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The Teachers’ Pensions etc. (Reform Amendments) Regulations (Northern Ireland) 2007

S.R. 2007/137 · Made 7 March 2007 · Extends to Northern Ireland

Up to date with all changes known to legislation.gov.uk, revised to 30 April 2010.

education

Made 7th March 2007

Coming into operation 1st April 2007

The Department of Education makes these Regulations in exercise of the powers conferred by Articles 11(1)f1, (2), (3), (3A)f2 and paragraphs 1, 3, 4, 5, 6, 8, 11 and 13 of Schedule 3 to the Superannuation (Northern Ireland) Order 1972f3.

In accordance with Article 11(5) of the Order consultation has taken place with representatives of local education authorities and of teachers and with representatives of other persons likely to be affected.

In accordance with Article 11(1) of that Order these Regulations are made with the consent of the Department of Finance and Personnelf4.

Annotations to the whole text

Footnotes

f1

As amended by S.I. 1990/1509 (N.I. 13) Article 13(1)

f2

As amended by S.I 1990/1509 (N.I. 13) Article 6(1)

f3

S.I. 1972/1073 (N.I. 10)

f4

Formerly Department of Finance: see S.I. 1982/338 (N.I. 6) Article 3

Contents

  1. 1Citation and commencement
  2. 2Amendments
  3. 3Transitional provisions and savings
  4. 4Election in respect of protected benefits.
  5. Signature
  6. Schedule 1: Amendments of the Teachers’ Superannuation (Additional Voluntary Contributions) Regulations (Northern Ireland) 1996
  7. 1Interpretation
  8. 2Provision for lump sum death benefit
  9. 3Variation and cancellation of elections
  10. 4Retirement and dependant’s pensions
  11. 5Pension sharing on divorce
  12. 6Payment by the Department
  13. Schedule 2: Amendments of the Teachers (Compensation for Redundancy and Premature Retirement) Regulations (Northern Ireland) 1991 Repealed
  14. 1Interpretation Repealed
  15. 2Allocation of part of annual compensation Repealed
  16. 3Long-term compensation on death Repealed
  17. 4Duration of compensation on death Repealed
  18. Schedule 3: Amendments of the Teachers’ Superannuation Regulations (Northern Ireland) 1998
  19. 1Employment - general
  20. 2Employment in an accepted school
  21. 3Employment not pensionable
  22. 4Election not to be pensionable
  23. 5Election to rejoin pensionable service
  24. 6Ordinary contributions
  25. 7Election in respect of additional benefits
  26. 8Additional contributions for past period
  27. 9Additional contributions for past period under earlier provisions
  28. 10Additional contributions for current period
  29. 11Additional contributions for current period: service in a reserve force
  30. 12Contributions for family benefits
  31. 13Right to repayment of balance of contributions
  32. 14Calculation of balance of contributions
  33. 15Return of repaid contributions
  34. 16Uncompleted return by instalments of repaid contributions
  35. 17Deduction, payment and recovery of contributions
  36. 18Current period for which additional contributions have been paid
  37. 19Meaning of various terms
  38. 20Residual liability for guaranteed minimum pensions and for section 5(2B) rights
  39. 21Nature of retirement benefits
  40. 22Entitlement to payment of retirement benefits
  41. 23Retirement benefits – pension and lump sum
  42. 24Limitation of retirement benefit in certain cases
  43. 25Enhancement of retirement benefits in case of incapacity
  44. 26Avoidance of duplicate pensions
  45. 27Allocation of part of retirement pension
  46. 28Pensioner ceasing to be incapacitated
  47. 29Abatement of retirement pension during further employment
  48. 30Retirement benefits on cessation of further employment
  49. 31Death grant
  50. 32Supplementary death grant
  51. 33Family benefits generally
  52. 34Nomination of partner
  53. 35Nomination of other adult beneficiary
  54. 36Entitlement to short-term family benefits
  55. 37Amount and duration of short-term family benefits
