OpenLegislation

The Teachers' Superannuation (Consolidation) Regulations 1988

S.I. 1988/1652 · Made 21 September 1988

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 21st September 1988

Laid before Parliament 10th October 1988

Coming into force 1st November 1988

The Secretary of State, in exercise of the powers conferred by sections 9 and 12 of the Superannuation Act 1972f1 and Schedule 3 thereto, and by section 35(7) and (8) of the Social Security Pensions Act 1975f2, after consulting with representatives of the local education authorities, teachers and other persons likely to be affected in accordance with section 9(5) of the Superannuation Act 1972, and with the consent of the Treasury, hereby makes the following Regulations:—

Annotations to the whole text

Footnotes

f1

1972 c. 11.

f2

1975 c. 60; section 35(7) was amended by the Social Security (Miscellaneous Provisions) Act 1977 (c. 5), section 22(7), by the Social Security Act 1979 (c. 18), Schedule 3, paragraph 18, and by the Social Security Act 1985 (c. 53), Schedule 3, paragraph 2; section 35(8) was amended by the Social Security Act 1985, Schedule 3, paragraph 8 and a relevant exception to it was prescribed by the Occupational Pension Schemes (Revaluation) Regulations 1985 (S.I. 1985/1930), regulation 10.

Contents

  1. Part A: PRELIMINARY
  2. A1Title and commencement
  3. A2Interpretation
  4. Part B: PENSIONABLE EMPLOYMENT
  5. B1Full-time employment
  6. B2Part-time employment
  7. B3Continuing employment
  8. B4Employment in accepted school
  9. B5Exclusion from pensionable employment
  10. B6Election not to be pensionable
  11. B7Resumption of pensionable status
  12. Part C: TEACHERS' CONTRIBUTIONS
  13. C1Salary on which contributions are payable
  14. C2Ordinary contributions
  15. C3Additional contributions for past period
  16. C4Additional contributions for past period by family pensioner
  17. C5Additional contributions for past period under earlier provisions
  18. C6Reduction of past period on account of war service
  19. C7Additional contributions in respect of war service
  20. C8Additional contributions for current period
  21. C9Additional contributions for family benefits
  22. C10Right to repayment of balance of contributions
  23. C11Calculation of balance of contributions
  24. C12Repayment of certain contributions paid for family benefits
  25. C13Application for repayment
  26. C14Return of repaid contributions
  27. C15Uncompleted return by instalments of repaid contributions
  28. C16Deduction, payment and recovery of contributions
  29. Part D: RECKONABLE SERVICE
  30. D1Reckonable service generally
  31. D2Exclusion from reckonable service
  32. D3Past period for which additional contributions have been paid
  33. D4Current period for which additional contributions have been paid
  34. D5War service reckonable without receipt of a transfer value
  35. D6War service reckonable on receipt of additional transfer value
  36. Part E: BENEFITS
  37. E1Overriding provision as to guaranteed minimum pensions
  38. E2Nature of retirement benefits
  39. E3Qualification for retirement benefits
  40. E4Entitlement to payment of retirement benefits
  41. E5Amount of retirement pension
  42. E6Amount of retirement lump sum
  43. E7Limitation of retirement benefits where salary reduced
  44. E8Enhancement of retirement benefits in case of incapacity
  45. E9Avoidance of duplicate pensions
  46. E10National Insurance modification of pensions
  47. E11Allocation of part of retirement pension
  48. E12Duration of retirement pension
  49. E13Pensioner ceasing to be incapacitated
