov.uk/id/uksi/2019/383/regulation/1/1">reg. 1(1)</CitationSubRef>
,
<CitationSubRef id="cpiewy5h3-00009" CitationRef="cpiewy5h3-00007" SectionRef="schedule-paragraph-21-a" URI="http://www.legislation.gov.uk/id/uksi/2019/383/schedule/paragraph/21/a" Operative="true">Sch. para. 21(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-daf7a4b7ace28dcadd608e9c60d25ad2" Type="F">
<Para>
<Text>
<CitationSubRef id="ck9ulx0i4-00006" SectionRef="regulation-64-2ZAB" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAB">Reg. 64(2ZAB)</CitationSubRef>
inserted (20.3.2020 with effect from 14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/179" id="ck9ulx0i4-00007" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="179" Title="The Local Government Pension Scheme (Amendment) Regulations 2020">The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179)</Citation>
,
<CitationSubRef CitationRef="ck9ulx0i4-00007" id="ck9ulx0i4-00008" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef CitationRef="ck9ulx0i4-00007" id="ck9ulx0i4-00009" SectionRef="regulation-3-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/3/4" Operative="true">3(4)</CitationSubRef>
(with
<CitationSubRef CitationRef="ck9ulx0i4-00007" id="ck9ulx0i4-00010" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/4">reg. 4</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-7e9c23def51e7c2423de73c1b859ccc1" Type="F">
<Para>
<Text>
<CitationSubRef id="ck9ulx0i4-00016" SectionRef="regulation-64-2ZC" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZC">Reg. 64(2ZC)</CitationSubRef>
inserted (20.3.2020 with effect from 14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/179" id="ck9ulx0i4-00017" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="179" Title="The Local Government Pension Scheme (Amendment) Regulations 2020">The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179)</Citation>
,
<CitationSubRef CitationRef="ck9ulx0i4-00017" id="ck9ulx0i4-00018" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef CitationRef="ck9ulx0i4-00017" id="ck9ulx0i4-00019" SectionRef="regulation-3-5" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/3/5" Operative="true">3(5)</CitationSubRef>
(with
<CitationSubRef CitationRef="ck9ulx0i4-00017" id="ck9ulx0i4-00020" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/4">reg. 4</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-fcc14e1c519d7316ab0364ce99eaa13a" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="ck9ulx0i4-00026" SectionRef="regulation-64-2-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2/b">reg. 64(2)(b)</CitationSubRef>
substituted (20.3.2020 with effect from 14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/179" id="ck9ulx0i4-00027" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="179" Title="The Local Government Pension Scheme (Amendment) Regulations 2020">The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179)</Citation>
,
<CitationSubRef CitationRef="ck9ulx0i4-00027" id="ck9ulx0i4-00028" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef CitationRef="ck9ulx0i4-00027" id="ck9ulx0i4-00029" SectionRef="regulation-3-2" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/3/2" Operative="true">3(2)</CitationSubRef>
(with
<CitationSubRef CitationRef="ck9ulx0i4-00027" id="ck9ulx0i4-00030" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/4">reg. 4</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-6c0ce6411d978925972d02874d8684c3" Type="F">
<Para>
<Text>
<CitationSubRef id="ck9ulx0i4-00034" SectionRef="regulation-64-2ZA" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZA">Reg. 64(2ZA)</CitationSubRef>
omitted (20.3.2020 with effect from 14.5.2018) by virtue of
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/179" id="ck9ulx0i4-00035" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="179" Title="The Local Government Pension Scheme (Amendment) Regulations 2020">The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179)</Citation>
,
<CitationSubRef CitationRef="ck9ulx0i4-00035" id="ck9ulx0i4-00036" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef CitationRef="ck9ulx0i4-00035" id="ck9ulx0i4-00037" SectionRef="regulation-3-3" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/3/3" Operative="true">3(3)</CitationSubRef>
(with
<CitationSubRef CitationRef="ck9ulx0i4-00035" id="ck9ulx0i4-00038" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/4">reg. 4</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-71f316712568c2af58f7142f41063b04" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="ck9ulx0i4-00044" SectionRef="regulation-64-8" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/8">reg. 64(8)</CitationSubRef>
