UK Statutory Instrument SI 1997/3001 United Kingdom

The Teachers' Pensions Regulations 1997

Status
In Force
Penalty ceiling
Regulated

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Business-side roles with duties under this instrument.

Employer1

Plus 1 duty on the regulator, Crown ministers and public bodies — folded into the section list below.

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Employer — also bound by 682 other Acts

What it requires

Regulations creating concrete business duties or carrying penalties, grouped as the instrument is structured. Titles link to the source text — blue means you’re leaving for legislation.gov.uk.

s.reg.e4 Entitlement to payment of retirement benefits Regulated
  • Notify Secretary of State if governing body requests under redundancy regulationsEmployer
s.reg.g4 Actuarial inquiries Regulated
Other duties (1) — Crown / regulator
  • Government Actuary must report pension scheme finances to ParliamentCrown / Minister / Government department
88 other provisions — procedural and definitional
s.reg.a1 Citation and commencement
s.reg.a2 Interpretation
s.reg.b1 Employment—general
s.reg.b2 Continuing employment
s.reg.b3 Employment in accepted school
s.reg.b4 Employment not pensionable
s.reg.b5 Election for employment not to be pensionable
s.reg.b6 Resumption of pensionable status
s.reg.c1 Salary on which contributions are payable
s.reg.c10 Additional contributions for current period: service in a reserve force
s.reg.c11 Additional contributions for family benefits
s.reg.c12 Entitlement to repayment of balance of contributions
s.reg.c13 Calculation of contributions to be repaid
s.reg.c14 Repayment of certain contributions paid for family benefits
s.reg.c15 Application for repayment
s.reg.c16 Return of repaid contributions
s.reg.c17 Uncompleted return by instalments of repaid contributions
s.reg.c18 Deduction, payment and recovery of contributions
s.reg.c2 Salary on which contributions are payable—election
s.reg.c3 Ordinary contributions
s.reg.c4 Additional contributions for past period
s.reg.c5 Additional contributions for past period by family pensioner
s.reg.c6 Additional contributions for past period under earlier provisions
s.reg.c7 Reduction of past period
s.reg.c8 Additional contributions in respect of war service
s.reg.c9 Additional contributions for current period
s.reg.d1 Reckonable service generally
s.reg.d2 Exclusion from reckonable service
s.reg.d3 Past period for which additional contributions have been paid
s.reg.d4 Current period for which additional contributions have been paid
s.reg.e1 Overriding provision as to guaranteed minimum pensions
s.reg.e10 National Insurance modification of pensions
s.reg.e11 Allocation of part of retirement pension
s.reg.e12 Duration of retirement pension
s.reg.e13 Pensioner ceasing to be incapacitated
s.reg.e14 Abatement of retirement pension during further employment
s.reg.e15 Retirement benefits on cessation of further employment
s.reg.e16 Short-service annuity
s.reg.e17 Short-service incapacity grant
s.reg.e18 Deferment
s.reg.e19 Commutation: exceptional circumstances of ill-health
s.reg.e2 Nature of retirement benefits
s.reg.e20 Death grant
s.reg.e21 Supplementary death grant
s.reg.e22 Family benefits generally
s.reg.e23 Nomination of beneficiaries
s.reg.e24 Entitlement to short-term family benefits
s.reg.e25 Amount and duration of short-term family benefits
s.reg.e26 Entitlement to long-term family benefits
s.reg.e27 Relevant service
s.reg.e28 Amounts of spouses' and nominated beneficiaries' long-term pensions
s.reg.e29 Amounts of children’s long-term pensions
s.reg.e3 Qualification for retirement benefits
s.reg.e30 Commencement and duration of long-term family pensions
s.reg.e31 Average salary
s.reg.e32 Effective reckonable service
s.reg.e33 Payment of benefits
s.reg.e34 Interest on late payment of certain benefits
s.reg.e35 Benefits not assignable
s.reg.e5 Amount of retirement pension
s.reg.e6 Amount of retirement lump sum
s.reg.e7 Limitation of retirement benefits in certain cases
s.reg.e8 Enhancement of retirement benefits in case of incapacity
s.reg.e9 Avoidance of duplicate pensions
s.reg.f1 Payment of transfer values
s.reg.f2 Amounts of transfer values and additional transfer values
s.reg.f3 Termination of right to count reckonable etc. service
s.reg.f4 Acceptance of transfer values
s.reg.g1 Teachers' Pension Account
s.reg.g2 Receipts etc. to be credited
s.reg.g3 Payments to be debited
s.reg.g5 Employers' contributions
s.reg.g6 Employers' contributions—employees' elections under regulation C2
s.reg.g7 Payment by employers to Secretary of State
s.reg.g8 Employers' additional contributions
s.reg.h1 Modified application in case of employment at reduced salary
s.reg.h10 Election in respect of protected benefits
s.reg.h11 Consequential amendments of the Teachers' Superannuation (Additional Voluntary Contributions) Regulations 1994
s.reg.h12 Revocations, savings and transitional provisions
s.reg.h13 Amendments to, and modifications of, the Teachers' Superannuation (Consolidation) Regulations 1988
s.reg.h2 Modified application in certain other cases
s.reg.h3 Records and information
s.reg.h4 Payments in respect of deceased persons
s.reg.h5 Revaluation of guaranteed minimum in certain cases
s.reg.h6 Repayment of contributions where an election is not made under regulation G8
s.reg.h7 Extension of time
s.reg.h8 Calculation of full-time equivalent salary
s.reg.h9 Determination of questions
Schedules

