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The Teachers' Pensions Regulations 1997

S.I. 1997/3001 · Made 15 December 1997

Original text. legislation.gov.uk does not revise statutory instruments, so later amendments are not shown here. Changes made to it are listed under each provision when known.

EDUCATION, ENGLAND AND WALES

Made 15th December 1997

Laid before Parliament 17th December 1997

Coming into force 3rd February 1998

The Secretary of State, in exercise of the powers conferred by sections 9 and 12 of, and Schedule 3 to, the Superannuation Act 1972f1 and of all other powers enabling him in that behalf, after consulting with representatives of the local education authorities, teachers and other persons likely to be affected in accordance with section 9(5) of that Act, and with the consent of the Treasuryf2, hereby makes the following Regulations:

Annotations to the whole text

Footnotes

f1

1972 c. 11; section 9 was amended by sections 4(1), 8(3) and (4) and 11 of the Pensions (Miscellaneous Provisions) Act 1990 (c. 7) and section 12 was amended by section 10 of that Act.

f2

See S.I. 1981/1670.

Contents

  1. Part A: PRELIMINARY
  2. A1Citation and commencement
  3. A2Interpretation
  4. Part B: PENSIONABLE EMPLOYMENT
  5. B1Employment—general
  6. B2Continuing employment
  7. B3Employment in accepted school
  8. B4Employment not pensionable
  9. B5Election for employment not to be pensionable
  10. B6Resumption of pensionable status
  11. Part C: TEACHERS' CONTRIBUTIONS
  12. C1Salary on which contributions are payable
  13. C2Salary on which contributions are payable—election
  14. C3Ordinary contributions
  15. C4Additional contributions for past period
  16. C5Additional contributions for past period by family pensioner
  17. C6Additional contributions for past period under earlier provisions
  18. C7Reduction of past period
  19. C8Additional contributions in respect of war service
  20. C9Additional contributions for current period
  21. C10Additional contributions for current period: service in a reserve force
  22. C11Additional contributions for family benefits
  23. C12Entitlement to repayment of balance of contributions
  24. C13Calculation of contributions to be repaid
  25. C14Repayment of certain contributions paid for family benefits
  26. C15Application for repayment
  27. C16Return of repaid contributions
  28. C17Uncompleted return by instalments of repaid contributions
  29. C18Deduction, payment and recovery of contributions
  30. Part D: RECKONABLE SERVICE
  31. D1Reckonable service generally
  32. D2Exclusion from reckonable service
  33. D3Past period for which additional contributions have been paid
  34. D4Current period for which additional contributions have been paid
  35. Part E: BENEFITS
  36. E1Overriding provision as to guaranteed minimum pensions
  37. E2Nature of retirement benefits
  38. E3Qualification for retirement benefits
  39. E4Entitlement to payment of retirement benefits
  40. E5Amount of retirement pension
  41. E6Amount of retirement lump sum
  42. E7Limitation of retirement benefits in certain cases
  43. E8Enhancement of retirement benefits in case of incapacity
  44. E9Avoidance of duplicate pensions
  45. E10National Insurance modification of pensions
  46. E11Allocation of part of retirement pension
  47. E12Duration of retirement pension
  48. E13Pensioner ceasing to be incapacitated
  49. E14Abatement of retirement pension during further employment
  50. E15Retirement benefits on cessation of further employment
  51. E16Short-service annuity
  52. E17Short-service incapacity grant
  53. E18Deferment etc. of benefits
  54. E19Commutation: exceptional circumstances of ill-health
  55. E20Death grant
  56. E21Supplementary death grant
  57. E22Family benefits generally
  58. E23Nomination of beneficiaries
