The National Health Service Pension Scheme Regulations 2008
- (b) except where the non-GP provider’s pensionable pay falls to be calculated as described in sub-paragraph (a), the non-GP provider will be treated as having continued to receive the same average rate of pensionable earnings as during the 12 month period ending immediately before his earnings were reduced or ceased.
- (8) If the earnings used to calculate a member’s pensionable pay cease during a period of absence to which this regulation applies—
- (a) a non-GP provider falling within paragraph (1)(a) will, subject to sub-paragraph (b), be treated as having continued in pensionable employment for a period of 12 months from the date on which the member’s earnings ceased and the member will not be treated as having left pensionable employment until the end of that 12 month period;
- (b) a non-GP provider falling within paragraph (1)(b) to (f) of this regulation who paid contributions on the basis of reduced earnings in accordance with paragraph (4)(b) will, subject to paragraph (9), continue to pay contributions at that rate, except that no refund of contributions or other benefit will be payable until the member actually leaves pensionable employment;
- (c) a member other than a non-GP provider will, subject to paragraph (5), be treated as having left pensionable employment except that no refund of contributions or other benefit will be payable until the member actually leaves pensionable employment.
- (8A) For the purposes of paragraph (8)(a)—
- (a) during the 12 month period, the non-GP provider’s pensionable earnings will be calculated as described in paragraph (7)(a) or (b);
- (b) at the end of the 12 month period, when the member is regarded as having left pensionable employment, no refund of contributions or other benefit will be payable until the member actually leaves employment.
- (9) For the purposes of paragraph (8) (b), the rate of contributions payable shall be the rate that would have been payable on the basis of reduced earnings in accordance with paragraph (4)(a) had the non-GP provider’s reduced earnings excluded any earnings for a day during which the non-GP provider, whilst on maternity leave, returned to work for the purposes of keeping in touch with the workplace.
- (10) If a member fails to pay any contributions which are required to be paid to this Section of the Scheme in respect of a period of absence to which this regulation applies, the member will be treated as having left pensionable employment except that no refund of contributions or other benefit shall be payable unless the member actually leaves pensionable employment.
- (11) If a member to whom ... this regulation applies leaves pensionable employment or, by virtue of paragraph (8)(c), (8A)(b) or (10), is treated as having left pensionable employment, without becoming entitled to a preserved pension, then if the member later returns to pensionable employment regulation 2.A.4(4) will apply as if the reference to 12 months were a reference to 3 years.
- (12) The benefits payable on the death of a member whose earnings ceased during a period of absence to which paragraph (7) applies will be calculated as if the member had died in pensionable employment on the day before the member’s earnings ceased.
Reckonable pay
Meaning of “reckonable pay”: general
2.A.10
- (1) This regulation applies for the purpose of determining the meaning of “reckonable pay” in relation to—
- (a) a member whose active membership ceases, ...
- (b) a member becoming entitled to the immediate payment of a pension during the member’s active membership period—
- (i) on the exercise of the option under regulation 2.D.5 (partial retirement: members aged at least 55), or
- (ii) under regulation 2.D.1(1)(b)(ii) ; or
- (c) a non-contributing member.
- (2) This regulation is subject to regulations 2.A.11 to 2.A.14 , 2.K.7 and 2.K.9 to 2.K.11.
- (3) A member’s “reckonable pay” is determined by the formula—
$$IRP x (RPa/RPi)$Where—IRP is the interim reckonable pay determined in paragraph (4), (6) or (7), as appropriate, before any adjustment for inflation in accordance with regulation 2.A.11,RPa is the annual rate of retirement pension the member would be entitled to if the reckonable pay used to calculate it was the interim reckonable pay, including any adjustment for inflation described in regulation 2.A.11, andRPi is the annual rate of retirement pension the member would be entitled to if the reckonable pay used to calculate it was the interim reckonable pay, excluding any adjustment for inflation described in regulation 2.A.11, but instead including any increases that pay would attract if it was the annual rate of an official pension within the meaning of section 5(1) of the Pensions (Increase) Act 1971.$
- (4) If the period of the member’s pensionable service ending with the relevant day equals 365 days, “interim reckonable pay” means the member’s pensionable pay for that period.
- (5) In this regulation—
- (a) “the relevant day” means—
- (i) in a case within paragraph (1)(a), the day on which the member’s active membership ceases, ...
- (ii) in a case within paragraph (1)(b), the day before that on which the member becomes entitled to the pension;
- (iii) in a case within paragraph (1)(c), the member’s last day of pensionable service.
- (b) “the best consecutive 1095 day period” shall be determined by comparing—
- (i) the period of 1095 days immediately preceding the relevant day (Period 1);
- (ii) the period of 1095 days which overlaps Period 1 by 730 days (Period 2);
- (iii) the period of 1095 days which overlaps Period 2 by 730 days,
and so on.
- (6) Except where paragraph (4) or (7) applies, in this regulation “interim reckonable pay” means one-third of the member’s pensionable pay for the period of 1095 days—
- (a) that begins—
- (i) during the member’s pensionable service, and
- (ii) within the period of 10 years ending with the relevant day, and
- (b) for which the member’s pensionable pay was the highest (“the best consecutive 1095 day period”).
- (7) If the member’s pensionable service within the period of 10 years ending with the relevant day—
- (a) is less than 365 days, or
- (b) exceeds 365 days but is less than 1095 days,
“interim reckonable pay” means the member’s pensionable pay for the period of the member’s pensionable service, divided by the number of days in that period and multiplied by 365.
- (8) If two or more periods of pensionable service are treated as a single continuous period of pensionable service under—
- (a) regulation 2.A.4(5) (pensionable service: breaks in service), or
- (b) regulation 2.G.3(2) (exception to general rule in regulation 2.G.2),
the references in—
- (i) paragraph (4) to a period of pensionable service equalling 365 days,
- (ii) paragraph (5) to a period of 1095 days,
- (iii) paragraph (7) to the period of pensionable service less than 365 days or more than 365 days but less than 1095 days,
are references to periods together amounting to periods of that length, disregarding any breaks during the single period.
- (9) Paragraph (8) does not apply if the other employment is an employment in respect of which the member continues to accrue benefits in accordance with regulation 2.D.13 despite being entitled to a pension under regulation 2.D.11.