Schedules

0 of 176 shown
176 other schedules
s.sch002 Teacher employed by, or in a school or institution providing...
s.sch002 Teacher in— (a) a residential care home within the meaning...
s.sch002 Teacher in a special hospital provided by the Secretary of...
s.sch002 Teacher employed for the purpose of instructing, training, or superintending...
s.sch002 Teacher employed by the Field Studies Council.
s.sch002 Teacher employed in pursuance of arrangements made by the Secretary...
s.sch002 Organiser employed as a youth and community worker by a...
s.sch002 Teacher in an institution for the further education and training...
s.sch002 Teacher employed in, or in connection with, an establishment for...
s.sch002 Teacher employed by the Commonwealth Institute.
s.sch002 Teacher employed by a person to whom grants are made...
s.sch002 Teacher in a special school which is not a grant-maintained...
s.sch002 Organiser employed by— (a) the United Kingdom Sports Council,
s.sch002 Teacher, supervisor or youth worker employed by the Ministry of...
s.sch002 Services education officer.
s.sch002 Organiser employed as a youth and community worker by a...
s.sch002 Organiser employed by— the Association of Business Schools the Association...
s.sch002 Teacher in a university who— (a) was employed as a...
s.sch002 Teacher employed in— the British School of Amsterdam (the Netherlands)...
s.sch002 Teacher in a school, other than a special school, in...
s.sch002 Teacher in a grant-maintained special school.
s.sch002 Teacher, organiser or supervisor employed— (a) in an independent school...
s.sch002 Teacher in an institution providing further education or higher education...
s.sch002 Teacher in a university established on or after 6th May...
s.sch002 Teacher employed in— (a) a community home within the meaning...
s.sch002 Teacher employed by a local authority or a voluntary organisation...
s.sch003 (1) Subject to paragraph 2, the maximum length of the...
s.sch003 (1) This paragraph applies to a person who—
s.sch003 (1) This paragraph applies where a person—
s.sch004 (1) In this Part— “the principal election” means the election...
s.sch004 Where paragraph 7 has become applicable and the person is...
s.sch004 Any retirement lump sum to which the person is entitled...
s.sch004 (1) This paragraph applies— (a) where paragraph 7 has become...
s.sch004 (1) Subject to paragraphs 14 to 16, the additional contributions...
s.sch004 (1) Subject to paragraphs 15 and 16 below and paragraph...
s.sch004 Where notice of the election was given on or after...
s.sch004 Where notice of the election was given when the person...
s.sch004 (1) The contribution period must be one of not less...
s.sch004 Subject to paragraphs 4 and 5, the rate at which...
s.sch004 (1) At any time during the contribution period the person...
s.sch004 (1) At any time during the contribution period the person...
s.sch004 (1) Where— (a) the person is in pensionable employment at...
s.sch004 (1) Subject to sub-paragraph (2), if the person—
s.sch004 (1) An election under this paragraph may be made when...
s.sch004 (1) An election under this paragraph may be made where...
s.sch005 (1) Subject to sub-paragraphs (2) to (5) and paragraphs 2,...
s.sch005 During any period for which a person is paying additional...
s.sch005 Where an election has been made under paragraph 1, the...
s.sch005 If, before all the contributions payable under paragraph 1 or...
s.sch005 (1) A person may elect, by giving written notice to...
s.sch005 (1) Subject to sub-paragraph (2) and paragraph 6, where immediately...
s.sch005 (1) If before the end of the contribution period the...
s.sch005 Where immediately before 3rd February 1998 contributions remained to be...
s.sch005 Where immediately before 3rd February 1998 contributions remained to be...
s.sch005 (1) Subject to sub-paragraphs (2) and (3), if a person...
s.sch006 (1) In this Part— “the Fund” means the Teachers' Family...
s.sch006 (1) Subject to sub-paragraph (3) and paragraph 11, a woman...
s.sch006 (1) An election under paragraph 10(1) or (2)—
s.sch006 (1) Subject to sub-paragraph (2), where payment is to be...
