The Local Government Pension Scheme Regulations 2013
S.I. 2013/2356 · Made 12 September 2013 · Extends to England and Wales
Public Service Pensions, England And Wales
Made 12th September 2013
Laid before Parliament 19th September 2013
Coming into force in accordance with regulation 1
C1These Regulations are made in exercise of the powers conferred by sections 7 and 12 of, and Schedule 3 to the Superannuation Act 1972 M1.
In accordance with section 7(5) of that Act, the Secretary of State consulted such associations of local authorities as appeared to the Secretary of State to be concerned; the local authorities with whom consultation appeared to the Secretary of State to be desirable; and such representatives of other persons likely to be affected by the Regulations as appeared to the Secretary of State to be appropriate.
The Secretary of State makes the following Regulations:C2C3C4C5C6
Annotations to the whole text
Marginal citations
- M1
1972 c. 11; section 12 was amended by the Pensions (Miscellaneous Provisions) Act 1990 (c. 7).
Modifications
- C1
Regulations applied (with modifications) (1.4.2014) by The Local Government Pension Scheme (Transitional Provisions, Savings and Amendment) Regulations 2014 (S.I. 2014/525), regs. 1(3), 12(2)(3)
- C2
Regulations modified (26.11.2018) by The Local Government (Boundary Changes) Regulations 2018 (S.I. 2018/1128), regs. 1(1), 12, 13 (with reg. 1(2)(3))
- C3
Regulations applied (with modifications) (with effect in accordance with reg. 1(2) of the amending S.I.) by The Local Government Pension Scheme (West Midlands Integrated Transport Authority Pension Fund and West Midlands Pension Fund Merger) Regulations 2019 (S.I. 2019/1351), regs. 1(2), 2(1)
- C4
Regulations applied (with modifications) (3.6.2020 with effect from 1/4/2020) by The Local Government Pension Scheme (Northumberland and Tyne and Wear Pension Fund Merger) Regulations 2020 (S.I. 2020/502), regs. 1(2), 2
- C5
Regulations applied (with modifications) (10.5.2021) by The West Yorkshire Combined Authority (Election of Mayor and Functions) Order 2021 (S.I. 2021/112), arts. 1(4), 35(1)(2), Sch. 5 para. 56
- C6
Regulations applied (with modifications) (21.3.2024) by The South Yorkshire Mayoral Combined Authority (Election of Mayor and Transfer of Police and Crime Commissioner Functions) Order 2024 (S.I. 2024/414), arts. 1(2), 5, Sch. 1 para. 55
Contents
- Part 1: Membership, contributions and benefits
- Chapter: Preliminary Provisions
- 1Citation, commencement and extent
- 2Introductory
- Chapter: Membership
- 3Active membership
- 3ACivil servants etc engaged in probation provision
- 4Restriction on eligibility for active membership
- 5Ending active membership
- 6Deferred and deferred pensioner members
- 7Pensioner members
- 8Pension credit and survivor members
- Chapter: Contributions
- 9Contributions
- 10Temporary reduction in contributions
- 11Contributions during absence from work
- 12Contributions during child-related leave
- 13Contributions during reserve forces service leave
- 14Contributions during absence for illness etc
- 15Employer contributions during absences
- 16Additional pension contributions
- 16AQualifying additional pension arrangements
- 17Additional voluntary contributions
- 18Rights to return of contributions
- 19Exclusion of rights to return of contributions
- 20Meaning of pensionable pay
- 21Assumed pensionable pay
- 21ALost pensionable pay
- Chapter: Pension accounts
- 22Pension accounts
- 23Active member's pension accounts
- 24Deferred member's pension account and deferred refund account
- 25Retirement pension accounts : active members
- 26Retirement pension accounts : deferred, deferred pensioner and pension credit members
- 27Flexible retirement pension accounts
- 28Deferred pensioner member accounts
- 29Pension credit accounts
- Chapter: Benefits
- 30Retirement benefits
- 31Award of additional pension
- 32Commencement of pensions
- 33Election for lump sum instead of pension
- 34Commutation and small pensions
- Chapter: Ill-health retirement
- 35Early payment of retirement pension on ill-health grounds: active members
- 36Role of the IRMP
- 37Special provision in respect of members receiving Tier 3 benefits
- 38Early payment of retirement pension on ill-health grounds: deferred and deferred pensioner members
- 39Calculation of ill-health pension amounts
- Chapter: Survivor benefits
- 40Death grants: active members
- 41Survivor benefits: partners of active members
- 42Survivor benefits: children of active members
- 43Death grants: deferred members, pension credit members and deferred pensioner members
- 44Survivor benefits: partners of deferred members and deferred pensioner members
- 45Survivor benefits: children of deferred members
- 46Death grants : pensioner members
- 47Survivor benefits : partners of pensioner members
- 48Survivor benefits: children of pensioner members