- (10) If—
- (a) a person’s reckonable pay in respect of an employment that the person has left falls to be determined under this regulation by reference to the person’s pensionable pay for any period in respect of an employment, and
- (b) the person held that employment concurrently during that period with another employment in which the person was an active member,
the member’s pensionable pay for that period in the other employment must be taken into account in that determination.
- (11) For the purposes of this regulation, pensionable service does not include—
- (a) any period of pensionable service that a member is entitled to count under Chapter 2.F unless the transfer value payment in respect of that service is accepted from a corresponding 2008 scheme;
- (b) any period of pensionable service that a 2008 Section Optant is entitled to count under—
- (i) regulation 2.K.3;
- (ii) regulation 2.K.5, or
- (iii) regulation 2.K.13.
Adjustments for inflation in determining reckonable pay under 2.A.10
2.A.11
- (1) In determining—
- (a) the pensionable pay for the period of pensionable service referred to in 2.A.10(4),
- (b) the period of 1095 days for which the member’s pensionable pay was the highest for the purposes of regulation 2.A.10(6), or
- (c) the pensionable pay for either of the periods of pensionable service referred to in regulation 2.A.10(7),
the amount of pensionable pay is adjusted for inflation.
- (2) The reference in paragraph (1) to adjusting the amount of pensionable pay for inflation, is a reference to increasing the member’s pensionable pay (for a specified period or periods) by an amount equal to the amount by which, at the relevant day, an official pension within the meaning of section 5(1) of the Pensions (Increase) Act 1971 first qualifying for an increase under that Act on the same day as the specified period, or periods, ended, would have been increased (if at all).
- (3) In this regulation—
- (a) “specified period” means any single scheme year falling in the period, or periods, referred to in 2.A.10(4), (6) or (7), and
- (b) “the relevant day” has the meaning given in regulation 2.A.10(5).
Restriction on pensionable pay used for calculating benefits in respect of capped transferred-in service
2.A.12
- (1) This regulation applies for determining the amount of a member’s pensionable pay for the purposes of calculating so much of any benefit under this Section of the Scheme as falls to be calculated by reference to capped transferred-in service.
- (2) If a member’s pensionable pay exceeds the permitted maximum, the excess is disregarded for the purposes of any such calculation as is mentioned in paragraph (1).
- (3) In this regulation “permitted maximum” means–
- (a) in relation to the tax year 2008-09, £117,600, and
- (b) in relation to any later tax year, the figure found for that year under paragraphs (5) and (6).
- (4) If the retail prices index for the month of September preceding the tax year 2009-10 or any later tax year is higher than it was for the previous September, the figure for that year is an amount arrived at by—
- (a) increasing the figure for the previous tax year by the same percentage as the percentage increase in the retail prices index, and
- (b) if the result is not a multiple of £600, rounding it up to the nearest amount which is such a multiple.
- (5) If the retail prices index for the month of September preceding the tax year 2009-10 or any later tax year is not higher than it was for the previous September, the figure for that year is the same as for the previous tax year.
- (6) In this regulation—
- (a) “capped transferred-in service” has the meaning given by regulation 2.F.12; and
- (b) “pensionable pay” has the meaning given by regulation 2.A.8.
Meaning of “reckonable pay”: non-concurrent part-time employment
2.A.13
- (1) This regulation applies if a member’s reckonable pay falls to be determined under regulation 2.A.10 by reference to the member’s pensionable pay for any period for a part-time employment that was not held concurrently with any other such employment in which the member was an active member.
- (2) The member’s reckonable pay for that period in respect of the part-time employment is the amount that would have been paid in respect of that employment for that period if it had been a whole-time employment not held concurrently with any other employment.
This is subject to paragraph (4).
- (3) For the purposes of paragraph (2) it is assumed that the same rate of pay per hour or session (or part of an hour or session) is paid for the whole-time employment as is paid per hour or session (or part of an hour or session) for the part-time employment.
- (4) If, in a case where, apart from this paragraph, paragraph (2) would apply, it appears to the Secretary of State that, by reason of exceptional circumstances, the application of the assumptions in paragraph (3) for the purposes of paragraph (2) would result in an excessive amount being given by paragraph (2), that amount must be reduced by such amount as is in the opinion of the Secretary of State appropriate having regard to what would have been paid for that period in respect of a comparable whole-time employment.
- (5) This regulation does not apply to the calculation of the reckonable pay of an active member or a pensioner member for the purposes of regulation 2.E.17(1) or (2) (lump sum payable on death of active or pensioner member).
Meaning of “reckonable pay”: concurrent part-time employments
2.A.14
- (1) This regulation applies if under regulation 2.A.10(10) a member’s reckonable pay falls to be determined by reference to the member’s pensionable pay for any period for two or more part-time employments held concurrently during that period.
- (2) The member’s reckonable pay for that period is calculated as follows—
Step 1
Calculate the reckonable pay for each of the employments under regulation 2.A.13 as if it were not held concurrently with any other such employment.
Step 2
Find the appropriate fraction for each of the employments (see paragraph (3)).
Step 3
Add together the appropriate fraction of the reckonable pay for each of the employments as calculated at Step 1.
- (3) Except where paragraph (4) applies, the appropriate fraction for an employment is—
$$HPWTHPW$where—HPW is the number of hours per week of the employment, andTHPW is the total hours per week of both or all the employments.$
- (4) The appropriate fraction for an employment for a specified number of sessions per week is—
$$SPWTSPW$where—SPW is the number of sessions per week of the employment, andTSPW is the total sessions per week of both or all the employments.$
- (5) If—
- (a) one or more of the employments is an employment for a specified number of sessions per week, and
- (b) one or more of the employments is not such an employment,
the denominator for the fractions given in paragraph (3) and (4) is calculated on the basis that a session is 3.5 hours or such number of hours as the Secretary of State may in any particular case determine.
