The Teachers' Superannuation (Miscellaneous Provisions) (No. 2) Regulations 1988
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EDUCATION, ENGLAND AND WALES The Teachers' Superannuation (Miscellaneous Provisions) (No. 2) Regulations 1988
1.(1) These Regulations may be cited as the Teachers' Superannuation (Miscellaneous Provisions) (No. 2) Regulations 1988, and shall come into force on 1st June 1988 but have effect as from 6th April 1988. (2) In these Regulations "the principal Regulations" means the Teachers' Superannuation Regulations 1976[2] , and unless the context otherwise requires expressions which are also used in the principal Regulations have the same meaning as they have in those Regulations.
2. Regulation 3(1) of the principal Regulations is amended by deleting the definition of "child" .
3. Regulation 46(1) of the principal Regulations is amended by substituting for sub-paragraphs (a) and (b) the following:
4. Regulation 53 of the principal Regulations is amended
5. Regulations 54(3) and 56(4) of the principal Regulations are each amended by inserting after the words "regulation 53(1)(c)" the words "and he has for the purposes of regulation 53 been employed in reckonable service for 5 years or more" .
6.(1) Regulation 58 of the principal Regulations is amended by substituting for paragraph (2)(b) the following:
(2) Paragraph (1) above does not have effect in relation to a person who died before 6th April 1988.
7. The principal Regulations are amended by substituting for regulations 62 to 67 the following: "Family benefits generally 62.(1) Pensions are payable in accordance with regulations 64 to 70 to widows, children and nominated beneficiaries of persons who die while, or after having been, employed in reckonable service. (2) References in those regulations to a widow include references to a widower; but in the case of a person who has not been employed in reckonable service, or paying contributions under regulations 30 and 31 (current added years), at any time after 5th April 1978, they do not include references to a man or woman married by that person after his last day of employment in reckonable service or, as the case may be, the end of the period for which any such contributions were paid. (3) Where those regulations provide for a pension to be payable to a widow and there are two or more widows, the widows are jointly entitled to the pension. (4) References in those regulations to a person's child are to a person who is
(5) Subject to paragraphs (6) and (7), for the purposes of regulations 63 to 70 a person is a child while he is unmarried and
(6) For the purposes of paragraph (5)(b)
(7) Disqualifying remuneration is remuneration at a rate not less than the annual rate at which an official pension, within the meaning of the Pensions (Increase) Act 1971[3] , would for the time being be payable if it had begun, and first qualified for increases under that Act, on 1st April 1972 and had then been payable at an annual rate of £250. (8) References in regulations 63 to 70 to a nominated beneficiary are to a person nominated under regulation 63 or nominated before 1st June 1988 for the purposes of this Part or of previous provisions relating to family benefits. Nomination of beneficiaries 63.(1) Subject to paragraph (2), an unmarried person ("the appointor" ) may at any time while employed in reckonable service, by giving written notice to the Secretary of State, nominate an eligible person who is wholly or mainly financially dependent on the appointor and who is not a child to receive a pension under regulations 64 to 70. (2) No person may be nominated while a previous nomination under this regulation has effect. (3) The eligible persons are
(4) A nomination under this regulation may be revoked by giving written notice to the Secretary of State, and if not previously revoked ceases to have effect
(5) The references in paragraphs (2) and (4) to a nomination under this regulation include references to a nomination made before 1st June 1988 for the purposes of this Part or of previous provisions relating to family benefits. Entitlement to short-term family benefits 64.(1) Subject to paragraph (3), a short-term pension is payable, from the day after that of his death, if a person dies
(2) The short-term pension is payable
(3) No short-term pension is payable
Amount and duration of short-term family benefits 65.(1) Subject to paragraph (2), the annual rate of a short-term pension under regulation 64
(2) If
(3) Subject to paragraphs (4) and (5), a short-term pension is to be paid for 3 months. (4) If
(5) If the short-term pension is payable to or for the benefit of one child, it is to be paid for 2 months; if it is payable to or for the benefit of 2 or more children, it is to be paid for 4 months. Entitlement to long-term family benefits 66.(1) Long-term pensions are payable in accordance with paragraph (4) if a person dies who
(2) In the case of a man, and in the case of a woman in relation to a nominated beneficiary or a widower on whose marriage to her a nomination ceased to have effect, relevant service comprises
