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41.  In rule G6 (election to purchase increased benefits), in paragraph (1), omit “and rule G9”.

42.  In rule G7 (payment of periodical contributions for increased benefits)—

(a) in paragraph (1), for “paragraphs (2) to (4)”, substitute “paragraphs (2) and (3)”; and

(b) for paragraphs (3) to (4)(28), substitute—

(3) If the fire and rescue authority are satisfied that payment of the periodical contributions is causing, or is likely to cause, financial hardship they may consent to the discontinuance of payment for such period as they think fit..

43.  Omit rule G9 (pension debit members: restriction on replacement of debited rights).

44.  In rule H1 (determination by fire authority), in paragraph (2), for sub-paragraphs (c) and (d), substitute—

(c) whether the person would be able to undertake regular employment within the meaning given by rule B3(7).

45.  In rule I2 (awards to servicemen)—

(a) in paragraph (3), omit “or by a qualifying injury”; and

(b) in paragraph (4), for “Paragraph 1 of Schedule 10”, substitute “Schedule 6 to the Compensation Scheme”.

46.  In rule I3 (awards on death of servicemen)—

(a) in paragraph (3), omit “or by a qualifying injury”; and

(b) in paragraph (4), for “Paragraphs 2 and 3 of Schedule 10 have”, substitute “Schedule 6 to the Compensation Scheme has”.

47.  Omit rule I4 (servicemen who resume service as regular firefighters).

48.  In rule IA4 (application of general rules), in paragraph (2), for “rule L2 (expenses and receipts of fire and rescue authorities)”, substitute “rule LA1 (establishment, maintenance and operation of Firefighters' Pension Fund)”.

49.  In rule J1 (guaranteed minimum pensions), for paragraph (6), substitute—

(6) For the purposes of paragraph (5), a pension includes any increase in it under the Pensions (Increase) Act 1971..

50.  Omit rules J3 (whole-time member of brigade who is not a regular firefighter), J4 (part-time member of brigade) and J5 (members of brigade other than regular firefighters: supplementary).

51.  For rule K1 (cancellation of ill-health and injury pensions), substitute—

Review of ill-health and certain deferred pensions

K1.—(1) So long as a person—

(a) has been in receipt of an ill-health pension for less than 10 years, and

(b) is under the age of 60,

the fire and rescue authority shall consider, at such intervals as they think proper, whether he has become capable of carrying out any duty appropriate to the role from which he retired on grounds of ill-health.

(2) So long as a person—

(a) has been in receipt of a higher tier ill-health pension for less than 10 years; and

(b) is under the age of 60,

the authority shall also consider, at such intervals as they think proper, whether he has become capable of undertaking regular employment.

(3) So long as a person—

(a) is in receipt of payments in respect of a deferred pension under rule B5; and

(b) is under the age of 60,

the authority shall also consider, at such intervals as they think proper, whether he has become capable—

(i) of carrying out any duty appropriate to the role from which he retired on grounds of ill-health; or

(ii) of undertaking regular employment.

(4) In this Part, “regular employment” means employment for at least 30 hours a week on average over a period of 12 consecutive months beginning with the date on which the issue of his capacity for undertaking employment arises.

Consequences of review

K1A.—(1) If, on such consideration as is mentioned in rule K1(2), it is found that a person has become capable of undertaking regular employment, the authority shall immediately terminate his higher tier ill-health pension.

(2) A lower tier ill-health pension shall continue to be paid to a person whose higher tier ill-health pension is terminated as mentioned in paragraph (1) unless—

(a) on such consideration as is mentioned in rule K1, it is found that he has become capable of performing the duties appropriate to the role from which he retired on grounds of ill-health; and

(b) the authority make him an offer of employment in that role (“a paragraph (2)(b) offer”).

(3) Entitlement to a lower tier ill-health pension shall cease, with immediate effect, where a person accepts or declines a paragraph (2)(b) offer.

(4) A person who declines a paragraph (2)(b) offer shall then become entitled to a deferred pension under rule B5..

52.  Omit rule K2 (reassessment of injury pension).

53.  In rule K3 (reduction of award in case of default)(29), in paragraph (1), omit “or injury”.

54.  In rule K5 (withdrawal of pension on conviction of certain offences)(30), in paragraph (4), omit “, other than an injury pension,”.