Out of hours providers
2.A.15
- (1) For the purposes of these Regulations, an OOH provider is—
- (a) a company limited by guarantee (which is not otherwise an employing authority)—
- (i) in which all the members of the company are registered medical practitioners, APMS contractors, GMS practices or PMS practices, and the majority of those members are—
- (aa) APMS contractors, GMS practices or PMS practices whose APMS contracts, GMS contracts or PMS agreements require them to provide OOH services; or
- (bb) registered medical practitioners who are partners or shareholders in an APMS contractor, a GMS practice or a PMS practice which is a partnership or a company limited by shares and which is required to provide OOH services under its GMS contract, PMS agreement or APMS contract,
- (ii) which has a contract with an integrated care board, NHS England, a Local Health Board, an APMS contractor or a GMS or PMS practice for the provision of OOH services, and
- (iii) in respect of which an integrated care board, NHS England or Local Health Board appointed by the Secretary of State or the National Assembly of Wales to act on his or its behalf—
- (aa) is satisfied that the provision of OOH services by the company is wholly or mainly a mutual trading activity;
- (bb) is satisfied that the company has met all the conditions for being an OOH provider in this regulation; and
- (cc) has, pursuant to a written application made by the company to it for that purpose, approved the company as an employing authority; or
- (b) some other body corporate (which is not otherwise an employing authority) which—
- (i) operates in the interests of those who are the recipients of the primary medical services it provides or of the general public;
- (ii) operates on a not-for-profit basis;
- (iii) is not an associated company in relation to another person;
- (iv) has memorandum or articles or rules that—
- (aa) prohibit the payment of dividends to its members; and
- (bb) require its profits (if any) or other income to be applied to promoting its objects, and
- (cc) require all the assets which would otherwise be available to its members generally to be transferred on its winding up either to another body which operates on a not-for-profit basis and whose purpose is to provide health or social care for the benefit of the community or to another body the objects of which are the promotion of charity and anything incidental or conducive thereto,
- (v) has at least one member who is—
- (aa) an APMS contractor, a GMS practice or a PMS practice; or
- (bb) a partner in a partnership that is an APMS contractor, a GMS practice or a PMS practice; or
- (cc) a shareholder in a company limited by shares that is an APMS contractor, a GMS practice or a PMS practice,
- (vi) has a contract with an integrated care board, NHS England or Local Health Board, an APMS contractor, a GMS practice or a PMS practice, for the provision of OOH services, and
- (vii) is approved as an employing authority by an integrated care board, NHS England or Local Health Board appointed by the Secretary of State to act on his behalf—
- (aa) pursuant to a written application made by the body to it for that purpose; and
- (bb) that integrated care board or NHS England, or that Local Health Board being satisfied that the body has met all the conditions for being an OOH provider in this regulation.
- (2) For the purposes of paragraph (1)(b)(iii)—
- (a) a body corporate is to be treated as another person’s associated company if that person has control of it, except if that person is an employing authority; and
- (b) a person shall be taken to have control of a body corporate if he exercises, or is able to exercise, or is entitled to acquire, direct or indirect, control over its affairs.
- (3) A company limited by guarantee or other body corporate which provides or is to provide OOH services and which wishes to be approved as an employing authority must make a written application to an integrated care board, NHS England or Local Health Board appointed by the Secretary of State to act on the Secretary of State’s behalf (“the appointed NHS body”).
- (4) An application referred to in paragraph (3) may specify the date from which approval by the appointed NHS body (if given) shall have effect (“the nominated date”).
- (5) If a company limited by guarantee or other body corporate makes an application and—
- (a) the appointed NHS body is satisfied that the company or other body corporate meets the conditions for approval or will do so at any nominated date which is later than the approval date; and
- (b) it approves that application,
that approval shall take effect on the later of the nominated date and the approval date.
- (6) If paragraph (5) applies, NHS employment shall be treated as commencing on the later of the nominated date (if any) and the approval date.
- (7) For the purposes of this regulation the conditions for approval are those referred to in paragraph (1)(a) or (b) as the case may be.
- (8) The appointed NHS body may give an OOH provider a notice in writing terminating its participation in this Section of the scheme where that provider—
- (a) does not have in force a guarantee, indemnity or bond as required by the Secretary of State in accordance with regulation 2.C.7;
- (b) has ceased to satisfy the conditions for approval;
- (c) has notified the appointed NHS body that any one of the following events has occurred in respect of it—
- (i) a proposal for a voluntary arrangement has been made or approved under Part I of the Insolvency Act 198630 (“the 1986 Act”); or
- (ii) an administration application has been made, or a notice of intention to appoint an administrator has been filed with the court, or an administrator has been appointed under Schedule B1 to the 1986 Act; or
- (iii) a receiver, manager, or administrative receiver has been appointed under Part III of the 1986 Act; or
- (iv) a winding-up petition has been presented, a winding-up order has been made or a resolution for voluntary winding-up has been passed under Part IV or Part V of the 1986 Act or an instrument of dissolution has been drawn up in accordance with section 58 of the Industrial and Provident Societies Act 196531; or
- (v) notice has been received by it that it may be struck off the register of companies, or an application to strike it off has been made, under Part XX of the Companies Act 198532.
- (9) An OOH provider—
- (a) must give the appointed NHS body notice in writing upon the occurrence of any of the events referred to in paragraph (8)(c) and must give such notice on the same day as that event;
- (b) that wishes to cease to participate in this Section of the scheme must give the appointed NHS body and its employees not less than 3 months notice in writing (to commence with the date of the notice) of that fact.
- (10) An OOH provider must cease to participate in this Section of the scheme on—
- (a) such date as the appointed NHS body may specify in a notice under paragraph (8);
- (b) the day upon which the period referred to in paragraph (9)(b) expires if a notice under that provision has been given.
CHAPTER 2.B — MEMBERSHIP
Eligibility: general
2.B.1
- (1) A person is eligible to be an active member of this Section of the Scheme on or after 1st April 2015 if conditions A to C are met and the person is not prevented by regulation 2.B.2, 2.B.3 or 2.B.6.
- (2) Condition A is that the person is in NHS employment.
- (3) Condition B is that the person—
- (a) enters NHS employment on or after 1st April 2008 and has service (“relevant service”) as an active member of this Section of the Scheme—
- (i) ... before 1st April 2012; or
- (ii) after 1st April 2012, but only where that service is pursuant to the provisions of Chapter 2.K,
- (b) has not had a break in service for any one period of five years or more ending in the period starting on 2nd April 2012 and finishing on 1st April 2015, and
- (c) meets all of the “other Section conditions” (see paragraph (5)).
- (4) Condition C is that the person has not reached the age of 75 and was born on, or before, 31st August 1960.
- (5) The “other Section conditions” are that—
- (a) the person has not received a repayment of contributions under regulation 2.C.18 in respect of their relevant service;
- (b) the person’s rights under this Section of the Scheme in respect of their relevant service have not been extinguished under regulation 2.F.7;
- (c) the person is not entitled to a repayment of contributions under regulation 2.C.18 by virtue of paragraph (2)(a) to (c) of that regulation.
