LegalizeReform history
Welfare Reform and Pensions Act 1999
61 versions
· 1999-11-11
2026-04-01
Welfare Reform and Pensions Act 1999
2025-12-01
Welfare Reform and Pensions Act 1999
2020-12-31
Welfare Reform and Pensions Act 1999
2020-03-12
Welfare Reform and Pensions Act 1999
2019-02-01
Welfare Reform and Pensions Act 1999
2016-11-30
Welfare Reform and Pensions Act 1999
2016-04-06
Welfare Reform and Pensions Act 1999
Changes on 2016-04-06
@@ -332,7 +332,7 @@
##### 11
- (1) Where a bankruptcy order is made against a person on a petition presented after the coming into force of this section, any rights of his under an approved pension arrangement are excluded from his estate.
- (1) Where a bankruptcy order is made against a person on a bankruptcy application made or petition presented after the coming into force of this section, any rights of his under an approved pension arrangement are excluded from his estate.
- (2) In this section “*approved pension arrangement*” means—
@@ -1562,11 +1562,23 @@
- (1) Pension sharing is available under this Chapter in relation to a person’s shareable state scheme rights.
- (2) For the purposes of this Chapter, a person’s shareable state scheme rights are—
- (1A) For the purposes of this Chapter, a person's shareable state scheme rights are—
- (a) the person's shareable old state scheme rights;
- (b) the person's shareable new state scheme rights.
- (2) For the purposes of this Chapter, a person’s shareable old state scheme rights are—
- (a) his entitlement, or prospective entitlement, to a Category A retirement pension by virtue of section 44(3)(b) of the Contributions and Benefits Act (... additional pension), and
- (b) his entitlement, or prospective entitlement, to a pension under section 55A of that Act (shared additional pension).
- (b) his entitlement, or prospective entitlement, to a pension under section 55A or 55AA of that Act (shared additional pension).
- (3) For the purposes of this Chapter, a person's shareable new state scheme rights are the person's entitlement, or prospective entitlement, to the excess amount in a state pension under section 4 of the Pensions Act 2014.
- (4) “*The excess amount*”, in relation to a state pension under section 4 of the Pensions Act 2014, means any amount by which the rate of the pension exceeds the full rate of the state pension (see section 3 of that Act).
- (5) In determining the rate of a state pension under section 4 of the Pensions Act 2014 for the purposes of this Chapter, ignore Schedule 6 to that Act (reduced rate elections: effect on rate of section 4 pension).
#### Activation of benefit sharing
@@ -1650,19 +1662,25 @@
##### 49
- (1) On the application of this section—
- (a) the transferor becomes subject, for the purposes of Part II of the Contributions and Benefits Act (contributory benefits), to a debit of the appropriate amount, and
- (b) the transferee becomes entitled, for those purposes, to a credit of that amount.
- (2) Where the relevant order or provision specifies a percentage value to be transferred, the appropriate amount for the purposes of subsection (1) is the specified percentage of the cash equivalent on the transfer day of the transferor’s shareable state scheme rights immediately before that day.
- (A1) This section applies if—
- (a) the transferor is in the old state pension system, or
- (b) the transferor is in the new state pension system but the transfer day was before 6 April 2016.
- (1) Where this section applies because of a relevant order or provision—
- (a) the transferor is subject, for the purposes of the relevant state pension legislation, to a debit of the appropriate amount, and
- (b) the transferee is entitled, for the purposes of the relevant state pension legislation, to a credit of that amount.
- (2) Where the relevant order or provision specifies a percentage value to be transferred, the appropriate amount for the purposes of subsection (1) is the specified percentage of the cash equivalent on the transfer day of the transferor’s shareable old state scheme rights immediately before that day.
- (3) Where the relevant order or provision specifies an amount to be transferred, the appropriate amount for the purposes of subsection (1) is the lesser of—
- (a) the specified amount, and
- (b) the cash equivalent on the transfer day of the transferor’s relevant state scheme rights immediately before that day.
- (b) the cash equivalent on the transfer day of the transferor’s shareable old state scheme rights immediately before that day.
- (4) The Secretary of State may by regulations make provision about the calculation and verification of cash equivalents for the purposes of this section.
@@ -1674,10 +1692,14 @@
- (5) In determining prospective entitlement to a Category A retirement pension for the purposes of this section, only tax years before that in which the transfer day falls shall be taken into account.