substituted (20.3.2020 with effect from 14.5.2018) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/179" id="ck9ulx0i4-00045" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="179" Title="The Local Government Pension Scheme (Amendment) Regulations 2020">The Local Government Pension Scheme (Amendment) Regulations 2020 (S.I. 2020/179)</Citation>
,
<CitationSubRef CitationRef="ck9ulx0i4-00045" id="ck9ulx0i4-00046" SectionRef="regulation-1" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/1">regs. 1</CitationSubRef>
,
<CitationSubRef CitationRef="ck9ulx0i4-00045" id="ck9ulx0i4-00047" SectionRef="regulation-3-6" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/3/6" Operative="true">3(6)</CitationSubRef>
(with
<CitationSubRef CitationRef="ck9ulx0i4-00045" id="ck9ulx0i4-00048" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/179/regulation/4">reg. 4</CitationSubRef>
)
</Text>
</Para>
</Commentary>
<Commentary id="key-9f7e310ed5223abaad1de733c262c04f" Type="F">
<Para>
<Text>
<CitationSubRef id="ck9voi2y4-00006" SectionRef="regulation-64-11" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/11">Reg. 64(11)</CitationSubRef>
<CitationSubRef id="ck9voi2y4-00007" SectionRef="regulation-64-12" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/12">(12)</CitationSubRef>
inserted (1.4.2020) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/123" id="ck9voi2y4-00008" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="123" Title="The Local Government Pension Scheme (Buckinghamshire Structural Changes) (Amendment) Regulations 2020">The Local Government Pension Scheme (Buckinghamshire Structural Changes) (Amendment) Regulations 2020 (S.I. 2020/123)</Citation>
,
<CitationSubRef CitationRef="ck9voi2y4-00008" id="ck9voi2y4-00009" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2020/123/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="ck9voi2y4-00008" id="ck9voi2y4-00010" SectionRef="regulation-2-2" URI="http://www.legislation.gov.uk/id/uksi/2020/123/regulation/2/2" Operative="true">2(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-07436026d64bb340575768124c45f0c1" Type="F">
<Para>
<Text>
<CitationSubRef id="cka1bfgc4-00006" StartSectionRef="regulation-64-7A" EndSectionRef="regulation-64-7G" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7A" UpTo="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/7G">Reg. 64(7A)-(7G)</CitationSubRef>
inserted (23.9.2020) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/893" id="cka1bfgc4-00007" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="893" Title="The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020">The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893)</Citation>
,
<CitationSubRef CitationRef="cka1bfgc4-00007" id="cka1bfgc4-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cka1bfgc4-00007" id="cka1bfgc4-00009" SectionRef="regulation-3-a" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/3/a" Operative="true">3(a)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-6732a9df6122b32fd565d3d86c4a71e8" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="cka1bfgc4-00015" SectionRef="regulation-64-8" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/8">reg. 64(8)</CitationSubRef>
inserted (23.9.2020) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/893" id="cka1bfgc4-00016" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="893" Title="The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020">The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893)</Citation>
,
<CitationSubRef CitationRef="cka1bfgc4-00016" id="cka1bfgc4-00017" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cka1bfgc4-00016" id="cka1bfgc4-00018" SectionRef="regulation-3-b" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/3/b" Operative="true">3(b)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-b8d1d94c2e22f07c63f55e70384f1c13" Type="F">
<Para>
<Text>
<CitationSubRef id="cka1hpb84-00006" SectionRef="regulation-64A" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64A">Regs. 64A</CitationSubRef>
,
<CitationSubRef id="cka1hpb84-00007" SectionRef="regulation-64B" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64B">64B</CitationSubRef>
inserted (23.9.2020) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/893" id="cka1hpb84-00008" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="893" Title="The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020">The Local Government Pension Scheme (Amendment) (No. 2) Regulations 2020 (S.I. 2020/893)</Citation>
,
<CitationSubRef CitationRef="cka1hpb84-00008" id="cka1hpb84-00009" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="cka1hpb84-00008" id="cka1hpb84-00010" SectionRef="regulation-4" URI="http://www.legislation.gov.uk/id/uksi/2020/893/regulation/4" Operative="true">4</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-691cc0380f2f98649e305f9b4a735440" Type="C">
