text:
PART A
PRELIMINARY
Citation and commencement
1
This Order may be cited as the Scotland Act 1998 (Transitory and Transitional Provisions) (Scottish Parliamentary Pension Scheme) Order 1999 and shall come into force on 6th May 1999.
Interpretation
2
1
In this Order–
“the Taxes Act 1988” means the Income and Corporation Taxes Act 1988 ;
“actual period of reckonable service as a participating member”, “actual period of reckonable service as a participating office holder” and “actual period of reckonable service as a participant” have the meanings given in article E1;
“added year” means a period of reckonable service as a participating member purchased under article Q1 and Schedule 5, including a part of a year expressed in days and any future added year;
“aggregate period of reckonable service as a participating member”, “aggregate period of reckonable service as a participating office holder” and “aggregate period of reckonable service as a participant” have the meanings given in article E2;
“appropriate personal pension scheme” means a personal pension scheme which is for the time being specified in an appropriate scheme certificate issued by the Secretary of State under regulations made under section 7 of the Pension Schemes Act 1993 ;
“the AVC Scheme” means that part of the Scheme providing for additional voluntary contributions as set out in Part R and Schedule 6;
“basic or prospective pension or pensions” has the meaning given in article K5;
“contracted-out rights”, in relation to a participant, mean his section 9(2B) rights, as defined in regulation 1(2) of the Occupational Pension Schemes (Contracting-out) Regulations 1996 ;
“contracted-out scheme” means an occupational pension scheme which is for the time being specified in a contracting-out certificate issued by the Secretary of State under regulations made under section 7 of the Pension Schemes Act 1993;
“contribution”, (except in the expression “contributions equivalent premium”), means any amount deducted from salary and paid into the Fund under article D1 and any reference to the payment of a contribution shall be construed accordingly;
“contributions equivalent premium” means a premium payable under section 55(2) of the Pension Schemes Act 1993;
“deferred pensioner” means a person who–
having been but having ceased to be a participant; and
having accrued rights to a pension from the Fund,
is not, or was not at his death, yet entitled to receive a pension from the Fund;
“effective resolution” means a resolution of the Parliament relating to the remuneration of members which is not framed as an expression of opinion, and where there are at any time two or more such resolutions in force they shall be read together;
“election” includes notification under section 10(3) of the Scotland Act 1998, and “elected” shall be construed accordingly;
“eligible child” has the meaning given in article K2(5);
“final salary” shall be construed in accordance with article F3(2);
“fraction of a year” means part of a year of reckonable service expressed as the proportion borne by the number of days in that part to 365, and “fraction of an added year” shall be construed accordingly;
“the Fund” means the Scottish Parliamentary Contributory Pension Fund established under the Scheme;
“interest” (where the reference is to the payment of any sum with interest) means compound interest at the rate of four per cent per annum, calculated with annual rests;
“a member’s salary” means the annual salary of a member of the Parliament at the rate specified in or determined under the Scotland Act 1998 (Transitory and Transitional Provisions) (Salaries and Allowances) Order 1999 , or by or under an Act of the Scottish Parliament or an effective resolution which is for the time being in force;
“normal retirement date” means the date on which a participant reaches the age of 65;
“office holder” has the meaning given in article C2(3);
“office holder’s salary” means the annual salary payable to a person in respect of his tenure of a qualifying office;
“opted-out member” has the meaning given in article C3(4);
“opted-out office holder” has the meaning given in article C4(4);
“overseas fund or scheme” means a fund or scheme which is established outside the United Kingdom and wholly or primarily administered outside the United Kingdom;
“participant” means a person making contributions to the Fund, and may be either a participating member or a participating office holder or both a participating member and a participating office holder;
“participating member” means a person making contributions to the Fund deducted from his member’s salary (or who is excused from making such contributions because his aggregate period of reckonable service exceeds that which would give rise to the maximum pension allowed in respect of him under the Scheme);
“participating office holder” means a person making contributions to the Fund deducted from his office holder’s salary;
“pension” does not include an allowance or gratuity;
“pensioner” means a person entitled to receive a pension from the Fund, and may be either a pensioner member or a pensioner office holder or both a pensioner member and a pensioner office holder;
“pensioner member” means a person entitled to receive a pension from the Fund (including an early retirement pension or an ill-health pension) in respect of his service as a member of the Parliament;
“pensioner office holder” means a person entitled to receive a pension from the Fund (including an early retirement pension or an ill-health pension) in respect of his service as an office holder;
“period of tenure of a qualifying office” has the meaning given in article C2(2);
“permitted maximum” for any tax year means the figure specified for that tax year in an order made under section 590C of the Taxes Act 1988 ;
“qualifying office” has the meaning given in article C2(3);
“relevant date” means the relevant date for the determination under any provision of the Scheme of the pension of a person;
“the Scheme” means the pension scheme constituted by this Order;
“tax year” means a year beginning on the 6th April in any year and ending on the following 5th April;
2
In this Order, except where the context otherwise requires–
a
a reference to a numbered article or Schedule is a reference to the article of, or the Schedule to, this Order so numbered; and
b
a reference in an article or Schedule to a numbered paragraph is a reference to the paragraph of that article or Schedule so numbered.
Period of application of this Order
A3
This Order shall apply until the coming into force of provision for the payment of pensions made by the Parliament in accordance with section 81(3) of the Scotland Act 1998.
PART B
ESTABLISHMENT AND ADMINISTRATION OF FUND
Establishment of Fund
B1
A fund, to be known as the Scottish Parliamentary Contributory Pension Fund, shall be established for the purposes of the Scheme and shall be vested in and administered by the Parliamentary corporation.
Administration of Fund
B2
1
The provisions of Schedule 1 shall have effect with respect to the administration of the Fund by the Parliamentary corporation and the management and application of the assets of the Fund.
2
Subject to paragraph (3), all pensions and other sums payable under the Scheme by the Parliamentary corporation, including contributions equivalent premiums payable in respect of former participants, shall be paid out of the Fund, and all sums received by the Parliamentary corporation under the Scheme shall be paid into the Fund.
3
Paragraph (2) shall not apply in respect of–
a
benefits payable and AVC contributions received under Part R;
b
benefits payable under Part S.
4
Section 21(6) of the Scotland Act 1998 shall not apply to any sums payable by the Parliamentary corporation under paragraph (2).
PART C
MEMBERSHIP
Membership for members of the Parliament
C1
Any person serving as a member of the Parliament shall be a participating member in the Scheme unless he has exercised an option under article C3.
Membership for office holders
C2
1
An office holder who–
a
has not at any time held the office of First Minister;
b
has not exercised an option under article C4; and
c
is either–
i
a participating member; or
ii
being either the Lord Advocate or Solicitor General for Scotland, not a member of the Parliament,
shall be a participating office holder in the Scheme in respect of any period of tenure of a qualifying office.
2
In this Order “period of tenure of a qualifying office” means any continuous period for which a person is–
a
the holder of one and the same qualifying office; or
b
the holder successively of two or more qualifying offices in respect of which the same salary is payable.
3
In this Order “qualifying office” means any of the following offices–
a
any member of the Scottish Executive, except the First Minister;
b
any of the Junior Scottish Ministers;
c
Deputy Presiding Officer;
d
Leader of a Non-Executive Party;
e
Chief Business Manager of a qualifying party;
and “office holder” means the holder of a qualifying office.
4
For the purposes of paragraph (3)–
“Chief Business Manager” means, in relation to a qualifying party, the member of the Parliament from time to time nominated as such for the purposes of this Order by the Leader of that party;
“Leader” means, in relation to a qualifying party, the member of the Parliament who is for the time being the leader in the Parliament of that party;
“Non-Executive Party” means a qualifying party, other than any such party with which any member of the Parliament who is also a member of the Scottish Executive or a junior Scottish Minister is connected;
“qualifying party” means a registered party with which at least 10 members of the parliament are connected.
