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 para. 5 Table substituted by Firefighters' Pension Scheme (Contributions) 2014 art. 3
- Sch. 1 Scheme Pt. 10 rule 2A(1)(b) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 5(3)(a)
- Sch. 1 Scheme Pt. 10 rule 2A(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 5(3)(b)
- Sch. 1 Scheme Pt. 11 rule 2(9) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(2)
- Sch. 1 Scheme Annex 1 para. 6 words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 9(2)
- Sch. 1 Pt. 15 rule 2(3)(a) words substituted by National Security Act 2023 (Consequential Amendments of Subordinate Legislation) 2023 Sch. para. 22(3)
- Sch. 1 Annex A1 inserted by Firefighters' Pension Scheme (Contributions) 2012 art. 4
- Sch. 1 Annex 1(7) inserted by Firefighters' Pension Scheme (Transitional and Consequential Provisions) 2015 Sch. 2 para. 8
- 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. 15 rule 1(8)(a) words substituted by National Security Act 2023 (Consequential Amendments of Subordinate Legislation) 2023 Sch. para. 22(3)
- Sch. 1 Annex A1 para. 5 Table substituted by Firefighters' Pension Scheme (Contributions) 2013 art. 4
- Sch. 1 Scheme Annex ZA inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 14
- Sch. 1 Scheme Annex A1 para. 5 substituted by Firefighters' Pension Scheme Order 2014 Sch. para. 15(2)
- Sch. 1 Scheme Annex AB1 inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 16
- Sch. 1 Scheme Annex 1 para. 4-6 inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 17
- Sch. 1 Scheme Annex 2 para. 4(3)(a) words inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 18(1)(a)
- Sch. 1 Scheme Annex 2 para. 8A inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 18(1)(b)
- Sch. 1 Scheme Annex 2 para. 10(3) substituted by Firefighters' Pension Scheme Order 2014 Sch. para. 18(1)(c)
- Sch. 1 Scheme Annex 3 inserted by Firefighters' Pension Scheme Order 2014 Sch. para. 19
- Sch. 1 Scheme Pt. 1 rule 2(1) words inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(a)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(b)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(c)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(d)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(e)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 1(f)
- Sch. 1 Scheme Pt. 2 rule 1(11) inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 2(2)
- Sch. 1 Scheme Pt. 2 rule 2A(2) words inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 2(3)
- Sch. 1 Scheme Pt. 11 rule 6A(2) word inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 3(2)(a)
- Sch. 1 Scheme Pt. 11 rule 6A(14)(15) inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 3(2)(b)
- Sch. 1 Scheme Pt. 11 rule 6B(12) words inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 3(3)
- Sch. 1 Scheme Pt. 11 rule 6C inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 3(4)
- Sch. 1 Scheme Annex ZA Table substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 4
- Sch. 1 Scheme Annex A1 para. 5 Table substituted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 5
- Sch. 1 Scheme Annex AB1 para. 6 Table words inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 6(1)
- Sch. 1 Scheme Annex AB1 para. 6 Table inserted by Firefighters' Compensation Scheme and Pension Scheme 2015 Sch. 2 para. 6(2)
- Sch. 1 Scheme Table of Contents Pt. 4 Ch. 1 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(2)
- Sch. 1 Scheme Table of Contents Pt. 4 rule 1 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(2)
- Sch. 1 SchemeTable of Contents Pt. 4 rule 5 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(2)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(3)(a)
- Sch. 1 Scheme Pt. 1 rule 2(1) words omitted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(3)(b)
- Sch. 1 Scheme Pt. 1 rule 2(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(3)(c)
- Sch. 1 Scheme Pt. 2 rule 1(5)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(4)(a)
- Sch. 1 Scheme Pt. 2 rule 1(6) substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(4)(b)
- Sch. 1 Scheme Pt. 2 rule 1(7)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(4)(c)
- Sch. 1 Scheme Pt. 2 rule 1(8)(9) omitted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(4)(d)
- Sch. 1 Scheme Pt. 3 rule 11(2)(a) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(5)
- Sch. 1 Scheme Pt. 4 Ch. 1 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(6)(a)
- Sch. 1 Scheme Pt. 4 rule 1 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(6)(a)
- Sch. 1 Scheme Pt. 4 rule 1(1) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(6)(b)
- Sch. 1 Scheme Pt. 4 rule 5 heading words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(6)(c)
- Sch. 1 Scheme Pt. 7 rule 3(3) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(7)
- Sch. 1 Scheme Pt. 11 rule 1(7)(8) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(8)(a)(i)
- Sch. 1 Scheme Pt. 11 rule 1(8) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(8)(a)(ii)
- Sch. 1 Scheme Pt. 11 rule 1(9) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(8)(a)(iii)
- Sch. 1 Scheme Pt. 11 rule 2(2A)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(8)(b)
- Sch. 1 Scheme Pt. 15 rule 5(3) omitted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(9)
- Sch. 1 Scheme Pt. 15 rule 6(3) omitted by Firefighters’ Pension Schemes and Compensation Scheme 2018 art. 3(9)
- Sch. 1 Scheme Pt. 1 rule 2(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 1(2)(a)
- Sch. 1 Scheme Pt. 1 rule 2(1) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 1(2)(b)
- Sch. 1 Scheme Pt. 1 rule 2(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 1(2)(c)
- Sch. 1 Scheme Pt. 2 rule 1A(7)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 2(2)
- Sch. 1 Scheme Pt. 2 rule 1A(11)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 2(2)
- Sch. 1 Scheme Pt. 2 rule 1A(11)(b) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 2(3)
- Sch. 1 Scheme Pt. 3 rule 2A(3) substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 3(2)