55.  In rule L1 (authorities responsible for payment of awards)(31), omit paragraphs (2), (5) and (6).

56.  Omit rule L2 (expenses and receipts of fire and rescue authorities).

57.  In rule L3 (payment of awards)(32), in paragraph (7), omit “other than an injury gratuity under rule B4,”.

58.  In rule L4 (prevention of duplication)(33)—

(a) in paragraph (1), at the end insert “or the Compensation Scheme”;

(b) in paragraph (2), omit sub-paragraph (d);

(c) in paragraph (4), for “rule B4”, substitute “the Compensation Scheme”; and

(d) omit paragraph (5).

59.  Omit rules L4A (prevention of duplication: other injury awards for persons who are both regular and retained firefighters)(34) and L4B, (prevention of duplication: other awards for spouses or children of persons who are both regular and retained firefighters)(35).

60.  After Part L, insert the following Part—

PART LA FIREFIGHTERS' PENSION FUND

Establishment, maintenance and operation of Firefighters' Pension Fund, etc.

LA1.—(1) For the purposes of this Scheme, and in connection with rights acquired and liabilities incurred under the 1973 Scheme or previous Firemen’s Pension Schemes and transferred to a fire and rescue authority, each fire and rescue authority shall establish and maintain, in accordance with proper practices, a pension fund, which shall be known as their Firefighters' Pension Fund (in this Part referred to as the FPF).

(2) Without prejudice to the generality of paragraph (1), there shall be credited to the FPF or, where a transfer is made to the FPF from any other fund maintained by the authority, credited to the FPF and debited to that other fund—

(a) sums receivable from firefighters in respect of periods treated as reckonable by virtue of paragraphs (3) or (5) of rule F2 (current service);

(b) sums receivable under rule F7 (receipt of transfer value);

(c) sums receivable from Scottish or English fire and rescue authorities under provisions of the Firefighters' Pension Scheme as it has effect in Scotland or England equivalent to rule F8 (transfer payments between fire and rescue authorities); and

(d) the amount of the authority’s annual contributions under paragraph (3) of rule G2 (pension contributions).

(3) Without prejudice to the generality of paragraph (1), there shall be payable out of the FPF or, if a transfer is made from the FPF to any other fund maintained by the authority, debited to the FPF and credited to that other fund—

(a) sums payable under rule B6(3) (aggregate of employer’s contributions paid under rule G2(3));

(b) awards payable under any provision of this Scheme (including the commuted portion of a pension to which rule B7 (commutation: general provision) applies);

(c) sums payable under rule F8 (transfer payments to Scottish and English fire and rescue authorities);

(d) sums payable under rule F9 (payment of transfer values) by way of transfer values or cash or part cash equivalents.

(4) Every amount paid or repaid to or by an authority under this Part shall be credited or, as the case may be, debited, to their FPF.

(5) In this Part—

(a) references to the total amount payable out of an authority’s FPF do not include references to any amount which the Assembly requires the authority to pay to it under any of rules LA5 to LA8; and

(b) references to the total amount credited to the authority’s FPF do not include references to any amount which the Assembly pays to the authority for crediting to their FPF under any of rules LA5 to LA8.

Special payments and transfers into Firefighters' Pension Fund

LA2.—(1) Each fire and rescue authority shall make transfers into their FPF in accordance with paragraphs (2) to (8).

(2) In respect of each firefighter employed by the authority who retires on or after 1st April 2005 and before 1st April 2006 with an entitlement to immediate payment of an ill-health award under rule B3 (ill-health award), the authority shall, as soon as reasonably practicable after the date on which the Firefighters' Pension (Wales) Scheme (Amendment) Order 2007 comes into force, transfer into the FPF an amount equal to that firefighter’s average pensionable pay.

(3) In respect of each firefighter employed by the authority who retires on or after 1st April 2006 with an entitlement to immediate payment of a higher tier ill-health award under rule B3, the authority shall transfer into the FPF such amount as shall be determined and notified to them by the Assembly as the higher tier ill-health charge applicable in respect of that pension.

(4) In respect of each firefighter employed by the authority who retires on or after 1st April 2006—

(a) with an entitlement to immediate payment of a lower tier ill-health award under rule B3 (ill-health awards); and

(b) with no entitlement to a higher tier ill-health award,

the authority shall transfer into the FPF such amount as shall be determined and notified to them by the Assembly as the lower tier ill-health charge applicable in respect of that pension.

(5) The amount to be transferred under paragraph (3) or (4) shall be transferred in three equal instalments.

