Claims for benefits
- Submit written claims and provide evidence for NHS pension benefits Applicant
Scottish Statutory Instrument
2015
United Kingdom
The National Health Service Pension Scheme (Scotland) Regulations 2015
At a glance
What's here
3 compliance obligations
Who this Act binds
Business-side actors with duties under this Act, ranked by how often they appear.
- Employer 1
- Applicant 1
- Contractor 1
Other Acts binding the same actors
For each actor bound by this Act, the other UK Acts that bind them most often. Useful for understanding the full compliance landscape facing each role.
Employers also bound by 694 other Acts (top 5 shown)
- The Income Tax (Pay As You Earn) Regulations 2003 2003 236 duties
- Provision and Use of Work Equipment Regulations 1998 1998 120 duties
- TULRCA 1992 1992 72 duties
- Employment Rights (Northern Ireland) Order 1996 (current NI employment law) 1996 52 duties
- Income Tax (Earnings and Pensions) Act 2003 2003 50 duties
Applicants also bound by 293 other Acts (top 5 shown)
- Insolvency (England and Wales) Rules 2016 2016 46 duties
- Human Medicines Regulations 2012 2012 30 duties
- The Land Registration Rules 2003 2003 25 duties
- Value Added Tax Regulations 1995 1995 18 duties
- Space Industry Regulations 2021 2021 14 duties
Contractors also bound by 178 other Acts (top 5 shown)
- The National Health Service (Personal Medical Services Agreements) Regulations 2015 2015 137 duties
- The National Health Service (General Medical Services Contracts) Regulations 2015 2015 134 duties
- Construction (Design and Management) Regulations 2015 2015 114 duties
- The National Health Service (General Medical Services Contracts) (Wales) Regulations 2023 2023 93 duties
- The Health and Personal Social Services (General Medical Services Contracts) Regulations (Northern Ireland) 2004 2004 87 duties
What this Act requires
Sections that create concrete duties on businesses or carry penalties. Procedural and definitional sections are folded into the “Browse other sections” expander at the bottom of each group. Click any section title to read the source text on legislation.gov.uk.
Schedules
Information to be provided to scheme manager
- Provide pensionable earnings and contribution statements to the scheme manager Contractor
Browse 106 other Schedules — structural / supplementary
Composition of the pension board
Terms of office of members
Disqualification from appointment as a member
Appointment, term of office and cessation of office of the chair
Conflicts of interest
Information
Composition of the scheme advisory board
Disqualification from appointment as a member
Appointment, term of office and cessation of office of chair
Quorum of the scheme advisory board
Conflicts of interest
Scheme accounts and actuarial valuations
Prohibition on assignation or charging of benefits
Offset of benefits
Forfeiture of rights to benefits
Bankruptcy of person entitled to benefits
Determination of questions
Determinations - advice by medical practitioners
Deduction of tax
Prohibition on unauthorised payments
Scheme information
Benefit information statements
Provision of information: continuing entitlement to benefits
Trivial commutation lump sum
Beneficiaries who are incapable of looking after their affairs
Power to extend time limits
Interest on late payment of benefits and refunds of member contributions
Opting out of the scheme
Re-joining the scheme
The following are NHS organisations for the purposes of these...
The Scottish Ministers may agree to treat any other body...
The following are medical contractors for the purposes of these...
The following are medical practitioners for the purposes of these...
The following are dental practitioners for the purposes of these...
A determination employer is a person who is the employer...
(1) The categories or descriptions of persons to whom the...
Interpretation
Meaning of “conversion amount'
Establishment of active members account
Receipt of club transfer values
Amount of pension for a scheme year
Account to specify opening balance and index adjustment
Actuarial reduction buy-out
Closure of an active member’s account
Active member’s account for unqualified member re-established after break not exceeding 5 years
Active member’s account for unqualified member remains closed after break exceeding 5 years
Establishment of deferred member's account
Account to specify amount of accrued earned pension and leaver index adjustment
Deferred member's account closed after break not exceeding 5 years
Deferred member's account remains open after a break in service of more than 5 years
Pensionable service
Pension accounts for active or deferred members who become pensioner members
Pension accounts for partial retirement members
Establishment of additional pension account
Account to specify amount of additional pension
Account to specify opening balance and AP index adjustment
Partial retirement pension ceases to be payable
Pension credit member's pension account
Separate account for each capacity of membership
Calculation of amount of accrued pension for purposes of full retirement
Calculation of amount of accrued pension for purpose of partial retirement
Meaning of “leaver index adjustment”
Calculation of amount of accrued pension for purposes of deferment
Meaning of “leaver AP index adjustment”
Meaning of “full retirement earned pension”
Meaning of “full retirement additional pension”
Meaning of “partial retirement earned pension”
Meaning of “partial retirement additional pension”
Meaning of “actuarial reduction”
Interpretation
Medical practitioner
Dental practitioner
Allocation of practice income
Partners' NHS employment earnings
Paragraph 4 and 5 election and calculation
Locum practitioner
Introduction
Continuous employment spanning two scheme years
Members who do not fall within any of the cases in paragraph 2
Change to employment or rate of pensionable earnings or allowances
Small payments: changed circumstances
Payments for unsocial hours
Medical practitioners and non-GP providers
Medical practitioners not members of a practice
Failure of member to comply with this Schedule
Certificates, notices and statements
Medical practitioners and non-GP providers
Dentists
Payment of contributions to the contracting Health Board (or someone who is acting on its behalf)
Recovery of unpaid contributions
Annual rate of age retirement pension
Late payment of pension with actuarial increase
