Regulation 2 InterpretationI1

In these Regulations—

• “1995 officer transition member” means a person who is an officer transition member by virtue of having pensionable service in the 1995 Section;

• “1995 Regulations” means the National Health Service Pension Scheme Regulations 1995^f1;

• “1995 Section” means the section of the National Health Service Pension Scheme for England and Wales set out in the 1995 Regulations;

• “2008 officer transition member” means a person who is an officer transition member by virtue of having pensionable service in the 2008 Section;

• “2008 Regulations” means the National Health Service Pension Scheme Regulations 2008^f2;

• “2008 Section” means the section of the National Health Service Pension Scheme for England and Wales set out in the 2008 Regulations;

• “2013 Act” means the Public Service Pensions Act 2013;

• “2015 Regulations” means the National Health Service Pension Scheme Regulations 2015^f3;

• F1“lump sum and death benefit allowance” in relation to a person, has the meaning given in section 637R of the Income Tax (Earnings and Pensions) Act 2003 .

• “new scheme” means the scheme set out in the 2015 Regulations;

• “NHS employment”, in relation to the old scheme and the new scheme has the meaning given in the respective Regulations;

• F2“non-pensionable 1995 Section member” means a member of—

  1. (a)

     the 1995 Section who, on 31st March 2022, is no longer required to pay contributions under regulation D1(3) or (4) (contributions by members: age and pensionable service limits) of the 1995 Regulations; and

  2. (b)

     the new scheme in respect of service on or after 1st October 2023;

• “non-pensionable 2008 Section member” means a member of—

  1. (a)

     the 2008 Section who, on 31st March 2022, is a non-contributing member within the meaning of regulation 2.A.1 (interpretation of Part 2: officers) or 3.A.1 (interpretation of Part 3: general) of the 2008 Regulations; and

  2. (b)

     the new scheme in respect of service on or after 1st October 2023;

• “non-pensionable old scheme member” means—

  1. (a)

     a non-pensionable 1995 Section member; or

  2. (b)

     a non-pensionable 2008 Section member;

• “officer transition member” means a person F3other than a non-pensionable old scheme member who is both a member of—

  1. (a)

     the old scheme by virtue of having pensionable service in that scheme to which paragraphs 1(2)(i) and (ii) or paragraphs 2(2)(i) and (ii) of Schedule 7 (final salary link) to the 2013 Act applies; and

  2. (b)

     the new scheme by virtue of having pensionable service in that scheme that would have been treated as officer service for the purposes of the old scheme had it been service in the old scheme;

• “old scheme” means the National Health Service Pension Scheme for England and Wales, as set out in the 1995 Regulations and the 2008 Regulations;

• “practitioner transition member” means a person F4other than a non-pensionable old scheme member—

  1. (a)

     who is both a member of—

     1. (i)

        the old scheme by virtue of having pensionable service to which schedule 2 to the 1995 Regulations or Part 3 of the 2008 Regulations applies; and

     2. (ii)

        the new scheme by virtue of having pensionable service in that scheme that would have been treated as practitioner service for the purposes of the old scheme had it been service in the old scheme; and

  2. (b)

     whose pensionable service for the old scheme and pensionable service for the new scheme are continuous, where—

     1. (i)

        paragraphs 3 and 4 of Schedule 7 to the 2013 Act (continuity of employment etc.) apply as they apply for the purposes of paragraphs 1(2) and 2(2) of that Schedule; and

     2. (ii)

        the person’s pensionable service for the old scheme and pensionable service for the new scheme are not continuous if scheme regulations made pursuant to section 8A(4)(b) of the Pensions (Increase) Act 1971^f4 (references to “service” : relevant old scheme pension in payment) apply to the person;

• “transition member” means a person who is either an officer transition member or a practitioner transition member.