- (5A) The fact that a person who reaches pensionable age on or after 6 April 2016 is not entitled to a pension of the kind mentioned in section 47(2)(a) or (b) does not affect the calculation under this section of the appropriate amount by reference to the transferor's prospective entitlement, immediately before the transfer day, to a pension of that kind.
- (6) In this section—
- “*relevant order or provision*” means the order or provision by virtue of which this section applies;
- “the relevant state pension legislation”—in relation to a transferor or transferee in the old state pension system, means Part 2 of the Contributions and Benefits Act, andin relation to a transferor or transferee in the new state pension system, means Part 1 of the Pensions Act 2014.
- “*transfer day*” means the day on which the relevant order or provision takes effect;
- “*transferor*” means the person to whose rights the relevant order or provision relates;
@@ -1696,11 +1718,17 @@
##### 51
In this Chapter—
- “*shareable state scheme rights*” has the meaning given by section 47(2); and
- (1) In this Chapter—
- “shareable state scheme rights”, and related expressions, have the meaning given by section 47;
- “*tax year*” has the meaning given by section 122(1) of the Contributions and Benefits Act.
- (2) For the purposes of this Chapter—
- (a) a person is in the old state pension system if the person reached pensionable age before 6 April 2016 (or would have done so if the person had lived until pensionable age), and
- (b) a person is in the new state pension system if the person reached pensionable age on or after 6 April 2016 (or will do so if the person lives until pensionable age).
## Part V — Welfare
@@ -6023,7 +6051,7 @@
#### Other pension schemes.
#### Creation of pension debits and credits.
#### Cash equivalents.
### Jobseekers Act 1995 (c.18)
@@ -7227,17 +7255,17 @@
[^key-0aca515e215b5737df2f003b8e75a02a]: [Sch. 12 paras. 64-66](https://www.legislation.gov.uk/ukpga/1999/30/schedule/12/paragraph/64) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(iii)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/iii), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-d627cd5c45cb1dca38b4938b3ac71f53]: [S. 28(1)(b)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/1/b) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-cdb8886949afa3e049b8f2089bfc50dc]: [S. 28(1)(c)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/1/c) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-b6408546d2cd35bdb8bb1ea63e73d1f1]: [S. 28(2)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/2) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-717c6429561da51efa425617af4265f7]: [S. 28(4)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/4) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-2947f64e71207d8e0f8fca99833e9404]: [S. 28(5)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/5) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-91f30165f5c2777d57ac39856e4ba46c]: Word in [s. 28(11)](https://www.legislation.gov.uk/ukpga/1999/30/section/28/11) substituted (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(5)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/5), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-d627cd5c45cb1dca38b4938b3ac71f53]: S. 28(1)(b) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-cdb8886949afa3e049b8f2089bfc50dc]: S. 28(1)(c) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-b6408546d2cd35bdb8bb1ea63e73d1f1]: S. 28(2) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-717c6429561da51efa425617af4265f7]: S. 28(4) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-2947f64e71207d8e0f8fca99833e9404]: S. 28(5) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(i)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/i), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-91f30165f5c2777d57ac39856e4ba46c]: Word in s. 28(11) substituted (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(5)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/5), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-12c4cd474efeb665120a5b444928ea62]: S. 48(1)(b) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(ii)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/ii), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
