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The Local Government Pension Scheme (Amendment) Regulations 2002

S.I. 2002/206 · Made 5 February 2002

Original text. legislation.gov.uk does not revise statutory instruments, so later amendments are not shown here. Changes made to it are listed under each provision when known.

PENSIONS, ENGLAND AND WALES

Made 5th February 2002

Laid before Parliament 13th February 2002

Coming into force 6th March 2002

The Secretary of State, in exercise of the powers conferred on him by sections 7 and 12 of the Superannuation Act 1972f1 and of all other powers enabling him in that behalf, after consultation with such associations of local authorities as appeared to him to be concerned, the local authorities with whom consultation appeared to him to be desirable and such representatives of other persons likely to be affected by the Regulations as appeared to him to be appropriate, hereby makes the following Regulations:

Annotations to the whole text

Footnotes

f1

1972 c. 11; section 12 was amended by section 10 of the Pensions (Miscellaneous Provisions) Act 1990 (c. 7).

Contents

  1. 1Citation and commencement
  2. 2Amendment of Regulations
  3. 3Agreements to enable employees of non-Scheme employers to be members (“admission agreements”)
  4. 4Meaning of “pay”
  5. 5Amounts of ill-health pension and grant
  6. 6Reduction of death grants: re-employed pensioners
  7. 7Commencement of pensions
  8. 8Inward transfers of pension rights
  9. 9Rights as to service not matched by credited period
  10. 10Schedule 2: Scheme Employers
  11. 11Schedule 3: Excluded membership
  12. 12Schedule 5: Appropriate funds
  13. Signature
  14. Explanatory note

1Citation and commencement

(1)

These Regulations may be cited as the Local Government Pension Scheme (Amendment) Regulations 2002.

(2)

These Regulations shall come into force on 6th March 2002 but—

(a)

regulation 9 shall take effect from 1st April 1998;

(b)

regulation 12 shall take effect from 1st April 2001; and

(c)

regulation 7 shall take effect from 2nd April 2001.

2Amendment of Regulations

The Local Government Pension Scheme Regulations 1997f1 shall be amended in accordance with regulations 3 to 12 of these Regulations.

3Agreements to enable employees of non-Scheme employers to be members (“admission agreements”)

In regulation 5(17) (j)f1—

(a)

after “which is a Scheme employer” insert “or an admission body”; and

(b)

in sub-paragraph (iii) after “best value arrangement” insert “and, in the case of an admission body, is approved by the Secretary of State for the purpose of entering into an admission agreement with a transferee admission body”.

4Meaning of “pay”

In regulation 13(2)f1, omit “or”at the end of sub-paragraph (f) and after sub-paragraph (g) add—

  • “; or

    1. (h)

      a payment made in consequence of a School Achievement Award under the scheme established by the Secretary of State known as the School Achievement Award Scheme”.

5Amounts of ill-health pension and grant

In regulation 28f1—

(a)

in paragraph (5)—

(i)

after the words “the resulting period” insert “by multiplying it”; and

(ii)

for “but see paragraph (8)” substitute “but see paragraphs (5A) and (8)”; and

(b)

after paragraph (5), insert the following paragraph—

“(5A)

The member’s enhanced membership period must not be reduced below that which is calculated by reference to his membership in whole-time employment, disregarding his membership in part-time employment.”.

6Reduction of death grants: re-employed pensioners

Omit regulation 39.

7Commencement of pensions

In regulation 93(2), in sub-paragraph (a) omit “and” and insert after that sub-paragraph the following sub-paragraph—

“(aa)

in a case where he elects under paragraph (7) of that regulationf1 for an earlier date than his NRD, with that date, and”.

8Inward transfers of pension rights

In regulation 121(2)f1—

(a)

insert “or” at the end of sub-paragraph (c); and

(b)

at the end of sub-paragraph (d) omit “, or” and the whole of sub-paragraph (e).

9Rights as to service not matched by credited period

In regulation 123(2)(b) for “regulation 25(4)” substitute “regulation 25(3A)”f1.

10Schedule 2: Scheme Employers

In Schedule 2f1, add at the end—

  • “A body set up by a local authority, in exercise of powers under section 2 of the Local Government Act 2000f2 as a housing management company to exercise management functions as agent of the local authority under an arrangement approved by the Secretary of State under section 27 of the Housing Act 1985f3.”.

11Schedule 3: Excluded membership

In Schedule 3, in the Tablef1—

(a)

in paragraph 1, column 2 omit “regulation 6(3) and (5) or”; and

(b)

omit paragraph 2, columns 1 and 2.

12Schedule 5: Appropriate funds

In Schedule 5, in the second column of paragraph 9 of the Table in Part IIf1 for “Swansea County Council” substitute “Rhondda, Cynon, Taff County Borough Council”.

Signature

Signed by authority of the Secretary of State for Transport, Local Government and the Regions

Alan Whitehead

Parliamentary Under Secretary of State,

Department for Transport, Local Government and the Regions

5th February 2002

Explanatory note

(This note is not part of the Regulations)

These Regulations amend the Local Government Pension Scheme Regulations 1997 (“the principal Regulations”) which comprise the Local Government Pension Scheme (“the Scheme”). Some of the regulations take effect on various dates before the Regulations come into force (as set out in regulation 1(2)). Section 12 of the Superannuation Act 1972 provides that regulations made under section 7 of that Act may have retrospective effect.

Regulation 3 extends the provisions of regulation 5 of the principal Regulations (agreements to enable employees of non-Scheme employers to be members) to allow admission agreement bodies approved by the Secretary of State to enter into admission agreements where they contract out the performance of a function.

Regulation 4 adds a payment made under a School Achievements Award Scheme to the list of payments in regulation 13(2) of the principal Regulations (meaning of “pay”) which are excluded from an employee’s pensionable pay.

Regulation 5 amends regulation 28 of the principal Regulations (amounts of ill-health pension and grant). It makes minor drafting amendments to paragraph (5) and adds a new paragraph to limit the reduction required to be made to the enhanced membership period of a member who becomes entitled to ill-health benefits and has membership in part-time employment.

Regulation 6 omits from the principal Regulations regulation 39 (reduction of death grants: re-employed pensioners).

Regulations 7, 9 and 11 make consequential amendments required as a result of other amendments to the principal Regulations.

Regulation 8 amends regulation 121 (inward transfer of pension rights) to exclude rights under a non-Scheme additional voluntary contributions scheme from the list of relevant pension rights which may count as membership in the Scheme. Those rights are dealt with in regulation 60 (as previously amended) (election to pay AVCs).

Regulation 10 adds housing management companies set up by local authorities to the list of Scheme employers in Schedule 2.

Regulation 12 substitutes the fund administered by Rhondda, Cynon, Taff County Borough Council as the appropriate fund for employees of the National Probation Service local board for the South Wales area in the place of the fund administered by Swansea County Council.