(6) The first instalment shall be transferred—

(a) on the date on which the employee retires; or

(b) if the employee retired before the date on which the Firefighters' Pension (Wales) Scheme (Amendment) Order 2007 comes into force, as soon as reasonably practicable after the date on which it comes into force.

(7) The second instalment shall be transferred on 1st April in the financial year that follows the financial year in which the first instalment was transferred.

(8) The third instalment shall be transferred on 1st April in the financial year that follows the financial year in which the second instalment was transferred.

Transfer from Firefighters' Pension Fund

LA3.—(1) Where, in consequence of a review under rule K1 (review of ill-health and certain deferred pensions)—

(a) a higher tier ill-health pension is cancelled before all the instalments of the higher tier ill-health charge in respect of that pension have been transferred in accordance with rule LA2; and

(b) a lower tier ill-health pension continues to be paid,

the amount referred to in paragraph (2) shall be transferred from the FPF to any other fund maintained by the authority.

(2) The amount is an amount equal to the difference between—

(a) the aggregate of such instalments of the higher tier ill-health charge as have been transferred in accordance with rule LA2; and

(b) the aggregate amount that would have been transferred if—

(i) the lower tier ill-health charge had always applied in respect of the pension, and

(ii) instalments of that charge had been transferred on the dates on which instalments of the higher tier ill-health charge were transferred.

(3) For the purposes of ascertaining the amount to be transferred in accordance with paragraph (2), the fire and rescue authority shall request the Assembly to determine the amount of the notional lower tier ill-health charge in respect of the pension concerned.

(4) Where a person declines an offer of employment under paragraph (2)(b) of rule K1A (consequences of review) and does not again take employment with a Welsh fire and rescue authority—

(a) rule LA2(3) or (4) (as the case may be) shall be disregarded in his case (to the extent that it remains to be complied with); and

(b) the authority which made the offer—

(i) shall not make any transfer into the FPF in respect of him as regards any time after the date on which they receive notice that the offer has been rejected; and

(ii) shall transfer from the FPF to any other fund maintained by them an amount equal to the aggregate of the instalments that have been transferred to the FPF in respect of the pension that has been terminated.

(5) Where—

(a) a higher tier ill-health pension or a lower tier ill-health pension is wholly and permanently withdrawn under rule K5 (withdrawal of pension on conviction of certain offences); and

(b) the former recipient of that pension does not again take employment with a Welsh fire and rescue authority,

rule LA2(3) or (4) (as the case may be) shall be disregarded in his case (to the extent that it remains to be complied with); and the authority shall transfer from the FPF to any other fund maintained by them an amount equal to the aggregate of the instalments that have been transferred to the FPF in respect of the pension that has been terminated.

Excess amounts — information

LA4.—(1) Beginning with the financial year ending on 31st March 2007, a fire and rescue authority shall, in relation to each financial year, send the following information in writing to the Assembly—

(a) the total amount that the authority estimate will be payable out of their FPF in that year;

(b) the total amount that the authority estimate will be credited to their FPF in that year;

(c) the authority’s un-audited statement of accounts for that year, prepared and approved in accordance with regulations under section 39 of the Public Audit (Wales) Act 2004(36);

(d) the authority’s statement of accounts for that year, as it is after the authority’s auditor issues his certificate and opinion, including or together with that certificate and opinion;

(e) the total amount payable out of the authority’s FPF in that year; and

(f) the total amount credited to the authority’s FPF in that year.

(2) In relation to the financial year ending on 31st March 2007, the authority shall send the information referred to in sub-paragraphs (a) and (b) of paragraph (1) to the Assembly in September 2006 (“the initial estimate”).

(3) In relation to each financial year ending on or after 31st March 2008, the authority—

(a) shall send the information referred to in sub-paragraphs (a) and (b) of paragraph(1) to the Assembly in September in the financial year before the year in question (“the estimate”); and

(b) if the authority revises the information referred to in those sub-paragraphs after they send the estimate to the Assembly, may send that revised information to the Assembly in September during the year in question (“the revised estimate”).

(4) The authority shall send the information referred to in sub-paragraphs (c), (e) and (f) of paragraph (1) to the Assembly in July in the financial year following the year in question (“the un-audited information”).