@@ -7249,13 +7277,11 @@
[^key-b0407d878560056fd7dc7d6d315449fe]: S. 48(5) repealed (13.5.2014) by [Children and Families Act 2014 (c. 6)](https://www.legislation.gov.uk/ukpga/2014/6), [ss. 18(3)(b)(ii)](https://www.legislation.gov.uk/ukpga/2014/6/section/18/3/b/ii), [139(4)](https://www.legislation.gov.uk/ukpga/2014/6/section/139/4)
[^key-8ca72252dd662f494303fca8a631b37b]: Words in [s. 48(1)](https://www.legislation.gov.uk/ukpga/1999/30/section/48/1) substituted (5.2.2015 for specified purposes) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 11](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/11); [S.I. 2015/134](https://www.legislation.gov.uk/uksi/2015/134), [art. 2(1)](https://www.legislation.gov.uk/uksi/2015/134/article/2/1)[(4)(k)](https://www.legislation.gov.uk/uksi/2015/134/article/2/4/k)
[^key-c3ab97b4aa3eb457b24b41bb3215c159]: [S. 11](https://www.legislation.gov.uk/ukpga/1999/30/section/11) excluded by 1985 c. 66, s. 32A(5) (as inserted (30.6.2014 for specified purposes, 1.4.2015 in so far as not already in force) by [Bankruptcy and Debt Advice (Scotland) Act 2014 (asp 11)](https://www.legislation.gov.uk/asp/2014/11), [ss. 4](https://www.legislation.gov.uk/asp/2014/11/section/4), [57(2)](https://www.legislation.gov.uk/asp/2014/11/section/57/2); [S.S.I. 2014/172](https://www.legislation.gov.uk/ssi/2014/172), [art. 2](https://www.legislation.gov.uk/ssi/2014/172/article/2), [sch.](https://www.legislation.gov.uk/ssi/2014/172/schedule); [S.S.I. 2014/261](https://www.legislation.gov.uk/ssi/2014/261), [art. 3](https://www.legislation.gov.uk/ssi/2014/261/article/3) (with [arts. 4-7](https://www.legislation.gov.uk/ssi/2014/261/article/4) [12](https://www.legislation.gov.uk/ssi/2014/261/article/12)) (as amended by S.S.I. 2015/54, art. 2))
[^key-851be2417ff683b63e4200eea2579b4b]: [S. 12](https://www.legislation.gov.uk/ukpga/1999/30/section/12) excluded by 1985 c. 66, s. 32A(5) (as inserted (30.6.2014 for specified purposes, 1.4.2015 in so far as not already in force) by [Bankruptcy and Debt Advice (Scotland) Act 2014 (asp 11)](https://www.legislation.gov.uk/asp/2014/11), [ss. 4](https://www.legislation.gov.uk/asp/2014/11/section/4), [57(2)](https://www.legislation.gov.uk/asp/2014/11/section/57/2); [S.S.I. 2014/172](https://www.legislation.gov.uk/ssi/2014/172), [art. 2](https://www.legislation.gov.uk/ssi/2014/172/article/2), [sch.](https://www.legislation.gov.uk/ssi/2014/172/schedule); [S.S.I. 2014/261](https://www.legislation.gov.uk/ssi/2014/261), [art. 3](https://www.legislation.gov.uk/ssi/2014/261/article/3) (with [arts. 4-7](https://www.legislation.gov.uk/ssi/2014/261/article/4) [12](https://www.legislation.gov.uk/ssi/2014/261/article/12)) (as amended by S.S.I. 2015/54, art. 2))
[^key-8502b873aac4154e6823bdf28f602b33]: Words in [s. 47(2)(a)](https://www.legislation.gov.uk/ukpga/1999/30/section/47/2/a) omitted (12.10.2015) by virtue of [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(1)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/1), [Sch. 15 para. 14](https://www.legislation.gov.uk/ukpga/2014/19/schedule/15/paragraph/14); [S.I. 2015/1475](https://www.legislation.gov.uk/uksi/2015/1475), [art. 3(b)](https://www.legislation.gov.uk/uksi/2015/1475/article/3/b)
[^key-c3ab97b4aa3eb457b24b41bb3215c159]: S. 11 excluded by 1985 c. 66, s. 32A(5) (as inserted (30.6.2014 for specified purposes, 1.4.2015 in so far as not already in force) by [Bankruptcy and Debt Advice (Scotland) Act 2014 (asp 11)](https://www.legislation.gov.uk/asp/2014/11), [ss. 4](https://www.legislation.gov.uk/asp/2014/11/section/4), [57(2)](https://www.legislation.gov.uk/asp/2014/11/section/57/2); [S.S.I. 2014/172](https://www.legislation.gov.uk/ssi/2014/172), [art. 2](https://www.legislation.gov.uk/ssi/2014/172/article/2), [sch.](https://www.legislation.gov.uk/ssi/2014/172/schedule); [S.S.I. 2014/261](https://www.legislation.gov.uk/ssi/2014/261), [art. 3](https://www.legislation.gov.uk/ssi/2014/261/article/3) (with [arts. 4-7](https://www.legislation.gov.uk/ssi/2014/261/article/4) [12](https://www.legislation.gov.uk/ssi/2014/261/article/12)) (as amended by [S.S.I. 2015/54](https://www.legislation.gov.uk/ssi/2015/54), art. 2))