- Chapter: Adjustments of benefits
- 49No double entitlement
- 50Limit on total amount of benefits Repealed
- 51Guaranteed minimum pensions
- 52Pension debits
- Part 2: Administration
- Chapter: Administering authorities
- 53Scheme managers
- 53AAppointments that must be made by administering authorities
- 54Admission agreement funds
- 55Administering authorities: governance compliance statement Repealed
- 55AAdministering authorities: governance strategy, training strategy and conflicts of interest policy
- 55BAdministering authorities: knowledge and understanding requirement for relevant persons
- 56Accounts and audit
- Chapter: Strategies, statements and reports
- 57Pension fund annual report
- 58Funding strategy statement
- 59Pension administration strategy
- 60Statements of policy about exercise of discretionary functions
- 61Statements of policy concerning communications with members and Scheme employers
- Chapter: Actuarial valuations
- 62Actuarial valuations of pension funds
- 63Aggregate Scheme costs Repealed
- 64Special circumstances where revised actuarial valuations and certificates must be obtained
- 64ARevision of rates and adjustments certificate: Scheme employer contributions
- 64BRevision of actuarial certificates: exit payments
- 65Aggregate Scheme costs: revised certificates Repealed
- 66Supply of copies of valuations, certificates etc
- Chapter: Payments
- 67Employer's contributions
- 68Employer's further payments
- 69Payment by Scheme employers to administering authorities
- 70Additional costs arising from Scheme employer's level of performance
- 71Interest on late payments by Scheme employers
- Chapter: Decisions
- 72First instance decisions
- 73Notification of first instance decisions
- 74Applications for adjudication of disagreements
- 75Decisions of the adjudicator
- 76Reference of adjudications to administering authority
- 77Decisions of the administering authority on reconsideration
- 78Rights of representation
- 79Appeals by administering authorities
- 80Exchange of information
- 81Interest on late payment of certain benefits
- 82Payments due in respect of deceased persons
- 83Payments for persons incapable of managing their affairs
- 84Non-assignability
- 85Deduction and recovery of member's contributions
- 86Joint liability in respect of annual allowance charge
- 87Tax
- 88Pension increase under the Pensions Schemes Act 1993
- 89Annual benefit statements
- 90Information to be supplied by employees
- Chapter: Forfeiture
- 91Forfeiture of pension rights after conviction for employment-related offences
- 92Interim payments directions
- 93Recovery or retention where former member has misconduct obligation
- 94Adjustment of accounts following forfeiture etc
- 95Protection of guaranteed minimum pension rights
- Chapter: Transfers
- 96Rights to payment out of pension fund
- 97Contracting-out requirements affecting transfers out
- 98Bulk transfer (transfers of undertakings etc)
- 99Calculation of amount of transfer payment
- 100Inward transfers of pension rights
- 101Effect of acceptance of transfer value
- 102EU scheme transfers
- 103Changes of administering authority
- 104Change of administering authority in connection with probation service arrangements
- Part 3: Governance
- 105Delegation
- 106Local pension boards: establishment
- 107Local pension boards: membership
- 108Local pension boards: conflict of interest
- 109Local pension boards: guidance
- 110Scheme advisory board: establishment
- 111Scheme advisory board: membership
- 112Scheme advisory board: conflict of interest
- 113Scheme advisory board: funding
- 114Scheme actuary
- 115Employer cost cap
- 116Scheme advisory board: additional functions
- 116AIndependent Governance Reviews
- Part 4: Elected Members
- 117Elected Members
- Signature
- Schedule 1: Interpretation
- Paragraph
- Schedule 2: Scheme employers
- Part 1
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- 11Paragraph 11
- 12Paragraph 12
- 13Paragraph 13
- 14Paragraph 14
- 15Paragraph 15
- 16Paragraph 16
- 17Paragraph 17
- 18Paragraph 18
- 19Paragraph 19
- 20Paragraph 20
- 21Paragraph 21
- 22Paragraph 22
- 23Paragraph 23
- 24Paragraph 24
- 25Paragraph 25
- 26Paragraph 26
- 27Paragraph 27
- 28Paragraph 28
- 29Paragraph 29
- 30Paragraph 30
- Part 2
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- 11Paragraph 11
- 12Paragraph 12
- 13Paragraph 13
- 13AParagraph 13A
- 14Paragraph 14
- 15Paragraph 15
- Part 3
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- 11Paragraph 11 Repealed
- 12Paragraph 12
- 13Paragraph 13
- 14Paragraph 14
- 4Part 4
- Schedule 3: Pension funds
- Part 1
- 1Paragraph 1
- Part 2
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- Schedule 4: Elected Members
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- 11Paragraph 11
- 12Paragraph 12
- 13Paragraph 13
- 14Paragraph 14
- 15Paragraph 15
- 16Paragraph 16
- Explanatory note