- (6) A person—
- (a) who—
- (i) was in pensionable employment on 31 March 2012 but ceased to be so after that date, or
- (ii) ceased NHS employment before 1 April 2012,
and is not the subject of a direction made under section 7 of the Superannuation (Miscellaneous Provisions) Act 1967,
- (b) who would, if paragraph (a) did not apply, fall within regulation 2.B.2(1B) to (1G), and
- (c) to whom the Treasury’s guidance “Fair Deal for staff pensions: staff transfer from central government” applies,
may, if the Secretary of State considers it appropriate and makes a direction under 7 of the Superannuation (Miscellaneous Provisions) Act 1967, be a member of this Section of the Scheme.
Restrictions on eligibility: general
2.B.2
- (A1) A person is not eligible to be an active member of this Section of the Scheme in respect of service in NHS employment after 31st March 2022.
- (A2) Paragraphs (1) to (14) of this regulation apply in respect of service in NHS employment before 1st April 2022.
- (A3) Nothing in paragraphs (1A) and (1C) to (1LF) of this regulation prevents a member’s remediable service within the meaning of section 1 of the Public Service Pensions and Judicial Offices Act 2022 being treated as pensionable service under this Section of the Scheme in accordance with section 2 of that Act (remediable service treated as pensionable under Chapter 1 legacy schemes).
- (1) A person who is entitled to the immediate payment of a pension under this Section of the Scheme under a regulation that requires the person not to be in NHS employment may only be an active member in accordance with—
- (a) regulation 2.D.5 (partial retirement (members aged at least 55)),
- (b) regulation 2.G.4 (effect of re-employment on tier 2 ill-health pensions),
- (c) regulation 2.D.13 (exceptions to requirement that NHS employment must have ceased), or
- (d) Chapter 2.G.
- (1A) A person who was born on, or after, 1st September 1960 is not eligible to be an active member of this Section of the Scheme in respect of service in NHS employment on, or after, 1st April 2015.
- (1B) A person is not eligible to be an active member of this Section of the Scheme if that person has had a break in service ending on or after 2nd April 2012, and any of the following apply—
- (a) that break in service is for any one period of five years or more;
- (b) that person receives a repayment of contributions under regulation 2.C.18 in respect of their service before that break (see regulation 2.B.1(3)(a));
- (c) that person becomes entitled to a repayment of contributions under regulation 2.C.18 by virtue of paragraph (2)(a) to (c) of that regulation in respect of their service before that break; or
- (d) that person’s rights under this Section of the Scheme in respect of their service before that break have been extinguished under regulation 2.F.7 because a transfer value payment is made in respect of them.
- (1C) A person who on 1st April 2012 has attained the age of 55 may not contribute to or accrue further pensionable service under this Section of the Scheme unless that person either—
- (a) is, on 1st April 2015, an active member of this Section of the Scheme in accordance with regulation 2.B.1; or
- (b) returns to NHS employment on or after 2nd April 2015 in circumstances where paragraph (1B)(a) does not apply.
- (1D) Paragraph (1E) applies to a person—
- (a) who, on 1st April 2012, has attained the age of 51 years and 7 months but has not attained the age of 55, and
- (b) whose eligibility cessation date has not been reached (see paragraph (1F)).
- (1E) A person referred to in paragraph (1D) may not contribute to or accrue further pensionable service under this Section of the Scheme unless that person either—
- (a) is, on 1st April 2015, an active member of this Section of the Scheme in accordance with regulation 2.B.1, or
- (b) returns to NHS employment on or after 2nd April 2015 in circumstances where paragraph (1B)(a) does not apply.
- (1F) For the purposes of paragraph (1D), a person’s eligibility cessation date is to be determined according to the formula—
$$A−(2×T)$where—A is 1st April 2022T is the number of months (rounded up to the nearest whole month) by which the person’s age on 1st April 2012 is less than 55.$
- (1G) For the purposes of paragraphs (1C)(b) and (1E)(b), any break in service where the member was in pensionable service in an existing scheme (within the meaning of Schedule 5 to the 2013 Act) is to be disregarded.
- (1H) Paragraph (1I) applies to a person who in the opinion of the Secretary of State—
- (a) was previously an active member of a corresponding 2008 scheme,
- (b) the regulations governing that corresponding scheme include provisions pursuant to subsection (5) of section 18 of the 2013 Act or subsection (5) of section 18 of the 2014 Act that provide for exceptions to subsection (1) of those sections, and
- (c) pursuant to those provisions, the member would have been eligible to re-join that corresponding scheme if the member had returned to NHS employment for the purposes of that scheme on the day the member commenced NHS employment within the meaning of these Regulations.
- (1I) The Secretary of State may permit a person referred to in paragraph (1H) to join this Section of the Scheme and, for the purposes of paragraphs (1C) to (1G), the member’s previous pensionable employment under the corresponding scheme referred to in paragraph (1H) will be treated as if it were previous pensionable employment under this Section of the Scheme.
- (1J) Paragraph (1K) applies to a person who, in the opinion of the Secretary of State—
- (a) was previously an active member in respect of service in an existing scheme (within the meaning of Schedule 5 to the 2013 Act or Schedule 5 to the 2014 Act),
- (b) is not receiving a pension in respect of that service on the relevant day,
- (c) the regulations of that existing scheme include provisions pursuant to subsection (5) of section 18 of the 2013 Act or subsection (5) of section 18 of the 2014 Act that provide for exceptions to subsection (1) of those sections,
- (d) pursuant to those provisions, the person would have been eligible to be an active member of the existing scheme if the member had returned to employment for the purposes of that scheme on the relevant day, and
- (e) the member would, if the member’s previous service in the existing scheme had been previous service under this Section of the Scheme, have been eligible for active membership of this Section of the Scheme on the relevant day pursuant to paragraphs (1A) to (1G).
- (1K) The Secretary of State may permit a person referred to in paragraph (1J) to join this Section of the Scheme and, for the purposes of paragraphs (1C) to (1G), the member’s previous service as an active member under the existing scheme referred to in paragraph (1J) will be treated as if it were previous service as an active member of this Section of the Scheme.
- (1L) For the purposes of paragraphs (1J) and (1K) “the relevant day” is the day the member commences NHS employment for the purposes of these Regulations.