[^key-851be2417ff683b63e4200eea2579b4b]: S. 12 excluded by 1985 c. 66, s. 32A(5) (as inserted (30.6.2014 for specified purposes, 1.4.2015 in so far as not already in force) by [Bankruptcy and Debt Advice (Scotland) Act 2014 (asp 11)](https://www.legislation.gov.uk/asp/2014/11), [ss. 4](https://www.legislation.gov.uk/asp/2014/11/section/4), [57(2)](https://www.legislation.gov.uk/asp/2014/11/section/57/2); [S.S.I. 2014/172](https://www.legislation.gov.uk/ssi/2014/172), [art. 2](https://www.legislation.gov.uk/ssi/2014/172/article/2), [sch.](https://www.legislation.gov.uk/ssi/2014/172/schedule); [S.S.I. 2014/261](https://www.legislation.gov.uk/ssi/2014/261), [art. 3](https://www.legislation.gov.uk/ssi/2014/261/article/3) (with [arts. 4-7](https://www.legislation.gov.uk/ssi/2014/261/article/4) [12](https://www.legislation.gov.uk/ssi/2014/261/article/12)) (as amended by [S.S.I. 2015/54](https://www.legislation.gov.uk/ssi/2015/54), art. 2))
[^key-8502b873aac4154e6823bdf28f602b33]: Words in s. 47(2)(a) omitted (12.10.2015) by virtue of [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(1)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/1), [Sch. 15 para. 14](https://www.legislation.gov.uk/ukpga/2014/19/schedule/15/paragraph/14); [S.I. 2015/1475](https://www.legislation.gov.uk/uksi/2015/1475), [art. 3(b)](https://www.legislation.gov.uk/uksi/2015/1475/article/3/b)
[^key-b862f0d96b2e99c09a242d67461d6be8]: [Sch. 11 para. 17](https://www.legislation.gov.uk/ukpga/1999/30/schedule/11/paragraph/17) repealed (17.2.2016) by [The Welfare Reform (Northern Ireland) Order 2015 (S.I. 2015/2006)](https://www.legislation.gov.uk/nisi/2015/2006), [art. 2(2)](https://www.legislation.gov.uk/nisi/2015/2006/article/2/2), [Sch. 12 Pt. 12](https://www.legislation.gov.uk/nisi/2015/2006/schedule/12/part/12); [S.R. 2016/46](https://www.legislation.gov.uk/nisr/2016/46), [art. 3(6)(c)](https://www.legislation.gov.uk/nisr/2016/46/article/3/6/c)
@@ -7275,6 +7301,42 @@
[^key-f136f946bf0ab916427b8d697ac555eb]: [Sch. 8 para. 29(2)](https://www.legislation.gov.uk/ukpga/1999/30/schedule/8/paragraph/29/2) repealed (29.4.2013 for specified purposes, 1.7.2013 and 29.7.2013 for specified purposes, 28.10.2013 for specified purposes, 25.11.2013 for specified purposes, 24.2.2014 and 7.4.2014 for specified purposes, 23.6.2014 and further specified dates for specified purposes, 15.9.2014 and further specified dates for specified purposes, 26.11.2014 for specified purposes, 28.1.2015 for specified purposes, 16.2.2015 and further specified dates for specified purposes, 18.3.2015 and further specified dates for specified purposes, 21.9.2015 and further specified dates for specified purposes, 2.12.2015 for specified purposes, 27.1.2016 and 24.2.2016 for specified purposes, 23.3.2016 and 27.4.2016 for specified purposes) by [Welfare Reform Act 2012 (c. 5)](https://www.legislation.gov.uk/ukpga/2012/5), [s. 150(3)](https://www.legislation.gov.uk/ukpga/2012/5/section/150/3), [Sch. 14 Pt. 1](https://www.legislation.gov.uk/ukpga/2012/5/schedule/14/part/1); [S.I. 2013/983](https://www.legislation.gov.uk/uksi/2013/983), [arts. 4(1)(c)](https://www.legislation.gov.uk/uksi/2013/983/article/4/1/c), [5](https://www.legislation.gov.uk/uksi/2013/983/article/5), [Sch. 1](https://www.legislation.gov.uk/uksi/2013/983/schedule/1) (with [arts. 6](https://www.legislation.gov.uk/uksi/2013/983/article/6) [9(1)](https://www.legislation.gov.uk/uksi/2013/983/article/9/1) [22](https://www.legislation.gov.uk/uksi/2013/983/article/22) [Sch. 4](https://www.legislation.gov.uk/uksi/2013/983/schedule/4)) (as amended: (1.7.2013) by S.I. 2013/1511; (29.10.2013) by S.I. 2013/2657; (16.6.2014) by S.I. 2014/1452; (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (15.9.2014) by S.I. 2014/2321; (17.11.2014) by S.I. 2014/3067; (21.11.2014) by S.I. 2014/3094; (19.1.2015) by S.I. 2015/32 (as amended (10.2.2015) by S.I. 2015/101); (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2013/1511](https://www.legislation.gov.uk/uksi/2013/1511), [art. 4](https://www.legislation.gov.uk/uksi/2013/1511/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2013/1511/schedule) (as amended: (29.10.2013) by S.I. 2013/2657; (16.6.2014) by S.I. 2014/1452; (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (17.11.2014) by S.I. 2014/3067; (19.1.2015) by S.I. 2015/32; (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2013/2657](https://www.legislation.gov.uk/uksi/2013/2657), [art. 