UK Statutory Instrument
1997
United Kingdom
The Teachers' Pensions Regulations 1997
At a glance
What's here
2 compliance obligations
Who this Act binds
Plus 1 non-business duty on Crown ministers, regulators, local authorities or tribunals — shown collapsed under each section below.
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
Browse 176 other Schedules — structural / supplementary
Teacher in— (a) a residential care home within the meaning...
Teacher in a special hospital provided by the Secretary of...
Teacher employed for the purpose of instructing, training, or superintending...
Teacher employed by the Field Studies Council.
Teacher employed in pursuance of arrangements made by the Secretary...
Organiser employed as a youth and community worker by a...
Teacher in an institution for the further education and training...
Teacher employed in, or in connection with, an establishment for...
Teacher employed by the Commonwealth Institute.
Teacher employed by a person to whom grants are made...
Teacher in a special school which is not a grant-maintained...
Organiser employed by— (a) the United Kingdom Sports Council,
Teacher, supervisor or youth worker employed by the Ministry of...
Services education officer.
Organiser employed as a youth and community worker by a...
Organiser employed by— the Association of Business Schools the Association...
Teacher in a university who— (a) was employed as a...
Teacher employed in— the British School of Amsterdam (the Netherlands)...
Teacher in a school, other than a special school, in...
Teacher in a grant-maintained special school.
Teacher, organiser or supervisor employed— (a) in an independent school...
Teacher in an institution providing further education or higher education...
Teacher in a university established on or after 6th May...
Teacher employed in— (a) a community home within the meaning...
Teacher employed by a local authority or a voluntary organisation...
(1) Subject to paragraph 2, the maximum length of the...
(1) This paragraph applies to a person who—
(1) This paragraph applies where a person—
(1) In this Part— “the principal election” means the election...
Where paragraph 7 has become applicable and the person is...
Any retirement lump sum to which the person is entitled...
(1) This paragraph applies— (a) where paragraph 7 has become...
(1) Subject to paragraphs 14 to 16, the additional contributions...
(1) Subject to paragraphs 15 and 16 below and paragraph...
Where notice of the election was given on or after...
Where notice of the election was given when the person...
(1) The contribution period must be one of not less...
Subject to paragraphs 4 and 5, the rate at which...
(1) At any time during the contribution period the person...
(1) At any time during the contribution period the person...
(1) Where— (a) the person is in pensionable employment at...
(1) Subject to sub-paragraph (2), if the person—
(1) An election under this paragraph may be made when...
(1) An election under this paragraph may be made where...
(1) Subject to sub-paragraphs (2) to (5) and paragraphs 2,...
During any period for which a person is paying additional...
Where an election has been made under paragraph 1, the...
If, before all the contributions payable under paragraph 1 or...
(1) A person may elect, by giving written notice to...
(1) Subject to sub-paragraph (2) and paragraph 6, where immediately...
(1) If before the end of the contribution period the...
Where immediately before 3rd February 1998 contributions remained to be...
Where immediately before 3rd February 1998 contributions remained to be...
(1) Subject to sub-paragraphs (2) and (3), if a person...
(1) In this Part— “the Fund” means the Teachers' Family...
(1) Subject to sub-paragraph (3) and paragraph 11, a woman...
(1) An election under paragraph 10(1) or (2)—
(1) Subject to sub-paragraph (2), where payment is to be...
(1) The widower of a woman who—
(1) This paragraph applies where— (a) an election is made...
(1) This paragraph— (a) applies where family benefit contributions to...
Where— (a) a deduction has fallen to be made under...
(1) In this Part— (a) any reference to regulations D5...
(1) Subject to paragraph 21, a person who was notified...
Subject to paragraph 21, a person who was notified after...
Paragraphs 3 and 4 have effect subject to paragraph 5....
(1) If an election is made under paragraph 18 or...
(1) If the person— (a) died before 15th February 1982,...
(1) Subject to sub-paragraph (3), a member who elected to...
A non-member or an unmarried woman may elect to pay...
(1) A man who has become entitled to payment of...
(1) Where a person has made an election under paragraph...
(1) This paragraph applies where a member who elected to...
(1) Subject to sub-paragraphs (2) and (3), a member or...
(1) This paragraph applies where— (a) a member or non-member...