- (1LA) Paragraph (1LE) applies to a person if—
- (a) paragraph (1LB) is satisfied, and
- (b) that person’s employment was originally transferred out of the public sector (whether or not the employment from which that person is being transferred for the purposes of paragraph (1LB) to (1LF) is in the public sector).
- (1LB) This paragraph is satisfied if, in the opinion of the Secretary of State—
- (a) the person’s employment is transferred to an employing authority by virtue of—
- (i) a transfer of undertakings, or
- (ii) arrangements equivalent to a transfer of undertakings; and
- (b) the employment from which the person is transferred—
- (i) qualified that person for benefits under an occupational pension scheme, and
- (ii) the rules of that scheme (in the opinion of the Secretary of State) entitle that person to receive benefits on retirement upon attaining the age of 65 years.
- (1LC) The reference in paragraph (1LB) to arrangements equivalent to a transfer of undertakings is to arrangements—
- (a) which the Secretary of State considers to be equivalent to the transfer of an undertaking, and
- (b) under which the parties to the arrangements have agreed that the rights of a person whose employment is being transferred should, as far as practicable, be treated in the same way as they would have been under a transfer of an undertaking.
- (1LD) For the purposes of paragraph (1LB)(b)(ii), a person is not to be treated as being entitled under the rules of a pension scheme to receive benefits upon, or prior to, attaining the age of 65 years, where such entitlement arises by virtue of any scheme rule making special provision—
- (a) as to early retirement on the grounds of ill health, redundancy or otherwise, or
- (b) for benefits to be reduced for early payment.
- (1LE) The Secretary of State may permit a person referred to in paragraph (1LA) who would otherwise not be permitted to join this Section of the Scheme in accordance with regulation 2.B.1 to do so and, for the purposes of paragraphs (1C) to (1G), the member’s previous service as an active member under the occupational pension scheme referred to in paragraph (1LB)(b)(i) will be treated as if it were previous service as an active member of this Section of the Scheme.
- (1LF) Before permitting a person referred to in paragraph (1LE) to join this Section of the Scheme the Secretary of State must take advice from the Scheme actuary.
- (1M) A person referred to in paragraph (1C), (1E), (1I) , (1K) or (1LE) may elect, using a form provided by the Secretary of State, not to make contributions or accrue further service under this Section of the Scheme in accordance with whichever of those paragraphs apply, but instead (where eligible) to become an active member of the 2015 Scheme.
- (1N) Such an election—
- (a) is irrevocable;
- (b) must be given to the Secretary of State before the date specified by the Secretary of State in the election form;
- (c) is to be treated as having been given on the date the election form is received by the Secretary of State.
- (1O) The date referred to in (1N)(b) must be a date that is at least three months later than the date on which the Secretary of State provided the member with an election form.
- (1P) An election shall be effective from the first day of the member’s pensionable employment in the 2008 Section falling on, or after, 1st April 2015, and from that date—
- (a) that member is to be treated as if that member had been an active member of the 2015 Scheme, and
- (b) contributions made in respect of the member in the 2008 Section shall be treated as if they had been contributions made in respect of that member in the 2015 Scheme.
- (1Q) The Secretary of State may allow a member to exercise an election after the date specified under paragraph (1N)(b) where the Secretary of State considers that the member has not had a reasonable opportunity to consider whether to exercise an election before that date.
- (2) A person is not eligible to be an active member of this Section of the Scheme if the person—
- (a) became a pensioner member of the 1995 Section or a corresponding 1995 scheme on, or before, 1st April 2008 (except if paragraph (1)(b)(i) of regulation 2.B.1A applies to that person), or
- (b) became a pensioner member of the 1995 Section or a corresponding 1995 scheme on, or after, that date (except if paragraph (1)(b)(i) or (ii) of regulation 2.B.1A applies to that person or that person became an active member of this Section of the Scheme before reaching normal benefit age for the purposes of the 1995 Section), ...
- (c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) A person is not eligible to be an active member of this Section of the Scheme in respect of service in an employment if the person is an active member of a superannuation scheme established under section 1 or 9 of the Superannuation Act 1972 in respect of service in that employment.
- (4) A person who is employed by a GDS or PDS contractor (other than a dentist performer) is not eligible to be an active member of the Scheme in respect of service in that employment.
- (5) A person who holds an honorary appointment and does not at the same time hold any other employment which entitles him to be a member of this Section of the Scheme is not eligible to be an active member of this Section of the Scheme.
- (6) A person is not eligible to be an active member of this Section of the Scheme in any further employment if the person—
- (a) becomes entitled to a tier 2 pension under regulation 2.D.8, and
- (b) opts to exchange that pension for a lump sum in accordance with regulation 2.D.15.
- (7) A person is not eligible to be an active member of this Section of the Scheme in any future employment if the person—
- (a) ceases to be entitled to a tier 1 ill-health pension under regulation 2.D.8, and
- (b) becomes entitled to a tier 2 ill-health pension under that regulation on the date the Secretary of State makes a determination under regulation 2.D.9(3).
This is subject to paragraph (8).
- (8) A person to whom paragraph (7) applies is eligible to be an active member of this Section of the Scheme in any further employment after the first anniversary of that person’s first day of such employment following the date of the Secretary of State’s determination under regulation 2.D.9.
- (9) A person who satisfies Condition A or Condition B is not eligible to be an active member of this Section of the Scheme in respect of any period of NHS employment on or after 1st July 2009 (“the relevant employment”) with effect from the later of—
- (a) that date, and
- (b) the dateon which Condition A or Condition B is met.
- (10) Condition A is that on or after 13th January 2009—
- (a) that person is employed by an employing authority,
- (b) the relevant employment commences in accordance with an arrangement under which it is the intention of the employing authority to retain that person as an employee following that person’s objection to that person’s transfer to another body (which is not an employing authority) (“a retention arrangement”), and
- (c) but for that retention arrangement—
- (i) the transfer of that person’s employment would be a relevant transfer for the purposes of the TUPE Regulations, or
- (ii) that person’s employment would, in the Secretary of State’s opinion, transfer from the employing authority to another employer in the public sector by virtue of an arrangement broadly equivalent to a TUPE transfer.
- (11) Condition B is that on or after 13th January 2009—
- (a) that person—
- (i) is seconded from an employing authority to another body (which is not an employing authority), but
- (ii) remains an employee of that employing authority during that secondment, and
- (b) the purpose of that secondment is, in the opinion of the Secretary of State, for that person to assist that other body in the discharge of any functions which have previously transferred to that other body from that employing authority.