<Para>
<Text>
Reg. 64 modified (1.4.2021) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2020/186" id="d9e4" Class="UnitedKingdomStatutoryInstrument" Year="2020" Number="186" Title="The Hampshire and Isle of Wight Fire and Rescue Authority (Combination Scheme) Order 2020">The Hampshire and Isle of Wight Fire and Rescue Authority (Combination Scheme) Order 2020 (S.I. 2020/186)</Citation>
,
<CitationSubRef id="cc158387794548" CitationRef="d9e4" URI="http://www.legislation.gov.uk/id/uksi/2020/186/article/1/3" SectionRef="article-1-3">arts. 1(3)</CitationSubRef>
,
<CitationSubRef id="cc196682207669" CitationRef="d9e4" URI="http://www.legislation.gov.uk/id/uksi/2020/186/article/5/2" Operative="true" SectionRef="article-5-2">5(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-86f287a3ea70d30530978e17d26f5bab" Type="F">
<Para>
<Text>
<CitationSubRef id="cka29hap4-00006" StartSectionRef="regulation-64-13" EndSectionRef="regulation-64-15" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/13" UpTo="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/15">Reg. 64(13)-(15)</CitationSubRef>
inserted (1.4.2021) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2021/272" id="cka29hap4-00007" Class="UnitedKingdomStatutoryInstrument" Year="2021" Number="272" Title="The Northamptonshire (Structural Changes) (Supplementary Provision and Amendment) Order 2021">The Northamptonshire (Structural Changes) (Supplementary Provision and Amendment) Order 2021 (S.I. 2021/272)</Citation>
,
<CitationSubRef CitationRef="cka29hap4-00007" id="cka29hap4-00008" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2021/272/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="cka29hap4-00007" id="cka29hap4-00009" SectionRef="article-5-2" URI="http://www.legislation.gov.uk/id/uksi/2021/272/article/5/2" Operative="true">5(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-aab6f7924bb4b06ca5de5e80481cb3a4" Type="C">
<Para>
<Text>
<CitationSubRef id="c11unlop5-00060" SectionRef="regulation-64" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64">Reg. 64</CitationSubRef>
modified (1.4.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2022/1230" id="c11unlop5-00061" Class="UnitedKingdomStatutoryInstrument" Year="2022" Number="1230" Title="The Police, Fire and Crime Commissioner for Cumbria (Fire and Rescue Authority) Order 2022">The Police, Fire and Crime Commissioner for Cumbria (Fire and Rescue Authority) Order 2022 (S.I. 2022/1230)</Citation>
,
<CitationSubRef CitationRef="c11unlop5-00061" id="c11unlop5-00062" SectionRef="article-1-2" URI="http://www.legislation.gov.uk/id/uksi/2022/1230/article/1/2">arts. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c11unlop5-00061" id="c11unlop5-00063" SectionRef="article-13" URI="http://www.legislation.gov.uk/id/uksi/2022/1230/article/13" Operative="true">13</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-a5eb19a3fc35e1562ba7caec13ebb669" Type="F">
<Para>
<Text>
<CitationSubRef id="c11urx395-00015" StartSectionRef="regulation-64-16" EndSectionRef="regulation-64-18" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/16" UpTo="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/18">Reg. 64(16)-(18)</CitationSubRef>
inserted (1.4.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/187" id="c11urx395-00016" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="187" Title="The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023">The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187)</Citation>
,
<CitationSubRef CitationRef="c11urx395-00016" id="c11urx395-00017" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="c11urx395-00016" id="c11urx395-00018" SectionRef="article-4-2" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/4/2" Operative="true">4(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-729bf2316b6a07387cf4e25b3ab20b2b" Type="F">
<Para>
<Text>
<CitationSubRef id="c11urx395-00024" SectionRef="regulation-64-19" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/19">Reg. 64(19)</CitationSubRef>
<CitationSubRef id="c11urx395-00025" SectionRef="regulation-64-20" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/20">(20)</CitationSubRef>
inserted (1.4.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/187" id="c11urx395-00026" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="187" Title="The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023">The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187)</Citation>
,
<CitationSubRef CitationRef="c11urx395-00026" id="c11urx395-00027" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="c11urx395-00026" id="c11urx395-00028" SectionRef="article-5-2" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/5/2" Operative="true">5(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-a638f194cfbb10bf8b0bb7611bbeec4b" Type="F">