  50. E14Abatement of retirement pension during further employment
  51. E15Retirement benefits on cessation of further employment
  52. E16Short service annuity
  53. E17Short service incapacity grant
  54. E18Deferment, etc., of benefits
  55. E19Death grants
  56. E20Supplementary death grants
  57. E21Family benefits generally
  58. E22Nomination of beneficiaries
  59. E23Entitlement to short-term family benefits
  60. E24Amount and duration of short-term family benefits
  61. E25Entitlement to long-term family benefits
  62. E26Amounts of spouses' and nominated beneficiaries' long-term pensions
  63. E27Amounts of children’s long-term pensions
  64. E28Commencement and duration of long-term family pensions
  65. E29Average salary
  66. E30Effective reckonable service
  67. E31Payment of benefits
  68. E32Benefits not assignable
  69. Part F: TRANSFER VALUES
  70. F1Payment of transfer values
  71. F2Payment of additional transfer values in respect of war service
  72. F3Amounts of transfer values and additional transfer values
  73. F4Termination of right to count reckonable service
  74. F5Receipt of transfer values
  75. Part G: FINANCE
  76. G1Teachers' superannuation account
  77. G2Receipts, etc., to be credited
  78. G3Payments to be debited
  79. G4Actuarial inquiries
  80. G5Employers' contributions
  81. G6Payment by employers to Secretary of State
  82. Part H: MISCELLANEOUS AND SUPPLEMENTAL
  83. H1Modified application in case of employment at reduced salary
  84. H2Modified application in certain other cases
  85. H3Records and information
  86. H4Payments in respect of deceased persons
  87. H5Revaluation of guaranteed minimum in certain cases
  88. H6Extension of time
  89. H7Determination of questions
  90. H8Revocations, savings and transitional provisions
  91. Schedule 1GLOSSARY OF EXPRESSIONS
  92. Schedule 2: PENSIONABLE EMPLOYMENT
  93. Part I: EMPLOYMENTS PENSIONABLE WITHOUT ELECTION
  94. 1Paragraph 1
  95. 2Paragraph 2
  96. 3Paragraph 3
  97. 4Paragraph 4
  98. 5Paragraph 5
  99. 6Paragraph 6
  100. 7Paragraph 7
  101. 8Paragraph 8
  102. 9Paragraph 9
  103. 10Paragraph 10
  104. 11Paragraph 11
  105. 12Paragraph 12
  106. 13Paragraph 13
  107. Part II: EMPLOYMENTS PENSIONABLE ON ELECTION
  108. 14Paragraph 14
  109. 15Paragraph 15
  110. 16Paragraph 16
  111. 17Paragraph 17
  112. 18Paragraph 18
  113. 19Paragraph 19
  114. 20Paragraph 20
  115. 21Paragraph 21
  116. 22Paragraph 22
  117. 23Paragraph 23
  118. 24Paragraph 24
  119. 25Paragraph 25
  120. Schedule 3: MAXIMUM LENGTH OF ADDITIONAL PERIODS
  121. 1Paragraph 1
  122. 2Paragraph 2
  123. 3Paragraph 3
  124. Schedule 4: ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD
  125. Part 1: METHOD A
  126. 1Paragraph 1
  127. 2Paragraph 2
  128. 3Paragraph 3
  129. 4Paragraph 4
  130. 5Paragraph 5
  131. 6Paragraph 6
  132. 7Paragraph 7
  133. 8Paragraph 8
  134. Part II: METHOD B
  135. 9Paragraph 9
  136. 10Paragraph 10
  137. 11Paragraph 11
  138. 12Paragraph 12
  139. Part III: METHOD C
  140. 13Paragraph 13
  141. 14Paragraph 14
  142. 15Paragraph 15
  143. Part IV: METHOD D
  144. 16Paragraph 16
  145. Schedule 5: ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD UNDER EARLIER PROVISIONS
  146. Part I
  147. 1Paragraph 1
  148. 2Paragraph 2
  149. 3Paragraph 3
  150. 4Paragraph 4
  151. 5Paragraph 5
  152. Part II
  153. 6Paragraph 6
  154. Schedule 6: FAMILY BENEFITS
  155. Part I: CONTRIBUTIONS: MEN AND UNMARRIED WOMEN
  156. 1Paragraph 1
  157. 2Paragraph 2
  158. 3Paragraph 3
  159. 4Paragraph 4
  160. 5Paragraph 5
  161. 6Paragraph 6
  162. 7Paragraph 7
  163. 8Paragraph 8
  164. 9Paragraph 9