Right to opt out for members of the Parliament
C3
1
A participating member may exercise an option in writing under this article not to be a participant in the Scheme.
2
Subject to paragraph (3), the effective opt-out date in respect of a member is whatever date the Parliamentary corporation shall determine to be the earliest practicable date after that on which it receives from him written notice of the exercise of the option.
3
If the Parliamentary corporation receives the written notice not more than three months after the date of the election at which the person was elected for the first time to membership of the Parliament, the effective opt-out date is the date of that election and any contributions deducted from him under article D1 since that election shall be repaid to him.
4
A member of the Parliament who has exercised his right under paragraph (1) to opt out of the Scheme is referred to in this Order as “an opted-out member”.
Right to opt out for office holders
C4
1
An office holder who is a participating member or who is not a member of the Parliament may exercise an option in writing under this article not to be a participating office holder in the Scheme.
2
Subject to paragraph (3), the effective opt-out date in respect of an office holder is whatever date the Parliamentary corporation shall determine to be the earliest practicable date after that on which it receives from him written notice of the exercise of the option.
3
If the Parliamentary corporation receives the written notice not more than 12 months after the date of commencement of a period of tenure of a qualifying office, the effective opt-out date is the date on which that period of tenure commenced and any contributions deducted under article D1 from his office holder’s salary in respect of that period of tenure shall be repaid to him.
4
An office holder who has exercised an option under paragraph (1) not to be a participating office holder or who has exercised the option under article C3(1) is referred to in this Order as “an opted-out office holder”.
Right to opt in for members of the Parliament
C5
An opted-out member may apply to rejoin the Scheme as a participating member as from the date of any election at which he was elected to membership of the Parliament (“the effective opt-in date”) by giving notice in writing to the Parliamentary corporation within a period of three months beginning with the effective opt-in date:
Provided that–
a
he pays to the Parliamentary corporation within 28 days of its acceptance of his application, or within such longer period as it may determine, the sum certified by it as being the amount which would have been deducted from his member’s salary under article D1 between the effective opt-in date and the first date thereafter when a deduction from that salary under article D1 is made; and
b
at the effective opt-in date, at least three months had elapsed since he was last elected to membership of the Parliament.
Right to opt in for office holders
C6
An opted-out office holder who is either–
a
a participating member; or
b
not a member of the Parliament,
may apply to rejoin the Scheme as a participating office holder as from the date of commencement of a new period of tenure of a qualifying office (“the effective opt-in date”) by giving notice in writing to the Parliamentary corporation within a period of 12 months beginning with the effective opt-in date provided that he pays to the Parliamentary corporation within 28 days of its acceptance of his application, or within such longer period as it may determine, the sum certified by the Parliamentary corporation as being the amount which would have been deducted from his office holder’s salary under article D1 between the effective opt-in date and the first date thereafter when a deduction from that salary under article D1 is made.
PART D
CONTRIBUTIONS
Contributions by participants
D1
1
Subject to paragraph (3) and article D3, there shall be deducted from each payment in respect of salary made to a participant 6% of that payment; and all sums so deducted shall be paid into the Fund.
2
In this article, “salary” means–
a
in the case of a participating member who is not a participating office holder, his member’s salary;
b
in the case of a participating office holder who is not a participating member, his office holder’s salary; and
c
in the case of a participant who is both a participating member and a participating office holder, his member’s salary and his office holder’s salary.
3
Where a person’s aggregate period of reckonable service as a participating member exceeds that which would give rise to the maximum pension allowed in respect of that person as a participating member under article F4 or F5, no deduction shall be made under this article from payments in respect of his member’s salary.
4
If any salary from which a deduction is required to be made under this article is not drawn, there shall be set aside, out of moneys available for the payment, a sum equal to the relevant deduction; and any sum so set aside shall be paid into the Fund.
Earnings cap
D2
Where the annual salary of a participating member as–
a
a member of the Parliament;
b
an office holder; or
c
both a member of the Parliament and an office holder,
exceeds the permitted maximum, the contributions deducted from that annual salary shall be limited to 6% of that permitted maximum and where sub-paragraph (c) applies his contributions under article D1 in respect of his office holder’s salary shall be reduced before his contributions under that article in respect of his member’s salary.
Contributions from Scottish Consolidated Fund
D3
1
In respect of each financial year the Parliamentary corporation shall pay a contribution into the Fund out of the Scottish Consolidated Fund.
2
The amount of that contribution shall be determined from time to time by the Parliamentary corporation on the recommendation of the Government Actuary and shall be expressed as a percentage of the amount of the salaries, attributable to the financial year in question, of the persons described in article C1 or C2, in respect of which those persons contribute to the Fund in relation to that financial year.
PART E
RECKONABLE SERVICE
Actual reckonable service
E1
1
Subject to articles N1 (refunds) and P1, P2 and P3 (transfers out) in relation to any person any period during which he was a member of the Parliament and has made contributions to the Fund is a period of reckonable service as a participating member; and in this Order “actual period of reckonable service as a participating member”, in relation to a person, means the period referred to in this paragraph or (if more than one) the aggregate of such periods.
2
Subject to articles F5(3) (payment to office holder after normal retirement), N1 (refunds), P1, P2 and P3 (transfers out), any period during which a person is a participating office holder is a period of reckonable service as a participating office holder; and in this Order “actual period of reckonable service as a participating office holder”, in respect of a person, means his period (or, if more than one, the aggregate of his periods) of reckonable service as a participating office holder.
3
In this Order “actual period of reckonable service as a participant”, in respect of a person, means the total of whichever of the following apply to him, namely:–
a
his actual period of reckonable service as a participating member;
b
his actual period of reckonable service as a participating office holder; or
c
if (a) and (b) both apply, his actual period of reckonable service as a participating member together with such part, if any, of his actual period of reckonable service as an office holder when he was not also a participating member.
4
For the purposes of the Scheme, a period of reckonable service is measured in years and fractions of a year.
Aggregate reckonable service
E2
1
In respect of a person, his aggregate period of reckonable service as a participating member is his actual period of reckonable service as a participating member together with any increases in reckonable service attributable to sums received by way of transfer value or to the purchase of added years.
2
In respect of a person, his aggregate period of reckonable service as a participating office holder is his actual period of reckonable service as a participating office holder together with any increase in reckonable service attributable to sums received by way of transfer value.
3
In respect of a person, his aggregate period of reckonable service as a participant is his actual period of reckonable service as a participant together with any increases in reckonable service attributable to sums received by way of transfer value or to the purchase of added years.
PART F
PENSION ENTITLEMENT
Entitlement of pensioner members
F1
1
Subject to the provisions of the Scheme, a person who ceases to be a participating member and who has reckonable service as a participating member under Part E shall be entitled to receive a pension under this article as from the time when the following conditions are fulfilled in respect of him:–
a
he is neither a member of the Parliament nor a candidate for election to it;
b
he is not an office holder; and
c
he has attained the age of 65.
Entitlement of pensioner office holders
F2
1
Subject to the provisions of the Scheme, a person who ceases to be a participating office holder and who has reckonable service as a participating office holder under Part E shall be entitled to receive a pension under this article as from the time when the conditions specified in paragraphs (a), (b) and (c) of article F1(1) are fulfilled in respect of him.
2
A person may be entitled to a pension under both articles F1 and this article; and the amounts of the two pensions shall be cumulative.
Amount payable to pensioners
F3
1
Subject to articles F4 (amount payable to “dual mandate” pensioners), F5 (permitted maximum pensions), G1 (commutation), H1 (early retirement) and J1 and J3 (ill health pensions), the annual amount of the pension payable to a person under article F1 or F2 shall be–
his final salary 50 × his aggregate period of reckonable service.
