The Teachers' Pension Scheme Regulations 2014

PART 4E+WTransition members becoming active members of this scheme

Meaning of “transition member”E+W

20.  A person (P) to whom either paragraph 21 or 22 applies is a transition member.

Active members of the existing schemeE+W

21.  This paragraph applies to a person (P) if—

(a)P is a member of the existing scheme by virtue of his or her pensionable service under that scheme before the transition date;

(b)P is a member of this scheme by virtue of his or her pensionable service under this scheme on or after the transition date;F1...

F2(c). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Fair Deal membersE+W

22.—(1) This F3...paragraph applies if sub-paragraphs (2) and (3) apply.

(2) This sub-paragraph applies if—

(a)on or before the scheme closing date—

(i)P was an active member of the existing scheme;

(ii)P's employment was transferred to an employer not mentioned in Parts 2, 3 or 4 of Schedule 1;

(iii)as a result of that transfer, P ceased to be in pensionable service under the existing scheme; and

(iv)P's employment is subject to existing Fair Deal arrangements.

(b)after the scheme closing date—

(i)P is subject to a Fair Deal transfer; and

(ii)P is not a member of another pension scheme to which P's employer pays contributions in respect of P.

(3) This sub-paragraph applies if—

(a)on the scheme closing date, P was an active member of the existing scheme or a pension scheme access to which was given under existing Fair Deal arrangements; and

(b)unless P dies, P would reach normal pension age under [F4the existing scheme on or after 1st October 2025.]

Transition members with continuity of serviceE+W

23.  A transition member (P) who has continuity of service becomes an active member of this scheme—

(a)if P is in pensionable service on the transition date, on that date; or

(b)on re-entering pensionable service after the transition date.

Transition members without continuity of serviceE+W

24.  A transition member (P) who does not have continuity of service becomes an active member of this scheme when P re-enters pensionable service on or after the transition date.