The Occupational and Personal Pension Schemes (Civil Partnership) (Miscellaneous Amendments) Regulations 2005 © Crown Copyright 2005 Statutory Instruments printed from this website are printed under the superintendence and authority of the Controller of HMSO being the Queen's Printer of Acts of Parliament. The legislation contained on this web site is subject to Crown Copyright protection. It may be reproduced free of charge provided that it is reproduced accurately and that the source and copyright status of the material is made evident to users. It should be noted that the right to reproduce the text of Statutory Instruments does not extend to the Queen's Printer imprints which should be removed from any copies of the Statutory Instrument which are issued or made available to the public. This includes reproduction of the Statutory Instrument on the Internet and on intranet sites. The Royal Arms may be reproduced only where they are an integral part of the original document. The text of this Internet version of the Statutory Instrument which is published by the Queen's Printer of Acts of Parliament has been prepared to reflect the text as it was Made. A print version is also available and is published by The Stationery Office Limited as the The Occupational and Personal Pension Schemes (Civil Partnership) (Miscellaneous Amendments) Regulations 2005, ISBN 0110736206. The print version may be purchased by clicking here. Braille copies of this Statutory Instrument can also be purchased at the same price as the print edition by contacting TSO Customer Services on 0870 600 5522 or e-mail: customer.services@tso.co.uk. Further information about the publication of legislation on this website can be found by referring to the Frequently Asked Questions. To ensure fast access over slow connections, large documents have been segmented into "chunks". Where you see a "continue" button at the bottom of the page of text, this indicates that there is another chunk of text available.
The Secretary of State for Work and Pensions makes the following Regulations in exercise of the powers conferred by sections 12C(1)(b), 19(4)(d), 28(5), 43(3), 181(1) and 182(2) of, and paragraph 5(3C)(c) of Schedule 2 to, the Pension Schemes Act 1993[1] and by sections 39(3) and (7), 176(1) and 177(2) and (3) of, and paragraph 5(3C)(c) and (4A) of Schedule 1 to, the Pension Schemes (Northern Ireland) Act 1993[2]. In accordance with section 185(1) of the Pension Schemes Act 1993 he has consulted such persons as he considers appropriate. Citation, commencement and application 1. —(1) These Regulations may be cited as the Occupational and Personal Pension Schemes (Civil Partnership) (Miscellaneous Amendments) Regulations 2005 and shall come into force on 5th December 2005. (2) This regulation and regulations 2 to 5 apply to England, Wales and Scotland. (3) This regulation and regulations 6 and 7 apply to Northern Ireland. Amendment of the Personal and Occupational Pension Schemes (Protected Rights) Regulations 1996 2. In head (ia) of regulation 12(4)(b) of the Personal and Occupational Pension Schemes (Protected Rights) Regulations 1996[3] (death of member before effect given to his protected rights) for "widow or widower" substitute "widow, widower or surviving civil partner". Amendment of the Personal Pension Schemes (Appropriate Schemes) Regulations 1997 3. In paragraphs (6), (7) and (8) of regulation 12 of the Personal Pension Schemes (Appropriate Schemes) Regulations 1997[4] (circumstances in which minimum contributions are not to be paid) for "or was not a civil partner at the time of his or her death" in each place where those words occur substitute "and was not a civil partner at the time of his or her death". Amendment of the Occupational Pension Schemes (Discharge of Liability) Regulations 1997 4. Amend the Occupational Pension Schemes (Discharge of Liability) Regulations 1997[5] as follows—
(ii) for "widow's or widower's" substitute "widow's, widower's or surviving civil partner's";
(b) in sub-paragraph (c) of regulation 11(3) (conditions on which liability to provide pensions under a relevant scheme may be discharged) for "widow or widower" substitute "widow, widower or surviving civil partner".
Amendment of the Occupational Pension Schemes (Contracting-out) (Amount Required for Restoring State Scheme Rights and Miscellaneous Amendment) Regulations 1998
(ii) insert in the appropriate alphabetical place—
(ii) after paragraph (1)(f) add—
![]() ";
(d) in Tables 1 to 5 of Schedule 1 after "SURVIVING SPOUSE MEMBERS" in each place where those words occur insert "and SURVIVING CIVIL PARTNER MEMBERS"; (e) in Table 6 of Schedule 1—
(ii) after "Widowers" insert "and Male Surviving Civil Partners"; (iii) after "Widows" insert "and Female Surviving Civil Partners".
Amendment of the Personal Pension Schemes (Appropriate Schemes) Regulations (Northern Ireland) 1997
(ii) after the definition of "scheme" insert—
(ii) after paragraph (1)(f) add—
![]() ";
(d) in Tables 1 to 5 of Schedule 1 after "SURVIVING SPOUSE MEMBERS" in each place where those words occur insert "and SURVIVING CIVIL PARTNER MEMBERS"; (e) in Table 6 of Schedule 1—
(ii) after "Widowers" insert "and Male Surviving Civil Partners"; (iii) after "Widows" insert "and Female Surviving Civil Partners".
