The Local Government Superannuation Regulations 1986
S.I. 1986/24 · Made 13 January 1986 · Extends to England, Wales and Scotland
PENSIONS
Made 13th January 1986
Laid before Parliament 7th February 1986
Coming into Operation 1st March 1986
The Secretary of State for the Environment, in exercise of the powers conferred on him by sections 7 and 12 of the Superannuation Act 1972f1, as read with paragraph 5(1) of Schedule 7 to that Act, of the powers conferred on him by section 110 of the National Insurance Act 1965f2 as the appropriate Minister of the Crown under that section, 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
- f2
-
1965 c.51 (continued in force by regulation 3 of, and Schedule 1 to, the National Insurance (Non-participation-Transitional Provisions) Regulations 1974 (S.I. 1974/2057)).
Contents
- Part A: PRELIMINARY
- A1Title and commencement
- A2Interpretation
- A3Application of regulations to Isles of Scilly
- Part B: PENSIONABLE EMPLOYMENT
- B1Pensionable employees
- B2Persons treated as employees of a scheduled body
- B3Power to admit employees of other bodies
- B4Further provision as to admission of employees of other bodies
- B5Treatment of certain additional duties
- B6Treatment of certain separate employments
- B7Deemed employments
- B8Age of compulsory retirement
- Part C: PAYMENTS BY EMPLOYEES
- C1Appropriate superannuation fund
- C2Payment and amount of employee's contributions
- C3Leave of absence from duty
- C4Absence due to trade dispute
- C5Lump sum payment to increase reckonable service
- C6Periodical payments to increase reckonable service
- C7Payment by manual worker in respect of previous service
- C8Payments to avoid reduction of retiring allowance and death grant
- C9Continuation of certain payments
- C10Statement of remuneration received otherwise than from employing authority
- C11Deduction and recovery of employee's contributions
- C12Return of employee's contributions in certain cases
- C13Effect of return to local government on right to a return of contributions
- C14Restoration of right to reckon service in transitional cases where there has been a return of contributions
- C15Reduction of returned contributions following payment in lieu of contributions
- C16Limitation of payments
- Part D: SERVICE
- D1Reckonable service
- D2Qualifying service
- D3Exclusion from reckonable service and qualifying service
- D4Increase of reckonable service on lump sum payment
- D5Increase of reckonable service on making periodical payments
- D6Increase of reckonable service on completion or cessation of payments under previous regulations
- D7Increase of reckonable service at discretion of employing authority
- D8Reduction of added years reckonable on payment as reckonable service
- D9Previous service of certain whole-time manual workers
- D10Previous service of certain variable-time employees
- D11Previous service of certain re-employed pensioners
- Part E: BENEFITS
- E1Guaranteed minimum pension for certain pensionable employees and their widows
- E2Entitlement to retirement pension and retiring allowance
- E3Amount of retirement pension and retiring allowance
- E4Ill-health retirement grant
- E5Entitlement to widow's short-term and long-term pensions
- E6Amounts of widow's short-term and long-term pensions
- E7Widow's special short-term pension
- E8Entitlement to children's short-term and long-term pensions
- E9Amounts of children's short-term and long-term pensions
- E10Children's special short-term pension
- E11Death grant
- E12Pensions of widowers etc
- E13Discretionary additional benefits for certain female nursing staff
- E14Reduction of retirement pension in the case of certain former teachers
- E15Reduction of retirement pension in the case of certain re-employed pensioners
- E16Combined benefits in the case of certain re-employed pensioners
- E17Separate benefits in the case of certain re-employed pensioners
- E18Adjustment of superannuation rights on death of certain re-employed pensioners
- E19Benefits of certain persons employed before April 1974
- E20Surrender of part of retirement pension
- E21Power to compound certain small pensions
- E22Pensionable remuneration
- E23Pay restraint not to affect pensionable remuneration in certain cases
- E24Certificates as to reduction in remuneration
- E25Calculation of part-time service
- E26Counting of non-contributing service
- E27Disregard of certain reckonable service in determining entitlement to benefits
- E28Counting of certain reckonable service and qualifying service in determining entitlement to benefits
- E29Disregard of certain reckonable service in calculating amount of benefits
- E30Counting of certain reckonable service in calculating amount of benefits
- E31National Insurance
- E32Benefits not assignable
- Part F: WAR SERVICE
- F1Interpretation etc
- F2War service
- F3Election as to war service
- F4Modified application of regulation F3 in certain cases
- F5Notice of election
- F6Reckonable service and benefits
- F7Revision of certain elections
- Part G: MODIFICATION IN SPECIAL CASES
- G1Employees of magistrates' courts committees
- G2Certain employees of the committee of magistrates for the inner London area
- G3Employees of probation committees
- G4Coroners
- G5Certain employees of City of London employing bodies
- G6Certain former contributory employees
- G7Former clerks of the peace etc.
