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Articles 62(1) and 64(1), (2), (5) and (6)

SCHEDULE 7 PURCHASE OF INCREASED BENEFITS

PART I PAYMENTS

1.—(1) In the case of a man, the lump sum mentioned in article 62(1)(a) is A x B, where—

A is the specified number of sixtieths of his average pensionable pay, and

B is the percentage of his total pensionable pay during the year ending with the date of the election (“the relevant period”) ascertained from the Table in paragraph 5 by reference to his age on his next birthday after that date and on his retirement date.

(2) For the purposes of sub-paragraph (1)—

(a) any reduction of pensionable pay during —

(i) sick leave;

(ii) stoppage by way of punishment;

(iii) paid maternity, adoption or paternity leave;

(iv) unpaid ordinary maternity or ordinary adoption leave;

(v) unpaid ordinary maternity leave, additional maternity leave or additional adoption leave where contributions have been paid under article 58

shall be disregarded; and

(b) if he was in receipt of pensionable pay for part only of the relevant period, his total pensionable pay during the relevant period is his total pensionable pay for that part multiplied by the reciprocal of the fraction of the period which that part represents.

2.  In the case of a woman, the lump sum mentioned in article 62(1)(a) is the amount determined by the Government Actuary to be appropriate to the additional benefits secured by the election.

3.—(1) In the case of a man, the amount for any period of the contributions mentioned in article 62(1)(b) is A x C, where—

A is the specified number of sixtieths of his average pensionable pay, and

C is the percentage of his pensionable pay for the period ascertained from the Table in paragraph 5 by reference to his age on his next birthday after the date of the election and on his retirement date.

(2) For the purposes of sub-paragraph (1)—

(a) any reduction of pay during:-

(i) sick leave;

(ii) stoppage by way of punishment;

(iii) paid adoption or paternity leave;

(iv) ordinary adoption leave; or

(v) additional adoption leave where contributions have been made up under article 58,

shall be disregarded; and

(b) for any period for which he is for any reason disentitled to pensionable pay, his pensionable pay shall be taken to be what it would have been but for the disentitlement.

4.  In the case of a woman, the rate of the contributions mentioned in article 62(1)(b) is the rate determined by the Government Actuary to be appropriate to the additional benefits secured by the election.

5.  The following Table is that referred to in paragraphs 1 and 3.

Articles 64(3), (5) and (6)

PART II CALCULATION OF APPROPRIATE AMOUNT

1.  The amount mentioned in article 64(3) is—

where—

A is the number of sixtieths of average pensionable pay specified in the election,

B is the length of the period, or the total length of the periods, during which payment had been made, and

C is the length of the period during which payment would have been made if payment had been continuous to the date of death or the person’s normal pension age.

2.  The amount mentioned in article 64(5)(b) is—

where A and B are the same as in paragraph 1 and D is the length of the period during which payment would have been made if payment had been continuous to the person’s retirement date.

3.  The actuarial valuation mentioned in article 64(6) is the assessment by the Government Actuary of the extent to which the value of the benefits is increased on account of their being paid before the person’s retirement date.

Article 64(1)

PART III INCREASES BY REFERENCE TO APPROPRIATE AMOUNT

1.  In this Part references to the appropriate amounts are to the amount which is the appropriate amount for the purposes of article 64(1)(a).

2.—(1) In the provisions mentioned in sub-paragraph (2) any reference to a pension of a kind provided for in Part B shall be treated as a reference to that pension increased by the appropriate amount.

(2) The provisions are those of—

(a) article 43 (increase of pensions and allowances during first 13 weeks);

(b) Part I of Schedule 3 (spouse’s or civil partner’s ordinary pension);

(c) Part III of Schedule 3 (pension for surviving spouse or civil partner of post-retirement marriage or civil partnership);

(d) Part I of Schedule 4 (child’s ordinary allowance);

(e) Part II of Schedule 4 (child’s accrued allowance); and

(f) Part III of Schedule 6 (transfer payments).

3.—(1) In the provisions mentioned in sub-paragraph (2) any reference to a pension or allowance of a kind provided for in Part C or D shall be treated as a reference to that pension or allowance as increased by virtue of this Part of this Schedule.

(2) The provisions are those of —

(a) article 40 (gratuity in lieu of surviving spouse’s or civil partner’s pension);

(b) article Error! Reference source not found. (gratuity in lieu of child’s allowance);

(c) article 43;

(d) paragraph 2 of Part I of Schedule 4;

(e) paragraph 5 of Part II of Schedule 4 (child’s accrued allowance); and

(f) Part III of Schedule 6.

4.  A spouse’s or civil partner’s pension calculated under paragraphs 1 and 2 of Part III of Schedule 3 or under Part I of Schedule 9 shall be increased by half the appropriate amount.

5.—(1) In calculating a child’s ordinary allowance under Part II of Schedule 9 the amounts A and B in paragraph 3 of that Part shall each be increased by the amount obtained by multiplying it by—

(2) In calculating a child’s accrued allowance under Part II of Schedule 4 the lengths of the half-rate service and total pensionable service mentioned in paragraph 3(3) of that Part shall each be increased by the period obtained by multiplying it by—

(3) In sub-paragraphs (1) and (2) N is the number of sixtieths taken into account in ascertaining the appropriate amount.