4](https://www.legislation.gov.uk/uksi/2013/2657/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2013/2657/schedule) (with [art. 6](https://www.legislation.gov.uk/uksi/2013/2657/article/6)) (as amended: (16.6.2014) by S.I. 2014/1452; (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (17.11.2014) by S.I. 2014/3067; (19.1.2015) by S.I. 2015/32; (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2013/2846](https://www.legislation.gov.uk/uksi/2013/2846), [art. 4](https://www.legislation.gov.uk/uksi/2013/2846/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2013/2846/schedule) (with [art. 5](https://www.legislation.gov.uk/uksi/2013/2846/article/5)) (as amended: (16.6.2014) by S.I. 2014/1452; (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (17.11.2014) by S.I. 2014/3067; (19.1.2015) by S.I. 2015/32; (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2014/209](https://www.legislation.gov.uk/uksi/2014/209), [art. 4](https://www.legislation.gov.uk/uksi/2014/209/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2014/209/schedule) (as amended: (16.6.2014) by S.I. 2014/1452; (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (17.11.2014) by S.I. 2014/3067; (19.1.2015) by S.I. 2015/32; (10.3.2105) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2014/1583](https://www.legislation.gov.uk/uksi/2014/1583), [art. 4](https://www.legislation.gov.uk/uksi/2014/1583/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2014/1583/schedule) (as amended (30.6.2014) by S.I. 2014/1661; (28.7.2014) by S.I. 2014/1923; (17.11.2014) by S.I. 2014/3067; (19.1.2015) by S.I. 2015/32; (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2014/2321](https://www.legislation.gov.uk/uksi/2014/2321), [art. 4](https://www.legislation.gov.uk/uksi/2014/2321/article/4) (as amended: (17.11.2014) by S.I. 2014/3057; (19.1.2015) by S.I. 2015/32; (10.3.2015) by S.I. 2015/634; and (20.7.2015) by S.I. 2015/1537); [S.I. 2014/3094](https://www.legislation.gov.uk/uksi/2014/3094), [art. 4](https://www.legislation.gov.uk/uksi/2014/3094/article/4) (with [art. 6](https://www.legislation.gov.uk/uksi/2014/3094/article/6)); [S.I. 2015/33](https://www.legislation.gov.uk/uksi/2015/33), [art. 4](https://www.legislation.gov.uk/uksi/2015/33/article/4) (with [art. 6](https://www.legislation.gov.uk/uksi/2015/33/article/6)) (as amended (11.2.2015) by S.I. 2015/101 and (10.3.2015) by S.I. 2015/634); [S.I. 2015/101](https://www.legislation.gov.uk/uksi/2015/101), [art. 4](https://www.legislation.gov.uk/uksi/2015/101/article/4) (with [art. 2(2)-(4)](https://www.legislation.gov.uk/uksi/2015/101/article/2/2)) (as amended: (10.3.2015) by S.I. 2015/534; (17.3.2015) by S.I. 2015/740; (20.7.2015) by S.I. 2015/1537; (14.1.2016) by S.I. 2016/33; and (21.3.2016) by S.I. 2016/407); [S.I. 2015/634](https://www.legislation.gov.uk/uksi/2015/634), [art. 4](https://www.legislation.gov.uk/uksi/2015/634/article/4) (with [art. 6](https://www.legislation.gov.uk/uksi/2015/634/article/6)) (as amended (17.3.2015) by S.I. 2015/740 and (21.3.2016) by S.I. 2016/407); [S.I. 2015/1537](https://www.legislation.gov.uk/uksi/2015/1537), [art. 4](https://www.legislation.gov.uk/uksi/2015/1537/article/4) (as modified: (23.11.2015) by S.I. 2015/1930; (14.1.2016) by S.I. 2016/33; and (21.3.2016) by S.I. 2016/407); [S.I. 2015/1930](https://www.legislation.gov.uk/uksi/2015/1930), [art. 4](https://www.legislation.gov.uk/uksi/2015/1930/article/4); [S.I. 2016/33](https://www.legislation.gov.uk/uksi/2016/33), [art. 4](https://www.legislation.gov.uk/uksi/2016/33/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2016/33/schedule); [S.I. 2016/407](https://www.legislation.gov.uk/uksi/2016/407), [art. 4](https://www.legislation.gov.uk/uksi/2016/407/article/4), [Sch.](https://www.legislation.gov.uk/uksi/2016/407/schedule)
[^key-8ca72252dd662f494303fca8a631b37b]: Words in s. 48(1) substituted (5.2.2015 for specified purposes, 6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 11](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/11); [S.I. 2015/134](https://www.legislation.gov.uk/uksi/2015/134), [art. 2(1)](https://www.legislation.gov.uk/uksi/2015/134/article/2/1)[(4)(k)](https://www.legislation.gov.uk/uksi/2015/134/article/2/4/k)