- G8Power to agree notional remuneration
- G9Transfers from and to Scotland
- G10Overseas employment
- Part H: LOCAL GOVERNMENT REORGANISATION ETC
- H1Interpretation
- H2Continuity of employment and preservation of status
- H3Discretionary powers
- H4Contributions of transferred manual workers
- H5Former employees of Manchester Corporation
- H6Persons transferred to scheduled bodies under section 18(4)(a) of the National Health Service Reorganisation Act 1973
- H7Gratuities etc. granted by former local authorities
- H8Policy schemes
- Part J: INTERCHANGE ETC.
- J1Interpretation
- J2Outwards transfers
- J3Additional transfer value on outwards transfer in certain cases
- J4Amount of transfer value etc.
- J5Termination of right to payment out of fund authority's superannuation fund
- J6Rights where a person transfers to the Communities' scheme and leaves without a right to either an immediate or prospective pension
- J7Compound interest on certain sums
- J8Inward transfers
- J9Right to reckon service
- J10Increase in return of contributions
- J11National Insurance modification for flat-rate retirement pension
- J12National Insurance modification for graduated retirement pension
- J13Certain persons who become subject to other superannuation schemes
- J14Transfer of pension rights
- Part K: GRATUITIES
- K1Power to grant gratuities
- K2Application to certain other bodies
- Part L: INJURY ALLOWANCES ETC.
- L1Interpretation
- L2Persons to whom Part L applies
- L3Loss of employment through permanent incapacity
- L4Reduction in remuneration
- L5Allowances for pensioners
- L6Death benefits
- L7The relevant body
- L8Rights and payments to be taken into account in determining amount of benefit
- L9Retrospective Effect
- L10Finance
- L11Appeals
- L12Notice of decisions
- Part M: FORFEITURE ETC.
- M1Forfeiture of rights
- M2Transfer of certain sums from the superannuation fund
- M3Recovery or retention by employing authority of certain sums from the superannuation fund
- Part N: DECISIONS AND APPEALS
- N1Initial decisions
- N2Decisions by employing authorities as to status of employees
- N3Decisions by administering authorities as to status of employees
- N4Decisions by administering authorities as to war service
- N5Decisions by employing authorities as to benefits
- N6Decisions by administering authorities as to benefits
- N7Notification of decisions
- N8Appeals
- Part P: SUPERANNUATION FUNDS AND PAYMENTS BY AUTHORITIES
- P1Superannuation funds
- P2Management of superannuation fund
- P3Use and investment of superannuation fund's moneys
- P4Accounts and audit
- P5Periodical valuation of superannuation fund
- P6Actuary's certificates
- P7Employer's contributions
- P8Employer's additional contributions
- P9Employer's further payments
- P10Payments by employing authorities to administering authorities
- P11Extra charges resulting from early retirement of chief officers
- P12Liability for combined benefits
- P13Provision as to protection of pensions
- Part Q: INTERFUND ADJUSTMENTS
- Q1Interpretation
- Q2Change of local government employment and fund authority
- Q3Partial forfeitures
- Q4Greater London Council housing staff transfers
- Part R: MISCELLANEOUS POWERS AND DUTIES OF AUTHORITIES
- R1Information to be supplied by certain employees
- R2Records to be kept by authorities
- R3Transmission of documents and information
- R4Payments due in respect of deceased persons
- R5Provisions as to contributions equivalent premiums
- Part S: MISCELLANEOUS AND SUPPLEMENTAL
- S1Periods of time
- S2Application to benefits in respect of former employments
- S3Revocations
