Regulation 91 Member's incapacity

England and Wales

(1)

For the purpose of determining whether a member (M) is permanently incapable of discharging the duties of M's employment efficiently, the scheme manager must—

(a)

have regard to the factors in paragraph (2), no one of which is to be decisive; and

(b)

disregard M's personal preference for or against engaging in the employment.

(2)

The factors mentioned in paragraph (1)(a) are—

(a)

whether M has received appropriate medical treatment in respect of the infirmity;

(b)

M's mental capacity;

(c)

M's physical capacity;

(d)

the type and period of rehabilitation it would be reasonable for M to undergo in respect of the infirmity, regardless of whether M has undergone the rehabilitation; and

(e)

any other matter the scheme manager thinks appropriate.

(3)

For the purpose of determining whether M is permanently incapable of engaging in regular employment of like duration as mentioned in paragraph (3)(b) of regulation 90, the scheme manager must—

(a)

have regard to the factors in paragraph (4), no one of which is to be decisive; and

(b)

disregard the factors in paragraph (5).

(4)

The factors mentioned in paragraph (3)(a) are—

(a)

whether M has received appropriate medical treatment in respect of the infirmity;

(b)

such reasonable employment as M would be capable of engaging in if due regard is given to—

(i)

M's mental capacity;

(ii)

M's physical capacity;

(iii)

M's previous training; and

(iv)

M's previous practical, professional and vocational experience,

irrespective of whether or not such employment is available to M.

(c)

the type and period of rehabilitation it would be reasonable for M to undergo in respect of the infirmity, regardless of whether M has undergone the rehabilitation, having regard to—

(i)

M's mental capacity; and

(ii)

M's physical capacity;

(d)

the type and period of training it would be reasonable for M to undergo in respect of the infirmity, regardless of whether M has undergone the training, having regard to—

(i)

M's mental capacity;

(ii)

M's physical capacity;

(iii)

M's previous training; and

(iv)

M's previous practical, professional and vocational experience; and

(e)

any other matter the scheme manager thinks appropriate.

(5)

The factors mentioned in paragraph (3)(b) are—

(a)

M's personal preference for or against engaging in any particular employment; and

(b)

the geographical location of M.

(6)

In this regulation—

“appropriate medical treatment” means such medical treatment as it would be normal to receive in respect of the infirmity, but does not include any treatment that the scheme manager considers—
1. (a)
  that it would be reasonable for M to refuse;
2. (b)
  would provide no benefit to restoring M's capacity for—
  1. (i)
    discharging the duties of M's employment efficiently for the purposes of paragraph (2)(c) of regulation 90 F1before M reaches prospective normal pension age; or
  2. (ii)
    engaging in regular employment of like duration for the purposes of paragraph (3)(b) of that regulation F2before M reaches prospective normal pension age; or
3. (c)
  that, through no fault on the part of M, it is not possible for M to receive before M reaches F3prospective normal pension age.
“permanently” means until M attains M's prospective normal pension age; and
“regular employment of like duration” has the same meaning as in regulation 90.

Annotations

Textual amendments

F1: Words in reg. 91 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), 40(2)(a)
F2: Words in reg. 91 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), 40(2)(b)
F3: Word in reg. 91 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), 40(2)(c)