2
In paragraph (1) the expression “final salary” refers to the person’s final member’s salary or office holder’s salary, as the case may be, and means–
a
in relation to a person whose actual period of reckonable service as a participating member or office holder, as the case may be, was 12 months or more, the amount of his member’s or office holder’s salary, as the case may be, for the last 12 months (whether continuous or not) comprised in that actual period of reckonable service; and
b
in relation to a person whose actual period of reckonable service as a participating member or office holder, as the case may be, was less than 12 months, his member’s or office holder’s salary, as the case may be, for the period (whether continuous or not) which constituted that actual period of reckonable service multiplied by 365 and divided by the number of days in that period,
and in either case excludes any amount in excess of the permitted maximum.
3
In paragraph (1) the expression “aggregate period of reckonable service” refers to the person’s aggregate period of reckonable service as a participating member or office holder, as the case may be.
Amount payable to “dual mandate” pensioners
F4
1
This article applies to a pensioner who, for part of his actual period of reckonable service as a participant, also received a salary pursuant to a resolution (or combination of resolutions) of either House of Parliament relating to the remuneration of members of that House or under section 1 of the European Parliament (Pay and Pensions) Act 1979 .
2
The period mentioned in paragraph (1) is referred to in this article as the pensioner’s “period of dual mandate”.
3
For the purpose of calculating the annual amount of a pension payable to a pensioner to whom this article applies–
a
where his final salary is calculated in accordance with article F3(2) by reference to a period of dual mandate, the pensioner’s aggregate period of reckonable service shall, for the purpose of article F3(1), be multiplied by three in respect of any part of his aggregate period of reckonable service that was not part of his period of dual mandate; and
b
where his final salary is calculated in accordance with article F3(2) by reference to an actual period of reckonable service that was not a period of dual mandate, the pensioner’s aggregate period of reckonable service shall, for the purpose of article F3(1), be divided by three in respect of any part of his aggregate period of reckonable service that was a period of dual mandate.
Permitted maximum pensions
F5
1
The annual amount of the pension payable under article F1 or F2 shall not exceed whichever is the least of–
a
the amount equal to two-thirds of the participant’s final salary; or
b
such maximum pension as is calculated in respect of that person in accordance with the provisions of Schedule 2; or
c
the amount equal to two-thirds of the permitted maximum.
2
In the case of a person who is entitled to a pension under both articles F1 and F2, the amount of the two pensions together shall not exceed two-thirds of the permitted maximum and, if they do, the pension payable under article F2 shall be reduced before the pension payable under article F1.
Duration of pensions
F6
1
Subject to the following provisions of this article, a pension under article F1 or F2 (including an early retirement pension or an ill-health pension by virtue of Part H or J) shall continue for the life of the person to whom it is payable.
2
Subject to paragraph (3), no such pension shall be payable to a person in respect of any period during which he is a member of the Parliament or a candidate for election to the Parliament, or in respect of any part of a period of tenure of a qualifying office other than a part in respect of which no salary is payable or in respect of which no salary is drawn.
3
Where, in the case of any person, a pension under article F1 or F2 or a pension under each of those articles would, but for paragraph (2), be payable to him in respect of a period of tenure of a qualifying office during which he is neither a member of the Parliament nor a candidate for election to the Parliament–
a
that paragraph shall not apply to that pension or either of those pensions in respect of any part of that period;
b
the amount or aggregate amount payable to him in right of that pension or those pensions for any part of that period shall not exceed the amount, if any, by which any office holder’s salary payable to him for that part of that period falls short of the amount of a member’s salary for that period; and
c
if he is a participating office holder in respect of that period then, for the purpose of calculating the amount, if any, which would, apart from sub-paragraph (b) above, be payable to him in right of a pension under article F2 for any part of that period (but not for any other purpose, and in particular not for the purpose of recalculating at the end of that period the annual amount of the pension, if any, to which apart from sub-paragraph (b) above he is entitled under article F2), that period shall be deemed not to be a period of reckonable service as a participating office holder.
4
For the purposes of this article a person who ceases to be a member in consequence of the dissolution of the Parliament shall be treated as a candidate for election unless and until he gives notice in writing to the Parliamentary corporation that he is not seeking re-election.
5
This article shall not apply for the purposes of calculating the amounts mentioned in article M2(3) or (4)(b) or the amounts payable under M3(2), M4(2) or M7 (five year guarantee).
PART G
COMMUTATION
Commutation into lump sum
G1
1
Any person who is entitled to receive a pension under Part F (including an ill-health pension payable by virtue of Part J) or who applies to receive a pension under Part H may, before the first instalment of the pension is paid, give notice to the Parliamentary corporation that he desires to commute into a lump sum such part of the pension as is specified in the notice.
2
Where a person has given notice under paragraph (1), the Parliamentary corporation shall determine–
a
what lump sum would be actuarially equivalent to the part of the pension specified in the notice; and
b
what reduction of the annual amount of his pension would be appropriate in consideration of the payment of that lump sum,
and, subject to the following provisions of this article, a lump sum of the amount so determined shall be paid to that person and the annual amount of his pension shall be reduced accordingly.
3
Any lump sum or reduction to be determined under paragraph (2) shall be a sum or reduction either certified by the Government Actuary, or calculated in accordance with tables to be prepared from time to time by the Government Actuary, as fulfilling the conditions specified in paragraph (2)(a) or (b), as the case may be.
4
If, in the case of person who has given notice under paragraph (1), the amount of the lump sum determined in accordance with paragraphs (2) and (3) would exceed the maximum commutable sum–
a
the amount of the lump sum so determined shall be diminished by such proportion as is necessary to make it equal to the maximum commutable sum; and
b
the reduction of the annual amount of his pension under this article shall be diminished by the like proportion.
5
For the purposes of paragraph (4), the maximum commutable sum in the case of any person shall be calculated in accordance with Schedule 3 and shall be subject to an overall maximum of one and half times the permitted maximum.
PART H
EARLY RETIREMENT AND EARLY ABATED PENSIONS
Early retirement for members
H1
1
Where a person who–
a
has ceased to be a member of the Parliament;
b
is not the holder of a qualifying office;
c
has attained the age of 50; and
d
has an actual period of reckonable service as a participating member which amounts to not less than 15 years (hereinafter referred to in respect of a person as his “qualifying period”),
applies in writing to the Parliamentary corporation for an immediate pension under this article then, if the Parliamentary corporation is satisfied that he does not intend to stand for re-election to the Parliament, he shall be entitled to receive a pension under article F1 as if he had attained the age of 65 on the date of his application or, if later, such other date as may be there specified; but the annual amount of the pension to which he is so entitled, both before and after he attains the age of 65, shall (subject to Part G (commutation)) be an amount calculated in accordance with article F3 and abated in accordance with Schedule 4.
2
For the purposes of this article service of a person as a member of the European Parliament or as a member of the House of Commons may count towards his qualifying period to the extent that it is not concurrent with service as a member of the Parliament.
Early retirement for office holders who have been members
H2
A person who is entitled to receive a pension under article H1 who is or has been a participating office holder shall (subject to Part G (commutation)) be entitled also to receive a pension under article F2 calculated in accordance with article F3 and abated in accordance with Schedule 4 and payable from the same date as the pension payable under article H1.
PART J
ILL-HEALTH PENSIONS
Ill-health pensions based on service as a participant
J1
1
A participant who because of ill-health–
a
ceases to be a participating member before attaining the age of 65 years; or
b
while not a member of the Parliament but while having a period of reckonable service as a participating member ceases to be a participating office holder before attaining that age,
may apply to the Parliamentary corporation for an early pension under article F1 if at the time when he so ceases (“the material time”) he would have become entitled to receive a pension under that article but for his not having attained the age of 65.
2
A participant who because of ill-health–
a
ceases to be a participating member before attaining the age of 65; or
b
while not a member of the Parliament ceases to be a participating office holder before attaining that age,
may apply to the Parliamentary Corporation for an early pension under article F2 if at the time when he so ceases (“the material time”) he would have become entitled to receive a pension under that article but for his not having attained the age of 65.