(5) The authority shall send to the Assembly as soon as reasonably practicable after the authority’s auditor issues his certificate and opinion on the authority’s accounts for the year in question (“the audited information”)—

(a) the information referred to in sub-paragraph (d) of paragraph (1); and

(b) if the authority revises the information referred to in sub-paragraphs (e) and (f) of paragraph (1) after it has sent the un-audited information to the Assembly, that information as revised.

(6) For the purposes of this rule, the auditor issues his certificate and opinion when, in accordance with section 23 of the Public Audit (Wales) Act 2004—

(a) he enters on the authority’s statement of accounts for the relevant year—

(i) a certificate that he has completed the audit in accordance with that Act, and

(ii) his opinion on the statement; or

(b) where he makes a report to the authority under section 22 of that Act at the conclusion of the audit, he includes the certificate and opinion referred to in subparagraph (a) in that report instead of making an entry on the statement.

Excess amounts — estimated deficits

LA5.—(1) Where, having taken into account the initial estimate or, as the case may be, the estimate, and any other relevant information available to it, it appears to the Assembly that the total amount likely to be payable out of a fire and rescue authority’s FPF in the year in question will exceed the total amount likely to be credited to the authority’s FPF in that year, the Assembly shall pay to the authority an amount equal to 80 per cent of the likely deficit.

(2) Subject to paragraph (3), where, having taken into account any revised estimate and any other relevant information available to it, it appears to the Assembly that—

(a) the total amount likely to be payable out of the authority’s FPF in the year in question will exceed the total amount likely to be credited to the authority’s FPF in that year; and

(b) 80 per cent of the likely deficit is more than—

(i) the amount paid or payable by the National Assembly to the authority by virtue of paragraph (1) in relation to the relevant year; or

(ii) where no such amount was paid or payable by the National Assembly, zero,

it may pay to the authority such amount as it thinks fit.

(3) The aggregate of the amounts paid to an authority under paragraphs (1) and (2) in relation to a particular year shall not exceed 80 per cent of the authority’s likely deficit for that year.

(4) Where the Assembly pays an amount to the authority under paragraph (2), any amount paid or payable to the Assembly in relation to the year in question under rule LA6(1) shall not be payable and, if already paid, the Assembly shall repay it to the authority.

(5) An amount payable to the authority under paragraph (1) shall be paid—

(a) where the year in question ends on 31st March 2007, on or before that date; where the year in question ends on or after 31st March 2008, in July in the year in question.

(6) Any amount payable or repayable by the Assembly to an authority under paragraph (2) or (4) shall be paid or repaid before the end of the year in question.

Excess amounts — estimated surpluses

LA6.—(1) Where, having taken into account the initial estimate or, as the case may be, the estimate, and any other relevant information available to it, it appears to the Assembly that the total amount likely to be credited to a fire and rescue authority’s FPF in the year in question will exceed the total amount likely to be payable out of their FPF in that year, the Assembly shall require the authority to pay to it an amount equal to 80 per cent of the likely surplus.

(2) Subject to paragraph (3), where, having taken into account any revised estimate and any other relevant information available to it, it appears to the Assembly that—

(a) the total amount likely to be credited to the authority’s FPF in the year in question will exceed the total amount likely to be payable out of the authority’s FPF in that year; and

(b) 80 per cent of the difference between those total amounts is more than—

(i) the amount paid or payable by the authority to it under paragraph (1) in relation to the year in question; or

(ii) where no such amount was paid or payable by the authority, zero,

the Assembly may require the authority to pay to the Assembly such amount as the Assembly may by notice specify.

(3) The aggregate of the amounts paid to the Assembly under paragraphs (1) and (2) in relation to a particular year shall not exceed 80 per cent of the authority’s likely surplus for that year.

(4) Where the Assembly requires the authority to pay an amount to the Assembly by virtue of paragraph (2), any amount paid or payable by the Assembly to the authority under rule LA5(1), shall not be payable and, if already paid, the authority shall repay it to the Assembly.

(5) The Assembly shall give to the authority, on or before 3rd March in the year in question, written notice of the amount of any payment that the Assembly requires the authority to make under paragraph (1) or (2).

(6) An amount payable or repayable by the authority to the Assembly under paragraph (1), (2) or (4) shall be paid or repaid in March in the year in question.