  165. Part II: CONTRIBUTIONS: MARRIED WOMEN
  166. 10Paragraph 10
  167. 11Paragraph 11
  168. 12Paragraph 12
  169. 13Paragraph 13
  170. Part III: CONTRIBUTIONS: COMMON PROVISIONS
  171. 14Paragraph 14
  172. 15Paragraph 15
  173. 16Paragraph 16
  174. Part IV: FAMILY BENEFITS AND WAR SERVICE
  175. 17Paragraph 17
  176. 18Paragraph 18
  177. 19Paragraph 19
  178. 20Paragraph 20
  179. 21Paragraph 21
  180. Schedule 7: UNCOMPLETED PAYMENT OF ADDITIONAL CONTRIBUTIONS
  181. 1Paragraph 1
  182. 2Paragraph 2
  183. 3Paragraph 3
  184. 4Paragraph 4
  185. 5Paragraph 5
  186. Schedule 8: WAR SERVICE
  187. IQUALIFYING SERVICE
  188. IIAGE FACTOR
  189. Schedule 9: PERIODS MAKING UP QUALIFYING PERIOD
  190. Part I
  191. 1Paragraph 1
  192. 2Paragraph 2
  193. 3Paragraph 3
  194. 4Paragraph 4
  195. Part II
  196. 5Paragraph 5
  197. 6Paragraph 6
  198. 7Paragraph 7
  199. 8Paragraph 8
  200. 9Paragraph 9
  201. 10Paragraph 10
  202. 11Paragraph 11
  203. 12Paragraph 12
  204. 13Paragraph 13
  205. 14Paragraph 14
  206. 15Paragraph 15
  207. 16Paragraph 16
  208. 17Paragraph 17
  209. 18Paragraph 18
  210. 19Paragraph 19
  211. 20Paragraph 20
  212. 21Paragraph 21
  213. 22Paragraph 22
  214. 23Paragraph 23
  215. 24Paragraph 24
  216. Schedule 10: MODIFIED APPLICATION IN CERTAIN CASES
  217. INATIONAL INSURANCE MODIFICATION OF PENSIONS
  218. 1Paragraph 1
  219. 2Paragraph 2
  220. 3Paragraph 3
  221. 4Paragraph 4
  222. 5Paragraph 5
  223. 6Paragraph 6
  224. 7Paragraph 7
  225. 8Paragraph 8
  226. 9Paragraph 9
  227. 10Paragraph 10
  228. 11Paragraph 11
  229. 12Paragraph 12
  230. Part II: EMPLOYMENT AT REDUCED SALARY
  231. 13Paragraph 13
  232. 14Paragraph 14
  233. 15Paragraph 15
  234. 16Paragraph 16
  235. 17Paragraph 17
  236. 18Paragraph 18
  237. 19Paragraph 19
  238. Part III: POLICY SCHEMES
  239. 20Paragraph 20
  240. 21Paragraph 21
  241. 22Paragraph 22
  242. 23Paragraph 23
  243. 24Paragraph 24
  244. 25Paragraph 25
  245. 26Paragraph 26
  246. Part IV: ADMITTED SERVICE
  247. 27Paragraph 27
  248. 28Paragraph 28
  249. 29Paragraph 29
  250. 30Paragraph 30
  251. Part V: SPECIFIED COUNTRY SERVICE
  252. 31Paragraph 31
  253. 32Paragraph 32
  254. 33Paragraph 33
  255. Part VI: SERVICE BEFORE 1ST APRIL 1945
  256. 34Paragraph 34
  257. 35Paragraph 35
  258. Schedule 11: ALLOCATION OF PART OF RETIREMENT PENSION
  259. Part I: CONTENTS OF DECLARATION
  260. 1Paragraph 1
  261. Part II: PROCEDURE
  262. 2Paragraph 2
  263. 3Paragraph 3
  264. 4Paragraph 4
  265. 5Paragraph 5
  266. 6Paragraph 6
  267. Part III: OTHER MATTERS
  268. 7Paragraph 7
  269. 8Paragraph 8
  270. 9Paragraph 9
  271. 10Paragraph 10
  272. 11Paragraph 11
  273. Schedule 12: TRANSFER VALUES
  274. Part I: OUTWARD TRANSFERS
  275. 1Paragraph 1
  276. 2Paragraph 2
  277. 3Paragraph 3
  278. 4Paragraph 4
  279. 5Paragraph 5
  280. 6Paragraph 6
  281. 7Paragraph 7
  282. Part II: ADDITIONAL TRANSFER VALUES IN RESPECT OF WAR SERVICE
  283. 8Paragraph 8
  284. 9Paragraph 9
  285. Part III: INWARD TRANSFERS
  286. 10Paragraph 10
  287. 11Paragraph 11
  288. 12Paragraph 12
  289. Schedule 13: TEACHERS' SUPERANNUATION ACCOUNT
  290. Part I: TRANSITIONAL
  291. 1Paragraph 1
  292. 2Paragraph 2
  293. 3Paragraph 3
  294. IIPart II
  295. Part III: NOTIONAL INTEREST
  296. 5Paragraph 5
  297. 6Paragraph 6
  298. 7Paragraph 7
  299. Schedule 14: REVOCATIONS, SAVINGS AND TRANSITIONAL PROVISIONS
  300. IREVOCATIONS
  301. Part II: SAVINGS
  302. 1Paragraph 1
  303. 2Paragraph 2
  304. 3Paragraph 3
  305. Part III: TRANSITIONAL PROVISIONS
  306. 1Paragraph 1
  307. 2Paragraph 2
  308. 3Paragraph 3
  309. Explanatory note