- (12) A person referred to in paragraph (9) may be an active member of this Section of the Scheme in respect of the relevant employment referred to in that paragraph if the Secretary of State considers it appropriate, having regard to the nature of that employment andthe circumstances under which ittakes place, to accept that person as such a member.
- (13) The reference in paragraph (10)(c)(ii) to an arrangement broadly equivalent to a TUPE transfer is to an arrangement—
- (a) which, having regard to the purpose of the arrangement and its effect on the functions of the employing authority, the Secretary of State considers has that equivalence, and
- (b) under which the Secretary of State requires the parties to agree that the rights of the person whose employment is being transferred should, as far as practicable, be treated no less favourably than they would have been under a TUPE transfer.
- (13A) For the purposes of paragraphs (13B) to (13F), a retention arrangement is one under which—
- (a) a person is seconded from an employing authority (“the sending employing authority”) to another body which is not an employing authority (“the other body”), and
- (b) that person, pursuant to an intention of the sending employing authority, remains an employee of that authority in circumstances where that person’s performance of services pursuant to a qualifying contract for the other body counts as pensionable service only by reason of that retention arrangement.
- (13B) A person who on 2nd April 2014, and pursuant to a retention arrangement which was entered into before that date, remains engaged by the other body to perform services pursuant to a qualifying contract, may not, from 1st April 2017 contribute to or accrue pensionable service under this Section of the Scheme in respect of the performance of those services.
This is subject to paragraph (13E).
- (13C) A person who, pursuant to the retention arrangement referred to in paragraph (13B) is, on 2nd April 2014 engaged by the other body to perform services pursuant to the qualifying contract referred to in that paragraph, may not, from that date contribute to or accrue pensionable service under this Section of the Scheme in respect of the performance of any services under that contract.
This is subject to paragraph (13E).
- (13D) A person who on, or after, 2nd April 2014 and pursuant to a retention arrangement (other than the one referred to in paragraph (13B)) is engaged by the other body to perform services pursuant to a qualifying contract, may not contribute to or accrue pensionable service under this Section of the scheme in respect of the performance of any services under that contract.
This is subject to paragraph (13E).
- (13E) The Secretary of State may exceptionally allow a person referred to in paragraph (13B), (13C) or (13D) to contribute to or accrue pensionable service under this Section of the Scheme if the Secretary of State considers that appropriate having regard to the nature of the person’s employment and the circumstances under which it takes place.
- (13F) Nothing in this regulation prevents the other body referred to in paragraph (13B), (13C) or (13D) from applying for approval as an employing authority pursuant to regulation 2.M.3.
- (14) In this regulation—
- “the TUPE Regulations” means the Transfer of Undertakings (Protection of Employment) Regulations 2006;
- “a TUPE transfer” means a transfer of an undertaking to which the TUPE Regulations apply.
Concurrent employments
2.B.3
- (1) This regulation applies if for any period a person holds two or more employments in respect of which the person is (or apart from this regulation would be) eligible to be an active member of this Section of the Scheme.
- (2) The person may only be such a member in respect of so many hours or, as the case may be, sessions in each such employment as, in the opinion of the Secretary of State, do not, taken together, exceed a comparable whole-time employment not held concurrently with any other employment.
- (3) If the person is such a member in respect of two or more employments which, in the opinion of the Secretary of State, when taken together exceed a comparable whole-time employment not held concurrently with any other employment, the person is not eligible to be an active member in respect of any employment (or part of an employment) which exceeds a comparable whole-time employment not held concurrently with any other employment.
- (4) For the purposes of paragraphs (2) and (3), two or more employments taken together exceed a comparable whole-time employment if the total number of hours or sessions under the employments exceeds the number of hours or sessions that would, in the opinion of the Secretary of State, constitute a comparable whole-time employment under which services of the kinds performed in the two or more employments were performed.
- (5) For the purposes of this regulation an employment is “whole-time” if it is employment for such number of hours or sessions as in the opinion of the Secretary of State amounts to whole-time employment in the case of an employment for services of the kind performed in the two or more employments.
- (6) A person may participate in this Section of the Scheme in respect of employment as an officer even if he also participates in Part 3 in respect of concurrent employment as a practitioner.
Joining and leaving the Scheme
Joining the Scheme
2.B.4
- (1) Subject to paragraph (3), a person in NHS employment who is eligible to be an active member of this Section of the Scheme, becomes such a member, unless absent from work for any reason, on either—
- (a) the commencement of the person’s employment; or
- (b) where the person has previously opted out of this Section of the Scheme under regulation 2.B.5(1) and is a person to whom section 3 or section 5 of the 2008 Act applies—
- (i) on that person’s automatic enrolment date, or
- (ii) on that person’s automatic re-enrolment date, except where the notice referred to in regulation 2.B.5(1) was given within 12 months immediately preceding that date.
- (2) A person who is eligible to be such a member by virtue of falling within regulation 2.B.1(3)(b) may opt to become such a member by giving notice in writing to the employing authority.
- (3) A person who has previously exercised an option to opt out of this Section of the Scheme in accordance with regulation 2.B.5(1) in respect of an employment in which that person was an active member, and who remains eligible to be an active member in respect of that employment, may opt to join or re-join this Section of the Scheme by giving notice in writing to the employing authority in such form as the Secretary of State requires.
- (4) A notice under paragraph (3) takes effect—
- (a) from the beginning of the first pay period to begin after the notice is received by the employing authority, or
- (b) if the notice specifies a date that is the first day of a later pay period, from that date.
- (5) A notice under paragraph (3) may not be given by a person who is absent from work for any reason.
- (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Opting out of the Scheme
2.B.5
- (1) A person who is an active member of this Section of the Scheme in any employment may opt at any NHS time to cease to be such a member by giving notice in writing to the person’s employing authority.
- (2) A person who so opts ceases to be such a member on the date the notice takes effect.
- (3) The notice takes effect—
- (a) from the beginning of the first pay period to begin after the notice is received by the employing authority, or
- (b) if the notice specifies a later date, from the beginning of the first pay period after that in which the specified date falls.
- (4) A person to whom paragraph (1)(a) of regulation 2.B.4 applies in respect of an employment who gives notice in writing under paragraph (1) of this regulation within one month of the date of commencing that NHS employment, is treated as not having become an active member by virtue of that regulation.