s.sch006 (1) The widower of a woman who—
s.sch006 (1) This paragraph applies where— (a) an election is made...
s.sch006 (1) This paragraph— (a) applies where family benefit contributions to...
s.sch006 Where— (a) a deduction has fallen to be made under...
s.sch006 (1) In this Part— (a) any reference to regulations D5...
s.sch006 (1) Subject to paragraph 21, a person who was notified...
s.sch006 Subject to paragraph 21, a person who was notified after...
s.sch006 Paragraphs 3 and 4 have effect subject to paragraph 5....
s.sch006 (1) If an election is made under paragraph 18 or...
s.sch006 (1) If the person— (a) died before 15th February 1982,...
s.sch006 (1) Subject to sub-paragraph (3), a member who elected to...
s.sch006 A non-member or an unmarried woman may elect to pay...
s.sch006 (1) A man who has become entitled to payment of...
s.sch006 (1) Where a person has made an election under paragraph...
s.sch006 (1) This paragraph applies where a member who elected to...
s.sch006 (1) Subject to sub-paragraphs (2) and (3), a member or...
s.sch006 (1) This paragraph applies where— (a) a member or non-member...
s.sch007 (1) In paragraphs 1 to 7 of this Schedule— “the...
s.sch007 (1) This paragraph applies where a person who is, in...
s.sch007 (1) This paragraph applies where a person is continuing to...
s.sch007 Where a person— (a) is a full-time contributor who has...
s.sch007 (1) This paragraph applies when a person—
s.sch007 (1) This paragraph applies to a full-time or part-time contributor...
s.sch007 If a person had elected under paragraph 4 of Schedule...
s.sch007 (1) This paragraph applies where a full-time or part-time contributor...
s.sch007 (1) This paragraph applies where a lump sum equal to...
s.sch007 (1) This paragraph applies where a person paying additional contributions...
s.sch007 (1) This paragraph applies where a person is continuing to...
s.sch008 A period of pensionable employment.
s.sch008 A period counting as reckonable service by virtue of regulation...
s.sch008 A period counting as admitted service or specified country service....
s.sch008 A period of service or employment in respect of transfer...
s.sch008 A period of comparable British service.
s.sch008 A period of employment which is pensionable for the purposes...
s.sch010 In this Part, unless the context otherwise requires— “the Act”...
s.sch010 (1) An annual pension in respect of any such service...
s.sch010 A part-time teacher to whom paragraph 10 applies is entitled...
s.sch010 (1) Any person who was employed in non-participating employment and...
s.sch010 Subject to paragraphs 14 to 19, these Regulations apply as...
s.sch010 For the purposes of regulation E3 (qualification for retirement benefits),...
s.sch010 (1) For the purposes of regulation E32(2) (limits on reckonable...
s.sch010 (1) A period for which the person has, before the...
s.sch010 (1) This paragraph applies if the person becomes entitled to...
s.sch010 (1) For the purpose of calculating any death grant under...
s.sch010 Regulation E26(7) does not have effect so as to preclude...
s.sch010 (1) A retirement pension payable in the case of a...
s.sch010 In this Part “policy scheme service” has the meaning that...
s.sch010 For the purposes of regulation C4(1) (case in which additional...
s.sch010 For the purposes of regulation E3 (qualification for retirement benefits),...
s.sch010 Only 9/10ths of the person’s policy scheme service is effective...
s.sch010 (1) For the purposes of paragraphs 1 and 2 of...
s.sch010 (1) For the purposes of paragraph 2 (National Insurance modifications),...
s.sch010 (1) In the case of a person with admitted service...
s.sch010 (1) Subject to sub-paragraphs (2) to (5) and paragraph 29,...
s.sch010 (1) The rate of the annual pension is ( A...
s.sch010 Regulations E18 (deferment etc. of benefits), E33 (payment of benefits)...
s.sch010 (1) This paragraph applies to a retired teacher who—
s.sch010 Regulations E4 (entitlement to payment of retirement benefits), E6 (amount...
s.sch010 Subject to paragraph 32— (a) for the purpose of calculating...
