The Health and Personal Social Services (Superannuation) (Amendment) Regulations (Northern Ireland) 2004

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Amendment to regulation 53 of the principal Regulations
     4.  - (1) In regulation 53(1) (Member's right to transfer or buy out) the words "with a preserved pension before reaching age 60" shall be omitted.

    (2) After regulation 53(1) there shall be inserted the following paragraph -

    " (1A) Paragraph (1) only applies if the member -


(a) leaves superannuable employment with a preserved pension before reaching age 60, or

(b) leaves superannuable employment on the transfer of his employment to a new employer as a result of a transfer of an undertaking to that employer.".

Amendment to regulation 54 of the principal Regulations
     5. After regulation 54(4) (Exercising a right to transfer or buy-out) there shall be inserted the following paragraph -

    " (4A) Paragraph (2) does not apply if the member exercises the right to require a transfer on the transfer of his employment to a new employer as a result of a transfer of an undertaking to that employer.".

Amendment of regulation 58 of the principal Regulations
     6. For regulation 58 (Transfers in respect of more than one member) there shall be substituted -

" Special terms for transfers out
     58.  - (1) If one or more members ("the transferring members) -


(a) leave superannuable employment;

(b) join another occupational pension scheme; and

(c) exercise a right to transfer to that scheme under regulation 54 (Exercising a right to transfer or buy-out)



the Department may, after taking advice from the Government Actuary, make a single transfer payment to that scheme in respect of the transferring members.

    (2) The Department must calculate the amount of any transfer payment paid after taking advice from the Government Actuary.".

Amendment of regulation 60 of the principal Regulations
     7.  - (1) In regulation 60(3) (Member's right to transfer accrued rights to benefits to the scheme) at the beginning of sub-paragraph (a) the words "except where paragraph (3A) applies" shall be inserted.

    (2) After Regulation 60(3) there shall be inserted -

    " (3A) This paragraph applies where the member's employment is transferred to a new employer on the transfer of his employment to a new employer as the result of a transfer of an undertaking to that employer.".

Amendment of regulation 63 of the principal Regulations
     8. For regulation 63 (Transfers in respect of more than one member) there shall be substituted -

" Special terms for transfers in (bulk transfers etc.)
     63.  - (1) This regulation applies where one or more members of another occupational pension scheme ("the transferring members") -


(a) cease to be in superannuable employment under that scheme,

(b) join this scheme, and

(c) consent in writing to a transfer payment being accepted in respect of them and superannuable service being credited to them as mentioned in paragraphs (2) and (3).



    (2) The Department may, after taking advice from the Government Actuary, accept a single transfer payment in respect of the transferring members.

    (3) Where such a transfer payment is accepted, each of the transferring members must be credited with such additional period of superannuable service as the Department determines to be appropriate after taking advice from the Government Actuary.".

Sealed with the Official Seal of the Department of Health, Social Services and Public Safety on


11th March 2004.

L.S.

D. C. Bingham
Senior Officer of the Department of Health, Social Services and Public Safety


The Department of Finance and Personnel hereby consents to the foregoing Regulations.



Sealed with the Official Seal of the Department of Finance and Personnel on


11th March 2004.

L.S.

Ciaran Doran
Senior Officer of the Department of Finance and Personnel

[2] S.I. 1972/1073 (N.I. 10) as amended by S.I. 1990/1509 (N.I. 13)back

[3] S.R. 1995 No. 95: relevant amending instrument is S.R. 1997 No. 217back