Excess amounts — actual deficits

LA7.—(1) Where, having taken into account the un-audited information and any other relevant information available to the Assembly, it appears to the Assembly that the total amount likely to be payable out of a fire and rescue authority’s FPF in the year in question exceeds the total amount likely to be credited to the authority’s FPF in that year—

(a) where the likely deficit (“the un-audited deficit”) exceeds the total of any amounts paid or payable to the authority in relation to that year under rule LA5(1) or (2) (“the LA5 total”), the Assembly shall pay to the authority the amount of the un-audited deficit less the LA5 total;

(b) where the un-audited deficit is less than the LA5 total, the amount of the LA5 total less the un-audited deficit shall not be payable under rule LA5(1) or (2) and, if already paid, the authority shall repay that amount to the Assembly;

(c) where no amount was paid or payable by the Assembly to the authority in relation to the year in question under rule LA5(1) or (2), it shall pay to the authority the amount of the un-audited deficit; and

(d) any amount paid or payable to the Assembly in relation to that year under rule LA6(1) or (2), shall not be payable and, if already paid, the Assembly shall repay it to the authority.

(2) Where, having taken into account the audited information and any other relevant information available to him, it appears to the Assembly that the total amount paid or payable out of a fire and rescue authority’s FPF in the year in question exceeds the total amount credited or to be credited to their FPF in that year—

(a) where the difference between those total amounts (“the audited deficit”) exceeds the total of any amounts paid (but not repaid or repayable) or payable to the authority in relation to that year under paragraph (1)(a) or (c) or rule LA5(1) or (2) (“the un-audited total”), the Assembly shall pay to the authority the amount of the audited deficit less the un-audited total;

(b) where the audited deficit is less than the un-audited total, the amount of the unaudited total less the audited deficit shall not be payable under paragraph (1)(a) or (c) or rule LA5(1) or (2) and, if already paid, the authority shall repay it to the Assembly;

(c) where no amount was paid or payable by the Assembly to the authority in relation to the year in question under paragraph (1)(a) or (c) or rule LA5(1) or (2), it shall pay to the authority the amount of the audited deficit; and

(d) any amount paid or payable to the Assembly in relation to the year in question under rule LA6(1) or (2) or rule LA8(1)(a) or (c), shall not be payable and, if already paid, the Assembly shall repay it to the authority.

(3) An amount payable or repayable by the Assembly to an authority, or vice versa, under paragraph (1), shall be paid or repaid in July in the financial year following the year in question (“the second year”).

(4) An amount payable or repayable by the Assembly to an authority, or vice versa, under paragraph (2), shall be paid or repaid in July in the financial year following the second year.

Excess amounts — actual surpluses

LA8.—(1) Where, having taken into account the un-audited information and any other relevant information available to the Assembly, it appears to the Assembly that the total amount credited to a fire and rescue authority’s FPF in the year in question exceeds the total amount paid out of the authority’s FPF in that year—

(a) where the difference between those total amounts (“the un-audited surplus”) exceeds the total of any amounts paid or payable to the Assembly by the authority in relation to that year under rule LA6(1) or (2) (“the LA6 total”), the Assembly shall require the authority to pay to it the amount of the un-audited surplus less the LA6 total;

(b) where the un-audited surplus is less than the LA6 total, the amount of the LA6 total less the un-audited surplus shall not be payable under rule LA6(1) or (2) and, if already paid, the Assembly shall repay it to the authority;

(c) where no amount was paid or payable to the Assembly by the authority in relation to the year in question under rule LA6(1) or (2), it shall require the authority to pay to it the amount of the un-audited surplus; and

(d) any amount paid or payable by the Assembly to the authority in relation to that year under rule LA5(1) or (2), shall not be payable and, if already paid, the authority shall repay it to the Assembly.

(2) Where, having taken into account the audited information and any other relevant information available to it, it appears to the Assembly that the total amount credited to a fire and rescue authority’s FPF in the year in question exceeds the total amount payable out of the authority’s FPF in that year—

(a) where the difference between those total amounts (“the audited surplus”) exceeds the total of any amounts paid (but not repaid or repayable) or payable to the Assembly by the authority in relation to that year under paragraph (1)(a) or (c) or rule LA6(1) or (2) (“the un-audited LA6 total”), the Assembly shall require the authority to pay to it, out of their FPF, the amount of the audited surplus less the un-audited LA6 total;

(b) where the audited surplus is less than the un-audited LA6 total, the amount of the un-audited LA6 total less the audited surplus shall not be payable under paragraph (1)(a) or (c) or rule LA6(1) or (2) and, if already paid, the Assembly shall repay it to the authority;

(c) where no amount was paid or payable to the Assembly by the authority in relation to the year in question under paragraph (1)(a) or (c) or rule LA6(1) or (2), the Assembly shall require the authority to pay to it the amount of the audited surplus; and

(d) any amount paid or payable by the Assembly to the authority in relation to that year under rule LA5(1) or (2) or rule LA7(1)(a) or (c) shall not be payable and, if already paid, the authority shall repay it to the Assembly.