(1) In paragraphs 1 to 7 of this Schedule— “the...
(1) This paragraph applies where a person who is, in...
(1) This paragraph applies where a person is continuing to...
Where a person— (a) is a full-time contributor who has...
(1) This paragraph applies when a person—
(1) This paragraph applies to a full-time or part-time contributor...
If a person had elected under paragraph 4 of Schedule...
(1) This paragraph applies where a full-time or part-time contributor...
(1) This paragraph applies where a lump sum equal to...
(1) This paragraph applies where a person paying additional contributions...
(1) This paragraph applies where a person is continuing to...
A period of pensionable employment.
A period counting as reckonable service by virtue of regulation...
A period counting as admitted service or specified country service....
A period of service or employment in respect of transfer...
A period of comparable British service.
A period of employment which is pensionable for the purposes...
In this Part, unless the context otherwise requires— “the Act”...
(1) An annual pension in respect of any such service...
A part-time teacher to whom paragraph 10 applies is entitled...
(1) Any person who was employed in non-participating employment and...
Subject to paragraphs 14 to 19, these Regulations apply as...
For the purposes of regulation E3 (qualification for retirement benefits),...
(1) For the purposes of regulation E32(2) (limits on reckonable...
(1) A period for which the person has, before the...
(1) This paragraph applies if the person becomes entitled to...
(1) For the purpose of calculating any death grant under...
Regulation E26(7) does not have effect so as to preclude...
(1) A retirement pension payable in the case of a...
In this Part “policy scheme service” has the meaning that...
For the purposes of regulation C4(1) (case in which additional...
For the purposes of regulation E3 (qualification for retirement benefits),...
Only 9/10ths of the person’s policy scheme service is effective...
(1) For the purposes of paragraphs 1 and 2 of...
(1) For the purposes of paragraph 2 (National Insurance modifications),...
(1) In the case of a person with admitted service...
(1) Subject to sub-paragraphs (2) to (5) and paragraph 29,...
(1) The rate of the annual pension is ( A...
Regulations E18 (deferment etc. of benefits), E33 (payment of benefits)...
(1) This paragraph applies to a retired teacher who—
Regulations E4 (entitlement to payment of retirement benefits), E6 (amount...
Subject to paragraph 32— (a) for the purpose of calculating...
For the purposes of regulation E8 (enhancement of retirement benefits...
In this Part— (a) “the 1995 Regulations” means the National...
This Part applies to a person who—
Where a transfer value has been accepted in respect of...
(1) If a person to whom this Part applies—
Where a person to whom this Part applies—
(1) Where a transfer value has not been accepted in...
For the purposes of paragraphs 2 and 3 the reckonable...
If, in calculating the amount of a retirement pension, there...
If, in calculating the amount of a retirement pension, there...
Where— (a) a period of employment of a retired teacher...
No reduction in the amount of a retirement pension is...
A retirement pension payable to a part-time teacher, so far...
(1) A declaration is to specify— (a) the part of...
(1) If after a retiring employee has delivered a declaration...
If after a person has delivered a declaration the rate...
(1) A person who, with a view to making an...
(1) Before delivering a declaration a person must have given...
(1) Before delivering a declaration a person must also at...
(1) On receiving a notice under paragraph 3 the Secretary...
A declaration, and any notice or other communication under this...
(1) Subject to sub-paragraphs (2) to (6), a declaration takes...
(1) An allocation takes effect on the day on which...
(1) If notice of intention has been given under paragraph...
A transfer value is calculated on the cash equivalent basis...
(1) This paragraph applies where— (a) the condition specified in...
If— (a) the previous scheme is an approved pension scheme...
Where— (a) a transfer value is payable to the scheme...
Where— (a) a transfer value is payable to the scheme...
Where— (a) a transfer value is payable to the scheme...
Where— (a) a transfer value is payable to the scheme...
(1) This paragraph applies where— (a) a transfer value falls...
Where a transfer value is paid to the scheme managers...
If the employment in which the person was subject to...
(1) If— (a) the previous scheme is a club scheme...
In this Schedule— “the revoked instruments” means the statutory instruments...
(1) The revocation of regulation C1 of the 1988 Regulations...
The revocation of regulation D3 of the 1988 Regulations shall...
(1) The revocation by these Regulations of the 1988 Regulations...
