Case D: premature retirement
Other duties (1) — Crown / regulator
- Notify Secretary of State for premature retirement benefits Crown / Minister / Government department
UK Statutory Instrument
2010
United Kingdom
The Teachers' Pensions Regulations 2010
At a glance
What's here
1 compliance obligation
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 169 other Schedules — structural / supplementary
Teacher employed by— (a) a local authority in connection with...
Teacher employed by the Secretary of State or the Welsh...
Teacher employed for the purpose of instructing, training or superintending...
Teacher employed by the Secretary of State in a European...
Organiser employed as a youth and community worker by a...
Teacher employed by the Field Studies Council.
An accepted member employed by an accepted employer.
Teacher employed by the proprietor of an institution for the...
Teacher, supervisor or youth worker employed for the purposes of...
Organiser employed by— (a) a diocesan board of education established...
Teacher employed in, or in connection with, an establishment for...
Teacher employed by a person to whom grants are made...
Teacher employed— (a) in an Academy, school, alternative provision Academy,...
Organiser employed by— (a) the United Kingdom Sports Council,
Organiser employed as a youth and community worker by a...
Organiser employed by— (a) Action for Blind People;
Teacher employed by a university who was employed by an...
Teacher or organiser employed by a body formerly falling within...
Teacher employed by the proprietor of, or anyone else concerned...
Teacher employed in the Lycée Français Charles de Gaulle de...
Teacher employed by the proprietor of, or by anyone else...
Accepted phased withdrawal teacher employed by the proprietor of, or...
Teacher employed by a function provider in connection with the...
Teacher employed by the proprietor of, or by anyone else...
Teacher employed by the governing body (as defined in section...
Teacher employed by a university established on or after 6th...
Teacher employed by the proprietor of— (a) a community home...
Teacher employed by a local authority or by a voluntary...
Interpretation
Employees' contributions
(1) This paragraph applies, in relation to each contribution period...
Employers' contributions
Supplemental
Interpretation
Incapacity of AP beneficiary during payment or refund period
Death of AP beneficiary during payment or refund period
Actuarial advice
Election to pay contributions for additional pension
Maximum amount of additional pension
Determination of contributions
Lump sum election: payment of contributions and credit of additional pension
Monthly contribution election: payment of contributions and credit of additional pension
AP beneficiary becoming entitled to pension during payment period
AP beneficiary revoking election during payment period
AP beneficiary ceasing to be in pensionable employment during payment period
A qualifying person who is a pre-2007 entrant or a...
The person who makes an election must specify in the...
Where an election is made under paragraph 1–
But an election stating that family benefits are to be...
Where a qualifying person's (P's) pensionable employment is part time,...
Except as provided in paragraph 20(1), an election under this...
(1) This paragraph applies where the qualifying person (P) states...
(1) Except where paragraph 15 applies, the person who makes...
This Part applies where family benefit contributions are payable by...
(1) The payment period begins on the first day of...
(1) The contributions— (a) are payable from the start of...
A person (P) is a qualifying person if P is...
(1) The election may at any time be varied by...
(1) Paragraphs 22 to 26 apply where family benefit contributions...
(1) This paragraph applies where the person paying the contributions...
(1) This paragraph applies where— (a) the person paying the...
(1) This paragraph applies where— (a) the person paying the...
(1) This paragraph applies where— (a) the person paying the...
(1) This paragraph applies where the person paying the contributions...
Where— (a) a deduction has fallen to be made under...
“Non-qualifying service” means— (a) where the qualifying person (P) is...
The election must be made during the election period (determined...
The election period begins— (a) where the person making the...
The election period ends on the earlier of the day...
(1) Where a person (P) marries or forms a civil...
If a qualifying person (P) dies before the end of...
A qualifying person's (P's) beneficiary is— (a) where P is...
For the purposes of this Part— (a) a transfer value...
Where a transfer value is paid to the scheme managers...
The Secretary of State may, on the advice of the...
If Section 3 of Chapter 3 of Part 4 (Transfers...
(1) If Section 3 of Chapter 2 of Part 4...
(1) If Section 3 of Chapter 4 of Part 4...
(1) This paragraph applies where— (a) the person is subject...
In this Part “bulk transfer” has the same meaning as...
The person is entitled to count as reckonable service a...
Paragraphs 3 to 6 are subject to paragraphs 7 to...
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...
Unless the receiving scheme is a club scheme, where—
Where a person has elected to receive phased retirement benefits...
(1) This paragraph applies where— (a) a transfer value falls...
Case A: retirement on or after reaching normal pension age
Case E: early retirement with actuarial adjustment
(1) Where a person (P) falls within paragraph 10, Case...
(1) Where a person (P) is not in pensionable or...
General
For the purpose of this Schedule— (a) a person is...
(1) Where a person (P) satisfies the condition for retirement,...
Case C: ill-health retirement
(1) A person (P) does not fall within paragraph 3...
(1) Where a person (P) falls within paragraph 3, Case...
(1) The entitlement day for Case C is the latest...
