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The National Health Service Pension Scheme (Transitional and Consequential Provisions) Regulations 2015

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Eligibility of 2008 Section pensioners to join new schemeE+W

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2.—(1) Subject to paragraph (2), a 2008 Section pensioner member is eligible to be a member of the new scheme if that member would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.

(2) A person of the description in column 2 of the table is eligible to be a member of the new scheme in the circumstances or on the date specified in column 3 of the table.

Table

Column 1

Group

Column 2

Description of person

Column 3

Circumstances or date of eligibility

1

a 2008 Section pensioner member—

(a) who is also an active member of the 2008 Section on or after 1st April 2015; or

(b) other than a tier 2 ill-health pensioner who returns to NHS employment on or after that date.

eligible to be an active member of the new scheme on return from a break in service where regulation 2.B.2(1B) or 3.B.2(1B) of the 2008 Regulations applies.
2

a 2008 Section pensioner member—

(a) who is also an active member of the 2008 Section on or after 1st April 2015; or

(b) other than a tier 2 ill-health pensioner who returns to NHS employment on or after that date,

and to whom regulation 2.B.2(1D) or 3.B.2(1D) of the 2008 Regulations applies.

eligible to be an active member of the new scheme on the earliest of—

(a) returning from a break in service where regulation 2.B.2(1B) or 3.B.2(1B) of the 2008 Regulations applies;

(b) reaching the member’s eligibility cessation date determined in accordance with regulations 2.B.2(1F) or 3.B.2(1F) of the 2008 Regulations;

(c) returning from a break in service after reaching the member’s eligibility cessation date determined in accordance with regulations 2.B.2(1F) or 3.B.2(1F) of the 2008 Regulations.

3

a 2008 Section pensioner member—

(a) who is also an active member of the 2008 Section on 31st March 2015; or

(b) other than a tier 2 ill-health pensioner who returns to NHS employment on or after that date,

and ceased to be eligible to be an active member of the 2008 Section in any employment on or after 1st April 2015.

eligible to be an active member of the new scheme on the first day on or after 1st April 2015 that the member is in an employment that would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.
4

a tier 2 ill-health pensioner—

(a) who returns to NHS employment and the first anniversary of that return is on or after 1st April 2015;

(b) to whom [F1regulation 2.G.4(5)(b)] or 3.G.4(5)(b) of the 2008 Regulations applies; and

(c) on the first anniversary of the return to NHS employment that person is not eligible to re-join the 2008 Section pursuant to regulations 2.B.1 and 2.B.2 or 3.B.1 and 3.B.2 of the 2008 Regulations.

eligible to be an active member of the new scheme on the first day on or after the first anniversary of return to NHS employment that the member is in an employment that would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.
5

a 2008 Section member—

(a) who is not eligible to be an active member of that Section in NHS employment on or after 1st April 2015; and

(b) who becomes a pensioner member of that Section on or after that date.

eligible to be an active member of the new scheme on or after 1st April 2015 if that member would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.
[F26

a 2008 Section pensioner other than a tier 2 ill-health pensioner who—

(a) is also an active member of the 2008 Section on 31st March 2022; or

(b) would have been eligible to be an active member of the 2008 Section if the member had been in NHS employment on that day.

eligible to be an active member of the new scheme on the first day on or after 1st April 2022 on which the member is in an employment that would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.]
[F37

a tier 2 ill-health pensioner—

(a) who returns to NHS employment and the first anniversary of that return is on or after 1st April 2022;

(b) to whom regulation 2.G.4(5)(b) or 3.G.4(5)(b) of the 2008 Regulations applies; and

(c) on the first anniversary of the return to NHS employment that person is not eligible to re-join the 2008 Section pursuant to regulation 2.B.2(A1) or 3.B.2(A1) of the 2008 Regulations.

eligible to be an active member of the new scheme on the first day on or after the first anniversary of return to NHS employment on which the member is in an employment that would, apart from the operation of regulation 19(1)(d) of the 2015 Regulations, otherwise be eligible for membership under those Regulations.]

(3) Paragraphs (1) and (2) apply notwithstanding a person also—

(a)being a 1995 Section pensioner; or

(b)becoming a 1995 Section pensioner after becoming eligible to be an active member of the new scheme.

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