[^key-9f5417827f9bd674b37d19890693d82c]: S. 49 applied (6.4.2016) by [The Pensions Act 2014 (Pension Sharing on Divorce etc.) (Transitional Provision) Order 2016 (S.I. 2016/39)](https://www.legislation.gov.uk/uksi/2016/39), [arts. 1(1)](https://www.legislation.gov.uk/uksi/2016/39/article/1/1), [2(2)(a)](https://www.legislation.gov.uk/uksi/2016/39/article/2/2/a)
[^key-e118bad8b3a96d138d6d60a9582bebd9]: S. 23 modified (6.4.2016) by [The Social Security (Northern Ireland Reciprocal Arrangements) Regulations 2016 (S.I. 2016/287)](https://www.legislation.gov.uk/uksi/2016/287), [regs. 1](https://www.legislation.gov.uk/uksi/2016/287/regulation/1), [2(2)(e)(i)](https://www.legislation.gov.uk/uksi/2016/287/regulation/2/2/e/i), [Sch.](https://www.legislation.gov.uk/uksi/2016/287/schedule)
[^key-2c05d80e180d4c302731ad682df897dd]: Pt. IV Ch. II modified (6.4.2016) by [The Social Security (Northern Ireland Reciprocal Arrangements) Regulations 2016 (S.I. 2016/287)](https://www.legislation.gov.uk/uksi/2016/287), [regs. 1](https://www.legislation.gov.uk/uksi/2016/287/regulation/1), [2(2)(e)(ii)](https://www.legislation.gov.uk/uksi/2016/287/regulation/2/2/e/ii), [Sch.](https://www.legislation.gov.uk/uksi/2016/287/schedule)
[^key-cf1b600df9a634669df00df4cafea924]: [S. 49A](https://www.legislation.gov.uk/ukpga/1999/30/section/49A) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 13](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/13)
[^key-de6cfe82ae5cd0b44c0b7ca5a43bb32b]: Words in [s. 11(1)](https://www.legislation.gov.uk/ukpga/1999/30/section/11/1) inserted (6.4.2016) by [The Enterprise and Regulatory Reform Act 2013 (Consequential Amendments) (Bankruptcy) and the Small Business, Enterprise and Employment Act 2015 (Consequential Amendments) Regulations 2016 (S.I. 2016/481)](https://www.legislation.gov.uk/uksi/2016/481), [reg. 1](https://www.legislation.gov.uk/uksi/2016/481/regulation/1), [Sch. 1 para. 12](https://www.legislation.gov.uk/uksi/2016/481/schedule/1/paragraph/12)
[^key-482e0d64526781b819514ab9352db9dd]: [S. 47(1A)](https://www.legislation.gov.uk/ukpga/1999/30/section/47/1A) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 10(2)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/10/2)
[^key-44727903a69abeb294344af7b4c7538a]: Word in [s. 47(2)](https://www.legislation.gov.uk/ukpga/1999/30/section/47/2) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 10(3)(a)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/10/3/a)
[^key-cbcb768113581ad2ebc7acdbbaaa9347]: Words in [s. 47(2)(b)](https://www.legislation.gov.uk/ukpga/1999/30/section/47/2/b) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 10(3)(b)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/10/3/b)
[^key-04e8d21f1a2c94f08d055665e1281eef]: [S. 47(3)-(5)](https://www.legislation.gov.uk/ukpga/1999/30/section/47/3) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 10(4)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/10/4)
[^key-bc8a1daf237ebce3d2afbbfac4a09769]: Ss. 49(A1)-(1) substituted for s. 49(1) (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 12(2)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/12/2)
[^key-324da0af570d4933ee4eb71281e4c86e]: Word in s. 49(2) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 12(3)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/12/3)
[^key-e3d4ed9f445c60cbeb8dd515c67cb025]: Words in s. 49(3)(b) substituted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 12(4)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/12/4)
[^key-239fcd8f1d237a1bf903cb3dec71077f]: S. 49(5A) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 12(5)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/12/5)
[^key-5caccb3a015246cb22f197af68403bfe]: Words in s. 49(6) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 12(6)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/12/6)
[^key-a0424a12c77e09bf4bc849bad98186bc]: Words in [s. 51](https://www.legislation.gov.uk/ukpga/1999/30/section/51) substituted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 14(3)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/14/3)
[^key-9de6b52a05bb1d7ea5b351bd803a540a]: [S. 51(2)](https://www.legislation.gov.uk/ukpga/1999/30/section/51/2) inserted (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 14(4)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/14/4)