3
If on an application under paragraph (1) or (2) the Parliamentary corporation is satisfied–
a
so far as is applicable, that the applicant does not intend to seek re-election to the Parliament or to accept any future offer of a qualifying office;
b
that his ceasing as mentioned in paragraph (1)(a) or (b) was a direct consequence of his ill-health; and
c
that his ill-health is such as would prevent him from performing adequately the duties of a member of the Parliament,
the applicant shall be entitled to receive a pension under article F1 or F2, as the case may be, as from the material time.
4
A person who, if he were to cease as mentioned in paragraph (1)(a) or (b) or (2)(a) or (b) at a particular time in the future because of ill-health, would become entitled to make an application under the relevant paragraph, may make such an application before that time, specifying in it the time when he proposes so to cease, and where on such an application the Parliamentary corporation is satisfied that, if the applicant so ceases at the time specified therein, he will be entitled under paragraph (3) to receive a pension under article F1 or F2, as appropriate, as from that time, it shall give him notice in writing to that effect.
5
The annual amount of a pension payable under article F1 or F2 to a person by virtue of this article shall (subject to Part G (commutation)) be calculated in accordance with article F3; but for the purposes of calculating his pension under article F1 his actual period of reckonable service as a participating member shall be increased by a period equal to the period between his ceasing as mentioned in paragraph (1)(a) or (b) and the time when he would attain the age of 65.
6
For the purposes of this article–
a
a person who has ceased to be a participating member in consequence of the dissolution of the Parliament shall be treated as having so ceased because of ill-health if, but only if, he satisfies the Parliamentary corporation that as a direct consequence of his ill-health he did not seek re-election to the Parliament after the dissolution; and
b
a person who has, while not a member of the Parliament, ceased to be a participating office holder because of the result of a general election consequent upon the dissolution of the Parliament shall be treated as having so ceased as a direct consequence of his ill-health if, but only if, he satisfies the Parliamentary corporation that on the day of the poll in that election his ill-health was such as would prevent him from performing adequately the duties of a member of the Parliament.
Ill-health pensions for former members or office holders
J2
1
A person who because of ill-health has, while neither a member of the Parliament nor a candidate for election to it nor an office holder, retired from gainful work before attaining the age of 65 may apply to the Parliamentary corporation for an early pension under article F1 or F2, if at the time when he so retired he would have become entitled to receive a pension under article F1 or F2, as the case may be, but for his not having attained the age of 65.
2
If on an application under this article the Parliamentary corporation is satisfied–
a
that the applicant does not intend to seek election to the Parliament or to accept any future offer of a qualifying office;
b
that his retirement from gainful work was a direct consequence of his ill-health; and
c
that his ill-health is such as would prevent him from performing adequately the duties of a member of the Parliament,
the applicant shall, as from the date on which the Parliamentary corporation is so satisfied, be entitled to receive a pension under the relevant article.
3
Where an application is made under this article, the Parliamentary corporation shall by notice in writing inform the applicant whether it is so satisfied as mentioned in paragraph (2) and, if it is so satisfied, shall state the date as from which the pension payable to him by virtue of this article is payable in accordance with that paragraph.
4
In this regulation “gainful work” means work under a contract of employment, or as the holder of an office, or as a self-employed person engaged in a business or profession, being in any case work from which the person concerned gains the whole or a substantial part of his income.
Medical evidence
J3
1
Every application under Part J must be accompanied by evidence from a medical practitioner of the applicant’s state of health.
2
In the case of any such application the Parliamentary corporation may require the applicant to undergo a medical examination by a medical practitioner nominated by it for the purpose; and the fees for any such examination shall be borne by the Parliamentary corporation or the applicant, as the Parliamentary corporation may determine.
PART K
SURVIVING SPOUSES AND CHILDREN
Pensions for surviving spouses
K1
1
Subject to the following provisions of this article, the surviving spouse of a person who was at the time of his death a participant, a pensioner or a deferred pensioner shall be entitled to receive a pension under this article.
2
The annual amount of a pension payable under this article shall be five-eighths of the basic or prospective pension or pensions of the deceased.
3
Subject to paragraphs (4) and (5), a pension payable under this article shall continue for the surviving spouse’s life or until her remarriage; but in the case of remarriage the Parliamentary corporation may, if it thinks fit, at any time direct that the pension shall be restored if satisfied that the subsequent marriage has been terminated or that there are exceptional reasons for the payment of the pension notwithstanding the subsistence of that marriage.
4
Subject to paragraph (5), no pension shall be payable under this article to a surviving spouse who, at the deceased’s death, was cohabiting with another person; and if a surviving spouse entitled to such a pension cohabits with another person, the pension shall cease to be payable:
Provided that the Parliamentary corporation may, if it thinks fit, direct that the pension shall be paid or restored, as the case may be, if satisfied that the cohabitation has been terminated or that there are exceptional reasons for the payment of the pension notwithstanding that the cohabitation continues.
5
For any period as specified in section 17(5) of the Pension Schemes Act 1993 (period for which Category B retirement pension etc is or would be payable) the surviving spouse of a person shall, notwithstanding paragraphs (3) and (4), be entitled to a pension under this article.
6
Where a person dies in circumstances in which, apart from this paragraph, a surviving spouse’s pension calculated in accordance with paragraph (2) would be payable to someone married to him within the period of six months ending with his death and it appears to the Parliamentary corporation that his death within six months was to be foreseen by him at the date of the marriage, then if–
a
there are no children of that marriage; and
b
the couple were married after the termination of the person’s service in contracted-out employment in respect of which the surviving spouse’s pension is payable,
the Parliamentary corporation may direct that all or any part of the surviving spouse’s pension, as it thinks fit, shall not be payable.
Pensions for children
K2
1
Subject to the provisions of this article, if a participant, pensioner or deferred pensioner dies leaving one or more eligible children, a children’s pension shall be payable for their benefit.
2
The annual amount of a children’s pension shall be–
a
a sum equal to one quarter of the basic or prospective pension or pensions of the deceased if there is one eligible child or, if there is more than one, a sum equal to three-sixteenths of the basic or prospective pension or pensions of the deceased for each eligible child not exceeding two; or
b
where the deceased left a surviving spouse who has since died, a sum equal to five-sixteenths of the basic or prospective pension or pensions of the deceased for each eligible child not exceeding two.
3
A children’s pension shall be paid to or distributed between such person or persons as the Parliamentary corporation may from time to time direct, and shall be applied by that person or those persons, without distinction, for the benefit of the eligible child or children of the deceased or such of them as the Parliamentary corporation may from time to time direct.
4
For the purposes of this article, the eligible child of a deceased person is–
a
a child of the deceased’s marriage or his adopted child; or
b
a child who was wholly or mainly dependent on the deceased at the time of his death.
5
For the purposes of this article, a person counts as a child only if–
a
he is aged under 17;
b
he is aged under 22 and since he became 17 he has been engaged continuously in full-time education or in training for a trade, profession or vocation; or
c
he is physically or mentally incapacitated and became so whilst a child within sub-paragraph (a) or (b).
6
If the Parliamentary corporation wishes, it may treat education or training as continuous despite a break.
Death in service of participating member
K3
1
Where a participating member has died, paragraph (2) and article K4 (so far as applicable) shall apply if his surviving spouse is entitled to receive a pension under article K1 or if a children’s pension is payable under article K2 for the benefit of any eligible child or children of his.
2
If the deceased died before attaining the age of 65, the annual amount of any pension payable to his surviving spouse under article K1, or for the benefit of any eligible child or children of his under article K2, shall be calculated as if he had immediately before his death ceased because of ill-health to be a member of the Parliament and had by virtue of article J1 been entitled to receive a pension under article F1 as from the time when he so ceased.
Enhancement of initial surviving spouses' pensions
K4
1
In this article “the three month period”, in relation to a person who has died, means the period of three months beginning with the day following the date of his death.
2
Where the surviving spouse of a person who–
a
has been a participating member; and
b
was at the time of his death a pensioner member,
is entitled to receive a pension under article K1, paragraphs (3) and (4) shall apply.
