Paragraph 5 Survivors of qualifying members

This paragraph applies where—

The annual payment payable to the survivor of a qualifying member to whom this paragraph applies shall be determined in accordance with F3sub-paragraph (3) or (6A).

Except where sub-paragraph (6A) applies, the annual payment payable to a survivor shall be—F5

In sub-paragraph (3), “expected pension” shall, subject to sub-paragraph (5), be determined—

In any case where the scheme manager is satisfied that it is not possible for F8it to identify either or both elements of the formula in sub-paragraph (3), F9it may determine how the annual payment is to be calculated having regard to the scheme rules and such other matters as it considers relevant.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Where the qualifying member was a party to a polygamous marriage, the annual payment payable to each survivor shall be—

In this paragraph—

• “A” means the actual pension;

• “B” means the sum of the actual pensions of all the survivors of that qualifying member;

• “E” means one half of the product of 0.9 multiplied by the expected pension which would be determined in accordance with sub-paragraph (3) if sub-paragraph (6A) did not apply;

• F12“H” means the aggregate of—

  1. (a)

     one half of the amount of any annual increases determined in accordance with paragraph 9 to which the qualifying member was entitled on the day on which the qualifying member died; and

  2. (b)

     where sub-paragraph (6C) applies, the total amount of annual increases determined in accordance with paragraph 9 to which any survivor was entitled on the day on which the survivor died.

• “N” means the number of survivors of that qualifying member.

Where a survivor of a qualifying member who was a party to a polygamous marriage dies, the annual payment payable to each survivor of that qualifying member shall be redetermined with effect from the day after the day on which the survivor died.

For the purposes of sub-paragraph (4)(b), “expected pension” means the aggregate amount of—

The first survivor revaluation period is the period—

The revaluation amount for the first survivor revaluation period is the revaluation amount determined in accordance with paragraph 4(6).

The second survivor revaluation period is the period—

The third survivor revaluation period is the period beginning on 31st March 2011 and ending on the earlier of—

The revaluation amounts for the second and third survivor revaluation periods are the revaluation amounts determined in accordance with paragraph 4(8) to (12).

The F26fourth survivor revaluation period is the period—

The revaluation amount for the F28fourth survivor revaluation period is the revaluation amount determined in accordance with paragraph 4(13A) to (13D).