(3) The Assembly shall give to the authority, on or before 3rd July in the financial year after the year in question (“the second year”), written notice of the amount of the payment that the Assembly requires the authority to make under paragraph (1)(a) or (c).

(4) An amount payable or repayable by the authority to the Assembly, or vice versa, under paragraph (1), shall be paid or repaid in July in the second year.

(5) The Assembly shall give to the authority, on or before 3rd July in the financial year that is the second financial year after the year in question (“the third year”), written notice of the amount of any payment that the Assembly requires the authority to make under paragraph (2)(a) or (c).

(6) An amount payable or repayable by the authority to the Assembly, or vice versa, by virtue of paragraph (2), shall be paid or repaid in July in the third year.

Duty to provide information

LA9.—(1) A fire and rescue authority shall provide the Assembly with such information relevant to the exercise of the Assembly’s functions under this Part as it may, by written notice to the authority, require.

(2) An authority shall respond to a request under paragraph (1) within such period as the Assembly shall specify in its notice under that paragraph, or such longer period as the Assembly may in any particular case allow.

Duty to have regard to guidance

LA10.  A fire and rescue authority shall have regard to such guidance as may be issued by the Assembly from time to time for the purposes of this Part..

61.  In Schedule 1 (interpretation), in Part I (glossary of expressions)(37)—

(a) after the entry for the expression “club scheme”, insert—

(i) in the first column “Compensation Scheme”; and

(ii) in the second column, “the Firefighter’s Compensation Scheme (Wales) 2007, set out in Schedule 1 to the Firefighters' Compensation Scheme (Wales) Order 2007.”;

(b) in the second column of the entry for the defined expression “personal pension scheme”, for “in section 84(1) of the Social Security Act 1986”, substitute “by section 1 of the 1993 Act”;

(c) omit the entry (both columns) for the expression “qualifying injury”;

(d) omit the definitions of the expressions “Retained member” and “Volunteer member of the fire and rescue service”; and

(e) after the definition of “Relevant service in the armed forces”, insert—

“Retained firefighter” and “volunteer firefighter”

A person employed by an authority—

(a)

as a firefighter, but not as a regular firefighter,

(b)

on terms under which he is, or may be, required to engage in fire-fighting or, without a break in continuity of such employment, may be required to perform other duties appropriate to his role as a firefighter (whether instead of, or in addition to, engaging in fire-fighting),

(c)

otherwise than in a temporary capacity, and

(d)

who is obliged to attend at such times as the officer in charge considers necessary, and in accordance with the orders that he receives.

62.  In Schedule 2 (personal awards)(38)—

(a) for Part III (ill-health pension), substitute—

PART III ILL-HEALTH PENSION

1.—(1) Paragraphs 2 to 5 have effect subject to Parts VIA, VII and VIII of this Schedule.

(2) Where the person concerned has the role of Station Manager B or a superior role, any calculation relevant for the purposes of this Part shall be made as if his normal pension age were 60.

2.  Subject to paragraph 3, the amount of a lower tier ill-health pension, is an amount equal to that which the person concerned would have received if his employment had ceased in circumstances in which he would have been entitled to immediate payment of a deferred pension (calculated in accordance with Part VI of this Schedule).

3.  Where the person concerned has less than 5 years' pensionable service, the amount of the lower tier ill-health pension is that found by applying the formula—

No math image to display

where—

  • A is the person’s average pensionable pay; and

  • B is the greater of one year and the period in years of his pensionable service.

4.—(1) The amount of a person’s higher tier ill-health pension is the amount determined by deducting from the amount ascertained in accordance with sub-paragraph (2) or paragraph 5, as his circumstances require, the amount of his lower-tier ill-health pension.