3
If, for any part of the three month period, the aggregate of the following amounts, namely:–
a
the amount payable to the surviving spouse by way of pension under article K1 apart from this paragraph; and
b
any amount which (by direction of the Parliamentary corporation under article K2(3)) is payable to the surviving spouse by way of pension under article K2 for the benefit of any eligible child or children of the deceased,
is less than the amount mentioned in paragraph (4), then for that part of that period the amount payable to the surviving spouse by way of pension under article K1 shall be increased by the difference.
4
The said amount is the amount which, if the deceased had lived, would have been payable to him for the part of the three month period in question by way of pension under one or both of articles F1 and F2.
5
Where a participating member has died, paragraphs (6) and (7) (so far as applicable) shall apply if his surviving spouse is entitled to receive a pension under article K1 or if a children’s pension under article K2 is payable for the benefit of any eligible child or children of his.
6
If, for any part of the three month period, the aggregate of the following amounts, namely:–
a
the amount payable to the deceased’s surviving spouse by way of pension under article K1 apart from this paragraph; and
b
any amount which (by direction of the Parliamentary corporation under article K2(3)) is payable to the surviving spouse by way of pension under article K2 for the benefit of any eligible child or children of the deceased,
is less than the amount mentioned in paragraph (7), then for that part of that period the amount payable to the surviving spouse by way of pension under article K1 shall be increased by the difference.
7
The said amount is the amount which would have been payable to the deceased for the part of the three month period in question if–
a
the deceased had lived and had at the material time become entitled to a pension under article F1; and
b
the annual amount of that pension had been a sum equal to a member’s salary at the rate in force at the material time.
8
In paragraph (7) “the material time” means the date of the deceased’s death.
9
The preceding provisions of this article are without prejudice to paragraphs (3), (4) and (6) of article K1 (duration of surviving spouse’s pension and restrictions on payment).
Meaning of “basic or prospective pension or pensions”
K5
1
In this Order “basic or prospective pension or pensions” means–
a
in relation to a participant who has died, the annual amount of the pension or pensions specified in whichever of the following paragraphs apply to him:–
i
where the deceased was or had been a participating member, the annual amount of the pension calculated in respect of him in accordance with article F3 or, if he died while a participating member before attaining the age of 65, the annual amount of the pension calculated in respect of him by virtue of article K3;
ii
where the deceased was or had been a participating office holder, the annual amount of the pension, calculated in accordance with article F3, which he would have been entitled to receive under article F2, if immediately before his death he had fulfilled the conditions specified in sub-paragraphs (a) to (c) of article F1(1);
b
in relation to a pensioner who has died, the annual amount of the pension or pensions which he received or was entitled to receive calculated in accordance with Part F, including an ill- health pension calculated in accordance with Part J: Provided that where the annual amount of which he was in receipt resulted from one or more reductions or abatements made under article G1 (commutation) or H1 or H2 (early retirement), no such reduction or abatement shall be made in calculating the annual amount of that pension or pensions for the purposes of this article;
c
in relation to a deferred pensioner who has died, the annual amount of the pension or pensions specified in whichever of the following sub-paragraphs apply to him:–
i
where the deceased was a former participating member, the annual amount of the pension, calculated in accordance with article F3, which he would have been entitled to receive under article F1 if he had ceased to be a member of the Parliament immediately before his death and he had then fulfilled the conditions specified in sub-paragraphs (a) to (c) of article F1(1);
ii
where the deceased was a participating office holder, the annual amount of the pension, calculated in accordance with article F3, which he would have been entitled to receive under article F2 if immediately before his death he had fulfilled the conditions specified in sub-paragraphs (a) to (c) of article F1(1).
PART L
DEATH GRATUITIES
Gratuity on death in service
L1
1
Where a participant has died the Parliamentary corporation may, if it thinks fit, grant a gratuity under this article in respect of him.
2
A gratuity granted under this article in respect of a participant shall be granted–
a
to the person or persons nominated in any nomination made by him for the purposes of this article which was in force at the time of his death; or
b
if no such nomination was in force at that time or, pursuant to paragraph (4), to the extent that a nomination is treated as not being in force, to his executors.
3
Where a participant nominates more than one person for the purposes of this article, he may also specify the proportion of the gratuity to be granted to each such person.
4
The Parliamentary corporation shall treat a nomination made for the purposes of this section by any participant as not being in force at the time of the participant’s death to the extent that–
a
any person nominated was the participant’s spouse at the time the nomination was made but has subsequently ceased to be the participant’s spouse; or
b
it is of the opinion that the payment of the gratuity to any person nominated is not reasonably practicable in all the circumstances.
5
A nomination for the purposes of this article shall be made, and may be revoked, by a notice in writing given to the Parliamentary corporation; and such a notice shall be in such form as the Parliamentary corporation may require.
6
The amount of a gratuity granted under this article in respect of a participant shall be the greater of–
a
the amount equal to three times his salary at the time of his death; and
b
the aggregate of the contributions paid by that participant, and not refunded to him, together with interest on each such contribution from the date on which it was paid,
but shall be subject to an overall maximum of three times the permitted maximum.
7
In paragraph (6) “salary” has the same meaning as in article D1(2).
Gratuity on death after retirement
L2
1
Where a pensioner dies and no pension in respect of him is payable under article K1 or K2, the Parliamentary corporation may, if it thinks fit, but subject to paragraph (2), grant to his executors a gratuity under this article.
2
The Parliamentary corporation shall not grant a gratuity under this article if the amount of any such gratuity would be less than the amount of any lump sum or the aggregate of any lump sums payable by virtue of article M4(2) or M7.
3
For the purpose of determining the amount of a gratuity which may be granted in respect of a pensioner under this article, there shall be calculated–
a
the amount of the gratuity which the Parliamentary corporation could have granted to his executors under article L1 if he had died at a time when he was a participant (but disregarding any office holder’s salary to which he was then entitled); and
b
the aggregate amount of the payments made to him by way of pension under Part F, H or J together with any lump sum paid to him under article G1,
and the amount of the gratuity shall be the amount (if any) by which the amount calculated under sub-paragraph (a) exceeds the amount calculated under sub-paragraph (b) of this paragraph.
PART M
FIVE YEAR GUARANTEE
Entitlement
M1
1
Articles M2 to M6 shall apply in respect of a deceased pensioner member whose actual period of reckonable service is only as a participating member.
2
Article M7 shall apply in respect of a deceased pensioner whose actual period of reckonable service includes service as a participating office holder.
Guarantees for surviving spouses
M2
1
Where a pensioner member dies during the pensioner member’s five year period and is survived by his spouse, paragraphs (2) to (5) shall apply.
2
If for any part of the pensioner member’s five year period, the aggregate of the following amounts namely:–
a
the amount payable to the surviving spouse by way of pension under article K1 apart from this paragraph (including any enhancement payable under article K4); and
b
any amount which (by direction of the Parliamentary corporation under article K2(3)) is payable by way of pension under article K2 for the benefit of any eligible child or children of the deceased pensioner member,
is less than the amount mentioned in paragraph (3), then for that part of that period the difference shall be payable to the surviving spouse.
3
The said amount is the amount which, if the deceased pensioner member had lived, would have been payable to him for the part of the pensioner member’s five year period in question by way of pension under article F1 (including an early retirement pension or an ill-health pension payable by virtue of article H1, J1 or J2).
4
If the surviving spouse of the deceased pensioner member dies during the pensioner member’s five year period, there shall be paid to her executors a lump sum which shall be calculated by deducting the amount mentioned in sub-paragraph (a) below from the amount mentioned in sub-paragraph (b) below–
a
the total of any pensions which (by direction of the Parliamentary corporation under article K2(3)) would have been payable under article K2 for the benefit of any eligible child or children of the deceased pensioner member if the annual sum payable under article K2(2) (after the death of the surviving spouse of the deceased pensioner member) in respect of each eligible child had continued during the period ending on the pensioner member’s children’s prospective pension end date for that child;
b
the amount which would have been payable to the deceased pensioner member if the annual amount of the pension to which he was entitled under article F1 (including an early retirement pension or an ill-health pension payable by virtue of article H1, J1 or J2) were to have been paid to him during the remainder of the pensioner member’s five year period.
