Paragraph 4 Annual benefit statements

Changes not yet applied. Later legislation changes this provision in ways not yet written into the text below:

Sch. 1 Annex A1 inserted by Firefighters’ Pension Scheme 2012 art. 4
Sch. 1 para. 2(1) words substituted by General and Specialist Medical Practice (Education, Training and Qualifications) 2010 Sch. 3 para. 15
Sch. 1 Pt. 13A inserted by Firefighters’ Pension Scheme Order 2007 2010 Sch.
Sch. 1 Pt. 13B inserted by Firefighters’ Pension Scheme Order 2007 2010 Sch. para. 4
Sch. 1 Pt. 14 rule 4A inserted by Firefighters’ Pension Schemes 2015 reg. 30
Sch. 1 Pt. 13B omitted by Fire Reform (Pensions Amendments) 2013 art. 20
Sch. 1 Pt. 14 rule 7 inserted by Firefighters’ Pension Scheme 2025 Sch. para. 6
sch. 1 Pt. 14 rule 1(8)(a) words substituted by National Security Act 2023 (Consequential Amendments of Subordinate Legislation) 2023 Sch. para. 21(3)
sch. 1 Pt. 14 rule 2(3)(a) words substituted by National Security Act 2023 (Consequential Amendments of Subordinate Legislation) 2023 Sch. para. 21(3)
Sch. 1 Annex 3 inserted by Firefighters’ Pension Scheme 2014 Sch. para. 17
Sch. 1 Annex AB1 inserted by Firefighters’ Pension Scheme 2014 Sch. para. 15
Sch. 1 Annex ZA inserted by Firefighters’ Pension Scheme 2014 Sch. para. 13

(1)

An authority shall issue an annual benefit statement to each of their firefighter, deferred and pension credit members.

(2)

The first such statements must be issued on or before 1st April 2008, and subsequent statements must be issued on or before each 1st April thereafter.

(3)

An annual benefit statement shall contain an illustration of the amount of benefit entitlement, in respect of the rights that may arise under the Scheme, which–

(a)

has been accrued by the member at the relevant date; and

(b)

in the case of a firefighter member, is capable of being accrued by the firefighter member if the firefighter member remains in the Scheme until the firefighter member’s normal retirement date.

(4)

The illustration shall be calculated–

(a)

in the case of a firefighter member, on the member’s pay (or, in the case of a part time firefighter member, the whole-time equivalent) for the twelve-month period ending with the relevant date;

(b)

in the case of a deferred member, on the member’s final pay; and

(c)

in the case of a pension credit member, in accordance with rule 1 of Part 6, as if the pension credit member were to become entitled to the pension on the pension credit member’s 65th birthday.

(5)

For the purposes of this rule, the relevant date–

(a)

in the case of a pension credit member, is that of the pension credit member’s 65th birthday; or

(b)

in any other case, is 31st March of the period in respect of which the statement is issued, or such later date as the authority may choose.