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SCHEDULESN.I.

Schedule 1—Amendments

Article 123.

SCHEDULE 2N.I.[F1EQUALISATION OF AND INCREASE IN PENSIONABLE AGE FOR MEN AND WOMEN]

PART 1N.I.PENSIONABLE AGES FOR MEN AND WOMEN

Rules for determining pensionable ageN.I.

1.  The following rules apply for the purposes of the enactments relating to social security, that is, the following Acts and the instruments (as defined in section 1 of the Interpretation Act (Northern Ireland) 1954F2) made, or having effect as if made, under them: the Contributions and Benefits Act, the Administration Act[F3, the Pension Schemes Act [F4, the State Pension Credit Act (Northern Ireland) 2002 [F5, Part 1 of the Welfare Reform Act (Northern Ireland) 2007 and the Pensions Act (Northern Ireland) 2015]]] .N.I.

Rules

(1) A man [F6born before [F76th December 1953]] attains pensionable age when he attains the age of 65 years.

(2) A woman born before 6th April 1950 attains pensionable age when she attains the age of 60.

(3) A woman born on any day in a period mentioned in column 1 of [F8table 1] attains pensionable age at the commencement of the day shown against that period in column 2.

F9[F10(4)] . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

[F11(5) In tables 1 to 4, any reference to a period in column 1 of that table includes a reference to the first day of that period.]

[F12TABLE 1]
(1)(2)
Period within which woman's birthday fallsDay pensionable age attained
6th April 1950 to 5th May 19506th May 2010
6th May 1950 to 5th June 19506th July 2010
6th June 1950 to 5th July 19506th September 2010
6th July 1950 to 5th August 19506th November 2010
6th August 1950 to 5th September 19506th January 2011
6th September 1950 to 5th October 19506th March 2011
6th October 1950 to 5th November 19506th May 2011
6th November 1950 to 5th December 19506th July 2011
6th December 1950 to 5th January 19516th September 2011
6th January 1951 to 5th February 19516th November 2011
6th February 1951 to 5th March 19516th January 2012
6th March 1951 to 5th April 19516th March 2012
6th April 1951 to 5th May 19516th May 2012
6th May 1951 to 5th June 19516th July 2012
6th June 1951 to 5th July 19516th September 2012
6th July 1951 to 5th August 19516th November 2012
6th August 1951 to 5th September 19516th January 2013
6th September 1951 to 5th October 19516th March 2013
6th October 1951 to 5th November 19516th May 2013
6th November 1951 to 5th December 19516th July 2013
6th December 1951 to 5th January 19526th September 2013
6th January 1952 to 5th February 19526th November 2013
6th February 1952 to 5th March 19526th January 2014
6th March 1952 to 5th April 19526th March 2014
6th April 1952 to 5th May 19526th May 2014
6th May 1952 to 5th June 19526th July 2014
6th June 1952 to 5th July 19526th September 2014
6th July 1952 to 5th August 19526th November 2014
6th August 1952 to 5th September 19526th January 2015
6th September 1952 to 5th October 19526th March 2015
6th October 1952 to 5th November 19526th May 2015
6th November 1952 to 5th December 19526th July 2015
6th December 1952 to 5th January 19536th September 2015
6th January 1953 to 5th February 19536th November 2015
6th February 1953 to 5th March 19536th January 2016
6th March 1953 to 5th April 19536th March 2016
[F136th April 1953 to 5th May 1953 6th July 2016
6th May 1953 to 5th June 1953 6th November 2016
6th June 1953 to 5th July 1953 6th March 2017
6th July 1953 to 5th August 1953 6th July 2017
6th August 1953 to 5th September 1953 6th November 2017
6th September 1953 to 5th October 1953 6th March 2018
6th October 1953 to 5th November 1953 6th July 2018
6th November 1953 to 5th December 1953 6th November 2018 ]

[F14(6) A person born on any day in a period mentioned in column 1 of table 2 attains pensionable age at the commencement of the day shown against that period in column 2.