5
In this Part–
“the pensioner member’s five year period” means the period of five years beginning with the day on which he became entitled to receive a pension or pensions under article F1 (including an early retirement pension or an ill-health pension payable by virtue of regulation H1, J1 or J2).
“the pensioner member’s children’s prospective pension end date” means, in respect of any eligible child of a deceased pensioner member the sooner of–
the date before that on which that child reaches the age of 17 or, in the case of a child falling within article K2(5)(b), such later date as the Parliamentary corporation may determine, being no later than the date before that on which the child reaches the age of 22; and
the end of the pensioner member’s five year period.
Guarantees where children but no spouse survive
M3
1
Where a pensioner member dies during the pensioner member’s five year period and is survived by an eligible child or children, but no spouse, paragraph (2) shall apply.
2
There shall be paid to the executors of the deceased pensioner member a lump sum which shall be calculated by deducting the amount mentioned in sub-paragraph (a) below from the amount mentioned in sub-paragraph (b) below–
a
the total of any pensions payable under article K2 (by direction of the Parliamentary corporation under article K2(3)) for the benefit of any eligible child or children of the deceased pensioner member, if the annual sum payable under article K2(2) (after the death of the pensioner member) in respect of each eligible child were to continue during the period ending on the pensioner member’s children’s prospective pension end date for that child;
b
the amount which would have been payable to the deceased pensioner member if the annual amount of the pension to which he was entitled under article F1 (including an early retirement pension or an ill-health pension payable by virtue of article H1, J1 or J2) were to have been paid to him during the remainder of the pensioner member’s five year period after his death.
Guarantees where no survivors
M4
1
Where a pensioner member dies within the pensioner member’s five year period and is not survived by his spouse nor by any eligible child or children, paragraph (2) shall apply.
2
There shall be paid to the executors of the deceased pensioner member a lump sum calculated as if the annual amount of the pension to which he was entitled under article F1 (including an early retirement pension or an ill-health pension payable by virtue of article H1, J1 or J2) were to be paid to him during the remainder of the pensioner member’s five year period after his death.
3
This article shall not apply if a gratuity is granted under article L2.
Remarriage or cohabitation of surviving spouse
M5
1
If during a deceased pensioner member’s five year period–
a
the surviving spouse of that deceased pensioner member remarries or cohabits with another person; and
b
the Parliamentary corporation directs that the surviving spouse’s pension be paid or restored under article K1(3) or (4),
the Parliamentary corporation may direct that payments under article M2(2) shall continue until the end of the pensioner member’s five year period or until such earlier date as the Parliamentary corporation thinks fit.
2
If during a deceased pensioner member’s five year period his surviving spouse remarries or cohabits with another person, the Parliamentary corporation may direct that there be paid to the executors of the deceased a lump sum calculated in accordance with article M4(2).
Early termination of child’s period of full-time education or training
M6
1
If–
a
a sum has been paid to the executors of the surviving spouse of a deceased pensioner member under article M2(4) or to the executors of a deceased pensioner member under article M3(2); and
b
the period of full-time education or training of any eligible child of the deceased pensioner member has come to end on a date earlier than the pensioner member’s children’s prospective pension end date for that child used in the calculation of that sum,
the Parliamentary corporation may pay a further sum to the said executors calculated by deducting the amount mentioned in sub-paragraph (ii) below from the amount mentioned in sub-paragraph (i) below–
i
the total of any pensions which would have been payable for the benefit of that child if the payments had continued until his pensioner member’s children’s prospective pension end date;
ii
the total of the pensions which have been paid for his benefit.
2
In paragraph (1) “the period of full-time education or training” in respect of an eligible child means the period during which he is continuously engaged in full-time education or in training for any trade, profession or vocation.
Deceased pensioner office holders
M7
1
Articles M2 to M6 shall apply in relation to a deceased pensioner office holder and his surviving spouse and any eligible child or children as they apply in relation to a deceased pensioner member and his surviving spouse and eligible child or children but where those articles apply in relation to a deceased pensioner office holder–
a
any reference to “pensioner member” shall be construed as a reference to “pensioner officer holder”;
b
any reference to “the pensioner member’s children’s prospective pension end date” shall be construed as a reference to “the pensioner officer holder’s children’s prospective pension end date”;
c
any reference to “the pensioner member’s five year period” shall be construed as a reference to “the pensioner office holder’s five year period”; and
d
any reference to article F1 or H1 shall be construed respectively as a reference to article F3 or H2;
2
In this Part–
“the pensioner office holder’s children’s prospective pension end date” means, in respect of any eligible child of a deceased pensioner office holder, the sooner of–
the date before that on which the child reaches the age of 17 or, in the case of a child falling within article K2(5)(b), such later date as the Parliamentary corporation may determine, being no later than the date before that on which the child reaches the age of 22; and
the end of the pensioner office holder’s five year period;
“the pensioner office holder’s five year period” means the period of five years beginning with the day on which he became entitled to receive a pension under article F2 (including an early retirement pension or an ill-health pension payable by virtue of article H2, J1 or J3).
PART N
REFUNDS
Refund to contributor
N1
1
Subject to paragraphs (3) and (6), contributions paid by a person and not previously refunded to him shall be refunded to him by the Parliamentary corporation, with interest from the dates on which the contributions were paid respectively, if he requests the Parliamentary corporation to refund the contributions to him and, on the date of that request, the conditions specified in paragraph (2) are fulfilled in relation to him.
2
The conditions referred to in paragraph (1) are that–
a
the person has ceased to be a participant;
b
his aggregate period of reckonable service as a participant is less than two years; and
c
he has not become entitled to a pension under the Scheme.
3
A person shall not be entitled to a refund of contributions if, in the case of a man, he had ceased to be a participant during or on a date after the end of the tax year in which he attains the age of 65 or, in the case of a woman she had ceased to be a participant during or on a date after the end of the tax year in which she attained the age of 60.
4
If, after the refund of contributions to him under this article, the person becomes entitled to pay and pays contributions under article D1, he may–
a
if he so desires, and makes the repayment before the end of the period of three months beginning with the date on which he becomes so entitled; or
b
after the end of that period, if the Parliamentary corporation so allows,
repay to the Parliamentary corporation the sum so paid to him, with interest from the date on which it was paid to him:
Provided that in any tax year the amount of the repayment together with–
the contributions made by him under article D1; and
any contributions made by him under article Q1 or R1; and
any other additional voluntary contributions,
shall not exceed the smaller of 15% of his member’s salary or his office holder’s salary or both and 15% of the permitted maximum; and any sum to be paid to the Parliamentary corporation under this paragraph may, if the Parliamentary corporation so allows, be paid by instalments over such period, not exceeding three years, as the Parliamentary corporation thinks fit.
5
Any amount (whether of principal or interest) paid by the participant to the Parliamentary corporation under paragraph (4) shall be treated for the purposes of this article as if it were a contribution paid by him at the time when he makes that payment.
6
The Parliamentary corporation shall deduct from the amount of any contributions which may be repaid to a person in accordance with this article the amount certified by the Secretary of State under section 63(1)(d) of the Pension Schemes Act 1993 in respect of that person.
7
For the purpose of calculating a person’s actual period of reckonable service as a participant, no account shall be taken of any period in respect of which contributions paid by that person have been–
a
refunded to him under this article; and
b
not subsequently repaid by him to the Parliamentary corporation.