The revocation of regulation E4(3) and (4) of the 1988...
Without prejudice to the provisions of paragraph 3, in relation...
(1) The revocation of regulation E29(2)(c) of the 1988 Regulations...
(1) Regulation E29 of the 1988 Regulations shall continue to...
The revocation by these Regulations of the 1988 Regulations does...
(1) Where a person made an election under regulation C3(2)...
(1) The substitution of these Regulations for the revoked instruments...
The revocation by these Regulations of a transitional provision relating...
(1) The revocation by these Regulations of a provision previously...
In this Part— (a) references to a numbered regulation prefixed...
The revocation of the 1988 Regulations shall not affect the...
The revocation of the 1988 Regulations shall not affect—
The revocation of the 1988 Regulations shall not affect the...
(1) In this paragraph— (a) references to the 1996 report...
After paragraph (1) there shall be inserted the following paragraph—...
For paragraph (2)(a) there shall be substituted—
After paragraph (5) there shall be inserted the following paragraphs—...
Where an election under regulation C2(1) of these Regulations has...
Regulation E7(1) shall have effect as if—
Entitlement to payment of retirement benefits
- Notify Secretary of State if governing body requests under redundancy regulations
Actuarial inquiries
Other duties (1) — Crown / regulator
- Government Actuary must report pension scheme finances to Parliament Crown / Minister / Government department
Browse 88 other sections — procedural / definitional / commencement
Citation and commencement
Interpretation
Employment—general
Continuing employment
Employment in accepted school
Employment not pensionable
Election for employment not to be pensionable
Resumption of pensionable status
Salary on which contributions are payable
Additional contributions for current period: service in a reserve force
Additional contributions for family benefits
Entitlement to repayment of balance of contributions
Calculation of contributions to be repaid
Repayment of certain contributions paid for family benefits
Application for repayment
Return of repaid contributions
Uncompleted return by instalments of repaid contributions
Deduction, payment and recovery of contributions
Salary on which contributions are payable—election
Ordinary contributions
Additional contributions for past period
Additional contributions for past period by family pensioner
Additional contributions for past period under earlier provisions
Reduction of past period
Additional contributions in respect of war service
Additional contributions for current period
Reckonable service generally
Exclusion from reckonable service
Past period for which additional contributions have been paid
Current period for which additional contributions have been paid
Overriding provision as to guaranteed minimum pensions
National Insurance modification of pensions
Allocation of part of retirement pension
Duration of retirement pension
Pensioner ceasing to be incapacitated
Abatement of retirement pension during further employment
Retirement benefits on cessation of further employment
Short-service annuity
Short-service incapacity grant
Deferment
Commutation: exceptional circumstances of ill-health
Nature of retirement benefits
Death grant
Supplementary death grant
Family benefits generally
Nomination of beneficiaries
Entitlement to short-term family benefits
Amount and duration of short-term family benefits
Entitlement to long-term family benefits
Relevant service
Amounts of spouses' and nominated beneficiaries' long-term pensions
Amounts of children’s long-term pensions
Qualification for retirement benefits
Commencement and duration of long-term family pensions
Average salary
Effective reckonable service
Payment of benefits
Interest on late payment of certain benefits
Benefits not assignable
Amount of retirement pension
Amount of retirement lump sum
Limitation of retirement benefits in certain cases
Enhancement of retirement benefits in case of incapacity
Avoidance of duplicate pensions
Payment of transfer values
Amounts of transfer values and additional transfer values
Termination of right to count reckonable etc. service
Acceptance of transfer values
Teachers' Pension Account
Receipts etc. to be credited
Payments to be debited
Employers' contributions
Employers' contributions—employees' elections under regulation C2
Payment by employers to Secretary of State
Employers' additional contributions
Modified application in case of employment at reduced salary
Election in respect of protected benefits
Consequential amendments of the Teachers' Superannuation (Additional Voluntary Contributions) Regulations 1994
Revocations, savings and transitional provisions
Amendments to, and modifications of, the Teachers' Superannuation (Consolidation) Regulations 1988
Modified application in certain other cases
Records and information
Payments in respect of deceased persons
Revaluation of guaranteed minimum in certain cases
Repayment of contributions where an election is not made under regulation G8
Extension of time
Calculation of full-time equivalent salary
Determination of questions
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