- Schedule 1GLOSSARY OF EXPRESSIONS
- Schedule 2: PENSIONABLE EMPLOYEES
- IPart I
- IIPart II
- Part III
- 1Paragraph 1
- 2Paragraph 2
- Schedule 3: MAXIMUM LENGTH OF ADDITIONAL PERIODS
- 1Paragraph 1
- 2Paragraph 2
- Schedule 4: AMOUNT TO BE PAID FOR ADDITIONAL PERIOD
- Part I: LUMP SUM PAYMENT
- 1Paragraph 1
- Part II: PERIODICAL PAYMENTS
- 2Paragraph 2
- 3Paragraph 3
- Schedule 5: PAYMENT TO AVOID REDUCTION OF RETIRING ALLOWANCE
- Part I: LUMP SUM PAYMENT
- 1Paragraph 1
- 2Paragraph 2
- Part II: INSTALMENTS
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- Part III: ADDITIONAL CONTRIBUTIONS
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- Part IV: UNCOMPLETED PAYMENTS
- 10Paragraph 10
- 11Paragraph 11
- 12Paragraph 12
- 13Paragraph 13
- 14Paragraph 14
- 15Paragraph 15
- Schedule 6: OUTSTANDING PAYMENTS UNDER 1974 REGULATIONS
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- Schedule 7LIMITATION OF PAYMENTS UNDER PART C
- Schedule 8: UNCOMPLETED PAYMENT OF ADDITIONAL CONTRIBUTIONS
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- Schedule 9: ADDITIONAL RECKONABLE SERVICE FOR ILL-HEALTH
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- Schedule 10REDUCTION OF BENEFITS ON EARLY PAYMENT
- Schedule 11: MODIFICATIONS TO PART E WHERE NO RIGHT TO RETIRING ALLOWANCE ETC.
- Part I
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- Part II
- 5Paragraph 5
- 6Paragraph 6
- Part III
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- Schedule 12: SURRENDER OF PART OF RETIREMENT PENSION
- Part I: LIMITS ON AMOUNT SURRENDERED
- 1Paragraph 1
- 2Paragraph 2
- Part II: PROCEDURE
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- Schedule 13: WOMEN'S SERVICES
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- 11Paragraph 11
- Schedule 14: PUBLIC SERVICE SCHEMES
- Part I
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- Part II
- 5Paragraph 5
- 6Paragraph 6
- Part III
- 7Paragraph 7
- 8Paragraph 8
- 9Paragraph 9
- 10Paragraph 10
- Schedule 15: MODIFICATION IN SPECIAL CASES
- Part I: EMPLOYEES OF MAGISTRATES' COURTS COMMITTEES
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- 8Paragraph 8
- Part II: CERTAIN EMPLOYEES OF THE COMMITTEE OF MAGISTRATES FOR THE INNER LONDON AREA
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- Part III: EMPLOYEES OF PROBATION COMMITTEES
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- Part IV: CORONERS
- 1Paragraph 1
- 2Paragraph 2
- Part V: CERTAIN EMPLOYEES OF CITY OF LONDON EMPLOYING BODIES
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- Schedule 16: CALCULATION OF TRANSFER VALUES
- Part I
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- IIPart II
- IIIPart III
- IVPart IV
- Part V
- 1Paragraph 1
- 2Paragraph 2
- 3Paragraph 3
- 4Paragraph 4
- 5Paragraph 5
- 6Paragraph 6
- 7Paragraph 7
- VIPart VI
- Schedule 17: CALCULATION OF RECKONABLE SERVICE TO BE CREDITED UNDER REGULATION J9(1)(a)
- 1Paragraph 1
- 2Paragraph 2
- Schedule 18: FUND APPORTIONMENT WHERE 100 OR MORE TRANSFER THEIR PENSION RIGHTS UNDER REGULATION J14
- Part I
- 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
- Part II
- 20Paragraph 20
- 21Paragraph 21
- 22Paragraph 22
- Schedule 19: FUND APPORTIONMENT FOR CHANGES OF FUND WITHIN LOCAL GOVERNMENT
- Part I
- 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
- Part II
- 20Paragraph 20
- 21Paragraph 21
- 22Paragraph 22
- Schedule 20: REVOCATIONS
- IENACTMENTS HAVING EFFECT AS REGULATIONS UNDER SECTION 7 OF THE SUPERANNUATION ACT 1972
- IIINSTRUMENTS HAVING EFFECT AS REGULATIONS UNDER SECTION 7 OF THE SUPERANNUATION ACT 1972
- IIIOTHER INSTRUMENTS
- Explanatory note