Refund after death
N2
Where a person has died–
a
without leaving a spouse or eligible child who is, or may become, entitled in respect of that person to receive a pension under article K1 or K2; and
b
in circumstances where the conditions specified in article N1(2)(a) and (c) were fulfilled in relation to him, but where he had not made a request for a refund of contributions under that article,
the Parliamentary corporation shall refund to his executors the contributions paid by the participant and not previously refunded to him, with interest from the dates on which the contributions were paid respectively.
Deduction of tax from refunds of contributions
N3
On making any repayment of contributions (including interest on contributions) under article N1, the Parliamentary corporation shall be entitled to deduct from the repayment any tax to which it may become chargeable under section 598(2) of the Taxes Act 1988 (charge to tax: repayment of employee’s contributions).
PART P
TRANSFERS
Transfers to other pension schemes
P1
1
At the request of any person who has been a participant but who has ceased to be either–
a
a member of the Parliament; or
b
an office holder,
and who (in either case) has not become entitled to a pension under the Scheme, the Parliamentary corporation shall pay into or for the purposes of any one, or more than one, scheme or annuity to which this article applies, a sum or sums representing the transfer value of that person’s accrued pension rights in the Fund (referred to in this article as a “transfer payment”).
2
This article applies to any scheme or annuity which satisfies the requirements prescribed by regulations made under section 95(2) of the Pension Schemes Act 1993.
3
Where a person has required the Parliamentary corporation to make a transfer payment in accordance with paragraph (1), there shall be deducted from that payment–
a
the amount of any contributions equivalent premium; or
b
an amount sufficient to meet the liability in respect of the person’s contracted-out rights.
4
The amount mentioned in paragraph (1)(b) may not be deducted where–
a
the transfer payment is made to an occupational pension scheme which is contracted-out or an appropriate personal pension scheme; and
b
that scheme’s trustees or managers undertake to accept liability for his contracted-out rights.
5
Where the amount mentioned in paragraph (1)(a) is deducted, if the Parliamentary corporation thinks fit, that amount may be used in preserving the liability mentioned in paragraph (2)(b) in the Fund, otherwise it may be used in paying the contributions equivalent premium.
6
A person may require the Parliamentary corporation to make a transfer payment in respect of him at any time before a date–
a
not more than one year before the date on which he attains the age of 65; or
b
not more than six months after the date on which he ceases to be a participant,
whichever is the later.
Transfers to other pension schemes after opt-out
P2
1
At the request of any person who–
a
is an opted-out member or an opted-out office holder who is not a member of the Parliament; and
b
has not become entitled to a pension under the Scheme,
the Parliamentary corporation shall pay into or for the purpose of any one or more than one scheme or annuity to which this article applies a sum or sums representing the transfer value of that person’s accrued pension rights in the Fund.
2
This article applies to any fund or scheme specified in regulation P1(2).
3
Where a transfer value has been paid under this article in respect of a person who is an opted-out member or an opted-out office holder and that person subsequently ceases to be a member of the Parliament or an office holder, a transfer value may be paid under article P1 in respect of any pension rights accrued to or in respect of him which are preserved in the Scheme.
4
Article P1(3) and (4) shall apply for the purposes of this article.
Transfer to overseas pension schemes
P3
1
At the request of any person who has been a participant but who has ceased to be either–
a
a member of the Parliament; or
b
an office holder,
and who (in either case) has not become entitled to a pension under the Scheme, the Parliamentary corporation shall pay into or for the purposes of any one, or more than one, fund or scheme to which this article applies a sum or sums representing the transfer value of that person’s accrued pension rights in the Fund.
2
This article applies to any overseas fund or scheme which is approved by the Parliamentary corporation, provided that the Parliamentary corporation shall before giving such approval consult and have regard to the views of the Board of Inland Revenue and the Occupational Pensions Regulatory Authority as to the suitability of the fund or scheme for the purposes of this article.
3
At the request of any person–
a
in respect of whom any sum has been paid under this article into or for the purposes of an overseas fund or scheme; and
b
who is not at the time the request is made a member of the Parliament or the holder of a qualifying office,
the Parliamentary corporation may receive a sum, out of, or out of monies held for the purposes of, that fund or scheme, equal to the sum paid under this article together with interest thereon from the date of that payment at such a rate as may be agreed by the Parliamentary corporation.
Effect of transfers out on reckonable service
P4
Where any sums are paid by the Parliamentary corporation under article P1, P2 or P3 in respect of any person, then–
a
for the purpose of calculating that person’s aggregate period of reckonable service as a participating member or his aggregate period of reckonable service as a participating office holder, no account shall be taken of any period before the date of that payment; and
b
for the purposes of articles N1 and N2 any contributions paid by him before that date shall be treated as not having been paid.
Certification by the Government Actuary
P5
For the purposes of articles P1, P2 and P3, any transfer value of the whole or part of a person’s accrued pension rights under this Scheme shall be such sum as shall satisfy the requirements prescribed under section 95(2) of the Pension Schemes Act 1993 and shall be certified by, or calculated in accordance with tables prepared by, the Government Actuary.
Transfers from other pension schemes
P6
1
At the request of any person who–
a
is a participating member;
b
is an opted-out member who applies to rejoin the Scheme under article C5;
c
is not a member of the Parliament, but is a participating office holder; or
d
is not a member of the Parliament, but is an opted-out office holder who applies to rejoin the Scheme under article C6,
the Parliamentary corporation shall receive any sums payable by way of transfer value in respect of him out of, or out of moneys held for the purposes of, any scheme or annuity to which article P1 applies, or under any enactment for the time being in force which authorises the transfer of pension rights.
2
Where any sums are received by the Parliamentary corporation under paragraph (1) at the request of any person–
a
he shall be credited with such period or, as the case may be, such additional period, of reckonable service as may be determined by the Parliamentary corporation; and
b
for the purposes of articles N1 and N2, the sums so received by the Parliamentary corporation, so far as in its opinion they represent his own contributory payments, shall be treated as if they were contributions paid by him, at the same times as those contributory payments were made, by deduction from his salary under article D1.
3
Any period determined by the Parliamentary corporation under paragraph (2)(a) shall be a period or number of years either certified by the Government Actuary as being appropriate in relation to the sums received by the Parliamentary corporation at the request of the person in question or a period or number of years calculated, in accordance with tables prepared by the Government Actuary, as being appropriate in relation to those sums.
PART Q
ADDED YEARS
Purchase of added years by participating members
Q1
Schedule 5 shall have effect with respect to the purchase of added years by a participating member, and subject to the provisions of that Schedule, his aggregate period of reckonable service as a participating member shall be treated as increased by the period of added years so purchased.
PART R
ADDITIONAL VOLUNTARY CONTRIBUTIONS
Additional voluntary contributions by participants
R1
Schedule 6 shall have effect for the purposes of the AVC Scheme.
PART S
SPECIAL PENSION PROVISION FOR FIRST MINISTER AND PRESIDING OFFICER
Pension for First Minister and Presiding Officer
S1
1
Any person who has held the office of First Minister or Presiding Officer shall, on ceasing to hold that office and subject to paragraph (2), be entitled to receive a pension under this article.
2
No pension shall be payable under this article to any person so long as he is in receipt of any salary charged or payable out of–
a
the Scottish Consolidated Fund other than a salary payable in respect of his membership of the Parliament; or
b
the Consolidated Fund or out of monies provided by Parliament other than a salary payable in respect of his membership of the House of Commons.
3
The annual amount of a pension payable under this article shall be equal to one half of the salary payable in respect of the office in question at the rate in force on the person’s ceasing to hold that office.
Pension for dependants of First Minister or Presiding Officer
S2
In relation to a person who has held the office of First Minister or Presiding Officer and has died, articles K1 and K2 shall have effect as if–
a
he had at the time of his death been entitled to receive a pension under article F1 (whether or not he had been a participating member); and
b
the annual amount of that pension had been that specified in article S1(3).
Pensions met out of Scottish Consolidated Fund
S3
Any pension payable under article S1 or S2 shall be charged on and paid out of the Scottish Consolidated Fund.