(This note is not part of the Regulations) These Regulations make consequential amendments to ensure that surviving civil partners are treated in the same way as widows and widowers. Regulation 2 amends regulation 12(4)(b)(ia) of the Personal and Occupational Pension Schemes (Protected Rights) Regulations 1996 (S.I. 1996/1537) to deal with where a member dies leaving a surviving civil partner but before giving effect to his protected rights. Regulation 3 amends regulation 12 of the Personal Pension Schemes (Appropriate Schemes) Regulations 1997 (S.I. 1997/470) which applies where minimum contributions become payable in circumstances where an earner died after giving effect to his protected rights but was not married and was not in a civil partnership. The minimum contributions will be paid to such a person as the HM Revenue and Customs decide. Regulation 4 amends the Occupational Pension Schemes (Discharge of Liability) Regulations 1997 (S.I. 1997/784). Regulation 5 of those Regulations is amended so that where liability for a guaranteed minimum pension (GMP) is discharged using a policy of insurance, the annuity payable to a surviving civil partner must be equal to the GMP payable to him or her. Regulation 11 of those Regulations is amended so that where a relevant scheme discharges its liability to provide a pension, the policy or contract used must provide that payments to surviving civil partners are subject to increases required by paragraph 4A of that regulation. Regulation 5 amends the Occupational Pension Schemes (Contracting-out) (Amount Required for Restoring State Scheme Rights and Miscellaneous Amendment) Regulations 1998 (S.I. 1998/1397) so that an insolvent scheme may restore the state scheme rights of a surviving civil partner who has a right to payment of a pension from the scheme by virtue of his deceased partner. Regulation 6 makes amendments to the Personal Pension Schemes (Appropriate Schemes) Regulations (Northern Ireland) 1997 (S.R. 1997 No. 139) which correspond to those made in regulation 3. Regulation 7 makes amendments to the Occupational Pension Schemes (Contracting-out) (Amount Required for Restoring State Scheme Rights and Miscellaneous Amendment) Regulations (Northern Ireland) 1998 (S.R. 1998 No. 208) which correspond to those made in regulation 5. An assessment of the impact on business, charities or the voluntary sector of the provisions in this Regulation is included in the Regulatory Impact Assessment that accompanied the Civil Partnership Act 2004 (c.33). A copy of that assessment has been placed in the libraries of both Houses of Parliament. Copies may be obtained from the DTI website at http://www.dti.gov.uk/access/ria/index.htm#equality. Notes: [1] 1993 c.48. Section 181(1) is cited because of the meaning there given to "prescribed" and "regulations". Section 12C(1)(b) was inserted by section 136(5) of the Pensions Act 1995 (c.26), section 28(5) was amended by section 142(6) of that Act and paragraph 3(4) of Schedule 5 to the Child Support Pensions and Social Security Act 2000 (c.19) and paragraph 5(3C) of Schedule 2 was inserted by section 141(2)(b) of the Pensions Act 1995.back [2] ()1993 c.49. Subsection (7) of section 39 was added by paragraph 54(6) of Schedule 1 to the Social Security Contributions (Transfer of Functions, etc.) (Northern Ireland) Order 1999 (S.I. 1999/671) ("the 1999 Order"). Section 39(7) is cited because of the meaning it gives to "prescribed". Section 176(1) is cited for the meaning it gives to "prescribe". Paragraph 5(3A) to (3E) of Schedule 1 was inserted by Article 138(2)(b) of the Pensions (Northern Ireland) Order 1995 (S.I. 1995/3213 (N.I. 22)) and amended by paragraph 77(5)(c) of Schedule 1 to the 1999 Order and paragraph 5(4A) (which is cited for the meaning it gives to "regulations" and "prescribed") was inserted by paragraph 77(5)(d) of Schedule 1 to that Order.back [3] S.I. 1996/1537, amended by S.I. 2005/704; there are other amending instruments but none is relevant.back [4] S.I. 1997/470, regulation 12(6), (7) and (8) was amended by Schedule 2 to the Social Security Contributions (Transfer of Functions, etc) Act 1999 (c.2) and S.I. 2005/2050.back [5] S.I. 1997/784, amended by S.I. 2005/704; there are other amending instruments but none is relevant.back [6] S.I. 1998/1397, amended by S.I. 1999/3069 and 2005/891; there are other amending instruments but none is relevant.back [7] S.R. 1997 No. 139, amended by S.I. 2005/3029; there are other amendments but none are relevant.back [8] S.R. 1998 No. 208, relevant amending instruments are S.I. 1999/3069 and S.I. 2005/891.back
ISBN 0 11 073620 6
|
|
| ||
| We welcome your comments on this site | © Crown copyright 2005 | Prepared 17 November 2005 |