- Sch. 1 Scheme Pt. 3 rule 2A(15)-(19) inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 3(3)
- Sch. 1 Scheme Pt. 5 rule 1B 1C inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 4(2)
- Sch. 1 Scheme Pt. 10 rule 1(h) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 5(2)
- Sch. 1 Scheme Pt. 10 rule 1(i) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 5(2)
- Sch. 1 Scheme Pt. 11 rule 5B 5C inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(3)
- Sch. 1 Scheme Pt. 11 rule 6A heading words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(4)
- Sch. 1 Scheme Pt. 11 rule 6A(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(a)
- Sch. 1 Scheme Pt. 11 rule 6A(2)(c) inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(b)
- Sch. 1 Scheme Pt. 11 rule 6A(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(c)
- Sch. 1 Scheme Pt. 11 rule 6A(4) substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(d)
- Sch. 1 Scheme Pt. 11 rule 6A(6)(a)(b) substituted for words by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(e)
- Sch. 1 Scheme Pt. 11 rule 6A(7) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(f)
- Sch. 1 Scheme Pt. 11 rule 6A(7A) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(f)
- Sch. 1 Scheme Pt. 11 rule 6A(8) substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(g)
- Sch. 1 Scheme Pt. 11 rule 6A(10)(a)(b) substituted for words by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(5)(h)
- Sch. 1 Scheme Pt. 11 rule 6B heading words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(6)
- Sch. 1 Scheme Pt. 11 rule 6B(1) substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(a)
- Sch. 1 Scheme Pt. 11 rule 6B(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(b)
- Sch. 1 Scheme Pt. 11 rule 6B(4A) inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(c)
- Sch. 1 Scheme Pt. 11 rule 6B(7)(a) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(d)
- Sch. 1 Scheme Pt. 11 rule 6B(7)(b) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(d)
- Sch. 1 Scheme Pt. 11 rule 6B(12) word inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(e)
- Sch. 1 Scheme Pt. 11 rule 6B(13)(14) inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(7)(f)
- Sch. 1 Scheme Pt. 11 rule 6D 6E inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 6(8)
- Sch. 1 Scheme Pt. 12 rule 11A(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(a)(i)
- Sch. 1 Scheme Pt. 12 rule 11A(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(a)(ii)
- Sch. 1 Scheme Pt. 12 rule 11A(2) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(b)(i)
- Sch. 1 Scheme Pt. 12 rule 11A(2) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(b)(ii)
- Sch. 1 Scheme Pt. 12 rule 11A(2) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(b)(iii)
- Sch. 1 Scheme Pt. 12 rule 11A(3) words substituted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(2)(c)
- Sch. 1 Scheme Pt. 12 rule 16(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(a)(i)
- Sch. 1 Scheme Pt. 12 rule 16(1) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(a)(ii)
- Sch. 1 Scheme Pt. 12 rule 16(2) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(b)(i)
- Sch. 1 Scheme Pt. 12 rule 16(2) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(b)(ii)
- Sch. 1 Scheme Pt. 12 rule 16(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(c)(i)
- Sch. 1 Scheme Pt. 12 rule 16(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(3)(c)(ii)
- Sch. 1 Scheme Pt. 12 rule 16(5) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(4)
- Sch. 1 Scheme Pt. 12 rule 17(1)(a) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(a)(i)
- Sch. 1 Scheme Pt. 12 rule 17(1)(a) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(a)(ii)
- Sch. 1 Scheme Pt. 12 rule 17(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(b)(i)
- Sch. 1 Scheme Pt. 12 rule 17(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(b)(ii)
- Sch. 1 Scheme Pt. 12 rule 17(4) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(c)(i)
- Sch. 1 Scheme Pt. 12 rule 17(4) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(c)(ii)
- Sch. 1 Scheme Pt. 12 rule 17(8) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(5)(d)
- Sch. 1 Scheme Pt. 12 rule 18(1)(a) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(6)(a)
- Sch. 1 Scheme Pt. 12 rule 18(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(6)(b)(i)
- Sch. 1 Scheme Pt. 12 rule 18(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(6)(b)(ii)
- Sch. 1 Scheme Pt. 12 rule 18(4) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(6)(c)(i)
- Sch. 1 Scheme Pt. 12 rule 18(4) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(6)(c)(ii)
- Sch. 1 Scheme Pt. 12 rule 18(8) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(7)
- Sch. 1 Scheme Pt. 12 rule 19 20 inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 7(8)
- Sch. 1 Scheme Pt. 14 rule 4(3) words inserted by Firefighters’ Pension Schemes and Compensation Scheme 2024 Sch. 1 para. 8(2)
An authority must issue an annual benefit statement to each of their firefighter, deferred and pension credit members.
The first such statements must be issued on or before 1 April 2007, and subsequent statements must be issued on or before each 1 April thereafter.
An annual benefit statement must contain an illustration of the amount of benefit entitlement, in respect of the rights that may arise under the Scheme, which—
has been accrued by the member at the relevant date, and
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.
The illustration must be calculated—
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;
in the case of a deferred member, on the member’s final pay; and
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 sixty-fifth birthday.
For the purposes of this rule, the relevant date—
in the case of a pension credit member, is that of the pension credit member’s sixty-fifth birthday;
in any other case, is 31 March of the period in respect of which the statement is issued, or such later date as the authority may choose.