<Para>
<Text>
<CitationSubRef id="c11urx395-00034" SectionRef="regulation-64-21" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/21">Reg. 64(21)</CitationSubRef>
<CitationSubRef id="c11urx395-00035" SectionRef="regulation-64-22" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/22">(22)</CitationSubRef>
inserted (1.4.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/187" id="c11urx395-00036" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="187" Title="The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023">The Local Government (Structural Changes) (Supplementary Provision and Amendment) Order 2023 (S.I. 2023/187)</Citation>
,
<CitationSubRef CitationRef="c11urx395-00036" id="c11urx395-00037" SectionRef="article-1" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/1">arts. 1</CitationSubRef>
,
<CitationSubRef CitationRef="c11urx395-00036" id="c11urx395-00038" SectionRef="article-6-2" URI="http://www.legislation.gov.uk/id/uksi/2023/187/article/6/2" Operative="true">6(2)</CitationSubRef>
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</Commentary>
<Commentary id="key-635b5c5ce8cb90f97584d095416222ac" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tb720k5-00006" SectionRef="regulation-62-6A" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/62/6A">Reg. 62(6A)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tb720k5-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tb720k5-00007" id="c5tb720k5-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tb720k5-00007" id="c5tb720k5-00009" SectionRef="regulation-3-12" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/12" Operative="true">3(12)</CitationSubRef>
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</Commentary>
<Commentary id="key-3567ed13a8b1c9d0b16ae75406d6f958" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tb8jlw5-00006" SectionRef="regulation-64-2ZAA" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64/2ZAA">Reg. 64(2ZAA)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tb8jlw5-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tb8jlw5-00007" id="c5tb8jlw5-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tb8jlw5-00007" id="c5tb8jlw5-00009" SectionRef="regulation-3-13" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/13" Operative="true">3(13)</CitationSubRef>
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<Commentary id="key-832ab16a182d3a12fabfb6077fbaa98d" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tbbte05-00006" SectionRef="regulation-81-A1" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/81/A1">Reg. 81(A1)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tbbte05-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tbbte05-00007" id="c5tbbte05-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tbbte05-00007" id="c5tbbte05-00009" SectionRef="regulation-3-14" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/14" Operative="true">3(14)</CitationSubRef>
</Text>
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<Commentary id="key-483bcbf24a28ecd9ef38fdb1c05b3bec" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tbcu9u5-00006" SectionRef="regulation-96-1B" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/1B">Reg. 96(1B)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tbcu9u5-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tbcu9u5-00007" id="c5tbcu9u5-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tbcu9u5-00007" id="c5tbcu9u5-00009" SectionRef="regulation-3-15-a" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/15/a" Operative="true">3(15)(a)</CitationSubRef>
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</Commentary>
<Commentary id="key-d9ba8f0c3655b2e03f5447c8d78e8b45" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tbcu9u5-00015" SectionRef="regulation-96-4" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/96/4">Reg. 96(4)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tbcu9u5-00016" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tbcu9u5-00016" id="c5tbcu9u5-00017" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tbcu9u5-00016" id="c5tbcu9u5-00018" SectionRef="regulation-3-15-b" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/15/b" Operative="true">3(15)(b)</CitationSubRef>
</Text>