(3) In relation to a widower who is not a nominated beneficiary and is not a person on whose marriage to the deceased a nomination ceased to have effect, the deceased's relevant service comprises only
(4) If paragraph (1) applies
(5) Subject to paragraph (7), no long-term pension is payable to a widower if one is payable to another person as a nominated beneficiary. (6) If when a person dies paragraph (4) does not apply but he
(7) Subject to paragraph (8), if neither paragraph (4) nor paragraph (6) applies but the deceased had a guaranteed minimum in relation to benefits under these Regulations and leaves a widow, a long-term pension is payable to the widow. (8) If a contributions equivalent premium is paid by the Secretary of State, paragraph (7) is to be treated as not having applied. (9) Notwithstanding anything in paragraphs (1) to (6), only one pension is payable to or for the benefit of a child or children at any one time; and where more than one such pension would otherwise be payable the one to be paid is the largest of them. Amounts of widow's and nominated beneficiaries' long-term pensions 67.(1) Subject to paragraph (2), the annual rate of a pension payable under regulation 66 to a widow or nominated beneficiary is 1/160th of the deceased's average salary multiplied by the length of his family benefit service. (2) If
(3) Subject to paragraphs (4) to (7), if the pension is payable to a nominated beneficiary, to a widower on whose marriage to the deceased a nomination ceased to have effect, or to a woman whom the deceased married before the end of his employment in reckonable service the deceased's family benefit service comprises
(4) If the member's credited service exceeds the total of the service in respect of which he paid contributions under regulation 27 of the 1966 Regulations or regulation 27 of the 1970 Regulations and any period in respect of which he paid contributions under regulation 28 of the 1966 Regulations or under regulation 28 or 29 of the 1970 Regulations, for the purposes of paragraph (3)(b) his credited service is reduced by 1/6th of the excess. (5) This paragraph applies if the deceased died
(6) If paragraph (5) applies and the family benefit service calculated in accordance with paragraphs (3) and (4) is less than the reckonable service counting for calculating purposes under regulation 72 ("effective reckonable service" ), his family benefit service is increased by
(7) If paragraph (5) applies and A is not less than B, his family benefit service is increased by C. (8) If the deceased has been employed in reckonable service after 5th April 1978 and the pension is payable to a woman whom he first married after his last day in such employment, his family benefit service comprises
(9) If the pension is payable to a widower who is not a nominated beneficiary and is not a person on whose marriage to the deceased a nomination ceased to have effect, the deceased's family benefit service comprises the relevant service described in regulation 66(3). Amounts of children's long-term pensions 67A.(1) Subject to paragraphs (3) to (6), if long-term pensions become payable under regulation 66
(2) The appropriate fraction
(3) Subject to paragraphs (4) to (6), if
(4) If the children's pension is payable to, or for the benefit of
A is 1/320th of his average salary multiplied by the length of the notional family benefit service, and B is 1/320th of his average salary multiplied by the actual length of his family benefit service. (5) If
C is the notional family benefit service, D is the deceased's effective reckonable service apart from E, and E is the period by which his reckonable service was, or would have been, enhanced under regulation 54(3). (6) The applicable fraction
8. Regulation 68(ii) of the principal Regulations is amended by substituting for the words "not less than 5/160ths" the words "not less than 1/80th" .
9. The principal Regulations are amended by substituting for regulation 79B the following:
(2) Unless entitled to an annual allowance at a higher rate, the teacher is, from insured pensionable age, entitled to a pension at a weekly rate equal to the guaranteed minimum. (3) If the teacher is a man and dies (whether before or after attaining insured pensionable age) leaving a widow who is not entitled to a widow's pension at a higher rate, the widow is entitled to a pension at a weekly rate of half his guaranteed minimum. (4) If the teacher is a woman and dies (whether before or after attaining insured pensionable age) leaving a widower who is not entitled to a widower's pension at a higher rate, then in circumstances prescribed under section 36(7A) of the Pensions Act[9] the widower is entitled to a pension payable for the period so prescribed. (5) The weekly rate of a widower's pension payable under paragraph (4) is half of that part of the teacher's guaranteed minimum which is attributable to earnings factors for the tax year 198889 and subsequent tax years. (6) In paragraph (5) "earnings factors" means the earnings factors referred to in section 35 of the Pensions Act and "tax year" means a period of 12 months beginning with 6th April." .