Conversion of part of pension
Member declaration
Protection of guaranteed minimum pension
Calculation of amount of early pension
Calculation of amount of premature retirement pension
Interpretation
Death of active member
Death of deferred member
Death of pensioner member
Death of recent leaver
Death of re-employed pensioner
Death of a partial retirement pensioner
Death of pension credit member
Payment of lump sums on death
OOH provider
- Notify Health Board of insolvency events within one day Employer
Browse 152 other sections — procedural / definitional / commencement
Citation, extent and commencement
Establishment of the NHS Pension Scheme (Scotland) 2015
Scheme manager
Pension board
Scheme advisory board
Appointment of scheme actuary
Actuarial valuations
Employer cost cap
Cost of scheme exceeds margins
Procedure for agreeing steps to achieve target cost
No agreement reached
Approval mechanism
Target cost
Administrative matters
Joining and leaving the scheme
Re-joining the scheme
Automatic enrolment legislation
Membership
Restrictions on membership
Pensionable service
Absence from work
Qualifying service
Effect of break in pensionable service
Establishment of pension accounts
Closure of pension accounts on transfer out or repayment of balance of contributions
Calculation of amount of accrued pension
Pensionable earnings
Regulation 27A Pensionable earnings: scheme years 2015/16 to 2023/24
Pensionable earnings: break in service
Pensionable earnings: more than one employment
Members' contributions: employees
Members' contributions: practitioners and non-GP providers
Contributions by employing authorities
Employing authority contributions: interests of efficiency
Employing authority contributions: redundancy
Interest and administration charges: late paid contributions
Member contributions: records and estimates
Members contributions: supplementary: medical practitioners, non-GP providers
Members contributions: supplementary: dental practitioners
Eligibility for refund
Amount of refund
Effect of refund
Eligibility to make a buy-out election
Making and varying a buy-out election
Accepting a buy-out election
Overall limit on extra pension
Determination of contributions payable
Payment of buy-out contributions
Suspension of buy-out: hardship
Revoking a buy-out election
Election to allocate pension
Amount of allocation
Procedure for election under regulation 50
Effect of allocation
Election to pay contributions for additional pension
Annual rate of additional (self only) pension
Lump sum or periodic payments
Making an additional pension election
Accepting an additional pension election
Determination of contribution payable
Overall limit on extra pension
Lump sum contributions: payment of contributions and credit of additional pension
Refund of lump sum contribution
Periodic Contributions
Retirement pension (other than ill-health pension) becomes payable before the end of the contributions payment period
Revoking an additional pension election (periodic payments)
Revocation of election by scheme manager (lump sum)
Effect of being absent or leaving and rejoining scheme during contributions payment period
Death in service before end of contributions payment period
Ill-health pension becomes payable before end of contributions payment period
Effect of part payment of contributions
Qualifying for retirement benefits
Entitlement to age retirement pension
Annual rate of age retirement pension
Late payment of pension with actuarial increase
Pension credit member
Conversion of part of pension into lump sum
Entitlement day
Early retirement
Entitlement day
Premature retirement in the interests of efficiency
Premature retirement on grounds of redundancy
Premature retirement entitlement day
Election for partial retirement (members over normal minimum pension age)
Effect of election
Terms of employment improve after election
Member becomes subject to reduction following abatement
Payment of pension after abatement
Application of regulations 83 to 87: concurrent employments
Entitlement to ill-health pension
Member's incapacity
Annual rate of ill-health pension
Re-assessment of entitlement
Early retirement on ill-health (deferred members)
Effect of re-employment on Upper Tier IHP
Renewed entitlement to Upper Tier IHP
Re-employed Lower Tier IHP members
Dual capacity membership: pension benefits
Deferred pension becomes payable during NHS re-employment following transfer of undertaking
Retirement benefits for members with more than one employment
Application of Chapter
Information
Reduction of pension
Relevant income and enhancement amount
Previous earnings: general
Previous earnings: continuing and concurrent employments
Multiple pensions
Adjustment of reductions
Option for members in serious ill health to exchange pension for lump sum
Guaranteed minimum pension etc
Reduction in pension debit member's benefits
Lump sum on death
Surviving adult dependant pension
Surviving scheme partner
Amount of pension: survivor of active member
Amount of pension: survivor of pensioner member
Amount of pension: deferred members
Recent leavers
Re-employed pensioners: adult survivor pensions in initial period
Polygamous marriage
Surviving child's pension
Eligible child
Amount of child pension: deceased active member
Amount of child pension: deceased pensioner member
Amount of child pension: deceased deferred member
Amount of child pension: recent leavers
Power to increase pension for children not maintained by surviving parent etc.
Amount of child pension: re-employed pensioners
Provisional awards of eligible child's pensions: later adjustments
Suspension and recovery of pensions paid under this Part
Application of Part
Interpretation of Part
Application of Chapter
Right to transfer value payment
Application for statement of entitlement
Application for transfer value payment
Transfer value payments: time limits
How transfer value payments may be applied
Calculating amounts of value or club transfer value
Effect of transfer-out
Right to apply for acceptance of transfer value payment
Application procedure
Acceptance of transfer value payment
Calculation of increase to pensionable earnings
Transfer from 1995 or 2008 Section
Transfers from corresponding 1995 and 2008 schemes
Bulk transfers out
Bulk transfers in
EU and overseas transfers
Definitions
Guarantees, bonds and indemnities
Medical practitioner
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