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Regulation 58 Member’s request for review of ill-health awardsI1C1

United Kingdom

(1)

This regulation applies if a member—

(a)

is entitled to a pension under regulation 52 (entitlement to ill-health pension: active member with significant impairment of capacity for gainful employment); or

(b)

has received a lump sum under regulation 19 of the EDP 2014 (lump sum awards: incapacity for armed forces service) F1or an early departure payment in lieu.

(2)

The member may request a review of the member’s condition under this regulation—

(a)

at any time before the fifth anniversary of the day on which the member became entitled to the pension F2, lump sum under EDP 2014 regulation 19 or an early departure payment in lieu; or

(b)

after that time if, in the opinion of the scheme manager, the circumstances are exceptional.

(3)

The request must be made by notice in writing to the scheme administrator in such form as the scheme manager requires, including reasons for the review.

(4)

If a member requests a review of their condition under this regulation, the scheme manager must—

(a)

review the question whether the member has suffered a permanent breakdown in health involving incapacity for any gainful employment in relation to regulation 51 (entitlement to ill-health pension: active member with permanent serious ill-health); and

(b)

if the scheme manager is of the opinion that the member has suffered such a breakdown, determine whether—

(i)

the member had suffered such a breakdown at the time when the member became entitled to the pension under regulation 52; or

(ii)

the condition, by virtue of which the member became so entitled, has deteriorated so that the member suffered such a breakdown later.

(5)

If on any review under paragraph (4), the scheme manager is of the opinion that the member—

(a)

has suffered such a breakdown as is mentioned in paragraph (4)(a); and

(b)

had done so at the time when the member became entitled to the pension under regulation 52,

then the member’s entitlement under regulation 52 ceases and regulation 51 applies as if the conditions mentioned in that regulation were met at the time the member ceased to be in service by virtue of which the member was eligible to be an active member of this scheme, and accordingly the member immediately becomes entitled to payment of such an amount as is specified in paragraph (6).

(6)

The amount referred to in paragraph (5) is such an amount as represents the difference between the pension payments that have been made to the member under regulation 52 and those to which the member was actually entitled under regulation 51.

(7)

If on any review under paragraph (4), the scheme manager is of the opinion that—

(a)

the member has suffered such a breakdown as is mentioned in paragraph (4)(a), but

(b)

the condition by virtue of which the member became entitled to the pension under regulation 52 has deteriorated so that the member suffered such a breakdown later,

then the member’s entitlement to a pension under regulation 52 ceases and the member is entitled to a pension calculated under regulation 51 from the date on which the review was requested.

(8)

If a member within paragraph (1)(b) requests a review of the member’s condition under this rule, the Secretary of State must—

(a)

review the question whether the member has suffered a breakdown in health as a result of which the member’s capacity for gainful employment is significantly impaired; and

(b)

if, the Secretary of State is of the opinion that the member has suffered such a breakdown, determine whether—

(i)

the member had suffered such a breakdown at the time when the member became entitled to payment of the lump sum under EDP 2014 regulation 19 F3or an early departure payment in lieu, or

(ii)

the condition by virtue of which the member became so entitled has deteriorated so that the member suffered such a breakdown later.

(9)

If—

(a)

on any review under paragraph (8), the Secretary of State is of the opinion that the member—

(i)

has suffered such a breakdown as is mentioned in paragraph (8)(a); and

(ii)

had done so at the time when the member became entitled to payment of the lump sum under EDP 2014 regulation 19 F4or an early departure payment in lieu; and

(b)

the conditions in regulation 52(1)(b) and (c) are met F5then regulation 52 applies from the time when the conditions in regulation 52(1)(a) are first met, and accordingly the member is entitled to a pension under that regulation payable from that time and the scheme manager may set off against such entitlement the amount of any relevant payment.

F6(9A)

For the purposes of paragraph (9) “relevant payment” means—

(a)

the amount of any lump sum paid under EDP 2014 regulation 19, including any amounts paid under that regulation by virtue of article 16(4A)(d) of the Armed Forces Early Departure Payments Scheme Order 2005 (“EDP 2005”), or

(b)

the amount of any payments received under EDP 2014 regulation 10, including any amounts paid under that regulation by virtue of article 10(8A)(b) of EDP 2005.

(10)

If—

(a)

on any review under paragraph (8), the Secretary of State is of the opinion that—

(i)

the member has suffered such a breakdown as is mentioned in paragraph (8)(a), but

(ii)

the condition by virtue of which the member became entitled to payment of the lump sum under EDP 2014 regulation 19 F7or an early departure payment in lieu has deteriorated so that the member suffered such a breakdown later, and

(b)

the conditions in regulation 52(1)(b) and (c) are met,

F8the member is entitled to a pension under regulation 52 payable from the date on which the review was requested.

F9(11)

For the purposes of this regulation, “early departure payment in lieu”—

(a)

means a payment under regulation 9 of the EDP 2014 (entitlement to early departure payments), where the scheme manager determines that payment should be made instead of a payment under EDP 2014 regulation 19;

(b)

includes payments made to a person entitled to payment under article 16 of the EDP 2005 where such payment is made under the EDP 2014 by virtue of article 10(8A)(b) of EDP 2005.

Annotations

Textual amendments

F1

Words in reg. 58(1)(b) inserted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(a), 6

F2

Words in reg. 58(2)(a) substituted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(b), 6

F3

Words in reg. 58(8)(b)(i) inserted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(c), 6

F4

Words in reg. 58(9)(a)(ii) inserted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(d)(i), 6

F5

Words in reg. 58(9)(b) substituted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(d)(ii), 6

F6

Reg. 58(9A) inserted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(e), 6

F7

Words in reg. 58(10)(a)(ii) inserted (11.6.2026) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(f)(i)

F8

Words in reg. 58(10) substituted (11.6.2026) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(f)(ii)

F9

Reg. 58(11) inserted (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 4(3)(g), 6

Modifications

C1

Reg. 58 applied (with modifications) (1.4.2015) by S.I. 2005/438, Sch. 2 para. 23 (as inserted by The Armed Forces (Transitional Provisions) Pensions Regulations 2015 (S.I. 2015/568), reg. 1(2), Sch. 2) and as amended (with effect from 1.4.2015) by The Armed Forces Pension (Amendment) Regulations 2026 (S.I. 2026/523), regs. 1(b), 2(2), 6)

Commencement

I1

Reg. 58 in force at 1.4.2015, see reg. 1(2)