- (5) A notice under paragraph (1) shall cease to have effect on the day immediately preceding, as the case may be, the person’s—
- (a) automatic enrolment date, or
- (b) automatic re-enrolment date: this does not apply where the notice was given within 12 months immediately preceding that date.
- (6) This regulation does not apply to a person to whom sections 3, 5 or 8 of the 2008 Act and regulations 9 or 15 of the 2010 Regulations applies (that is, a person who is subject to automatic enrolment or automatic re-enrolment in this Section of the Scheme as a qualifying scheme who does not wish to participate in it): this paragraph does not affect the rights of such a person who subsequently becomes a member of this Section of the Scheme in circumstances where those provisions of the 2008 Act and 2010 Regulations do not apply.
Restriction on further participation in this Section of the Scheme
2.B.6
- (1) A person who ceases to meet any of conditions A to C in regulation 2.B.1 in an employment or is prevented by regulation 2.B.2 or 2.B.3 from continuing to be an active member in an employment must cease to be an active member of this Section of the Scheme in that employment.
- (2) Accordingly—
- (a) a person within paragraph (1) may not make any further contributions to this Section of the Scheme under Chapter 2.C, and
- (b) any further service of the person is not pensionable service for the purposes of this Section of the Scheme.
CHAPTER 2.C — CONTRIBUTIONS
Basic contributions by members
Contributions by members
2.C.1
- (1) Each active member must make contributions to this Section of the Scheme (“member contributions”) in respect of—
- (a) the member’s pensionable pay in accordance with regulation 2.C.2 where the member is not a non-GP provider;
- (b) the member’s pensionable earnings in accordance with regulation 2.C.4 where the member is a non-GP provider.
- (2) Member contributions must be made—
- (a) until the member completes 45 years’ pensionable service, or
- (b) where the notice required by regulation 2.A.2(3) has been properly received, until the member ceases officer service.
- (3) In the case of a member who is not a non-GP provider, the member’s employing authority must deduct member contributions from the member’s pensionable pay and pay them to the Secretary of State not later than the 19th day of the month following the month in which the pay was paid to the member.
- (4) In the case of a member who is a non-GP provider, the host ... Board must pay to the Secretary of State contributions under this regulation paid to it by the non-GP provider or paid to it by another employing authority not later than the 19th day of the month following the month in which the earnings were paid to the non-GP provider.
- (5) Paragraph (6) applies where, despite the provisions of this regulation—
- (a) a member who—
- (i) is not a non-GP provider, has failed to pay member contributions; or
- (ii) is a non-GP provider, has failed to pay such contributions; or
- (b) an employing authority has failed to deduct such contributions in respect of a member referred to in paragraph (a).
- (6) The Secretary of State may recover any sum that remains due in respect of contributions referred to in paragraph (5)—
- (a) in any case where an employing authority has ceased to exist and the member is a non-GP provider member referred to in paragraph (5)(a)(ii), by adding those contributions to the amount of contributions that the non-GP provider is due to pay to the host Board;
- (b) by deduction from any benefit payable to, or in respect of, the member where the Secretary of State has notified the member of an intention to do so.
- (6A) Where paragraph (6)(a) applies, the non-GP provider must record the amount of unpaid contributions in a certificate referred to in regulation 2.J.14.
- (7) Paragraph (6) is without prejudice to any other method of recovery the Secretary of State may have.
- (8) A member who is absent from service in circumstances within regulation 2.A.4(1) to (3A), may make contributions to this Section of the Scheme in respect of the member’s pensionable pay or, as the case may be, pensionable earnings in accordance with that regulation and whichever of regulations 2.C.2 or 2.C.4 applies to that member.
- (9) If, apart from this paragraph, the pay or, as the case may be, earnings for a scheme year in respect of a member’s service would not be a whole number of pounds, that pay or, as the case may be, those earnings must be rounded down to the nearest whole pound.
Members’ contribution rate
2.C.2
- (1) Contributions under regulation 2.C.1(1)(a) must be paid at the member’s contribution rate for the scheme year in question.
- (2) A member’s contribution rate for each scheme year from 2015-16 is the percentage specified in column 2 of the following table in respect of the corresponding pensionable pay band specified in column 1 of that table into which the member’s pensionable pay falls.
| Column 1Pensionable Pay Band | Column 2Contribution Percentage Rate |
|---|---|
| Up to £15,431 | 5% |
| £15,432 to £21,477 | 5.6% |
| £21,478 to £26,823 | 7.1% |
| £26,824 to £47,845 | 9.3% |
| £47,846 to £70,630 | 12.5% |
| £70,631 to £111,376 | 13.5% |
| £111,377 to any higher amount | 14.5% |
- (2A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
- (3) The Secretary of State shall, with the consent of the Treasury, determine the pensionable pay bands and contribution percentage rates specified in the tables set out in this regulation in respect of each scheme year.
- (4) Before determining those pensionable pay bands or contribution percentage rates, the Secretary of State must consider the advice of the Scheme actuary.
- (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Employees
2.C.3
- (1) For the purposes of this regulation—
- (a) “previous scheme year” means the scheme year immediately preceding the scheme year in respect of which contributions are payable in accordance with this part (“the current scheme year”); and
- (b) if a member holds two or more pensionable employments at the same time—
- (i) the determinations referred to in paragraphs (4) to (21) shall apply to each such employment separately; and
- (ii) each such employment shall be treated separately for the purpose of paying contributions.
- (2) For the purposes of determining the relevant annual contribution rate for the current scheme year paragraphs (3) to (15) apply to a member who is in pensionable employment with the same employing authority on both the last day of the previous scheme year and the first day of the current scheme year.
This is subject to paragraphs (16) and (17).
- (3) For the purposes of paragraphs (4) to (15)—
- (a) a member shall be regarded as being in pensionable employment throughout the previous scheme year regardless of any period in that year during which the member continued to be employed by the same employer but did not make contributions to this Section of the scheme;
- (b) for the purposes of calculating the member’s pensionable pay—
- (i) contributions for any period referred to in (a) shall be deemed to have been paid;
- (ii) any additional pensionable pay that the member is treated as having received during an absence from work in accordance with regulation 2.A.9 shall be included;
- (c) the amount of pensionable pay determined in accordance with those paragraphs shall be rounded down to the nearest whole pound.