(1) Where a person (P) falls within paragraph 7, Case...
The entitlement day for Case D is the day after...
Pensions for surviving adults: general
Pensions for widowers (other than widowers with pre-1988 rights) of female members who died before 5th December 2005
Pensions for surviving civil partners
Pensions for surviving qualifying partners
Periods not counting for adult pension qualification service
Pensions for certain surviving adults where marriage or civil partnership takes place before pensionable employment ceases and for surviving nominated beneficiaries
Pensions for certain surviving adults where marriage or civil partnership takes place after pensionable employment ceases
Pensions for widowers (other than widowers with pre-1988 rights) of female members who died before 5th December 2005
Pensions for surviving civil partners
Pensions for surviving qualifying partners
D's family benefit service is the total of the following—...
Enhancement period
Enhancement period (further employment)
Application of Part 1 and interpretation
Calculation of benefits other than in service and out of service death grants
Policy scheme service
Specified country service
TSAVCR 1994 are amended in accordance with this Part.
The Teachers (Compensation for Redundancy and Premature Retirement) Regulations 1997...
In regulation 2 in the definition of “the Pensions Regulations”...
In regulation 3 (a) in paragraph (3) for “1 (as...
In regulation 4(7)— (a) in sub-paragraph (a) for “50” substitute...
In regulation 7— (a) for paragraph (1) substitute—
In regulation 8— (a) in paragraph (1) for “E14” substitute...
For regulation 9 substitute— Supplementary death grants (1) This regulation applies where a death grant may be...
In regulation 10— (a) for paragraph (1) substitute—
In regulation 12(4)(c) and (5)(a) and (b) for “E5(6) or...
For regulation 14(1) substitute— (1) This regulation applies where a...
For regulation 2(2) substitute— (2) In these Regulations—
For regulation 15(1) substitute— (1) This regulation applies where a...
In regulation 22(6B) for “the accepted function provider (within the...
In Schedule 2— (a) in paragraph 1 for “paragraph 28A...
In regulation 2(3)— (a) in the definition of “civil partner”...
In regulation 7(2)(c) for “old regulation C9 or regulation C10...
In regulation 11(2)(b) for “F1 or F1A of the 1997...
In regulation 12(1)(b) for “becomes entitled to payment of retirement...
In regulation 13A(5) for “child as defined in the 1997...
In regulation 15(1)(b) for “ C15 of the 1997 Regulations”...
In regulation 16(3) for “E20(7) of the 1997” Regulations substitute...
In this Schedule— “the revoked instruments” means the regulations revoked...
Contributions for past period: elections made under previous provisions
Contributions for current period: elections made under regulation C9 of the 1997 Regulations
Reckonable service arising from payment of contributions in respect of past periods
Repayment of certain contributions paid for family benefits
Return of repaid contributions by instalments
Employment not pensionable; contributions not paid
Family benefit contributions
In this Part— (a) “the interest change date” is 1st...
(1) This paragraph applies where— (a) on the interest change...
(1) This paragraph applies where, on the interest change date,...
(1) Anything done or having effect as if done under...
This Part, in its application to contributions which remain to...
Reckonable service
Further employment commencing before 1st April 1997
Restriction on average salary: retirement benefits payable on 1st September 2010
Actuarial Review
National Insurance modification of pensions
Person formerly members of the National Health Service Pension Scheme
Supplemental
The revocation by these Regulations of a transitional provision relating...
(1) The revocation by these Regulations of a provision previously...
General
Salary on which contributions are payable: elections made under regulation C2 of TPR 1997
Contributions for past period: elections made under regulation C4 of TPR 1997
Despite the revocation of TPR 1997, and save as provided...
(1) Paragraph 8 does not apply to paragraph 8(6) of...
Where Part 1 of Schedule 4 to TPR 1997 continues...