(2) The amount referred to in sub-paragraph (1) as to be ascertained in accordance with this sub-paragraph is—

(a) if the person concerned has at least 5 but not more than 10 years' pensionable service, the amount found by applying the formula—

No math image to display

where—

  • A is the person’s average pensionable pay; and

  • C is the period in years of his pensionable service; or

(b) if the person concerned has more than 10 years' pensionable service, the greater of the amounts found by applying the formulae—

No math image to display

where—

  • A is the person’s average pensionable pay;

  • D is the period in years of his pensionable service up to and including 20 years,

  • and

  • E is the period in years by which his pensionable service exceeds 20 years.

5.—(1) Where—

(a) if the person had continued to serve until he reached normal pension age, he would have become entitled to an ordinary or short service pension (“the notional retirement pension”), and

(b) the amount ascertained in accordance with paragraph 4(2) exceeds the amount of the notional retirement pension,

the amount referred to in paragraph 4(1) as to be ascertained in accordance with this paragraph is that of the notional retirement pension.

(2) The notional retirement pension is to be calculated by reference to the person’s actual average pensionable pay.;

(b) omit Parts IV (short service or ill-health gratuity) and V (injury awards);

(c) in Part VIA (calculation of awards for part-time service), in paragraph 1, omit subparagraphs (d) and (e); and

(d) in Part VII (reduction of pension at state pensionable age) omit paragraph 4.

63.  In Schedule 3 (awards on death: spouses)(39)—

(a) in Part I (spouse’s ordinary pension), in paragraph 1(2)(a), after “applies, the”, insert “higher tier”;

(b) omit Part II (spouse’s special pension); and

(c) in Part IV (pension for surviving spouse of post-retirement marriage), in paragraph 1—

(i) in sub-paragraph (1), omit “a special award under rule C2 or an augmented award under rule C3,”; and

(ii) for sub-paragraph (2), substitute—

(2) For the purposes of this paragraph, paragraph 1 of Part I has effect as if the reference in sub-paragraph (1)(a) to the base pension were a reference to the appropriate proportion of the base pension..

64.  In Schedule 4 (awards on death -children)—

(a) in Part I (child’s ordinary allowance)—

(i) in paragraph 1(4)(a), after “applies, the”, insert “higher tier”; and

(ii) in paragraph 2(2), for “, rule B9(12) (allocation) or paragraph 2 of Part V of Schedule 2 (reduction in injury award)”, substitute “or rule B9(12) (allocation)”;

(b) omit Part II (child’s special allowance); and

(c) in Part IV (reduction in child’s allowance during full-time remunerated training)—

(i) in paragraph 1(1), omit “, D2”; and

(ii) in paragraph 2(2), for “one of the relevant provisions, that is to say paragraph 1(2)(b) and (3)(b) of Part I and paragraphs 2(b) and 3(b) of Part II of this Schedule, applies”, substitute “either sub-paragraph (2)(b) or (3)(b) of paragraph 1 of Part I of this Schedule applies”.

65.  In Schedule 5 (awards on death-additional provisions), omit Part I (adult dependent relative’s special pension).

66.  In Schedule 9 (appeals), in paragraph 8(2A)(40), for “10”, substitute “21”.

67.  Omit Schedule 10 (servicemen: increased awards).

(28)

Paragraph (3A) was inserted by S.I. 2004/1912. Back [28]

(29)

Rule 13 was amended by S.I. 2005/2980, Sch. Para. 59 and 2005/3228, Sch. 1, para. 19. Back [29]

(30)

1971 c. 56. Back [30]

(31)

Rule K3 was amended by S.I. 2005/2980, Sch. Para. 72. Back [31]

(32)

Rule K5 was amended by S.I. 2005/2980, Sch. Para. 74. Back [32]

(33)

Rule L1 was amended by S.I. 2005/2980, Sch. para. 75. Back [33]

(34)

Rule L3 was amended by S.I. 2005/2980, Sch., para. 77. Back [34]

(35)

Rule L4 was amended by S.I. 2005/2980, Sch., para. 78. Back [35]

(36)

2004 c. 23. See regulations 7 and 9 of the Accounts and Audit (Wales) Regulations 2005 (S.I. 2005/368)(W.34). Back [36]

(37)

Part 1 of Schedule 1 was amended by S.S. 2006/1672 (W.160), Sch. 1, para. 81 and Sch. 2, para. 28. Back [37]

(38)

Schedule 2 was amended by S.I. 2006/1672 Sch 1, para. 82. Back [38]

(39)

Schedule 3 was amended by S.I. 2006/1672, Sch.1, para. 83. Back [39]

(40)

Paragraph 8(2A) was inserted by S.I. 2004/1912. Back [40]