PART T
MISCELLANEOUS AND SUPPLEMENTAL
Non-assignability of benefits
T1
Any benefit under this Scheme shall not be assignable or chargeable with debts or other liabilities.
Payments due to deceased persons
T2
1
Where on the death of any person there is due to the deceased or his executors from the Parliamentary corporation a sum which (if any part of it due by way of interest is disregarded) 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 , confirmation or other proof of the title of the deceased’s executors may be dispensed with, and the Parliamentary corporation may pay the whole or any part of that sum to those executors or to the person, or to or among any one or more of any persons, appearing to the Parliamentary corporation to be beneficially entitled to the personal or movable estate of the deceased.
2
Any person to whom a payment is made under paragraph (1), and not the Parliamentary corporation, shall thereafter be liable to account for the amount paid to him under that paragraph.
3
If the Parliamentary corporation receives notice in writing of any claim against the estate of the deceased at any time before it has made a full payment under paragraph (1), then, except where the sum to be paid appears to it to be bona vacantia , the Parliamentary corporation shall not make any, or (as the case may be) any further, payment under that paragraph to any person other than the executors of the deceased until the claim is satisfied or withdrawn.
Helen Liddell
Minister of State, Scottish Office
St Andrew’s House,
Edinburgh
29th March 1999


type: legislation

jurisdiction: UK

text:
Citation, commencement and interpretation
1
1
This Order may be cited as the Avalon, Somerset, National Health Service Trust (Change of Name) Order 1999 and shall come into force on 22nd November 1999.
2
In this Order —
“ the Order ” means the Avalon, Somerset, National Health Service Trust (Establishment) Order 1992 ;
“ the trust ” means the National Health Service trust established by the Order.
Change of name of NHS trust
2
The trust shall be called the Somerset Partnership National Health Service and Social Care Trust instead of the Avalon, Somerset, National Health Service Trust, and accordingly in article 1 of the Order in the definition of “the trust”, and in article 2 of the Order, for the words “Avalon, Somerset, National Health Service Trust” there shall be substituted the words “Somerset Partnership National Health Service and Social Care Trust”.
Transitional provisions
3
The change of name under this Order shall not —
a
affect any right or obligation of any person; or
b
be taken as invalidating any instrument (whether made before, on or after the day on which this Order comes into force) which refers to the trust by its previous name, and all instruments and other documents which refer to the trust under its previous name shall be construed as referring to it under its new name.
Signed by the authority of the Secretary of State for Health
Gisela Stuart
Parliamentary Under Secretary of State,
Department of Health
9th November 1999


text:
Citation and commencement
1
This Order may be cited as the Withernsea and Southern Holderness Rural Achievement Education Action Zone Order 1999 and shall come into force on 10th January 2000.
Interpretation
2
In this Order–
“partners” means those persons listed in Schedule 1 to this Order; and
“zone school” means a school listed in Schedule 2 to this Order.
Constitution of education action zone
3
The schools listed in Schedule 2 to this Order shall constitute collectively an education action zone under the name of the Withernsea and Southern Holderness Rural Achievement Education Action Zone (“the zone”) for the purposes of Chapter III of Part I of the School Standards and Framework Act 1998.
Education Action Forum
4
There shall be an Education Action Forum for the zone to be known as the Withernsea and Southern Holderness Rural Achievement Education Action Forum (“the Forum”), the membership of which shall include–
a
one person appointed by the governing body of each zone school, unless any such governing body choose not to make such an appointment;
b
either one or two persons appointed by the Secretary of State; and
c
one person appointed by each partner, except the East Riding of Yorkshire Council who may appoint up to two persons, unless any partner chooses not to make such an appointment.
5
The Forum may at any time appoint additional members as follows–
a
up to three persons representing the interests of business; and
b
up to two persons representing the interests of the community in the area served by the zone schools.
Disqualification for membership of the Forum
6
Articles 7 to 9 shall have effect for the purpose of prescribing the circumstances and cases in which a person is to be disqualified for holding, or continuing to hold, office as a member of the Forum.
Disqualification for membership of the Forum — bankruptcy etc.
7
1
Subject to the provisions of this article, a person shall be disqualified for holding, or for continuing to hold, office as a member of the Forum if he has been adjudged bankrupt or has made a composition or arrangement with his creditors; and a member, on becoming so disqualified, shall give written notice of the fact to the secretary to the Forum.
2
Where a person is disqualified by reason of his having been adjudged bankrupt, that disqualification shall cease —
a
unless the bankruptcy order made against that person is previously annulled, on his discharge from bankruptcy; and
b
if the bankruptcy order is so annulled, on the date of the annulment.
3
Where a person is disqualified by reason of his having made a composition or arrangement with his creditors and he pays his debts in full, the disqualification shall cease on the date on which the payment is completed and in any other case it shall cease on the expiration of three years from the date on which the terms of the deed of composition or arrangement are fulfilled.
Disqualification for membership of the Forum — criminal convictions
8
1
Subject to paragraph (2) a person shall be disqualified for holding, or for continuing to hold, office as a member of the Forum if–
a
within five years before his appointment would otherwise have taken effect or since his appointment, he has been convicted, whether in the United Kingdom or elsewhere, of any offence and has had passed on him a sentence of imprisonment (whether suspended or not) for a period of not less than three months without the option of a fine;
b
within twenty years before his appointment would otherwise have taken effect, he has been convicted as aforesaid and has had passed on him a sentence of imprisonment for a period of more than two and a half years; or
c
he has at any time been convicted as aforesaid and has had passed on him a sentence of imprisonment of not less than five years.
2
For the purposes of this article there shall be disregarded any conviction by or before a court outside the United Kingdom of an offence in respect of conduct which, if it had taken place in any part of the United Kingdom, would not have constituted an offence under the law in force in that part of the United Kingdom.
Disqualification — absence from meetings
9
Any member of the Forum who, without the consent of the Forum, has failed to attend the meetings thereof for a continuous period of six months beginning with the date of a meeting shall, on the expiry of that period, be disqualified for continuing to be a member of the Forum without prejudice however, to his re-appointment.
Chairman’s tenure of office
10
The chairman of the Forum elected in accordance with paragraph 2 of Schedule 1 to the School Standards and Framework Act 1998, shall hold office for one year from the date of his election (unless he resigns his office earlier), without prejudice to his eligibility to be re-elected for a further such period.
Estelle Morris
Minister of State,
Department for Education and Employment
15th December 1999


text:
1
These Regulations may be cited as the Education (Induction Arrangements for School Teachers) (Amendment) (England) Regulations 1999 and shall come into force on 1st September 1999.
2
The Education (Induction Arrangements for School Teachers) (England) Regulations 1999 shall be amended as follows.
3
In the definition of “non-maintained special school” in regulation 2(1) the words “a maintained special school, a grant-maintained special school,” shall be omitted.
4
1
For paragraph (a) of regulation 4 there shall be substituted the following paragraph —
a
the appropriate body in relation to a community, foundation or voluntary school, a community or foundation special school, or a maintained nursery school (in each case within the meaning of the 1998 Act) is the authority maintaining it;
.
2
In regulation 4(c)(ii) there shall be inserted before the word “body” wherever it occurs the words “person or”.
5
In paragraph 7 of Schedule 1 there shall be inserted after the word “has” the words “, or is eligible for,”.
6
Sub-paragraph (b) of paragraph 9 of Schedule 1 and the word “and” preceding it shall be omitted.
Estelle Morris
Minister of State,
Department for Education and Employment
2nd August 1999


text:
Citation and commencement
1
These Regulations may be cited as the Welsh Health Common Services Authority (Revocation) Regulations 1999 and shall come into force on 1st April 1999.
Revocation of Regulations
2
The Welsh Health Common Services Authority Regulations 1990 are hereby revoked.
Signed by authority of the Secretary of State for Wales
Jon Owen Jones
Parliamentary Under Secretary of State, Welsh Office
11th March 1999