Regulation 63 Repayment of lump sum contribution

England and Wales

(1)

This regulation applies if a member (M) has paid a lump sum contribution for additional pension.

F1(2)

If M dies before the end of the refund period—

(a)

the amount of the lump sum paid by M must be repaid to M’s F2personal representatives;

(b)

the amount of the lump sum paid by M’s employing authority pursuant to regulation 57 must be repaid to the authority; and

(c)

the F3additional pension account must be closed.

(3)

If an ill-health pension becomes payable to M F4in consequence of a claim made before the end of the refund period—

(a)

the amount of the lump sum paid by M must be repaid to M;

(b)

the amount of the lump sum paid by M’s employing authority pursuant to regulation 57 must be repaid to the authority; and

(c)

the F5additional pension account must be closed.

Annotations

F1: Reg. 63(2)(3) substituted for reg. 63(2) (1.4.2015) by The National Health Service Pension Scheme, Injury Benefits and Additional Voluntary Contributions (Amendment) Regulations 2016 (S.I. 2016/245), regs. 1(8), 64 (with reg. 105)
F2: Word in reg. 63(2)(a) inserted (1.4.2017) by The National Health Service Pension Scheme and Additional Voluntary Contributions (Amendment) Regulations 2017 (S.I. 2017/275), regs. 2(c), 34(2)
F3: Word in reg. 63(2)(c) inserted (1.4.2017) by The National Health Service Pension Scheme and Additional Voluntary Contributions (Amendment) Regulations 2017 (S.I. 2017/275), regs. 2(c), 34(3)
F4: Words in reg. 63(3) inserted (1.4.2017) by The National Health Service Pension Scheme and Additional Voluntary Contributions (Amendment) Regulations 2017 (S.I. 2017/275), regs. 2(c), 34(4)
F5: Word in reg. 63(3)(c) inserted (1.4.2017) by The National Health Service Pension Scheme and Additional Voluntary Contributions (Amendment) Regulations 2017 (S.I. 2017/275), regs. 2(c), 34(3)