  56. 38Entitlement to long-term family benefits
  57. 39Relevant service
  58. 40Amount of surviving spouse’s, surviving civil partner’s or nominated beneficiary’s long-term pension
  59. 41Amount of children’s long-term pensions
  60. 42Additional dependant’s pension where election made under regulation C2A
  61. 43Commencement and duration of long-term family pensions
  62. 44Average salary
  63. 45Average salary
  64. 46Effective reckonable service
  65. 47Payment of benefits
  66. 48Benefits not assignable
  67. 49Payment of transfer values
  68. 50Acceptance of transfer values
  69. 51Receipts etc. to be credited
  70. 52Employers’ Contributions
  71. 53Employers’ additional contributions
  72. 54Modified application in case of employment at reduced salary
  73. 55Declaration where lump sum payments are made
  74. 56Pension sharing – normal pension age
  75. 57Pension credit benefits
  76. 58Commutation
  77. 59Commutation
  78. 60Death grant
  79. 61Glossary of expressions
  80. 62Elections in respect of additional benefits
  81. 63Maximum length of additional periods
  82. 64Additional contributions for past period under old regulation C3
  83. 65Additional contributions for past period under old regulation C3
  84. 66Additional contributions for past periods under earlier provisions
  85. 67Family benefits
  86. 68Modified application in certain cases
  87. 69Allocation of part of retirement pension
  88. Schedule 4: Elections in respect of additional benefits - Schedule to be inserted as Schedule 2A to the Teachers’ Superannuation Regulations (Northern Ireland) 1998
  89. 1Interpretation
  90. 2Election by a person in pensionable employment
  91. 3Election by a person in pensionable employment
  92. 4Election by a person in pensionable employment
  93. 5Election by a person in pensionable employment
  94. 6Election by a person in pensionable employment
  95. 7Election by a person in pensionable employment
  96. 8Election by a person in pensionable employment
  97. 9Election by a person in pensionable employment
  98. 10Election by a person in pensionable employment
  99. 11Election by employer
  100. 12Election by employer
  101. 13Election by employer
  102. 14Election by employer
  103. 15Election by employer
  104. 16Election by employer
  105. 17Effect of election
  106. 18Maximum amount of increased pension
  107. 19Maximum amount of increased pension
  108. 20Maximum amount of increased pension
  109. 21Maximum amount of increased pension
  110. 22Maximum amount of increased pension
  111. 23Determination of contributions for given level of increased pension
  112. 24Determination of contributions for given level of increased pension
  113. 25Revocation of election
  114. 26Revocation of election
  115. 27Election ceasing to have effect
  116. 28Person ceasing to be in pensionable employment
  117. 29Person becoming entitled to retirement benefits
  118. 30Person making an election under regulation E4A
  119. 31Person becoming incapacitated
  120. 32Person becoming incapacitated
  121. 33Person ceasing to be incapacitated
  122. 34Death of person
  123. 35Death of person
  124. 36Death of person
  125. 37Actuarial advice
  126. Schedule 5: Transitional Provisions and Savings
  127. Part 1: Transitional Provisions and Savings relating to the Teachers’ Superannuation (Additional Voluntary Contributions) Regulations (Northern Ireland) 1996
  128. 1Paragraph 1
  129. Part 2: Transitional Provisions and Savings relating to the Teachers’ (Compensation for Redundancy and Premature Retirement) Regulations (Northern Ireland) 1991
  130. 2Paragraph 2
  131. 3Paragraph 3
  132. Part 3: Transitional Provisions and Savings relating to the Teachers’ Superannuation Regulations (Northern Ireland) 1998
  133. 4Paragraph 4
  134. 5Paragraph 5
  135. 6Paragraph 6
  136. 7Paragraph 7
  137. 8Paragraph 8
  138. 9Paragraph 9
  139. 10Paragraph 10
  140. 11Paragraph 11
  141. Explanatory note