- (4) If a member—
- (a) was in pensionable employment with an employing authority on a whole-time basis throughout the previous scheme year;
- (b) paid contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay received during the previous scheme year.
- (5) If a member—
- (a) was in pensionable employment with an employing authority on a part-time basis throughout the previous scheme year;
- (b) paid contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by reference to the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment during the previous scheme year.
- (6) If a member—
- (a) was in pensionable employment with an employing authority on a combination of a whole-time and part-time basis throughout the previous scheme year;
- (b) paid contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the aggregate of—
- (i) the member’s pensionable pay received during the previous scheme year in respect of the member’s whole-time employment, and
- (ii) the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment for that period in respect of the member’s part-time employment.
- (7) If a member—
- (a) was in pensionable employment with an employing authority on a whole-time basis throughout the previous scheme year;
- (b) did not pay contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined by the formula—
$$RPPNDPE×365$where—RPP is the pensionable pay received in respect of that employment for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (8) If a member—
- (a) was in pensionable employment with an employing authority on a part-time basis throughout the previous scheme year;
- (b) did not pay contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined by the formula—
$$CWTENDPE×365$where—CWTE is the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment in respect of the member’s part-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (9) If a member—
- (a) was in pensionable employment with an employing authority on a combination of a whole-time and part-time basis throughout the previous scheme year;
- (b) did not pay contributions in respect of that employment at the same percentage rate throughout that previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined by the formula—
$$(RPP+CWTE)NDPE×365$where—RPP is the pensionable pay received for the whole-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;CWTE is the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment in respect of the member’s part-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (10) If a member—
- (a) commenced pensionable employment with an employing authority on a whole-time basis during the previous scheme year;
- (b) paid contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by the formula—
$$RPPNDPE×365$where—RPP is the pensionable pay received in respect of that employment during the previous scheme year;NDPE is the number of days of pensionable employment with that authority during the previous scheme year.$
- (11) If a member—
- (a) commenced pensionable employment with an employing authority on a part-time basis during the previous scheme year;
- (b) paid contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by the formula—
$$CWTENDPE×365$where—CWTE is the amount the Secretary of State determines would have been paid for that employment during the previous scheme year in respect of a single comparable whole-time employment;NDPE is the number of days of pensionable employment with that authority during the previous scheme year.$
- (12) If a member—
- (a) commenced pensionable employment with an employing authority during the previous scheme year and has since been employed on both a whole-time and part-time basis;
- (b) paid contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by the formula—
$$(RPP+CWTE)NDPE×365$where—RPP is the pensionable pay received for the whole-time employment with that authority during the previous scheme year;CWTE is the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment in respect of the member’s part-time employment with that authority during the previous scheme year;NDPE is the number of days of pensionable employment with that authority during the previous scheme year.$
- (13) If a member—
- (a) commenced pensionable employment with an employing authority on a whole-time basis during the previous scheme year;
- (b) did not pay contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year;
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by the formula—
$$RPPNDPE×365$where—RPP is the pensionable pay received in respect of that employment for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (14) If a member—
- (a) commences pensionable employment with an employing authority on a part-time basis during the previous scheme year;
- (b) did not pay contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the amount of the member’s pensionable pay determined by the formula—
$$CWTENDPE×365$where—CWTE is the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment in respect of the member’s part-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (15) If a member—
- (a) commenced pensionable employment with an employing authority during the previous scheme year and has since been employed on both a whole-time and part-time basis with that employing authority;
- (b) did not pay contributions in respect of that employment at the same percentage rate from the date that employment commenced to the last day of the previous scheme year; and
- (c) is employed by that authority on the first day of the current scheme year,
the member shall pay contributions during the current scheme year at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined by the formula—
$$(RPP+CWTE)NDPE×365$where—RPP is the pensionable pay received for the whole-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;CWTE is the amount the Secretary of State determines would have been paid in respect of a single comparable whole-time employment in respect of the member’s part-time employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year;NDPE is the number of days of pensionable employment with that authority for the period commencing on the date the member’s contribution rate last changed in that previous scheme year and ending on the last day of that previous scheme year.$
- (16) If, at any time during the current scheme year, a member commences a new employment, the member shall pay contributions in respect of that employment at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined in accordance with paragraph (20).
- (17) Subject to paragraph (18), if at any time during the current scheme year, a change is made to a member’s annual rate of pensionable pay or pensionable allowances in respect of an existing employment the member shall pay contributions—
- (a) from the first day of the next pay period immediately following the pay period in which the change is made at the rate specified in column 2 of the table in paragraph (2) of regulation 2.C.2 in respect of the amount of pensionable pay referred to in column 1 of that table which corresponds to the member’s pensionable pay determined in accordance with paragraph (20), and
- (b) as if the member’s employment had commenced on that date.
- (18) Paragraph (17) does not apply to a change made to a member’s annual rate of pensionable allowances in respect of an existing employment that is determined by that member’s employer to have been made in respect of —
- (a) unplanned changes to that member’s duties, or
- (b) changes to that member’s duties that are unlikely to persist for at least 12 months.
- (19) If the change to a member’s pensionable pay referred to in paragraph (17) is made in respect of an existing part-time employment, that paragraph shall not apply unless there is a corresponding change to the amount of pensionable pay that would be paid to that member in respect of a whole-time comparable employment.
- (20) Where paragraph (16) or (17) apply the Secretary of State shall determine the member’s pensionable pay—
- (a) by applying the formula—
$$EPPNDPE×365$where—EPP is the estimated pensionable pay that the member’s employing authority estimates will be payable to the member in respect of the employment referred to in paragraph (16) or, as the case may be, paragraph (17) during the current scheme year;NDPE is the number of days of pensionable employment from the date that employment commences to the end of the current scheme year, and$
- (b) if that employment is part-time employment, by determining how much would be paid in respect of a whole-time comparable employment,
Reading this document does not replace reading the official text published on legislation.gov.uk. Contains public sector information licensed under the Open Government Licence v3.0. We assume no responsibility for any inaccuracies arising from the conversion of the original CLML XML to this format.
This text is published under legislation.gov.uk's own terms of reuse, not a Legalize or public-domain licence.
legislation.gov.uk
Open Government Licence v3.0 (attribution required)
© Crown and database right. Derived from content available under the Open Government Licence v3.0 from legislation.gov.uk.