  59. E24Entitlement to short-term family benefits
  60. E25Amount and duration of short-term family benefits
  61. E26Entitlement to long-term family benefits
  62. E27Relevant service
  63. E28Amounts of spouses' and nominated beneficiaries' long-term pensions
  64. E29Amounts of children’s long-term pensions
  65. E30Commencement and duration of long-term family pensions
  66. E31Average salary
  67. E32Effective reckonable service
  68. E33Payment of benefits
  69. E34Interest on late payment of certain benefits
  70. E35Benefits not assignable
  71. Part F: TRANSFER VALUES
  72. F1Payment of transfer values
  73. F2Amounts of transfer values and additional transfer values
  74. F3Termination of right to count reckonable etc. service
  75. F4Acceptance of transfer values
  76. Part G: FINANCE
  77. G1Teachers' Pension Account
  78. G2Receipts etc. to be credited
  79. G3Payments to be debited
  80. G4Actuarial inquiries
  81. G5Employers' contributions
  82. G6Employers' contributions—employees' elections under regulation C2
  83. G7Payment by employers to Secretary of State
  84. G8Employers' additional contributions
  85. Part H: MISCELLANEOUS AND SUPPLEMENTAL
  86. H1Modified application in case of employment at reduced salary
  87. H2Modified application in certain other cases
  88. H3Records and information
  89. H4Payments in respect of deceased persons
  90. H5Revaluation of guaranteed minimum in certain cases
  91. H6Repayment of contributions where an election is not made under regulation G8
  92. H7Extension of time
  93. H8Calculation of full-time equivalent salary
  94. H9Determination of questions
  95. H10Election in respect of protected benefits
  96. H11Consequential amendments of the Teachers' Superannuation (Additional Voluntary Contributions) Regulations 1994
  97. H12Revocations, savings and transitional provisions
  98. H13Amendments to, and modifications of, the Teachers' Superannuation (Consolidation) Regulations 1988
  99. Schedule 1GLOSSARY OF EXPRESSIONS
  100. Schedule 2: PENSIONABLE EMPLOYMENT
  101. Part I: EMPLOYMENTS PENSIONABLE WITHOUT ELECTION
  102. 1Paragraph 1
  103. 2Paragraph 2
  104. 3Paragraph 3
  105. 4Paragraph 4
  106. 5Paragraph 5
  107. 6Paragraph 6
  108. 7Paragraph 7
  109. 8Paragraph 8
  110. 9Paragraph 9
  111. 10Paragraph 10
  112. 11Paragraph 11
  113. 12Paragraph 12
  114. 13Paragraph 13
  115. 14Paragraph 14
  116. 15Paragraph 15
  117. Part II: EMPLOYMENTS PENSIONABLE ON ELECTION
  118. 16Paragraph 16
  119. 17Paragraph 17
  120. 18Paragraph 18
  121. 19Paragraph 19
  122. 20Paragraph 20
  123. 21Paragraph 21
  124. 22Paragraph 22
  125. 23Paragraph 23
  126. 24Paragraph 24
  127. 25Paragraph 25
  128. 26Paragraph 26
  129. Schedule 3: MAXIMUM LENGTH OF ADDITIONAL PERIODS
  130. 1Paragraph 1
  131. 2Paragraph 2
  132. 3Paragraph 3
  133. Schedule 4: ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD
  134. Part I: METHOD A
  135. 1Paragraph 1
  136. 2Paragraph 2
  137. 3Paragraph 3
  138. 4Paragraph 4
  139. 5Paragraph 5
  140. 6Paragraph 6
  141. 7Paragraph 7
  142. 8Paragraph 8
  143. 9Paragraph 9
  144. 10Paragraph 10
  145. 11Paragraph 11
  146. 12Paragraph 12
  147. Part II: METHOD B
  148. 13Paragraph 13
  149. 14Paragraph 14
  150. 15Paragraph 15
  151. 16Paragraph 16
  152. Schedule 5: ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD UNDER EARLIER PROVISIONS
  153. 1Paragraph 1
  154. 2Paragraph 2
  155. 3Paragraph 3
  156. 4Paragraph 4
  157. 5Paragraph 5
  158. 6Paragraph 6
  159. 7Paragraph 7
  160. 8Paragraph 8
  161. 9Paragraph 9
  162. 10Paragraph 10
  163. Schedule 6: FAMILY BENEFITS
  164. Part I: CONTRIBUTIONS: MEN AND UNMARRIED WOMEN
  165. 1Paragraph 1
  166. 2Paragraph 2
  167. 3Paragraph 3
  168. 4Paragraph 4
  169. 5Paragraph 5
  170. 6Paragraph 6
  171. 7Paragraph 7