10.(1) A person who
(2) As from the date from which the election has effect, the person is to be treated for all purposes of the principal Regulations
(3) Where paragraph (1)(a) applies, an election under this regulation
(4) Where paragraph (1)(b) applies, the election has effect as from the day before that on which he first enters any such employment as is there mentioned.
11.(1) Subject to paragraphs (5) and (6), a person who has made an election under regulation 10 above, who has since been in employment which would otherwise have been employment in reckonable service ("excluded employment" ), and who
(2) As from the date on which the election has effect, subject to regulation 10 above, any employment on and after that date which would otherwise have been excluded employment is employment in reckonable service. (3) Where paragraph (1)(a) applies, an election under this regulation
(4) Where paragraph (1)(b) applies, the election has effect as from the day before that on which the person first enters any excluded employment. (5) If after making an election under this regulation a person makes a further election under regulation 10 above, he may make a further election under this regulation only if, since he made the further election under regulation 10 above, there has been a qualifying period during which he was not in any excluded employment. (6) Unless the Secretary of State approves a shorter period in the particular case, a qualifying period is one of not less than 5 years.
12.(1) Notwithstanding that regulation 7 above has effect as from 6th April 1988, a person nominated as a beneficiary after 5th April 1988 and before 1st June 1988 whose nomination was effective when made is a nominated beneficiary for the purposes of the regulations substituted by that regulation for regulations 62 to 67 of the principal Regulations even if the nomination was not one that could have been made under regulation 63 of those substituted regulations. (2) Any notice given before 1st June 1988 which, if these Regulations had been in force, would have constituted notice of an election under regulation 10 or 11 above shall be treated as having constituted notice of such an election.
(This note is not part of the Regulations)
(1) Provision is made for the payment of pensions to widowers (substituted regulation 62(2)); the service counting towards some such pensions is, however, restricted (substituted regulations 66(3), 67(9)). (2) Widows of a polygamous marriage are jointly entitled to any widow's pension that becomes payable (substituted regulation 62(3)). (3) A descendant of one of the teacher's parents may no longer be nominated to receive family benefits; nor may a child, however related to the teacher, or a woman teacher's husband; written notice of a nomination is now required (substituted regulation 63(1), (3)). (4) Where the deceased was a re-employed pensioner, the rate of a short-term pension is the total of the rates derived from his final salary and from his pension, instead of the latter only; where a short-term pension is payable to a person who has the care of a child or children, the period of service giving rise to an increase in its duration is reduced from 5 years to 2 years (substituted regulation 65(1)(d), (4)(a)). (5) The period of service giving rise to an entitlement to long-term pensions is reduced from 5 years to 2 years (substituted regulation 66(1)(b)). (6) Where the deceased had been employed in reckonable service after 5th April 1978 and, after ceasing to be so employed, re-married a woman who had been his wife while he was so employed, service before 6th April 1978 now counts in calculating her long-term widow's pension (substituted regulation 67(3), (8)). (7) A children's long-term pension is payable at a higher rate not only where no long-term pension is payable to an adult but also where an adult pension ceases to be payable (substituted regulation 67A(5)).
ISBN 0 11 086816 1 Notes: [2] S.I. 1976/1987; relevant amendments were made by S.I. 1978/1422, 1980/919, 1982/967, 1985/1844. back [4] S.I. 1974/260, revoked by S.I. 1976/1987. back [8] 1975 c. 60; section 35 was amended by the Social Security Act 1986 (c. 50), section 9(1) and (2) and Schedule 8, paragraph 8(1). back [9] Section 36(7A) was inserted by the Social Security Act 1986, section 9(3)(c). back |
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