[^key-6b6814c188b36077287aefae1501d794]: [S. 51](https://www.legislation.gov.uk/ukpga/1999/30/section/51): renumbered as s. 51(1) (6.4.2016 unless brought into force earlier by an order under s. 56(1) of the amending Act) by [Pensions Act 2014 (c. 19)](https://www.legislation.gov.uk/ukpga/2014/19), [s. 56(4)](https://www.legislation.gov.uk/ukpga/2014/19/section/56/4), [Sch. 11 para. 14(2)](https://www.legislation.gov.uk/ukpga/2014/19/schedule/11/paragraph/14/2)
#### “Implementation period”.
#### Time for discharge of liability.
@@ -7305,7 +7367,7 @@
- (b) section 133(2) and (8) of the Pensions Act 2004 (prohibition on new members during an assessment period in relation to a scheme: exception for discharge of pension credit derived from the scheme).
#### Obtaining information with respect to compliance with section 3 and corresponding Northern Ireland legislation.
#### Powers of inspection for securing compliance with section 3 and corresponding Northern Ireland legislation.
#### Effect of bankruptcy on pension rights: approved arrangements.
@@ -7327,7 +7389,7 @@
#### Duty of employers to facilitate access to stakeholder pension schemes.
#### Time for discharge of liability.
#### “Implementation period”.
#### Attendance allowance.
@@ -7355,34 +7417,86 @@
#### Disability living allowance.
#### Creation of state scheme pension debits and credits.
#### Late payments by employers to occupational pension schemes.
#### Effect of bankruptcy on pension rights: unapproved arrangements.
#### Excessive pension contributions made by persons who have become bankrupt: Scotland.
#### Cash equivalents.
#### Extension of scheme-making powers.
#### New allowances for bereaved spouses.
#### Incapacity benefit: persons incapacitated in youth.
#### Child benefit: claimant to state national insurance number.
#### Contributions and pensions administration.
#### Interpretation of Part III.
#### Charges in respect of pension sharing costs.
#### Creation of state scheme pension debits and credits.
#### Bereavement payments.
#### Abolition of severe disablement allowance.
#### Disability living allowance.
#### Certain overpayments of benefit not to be recoverable.
#### Supply of information for child support purposes.
#### Charges in respect of pension sharing costs.
##### 49A
- (1) This section applies if—
- (a) the transferor is in the new state pension system, and
- (b) the transfer day is 6 April 2016 or any later date.
- (2) Where this section applies because of a relevant order or provision—
- (a) the transferor is subject, for the purposes of section 14 of the Pensions Act 2014, to a debit of the shared weekly amount, and
- (b) the transferee is entitled, for the purposes of the relevant state pension legislation, to a credit of the shared weekly amount.
- (3) The shared weekly amount is the specified percentage of the excess amount of the transferor's state pension under section 4 of the Pensions Act 2014 as at the transfer day.
- (4) For the purposes of calculating the shared weekly amount—
- (a) a transferor who is under pensionable age on the transfer day is to be treated as having reached pensionable age and to have become entitled to the state pension under section 4 of the Pensions Act 2014 on the transfer day;
- (b) a transferor who has reached pensionable age on the transfer day but who has not yet become entitled to the state pension under section 4 of the Pensions Act 2014 is to be treated as having become entitled to the pension on that day.
- (5) In this section—
- “*the excess amount*” has the meaning given by section 47(4);
- “*relevant order or provision*” means the order or provision by virtue of which this section applies (see section 48);
- “the relevant state pension legislation”—in relation to a transferee in the old state pension system, means Part 2 of the Contributions and Benefits Act, andin relation to a transferee in the new state pension system, means Part 1 of the Pensions Act 2014;
- “*specified percentage*” means the percentage specified in the relevant order or provision for the purposes of subsection (3);
- “*transfer day*” means the day on which the relevant order or provision takes effect;
- “*transferor*” means the person to whose rights the relevant order or provision relates;
- “*transferee*” means the person for whose benefit the relevant order or provision is made.