  172. 8Paragraph 8
  173. 9Paragraph 9
  174. Part II: CONTRIBUTIONS: MARRIED WOMEN
  175. 10Paragraph 10
  176. 11Paragraph 11
  177. 12Paragraph 12
  178. 13Paragraph 13
  179. Part III: CONTRIBUTIONS: COMMON PROVISIONS
  180. 14Paragraph 14
  181. 15Paragraph 15
  182. 16Paragraph 16
  183. Part IV: FAMILY BENEFITS AND WAR SERVICE
  184. 17Paragraph 17
  185. 18Paragraph 18
  186. 19Paragraph 19
  187. 20Paragraph 20
  188. 21Paragraph 21
  189. Schedule 7: RECKONABLE SERVICE ARISING FROM PAYMENT OF ADDITIONAL CONTRIBUTIONS IN RESPECT OF PAST PERIODS
  190. 1Paragraph 1
  191. 2Paragraph 2
  192. 3Paragraph 3
  193. 4Paragraph 4
  194. 5Paragraph 5
  195. 6Paragraph 6
  196. 7Paragraph 7
  197. 8Paragraph 8
  198. 9Paragraph 9
  199. 10Paragraph 10
  200. 11Paragraph 11
  201. Schedule 8: PERIODS MAKING UP QUALIFYING PERIOD
  202. 1Paragraph 1
  203. 2Paragraph 2
  204. 3Paragraph 3
  205. 4Paragraph 4
  206. 5Paragraph 5
  207. 6Paragraph 6
  208. Schedule 9Schedule 9
  209. Schedule 10: MODIFIED APPLICATION IN CERTAIN CASES
  210. Part I: NATIONAL INSURANCE MODIFICATION OF PENSIONS
  211. 1Paragraph 1
  212. 2Paragraph 2
  213. 3Paragraph 3
  214. 4Paragraph 4
  215. 5Paragraph 5
  216. 6Paragraph 6
  217. 7Paragraph 7
  218. 8Paragraph 8
  219. 9Paragraph 9
  220. 10Paragraph 10
  221. 11Paragraph 11
  222. 12Paragraph 12
  223. Part II: EMPLOYMENT AT REDUCED SALARY
  224. 13Paragraph 13
  225. 14Paragraph 14
  226. 15Paragraph 15
  227. 16Paragraph 16
  228. 17Paragraph 17
  229. 18Paragraph 18
  230. 19Paragraph 19
  231. Part III: POLICY SCHEMES
  232. 20Paragraph 20
  233. 21Paragraph 21
  234. 22Paragraph 22
  235. 23Paragraph 23
  236. 24Paragraph 24
  237. 25Paragraph 25
  238. Part IV: ADMITTED SERVICE
  239. 26Paragraph 26
  240. 27Paragraph 27
  241. 28Paragraph 28
  242. 29Paragraph 29
  243. Part V: SPECIFIED COUNTRY SERVICE
  244. 30Paragraph 30
  245. 31Paragraph 31
  246. 32Paragraph 32
  247. Part VI: PERSONS FORMERLY MEMBERS OF THE NATIONAL HEALTH SERVICE PENSION SCHEME
  248. 33Paragraph 33
  249. 34Paragraph 34
  250. 35Paragraph 35
  251. 36Paragraph 36
  252. 37Paragraph 37
  253. 38Paragraph 38
  254. Schedule 11: ALLOCATION OF PART OF RETIREMENT PENSION
  255. Part 1: CONTENTS OF DECLARATION
  256. 1Paragraph 1
  257. Part II: PROCEDURE
  258. 2Paragraph 2
  259. 3Paragraph 3
  260. 4Paragraph 4
  261. 5Paragraph 5
  262. 6Paragraph 6
  263. Part III: OTHER MATTERS
  264. 7Paragraph 7
  265. 8Paragraph 8
  266. 9Paragraph 9
  267. 10Paragraph 10
  268. 11Paragraph 11
  269. Schedule 12: TRANSFER VALUES
  270. Part I: OUTWARD TRANSFERS
  271. 1Paragraph 1
  272. 2Paragraph 2
  273. 3Paragraph 3
  274. 4Paragraph 4
  275. 5Paragraph 5
  276. 6Paragraph 6
  277. 7Paragraph 7
  278. Part II: INWARD TRANSFERS
  279. 8Paragraph 8
  280. 9Paragraph 9
  281. 10Paragraph 10
  282. 11Paragraph 11
  283. Schedule 13TEACHERS' PENSION ACCOUNT
  284. Schedule 14REVOCATIONS
  285. Schedule 15: SAVINGS AND TRANSITIONAL PROVISIONS
  286. Part I—: GENERAL PROVISIONS
  287. 1Paragraph 1
  288. 2Paragraph 2
  289. 3Paragraph 3
  290. 4Paragraph 4
  291. Part II: SPECIFIC PROVISIONS RELATING TO PART G
  292. 5Paragraph 5
  293. 6Paragraph 6
  294. 7Paragraph 7
  295. 8Paragraph 8
  296. 9Paragraph 9
  297. Part III: OTHER SPECIFIC PROVISIONS
  298. 10Paragraph 10
  299. 11Paragraph 11
  300. 12Paragraph 12
  301. 13Paragraph 13
  302. 14Paragraph 14
  303. 15Paragraph 15
  304. 16Paragraph 16
  305. 17Paragraph 17
  306. 18Paragraph 18
  307. Schedule 16: AMENDMENTS TO, AND MODIFICATIONS OF, THE TEACHERS' SUPERANNUATION (CONSOLIDATION) REGULATIONS 1988
  308. Part I—: AMENDMENTS TO REGULATION E29
  309. 1Paragraph 1
  310. 2Paragraph 2
  311. 3Paragraph 3
  312. Part II—: OTHER MODIFICATIONS
  313. 4Paragraph 4
  314. 5Paragraph 5
  315. Explanatory note