Browse 173 other sections — procedural / definitional / commencement
Citation and commencement
Interpretation
Marriage of a same sex couple
Living together as a same sex couple
Continuation of marriage where Scheme member acquires new legal gender
Meaning of “employer” in certain cases
Meaning of “further employment”
Meaning of “pensionable employment”
Pensionable employment: general
Employment not pensionable: general
Employment not pensionable: contributions not paid
Election for employment not to be pensionable
Election for employment to be pensionable
Backdating elections for employment to be pensionable
Election for part-time employment before 1st May 1995 to be pensionable
Accepted schools
Accepted phased withdrawal schools
Accepted function providers
Meaning of “accepted member”
Meaning of “contracting scheme employer”
Meaning of “fair deal transfer date”
Meaning of “transferred services”
Meaning of “Participation Agreement”
Meaning of “accepted employer”
Obligations of accepted employer
Termination and resumption of accepted employer status
Contributable salary
Contributable salary - residential accommodation
Cap on contributable salary
Teachers' ordinary contributions
Election to pay contributions by a person serving in a reserve force
Contributions for additional pensions
Family benefit contributions
Entitlement to repayment of balance of contributions
Calculation of contributions to be repaid
Application for repayment of contributions
Return of repaid contributions
Repayment of contributions where salary is restricted under regulation 39
Employers' contributions
Deduction by employers of contributions, etc. from salary, payment in default and interest
Recovery of unpaid contributions from benefits
Payment by employers to Secretary of State
Application of Part
Interpretation of Part
Reduction in transfer value: lifetime allowance charge
Application of this Chapter
Application of this Section
Payment under this Section
Restrictions on the payment of a club transfer value
Application of this Section
Receipt under this Section
Application of this Chapter
Application of this Section
Payment under this Section
Application of this Section
Receipt under this Section
Application of this Chapter
Application of this Section
Payment under this Section
Restrictions on the payment of a transfer value
Limitation on payment of transfer values
Application of this Section
Receipt under this Section
Restrictions on the acceptance of a transfer value
Payment of bulk transfer values
Acceptance of bulk transfer values
Average salary: teacher in pensionable employment, etc. on or after 1st January 2007
Average salary: teacher not in pensionable employment etc. after 31st December 2006
Restriction on average salary
Average salary: supplemental
Reckonable service
Reckonable service: exclusions
Calculation of reckonable service where pensionable employment is part time
Calculation of reckonable service where cap on contributable salary is removed
Introduction
Benefits for teachers (further employment)
“2007 or later entrant”: meaning and normal pension age
“Person with mixed service”: meaning and normal pension age
“Pre-2007 entrant”: meaning and normal pension age
Meaning of “NPA 60 reckonable service” and “NPA 65 reckonable service”
Meaning of “UK transferee with NPA 60 rights, etc.”
Meaning of “public sector TUPE transferee, etc.”
Meaning of “disqualifying break” and “post-break employment start date”
Meaning of “qualified for retirement benefits”
Retirement benefits qualification service
Meaning of “qualified for retirement benefits following further employment”
Election to receive phased retirement benefits
Phased retirement benefits
Cessation of phased retirement pension
Retirement benefits
Annual rate of phased retirement and retirement pension
Amount of phased retirement and retirement lump sum
Reduction of benefits: duplicate pensions
Interpretation: abatement of pension
Scope of abatement of retirement pension following further employment
Abatement of a retirement pension following further employment
Method of abatement
Recovery of overpaid pension
Total incapacity benefits
Annual rate of total incapacity pension and amount of total incapacity lump sum
Cessation of total incapacity pension
Cessation and reinstatement of ill-health pension (application received before 6th January 2007)
Cessation of ill-health pension (application received on or after 6th January 2007)
Calculation of retirement benefits after ill-health pension ceases to be payable
Calculation of retirement benefits after ill-health pension ceases to be payable: supplemental
Reduction of ill health pension and total incapacity pension
Election to receive additional pension with phased retirement pension
Cessation of additional pension paid with phased retirement pension
Additional pension paid with retirement pension
Cessation of additional pension paid with ill-health pension
Short-service annuity
Short-service annuity: unauthorised payments
Short-service serious ill -health grant
Admitted service benefits
Annual rate of admitted service pension and amount of admitted service lump sum
Person to whom death grant is payable
Death grant: death in service
Death grant: death in service (further employment)
Death grant: death out of service
Death grant: death out of service (further employment)
Death grant: death of pensioner
Pension protection lump sum death benefit
Introduction
Family benefits (further employment)
Surviving qualifying partner
Nomination of surviving nominated beneficiary
Meaning of “surviving adult”
Meaning of “eligible child”
Adult pensions
Adult pensions: short-term rate
Adult pensions: long-term rate
Child pensions
Child pensions: short-term rate
Child pensions: long-term rate
Short-term rate of adult and child pensions: supplemental
Additional pensions for surviving adults
Introduction and interpretation
Person to whom death grant is payable on death of pension credit member
Death grant: death of pension credit member before benefits payable
Pension credit retirement benefits
Death grant: death of pension credit member after benefits payable
Payment of benefits on application to Secretary of State
Lump sums: declaration
Monthly payments
Quarterly payments
Apportionment Act 1870 not to apply
Interest on late payment of benefits
Payment of benefits in certain cases
Cessation, etc. of benefits where no entitlement
Evidence of continuing entitlement, etc. to benefit
Election to receive lump sum in place of part of pension
Person to be treated as electing to receive lump sum in place of pension
Commutation: serious ill health
Commutation: small pensions
Guaranteed minimum pensions
Forfeiture of benefits
Benefits not assignable G
Reduction of benefits: annual allowance and lifetime allowance charge
General prohibition on unauthorised payments
Teachers' Pension Budgeting and Valuation Account
Receipts etc. to be credited
Payments to be debited
Actuarial review
Meaning of “standard rate” of interest
Appropriate factor
Employers: records, etc.
Teachers etc.: information and documents
Extension of time
Calculation of full -time equivalent salary
Modified application in certain cases
Meaning of payment being “initiated”
Election in respect of protected benefits
Revocations, savings and transitional provisions and consequential amendments
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