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<Commentary id="key-32d2e1d9c76b811d88d3dbe28e8b7098" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tbdzv25-00006" SectionRef="regulation-98-8" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/98/8">Reg. 98(8)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tbdzv25-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tbdzv25-00007" id="c5tbdzv25-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tbdzv25-00007" id="c5tbdzv25-00009" SectionRef="regulation-3-16" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/16" Operative="true">3(16)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-acf580cd4b1f3ab7e718200d9008d370" Type="F">
<Para>
<Text>
<CitationSubRef id="c5tbgskr5-00006" SectionRef="regulation-99-2A" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/99/2A">Reg. 99(2A)</CitationSubRef>
inserted (1.10.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/972" id="c5tbgskr5-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="972" Title="The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023">The Local Government Pension Scheme (Amendment) (No. 3) Regulations 2023 (S.I. 2023/972)</Citation>
,
<CitationSubRef CitationRef="c5tbgskr5-00007" id="c5tbgskr5-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/1/2">regs. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="c5tbgskr5-00007" id="c5tbgskr5-00009" SectionRef="regulation-3-17" URI="http://www.legislation.gov.uk/id/uksi/2023/972/regulation/3/17" Operative="true">3(17)</CitationSubRef>
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<Commentary id="key-6880ca7252da9bfba3392ce2c0a574ec" Type="C">
<Para>
<Text>
<CitationSubRef id="ccd8e120240214114341858Z" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64" SectionRef="regulation-64">Reg. 64</CitationSubRef>
modified (20.12.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/1432" id="d10e4" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="1432" Title="The York and North Yorkshire Combined Authority Order 2023">The York and North Yorkshire Combined Authority Order 2023 (S.I. 2023/1432)</Citation>
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<CitationSubRef id="ccd8e720240214114341858Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/article/1/2" SectionRef="article-1-2">arts. 1(2)</CitationSubRef>
,
<CitationSubRef id="ccd8e1020240214114341858Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/article/33/2" SectionRef="article-33-2">33(2)</CitationSubRef>
,
<CitationSubRef id="ccd8e1320240214114341858Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/schedule/5/paragraph/55/2" Operative="true" SectionRef="schedule-5-paragraph-55-2">Sch. 5 para. 55(2)</CitationSubRef>
</Text>
</Para>
</Commentary>
<Commentary id="key-cdb4b045758aa0b0a8961ecb9d171600" Type="C">
<Para>
<Text>
<CitationSubRef id="ccd8e120240214114355855Z" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/64" SectionRef="regulation-64">Reg. 64</CitationSubRef>
modified (20.12.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/1432" id="d10e4" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="1432" Title="The York and North Yorkshire Combined Authority Order 2023">The York and North Yorkshire Combined Authority Order 2023 (S.I. 2023/1432)</Citation>
,
<CitationSubRef id="ccd8e720240214114355855Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/article/1/2" SectionRef="article-1-2">arts. 1(2)</CitationSubRef>
,
<CitationSubRef id="ccd8e1020240214114355855Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/article/46/2" SectionRef="article-46-2">46(2)</CitationSubRef>
,
<CitationSubRef id="ccd8e1320240214114355855Z" CitationRef="d10e4" URI="http://www.legislation.gov.uk/id/uksi/2023/1432/schedule/7/paragraph/12" Operative="true" SectionRef="schedule-7-paragraph-12">Sch. 7 para. 12</CitationSubRef>
</Text>
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</Commentary>
<Commentary id="key-41668f8efcedd3d113fa539baebfce4c" Type="F">
<Para>
<Text>
Words in
<CitationSubRef id="ca5em9iu5-00006" SectionRef="regulation-95-2-b" URI="http://www.legislation.gov.uk/id/uksi/2013/2356/regulation/95/2/b">reg. 95(2)(b)</CitationSubRef>
inserted (20.12.2023) by
<Citation URI="http://www.legislation.gov.uk/id/uksi/2023/1267" id="ca5em9iu5-00007" Class="UnitedKingdomStatutoryInstrument" Year="2023" Number="1267" Title="The National Security Act 2023 (Consequential Amendments of Subordinate Legislation) Regulations 2023">The National Security Act 2023 (Consequential Amendments of Subordinate Legislation) Regulations 2023 (S.I. 2023/1267)</Citation>
,
<CitationSubRef CitationRef="ca5em9iu5-00007" id="ca5em9iu5-00008" SectionRef="regulation-1-2" URI="http://www.legislation.gov.uk/id/uksi/2023/1267/regulation/1/2">reg. 1(2)</CitationSubRef>
,
<CitationSubRef CitationRef="ca5em9iu5-00007" id="ca5em9iu5-00009" SectionRef="schedule-paragraph-31" URI="http://www.legislation.gov.uk/id/uksi/2023/1267/schedule/paragraph/31" Operative="true">Sch. para. 31</CitationSubRef>
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