Statutory Instrument 1997 No. 3001

      The Teachers' Pensions Regulations 1997


      © Crown Copyright 1997

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STATUTORY INSTRUMENTS


1997 No. 3001

EDUCATION, ENGLAND AND WALES

The Teachers' Pensions Regulations 1997

  Made 15th December 1997 
  Laid before Parliament 17th December 1997 
  Coming into force 3rd February 1998 


ARRANGEMENT OF REGULATIONS


PART A

Preliminary
A1. Citation and commencement.
A2. Interpretation.

PART B

Pensionable Employment
B1. Employment - general.
B2. Continuing employment.
B3. Employment in accepted school.
B4. Employment not pensionable.
B5. Election for employment not to be pensionable.
B6. Resumption of pensionable status.

PART C

Teachers' Contributions
C1. Salary on which contributions are payable.
C2. Salary on which contributions are payable - election.
C3. Ordinary contributions.
C4. Additional contributions for past period.
C5. Additional contributions for past period by family pensioner.
C6. Additional contributions for past period under earlier provisions.
C7. Reduction of past period.
C8. Additional contributions in respect of war service.
C9. Additional contributions for current period.
C10. Additional contributions for current period: service in a reserve force.
C11. Additional contributions for family benefits.
C12. Entitlement to repayment of contributions.
C13. Calculation of contributions to be repaid.
C14. Repayment of certain contributions paid for family benefits.
C15. Application for repayment.
C16. Return of repaid contributions.
C17. Uncompleted return by instalments of repaid contributions.
C18. Deduction, payment and recovery of contributions.

PART D

Reckonable Service
D1. Reckonable service generally.
D2. Exclusion from reckonable service.
D3. Past period for which additional contributions have been paid.
D4. Current period for which additional contributions have been paid.

PART E

Benefits
E1. Overriding provision as to guaranteed minimum pensions.
E2. Nature of retirement benefits.
E3. Qualification for retirement benefits.
E4. Entitlement to payment of retirement benefits.
E5. Amount of retirement pension.
E6. Amount of retirement lump sum.
E7. Limitation of retirement benefits in certain cases.
E8. Enhancement of retirement benefits in case of incapacity.
E9. Avoidance of duplicate pensions.
E10. National Insurance modification of pensions.
E11. Allocation of part of retirement pension.
E12. Duration of retirement pension.
E13. Pensioner ceasing to be incapacitated.
E14. Abatement of retirement pension during further employment.
E15. Retirement benefits on cessation of further employment.
E16. Short-service annuity.
E17. Short-service incapacity grant.
E18. Deferment etc. of benefits.
E19. Commutation: exceptional circumstances of ill health.
E20. Death grant.
E21. Supplementary death grant.
E22. Family benefits generally.
E23. Nomination of beneficiaries.
E24. Entitlement to short-term family benefits.
E25. Amount and duration of short-term family benefits.
E26. Entitlement to long-term family benefits.
E27. Relevant service.
E28. Amounts of spouses' and nominated beneficiaries' long-term pensions.
E29. Amounts of children's long-term pensions.
E30. Commencement and duration of long-term family pensions.
E31. Average salary.
E32. Effective reckonable service.
E33. Payment of benefits.
E34. Interest on late payment of certain benefits.
E35. Benefits not assignable.

PART F

Transfer Values
F1. Payment of transfer values.
F2. Amounts of transfer values and additional transfer values.
F3. Termination of right to count reckonable etc. service.
F4. Acceptance of transfer values.

PART G

Finance
G1. Teachers' Pension Account.
G2. Receipts etc. to be credited.
G3. Payments to be debited.
G4. Actuarial inquiries.
G5. Employers' contributions.
G6. Employers' contributions - employees' election under regulation C2.
G7. Payment by employers to Secretary of State.
G8. Employers' additional contributions.

PART H

Miscellaneous and Supplemental
H1. Modified application in case of employment at reduced salary.
H2. Modified application in certain other cases.
H3. Records and information.
H4. Payments in respect of deceased persons.
H5. Revaluation of guaranteed minimum in certain cases.
H6. Repayment of contributions where an election is not made under regulation G8.
H7. Extension of time.
H8. Calculation of full-time equivalent salary.
H9. Determination of questions.
H10. Election in respect of protected benefits.
H11. Consequential amendments to the Teachers' Superannuation (Additional Voluntary Contributions) Regulations 1994.
H12. Revocations, savings and transitional provisions.
H13. Amendments to, and modifications of, Teachers' Superannuation (Consolidation) Regulations 1988.

SCHEDULES

  SCHEDULE 1 GLOSSARY OF EXPRESSIONS.

  SCHEDULE 2 PENSIONABLE EMPLOYMENT.

  SCHEDULE 3 MAXIMUM LENGTH OF ADDITIONAL PERIODS.

  SCHEDULE 4 ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD.
  Part I: Method A
  Part II: Method B

  SCHEDULE 5 ADDITIONAL CONTRIBUTIONS FOR PAST PERIOD UNDER EARLIER PROVISIONS.

  SCHEDULE 6 FAMILY BENEFITS.
  Part I: Contributions: men and unmarried women
  Part II: Contributions: married women
  Part IIl: Contributions: common provisions
  Part IV: Family benefits and war service

  SCHEDULE 7 RECKONABLE SERVICE ARISING FROM PAYMENT OF ADDITIONAL CONTRIBUTIONS IN RESPECT OF PAST PERIODS.

  SCHEDULE 8 PERIODS MAKING UP QUALIFYING PERIOD.

  SCHEDULE 9 EARLY RETIREMENT FACTORS.

  SCHEDULE 10 MODIFIED APPLICATION IN CERTAIN CASES.
  Part I: National Insurance modification of pensions
  Part II: Employment at reduced salary
  Part IIl: Policy schemes
  Part IV: Admitted service
  Part V: Specified country service
  Part VI: Persons formerly members of the National Health Service Pension Scheme

  SCHEDULE 11 ALLOCATION OF PART OF RETIREMENT PENSION.
  Part I: Contents of declaration
  Part II: Procedure
  Part IIl: Other matters

  SCHEDULE 12 TRANSFER VALUES.
  Part I: Outward transfers
  Part II: Inward transfers

  SCHEDULE 13 TEACHERS' PENSION ACCOUNT.

  SCHEDULE 14 REVOCATIONS.

  SCHEDULE 15 SAVINGS AND TRANSITIONAL PROVISIONS.
  Part I: General provisions
  Part II: Specific provisions relating to Part G
  Part I: Other specific provisions

  SCHEDULE 16 AMENDMENTS TO, AND MODIFICATIONS OF, THE TEACHERS' SUPERANNUATION (CONSOLIDATION) REGULATIONS 1988.
  Part I: Amendments to regulation E29
  Part II: Other modifications

 Explanatory Note
 
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