#### Bereavement payments.
#### Incapacity benefit: reduction for pension payments.
#### Monitoring of employers’ payments to personal pension schemes.
#### Effect of bankruptcy on pension rights: approved arrangements.
#### Excessive pension contributions made by persons who have become bankrupt.
#### Cash equivalents.
#### Extension of scheme-making powers.
#### New allowances for bereaved spouses.
#### Incapacity benefit: persons incapacitated in youth.
#### Child benefit: claimant to state national insurance number.
#### Contributions and pensions administration.
#### Power to make consequential amendments of Part III.
#### Charges in respect of pension sharing costs.
#### Creation of state scheme pension debits and credits.
#### Bereavement payments.
#### Abolition of severe disablement allowance.
#### Disability living allowance.
2016-03-23
Welfare Reform and Pensions Act 1999
2016-01-27
Welfare Reform and Pensions Act 1999
2015-12-02
Welfare Reform and Pensions Act 1999
2015-09-21
Welfare Reform and Pensions Act 1999
2015-03-18
Welfare Reform and Pensions Act 1999
2015-02-16
Welfare Reform and Pensions Act 1999
2015-01-28
Welfare Reform and Pensions Act 1999
2014-11-26
Welfare Reform and Pensions Act 1999
2014-09-15
Welfare Reform and Pensions Act 1999
2014-06-23
Welfare Reform and Pensions Act 1999
2014-05-13
Welfare Reform and Pensions Act 1999
2014-02-24
Welfare Reform and Pensions Act 1999
2013-11-25
Welfare Reform and Pensions Act 1999
2013-10-28
Welfare Reform and Pensions Act 1999
2013-09-19
Welfare Reform and Pensions Act 1999
2013-07-01
Welfare Reform and Pensions Act 1999
2013-04-29
Welfare Reform and Pensions Act 1999
2012-05-08
Welfare Reform and Pensions Act 1999
2012-04-06
Welfare Reform and Pensions Act 1999
2012-01-03
Welfare Reform and Pensions Act 1999
2010-10-01
Welfare Reform and Pensions Act 1999
2010-04-01
Welfare Reform and Pensions Act 1999
2010-03-30
Welfare Reform and Pensions Act 1999
2010-01-12
Welfare Reform and Pensions Act 1999
2009-11-12
Welfare Reform and Pensions Act 1999
2009-10-31
Welfare Reform and Pensions Act 1999
2009-10-01
Welfare Reform and Pensions Act 1999
2009-04-01
Welfare Reform and Pensions Act 1999
2009-03-28
Welfare Reform and Pensions Act 1999
2009-01-26
Welfare Reform and Pensions Act 1999
2008-11-26
Welfare Reform and Pensions Act 1999
2008-10-27
Welfare Reform and Pensions Act 1999
2008-04-01
Welfare Reform and Pensions Act 1999
2008-03-18
Welfare Reform and Pensions Act 1999
2007-11-26
Welfare Reform and Pensions Act 1999
2007-09-26
Welfare Reform and Pensions Act 1999
2006-08-01
Welfare Reform and Pensions Act 1999
2006-04-06
Welfare Reform and Pensions Act 1999
2005-12-30
Welfare Reform and Pensions Act 1999
2005-12-05
Welfare Reform and Pensions Act 1999
2005-07-26
Welfare Reform and Pensions Act 1999
2005-04-15
Welfare Reform and Pensions Act 1999
2005-04-06
Welfare Reform and Pensions Act 1999
2004-11-18
Welfare Reform and Pensions Act 1999
2004-09-01
Welfare Reform and Pensions Act 1999
2003-07-05
Welfare Reform and Pensions Act 1999
2003-04-06
Welfare Reform and Pensions Act 1999
2002-07-08
Welfare Reform and Pensions Act 1999
2002-04-06
Welfare Reform and Pensions Act 1999
2002-03-26
Welfare Reform and Pensions Act 1999
2002-03-25
Welfare Reform and Pensions Act 1999
2002-01-30
Welfare Reform and Pensions Act 1999
2000-07-28
Welfare Reform and Pensions Act 1999
1999-11-11
Welfare Reform and Pensions Act 1999
original version
Text at this date