s.sch010 For the purposes of regulation E8 (enhancement of retirement benefits...
s.sch010 In this Part— (a) “the 1995 Regulations” means the National...
s.sch010 This Part applies to a person who—
s.sch010 Where a transfer value has been accepted in respect of...
s.sch010 (1) If a person to whom this Part applies—
s.sch010 Where a person to whom this Part applies—
s.sch010 (1) Where a transfer value has not been accepted in...
s.sch010 For the purposes of paragraphs 2 and 3 the reckonable...
s.sch010 If, in calculating the amount of a retirement pension, there...
s.sch010 If, in calculating the amount of a retirement pension, there...
s.sch010 Where— (a) a period of employment of a retired teacher...
s.sch010 No reduction in the amount of a retirement pension is...
s.sch010 A retirement pension payable to a part-time teacher, so far...
s.sch011 (1) A declaration is to specify— (a) the part of...
s.sch011 (1) If after a retiring employee has delivered a declaration...
s.sch011 If after a person has delivered a declaration the rate...
s.sch011 (1) A person who, with a view to making an...
s.sch011 (1) Before delivering a declaration a person must have given...
s.sch011 (1) Before delivering a declaration a person must also at...
s.sch011 (1) On receiving a notice under paragraph 3 the Secretary...
s.sch011 A declaration, and any notice or other communication under this...
s.sch011 (1) Subject to sub-paragraphs (2) to (6), a declaration takes...
s.sch011 (1) An allocation takes effect on the day on which...
s.sch011 (1) If notice of intention has been given under paragraph...
s.sch012 A transfer value is calculated on the cash equivalent basis...
s.sch012 (1) This paragraph applies where— (a) the condition specified in...
s.sch012 If— (a) the previous scheme is an approved pension scheme...
s.sch012 Where— (a) a transfer value is payable to the scheme...
s.sch012 Where— (a) a transfer value is payable to the scheme...
s.sch012 Where— (a) a transfer value is payable to the scheme...
s.sch012 Where— (a) a transfer value is payable to the scheme...
s.sch012 (1) This paragraph applies where— (a) a transfer value falls...
s.sch012 Where a transfer value is paid to the scheme managers...
s.sch012 If the employment in which the person was subject to...
s.sch012 (1) If— (a) the previous scheme is a club scheme...
s.sch015 In this Schedule— “the revoked instruments” means the statutory instruments...
s.sch015 (1) The revocation of regulation C1 of the 1988 Regulations...
s.sch015 The revocation of regulation D3 of the 1988 Regulations shall...
s.sch015 (1) The revocation by these Regulations of the 1988 Regulations...
s.sch015 The revocation of regulation E4(3) and (4) of the 1988...
s.sch015 Without prejudice to the provisions of paragraph 3, in relation...
s.sch015 (1) The revocation of regulation E29(2)(c) of the 1988 Regulations...
s.sch015 (1) Regulation E29 of the 1988 Regulations shall continue to...
s.sch015 The revocation by these Regulations of the 1988 Regulations does...
s.sch015 (1) Where a person made an election under regulation C3(2)...
s.sch015 (1) The substitution of these Regulations for the revoked instruments...
s.sch015 The revocation by these Regulations of a transitional provision relating...
s.sch015 (1) The revocation by these Regulations of a provision previously...
s.sch015 In this Part— (a) references to a numbered regulation prefixed...
s.sch015 The revocation of the 1988 Regulations shall not affect the...
s.sch015 The revocation of the 1988 Regulations shall not affect—
s.sch015 The revocation of the 1988 Regulations shall not affect the...
s.sch015 (1) In this paragraph— (a) references to the 1996 report...
s.sch016 After paragraph (1) there shall be inserted the following paragraph—...
s.sch016 For paragraph (2)(a) there shall be substituted—
s.sch016 After paragraph (5) there shall be inserted the following paragraphs—...
s.sch016 Where an election under regulation C2(1) of these Regulations has...
s.sch016 Regulation E7(1) shall have effect as if—

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