TABLE 2
[F15(1)(2)
Period within which birthday fallsDay pensionable age attained
6th December 1953 to 5th January 19546th March 2019
6th January 1954 to 5th February 19546th May 2019
6th February 1954 to 5th March 19546th July 2019
6th March 1954 to 5th April 19546th September 2019
6th April 1954 to 5th May 19546th November 2019
6th May 1954 to 5th June 19546th January 2020
6th June 1954 to 5th July 19546th March 2020
6th July 1954 to 5th August 19546th May 2020
6th August 1954 to 5th September 19546th July 2020
6th September 1954 to 5th October 19546th September 2020]

(7) A person born after [F165th October 1954] but before [F176th April 1960] attains pensionable age when the person attains the age of 66.

[F18(8) A person born on any day in a period mentioned in column 1 of table 3 attains pensionable age when the person attains the age shown against that period in column 2.

TABLE 3
(1)(2)
Period within which birthday fallsAge pensionable age attained
6th April 1960 to 5th May 196066 years and 1 month
6th May 1960 to 5th June 196066 years and 2 months
6th June 1960 to 5th July 196066 years and 3 months
6th July 1960 to 5th August 196066 years and 4 months
6th August 1960 to 5th September 196066 years and 5 months
6th September 1960 to 5th October 196066 years and 6 months
6th October 1960 to 5th November 196066 years and 7 months
6th November 1960 to 5th December 196066 years and 8 months
6th December 1960 to 5th January 196166 years and 9 months
6th January 1961 to 5th February 196166 years and 10 months
6th February 1961 to 5th March 196166 years and 11 months

(8A) For the purposes of table 3—

(a)a person born on 31st July 1960 is to be taken to attain the age of 66 years and 4 months at the commencement of 30th November 2026;

(b)a person born on 31st December 1960 is to be taken to attain the age of 66 years and 9 months at the commencement of 30th September 2027;

(c)a person born on 31st January 1961 is to be taken to attain the age of 66 years and 10 months at the commencement of 30th November 2027]

(9) A person born after [F195th March 1961] but before 6th April 1977 attains pensionable age when the person attains the age of 67.

(10) A person born on any day in a period mentioned in column 1 of table 4 attains pensionable age at the commencement of the day shown against that period in column 2.

TABLE 4
(1)(2)
Period within which birthday fallsDay pensionable age attained
6th April 1977 to 5th May 19776th May 2044
6th May 1977 to 5th June 19776th July 2044
6th June 1977 to 5th July 19776th September 2044
6th July 1977 to 5th August 19776th November 2044
6th August 1977 to 5th September 19776th January 2045
6th September 1977 to 5th October 19776th March 2045
6th October 1977 to 5th November 19776th May 2045
6th November 1977 to 5th December 19776th July 2045
6th December 1977 to 5th January 19786th September 2045
6th January 1978 to 5th February 19786th November 2045
6th February 1978 to 5th March 19786th January 2046
6th March 1978 to 5th April 19786th March 2046

(11) A person born after 5th April 1978 attains pensionable age when the person attains the age of 68.]

F5Words in Sch. 2 para. 1 substituted (6.4.2016) by Pensions Act (Northern Ireland) 2015 (c. 5), s. 53(3), Sch. 12 para. 26

F6Words in Sch. 2 para. 1(1) inserted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(2)

F7Words in Sch. 2 para. 1(1) substituted (2.6.2012) by Pensions Act (Northern Ireland) 2012 (c. 3), ss. 1(2), 34(2)

F8Words in Sch. 2 para. 1(3) substituted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(3)

F9Sch. 2 para. 1(4) omitted (2.6.2012) by virtue of Pensions Act (Northern Ireland) 2012 (c. 3), ss. 1(3), 34(2)

F10Sch. 2 para. 1(4) substituted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(4)

F11Sch. 2 para. 1(5) substituted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(5)

F12Table heading in Sch. 2 para. 1(5) substituted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(6)

F13Entries in Sch. 2 Table 1 substituted (2.6.2012) by Pensions Act (Northern Ireland) 2012 (c. 3), ss. 1(4), 34(2)

F14Sch. 2 para. 1(6)-(11) inserted (11.2.2008) by Pensions Act (Northern Ireland) 2008 (c. 1), s. 11(1), Sch. 3 para. 4(7)

F15Sch. 2 Table 2 substituted (2.6.2012) by Pensions Act (Northern Ireland) 2012 (c. 3), ss. 1(5), 34(2)

F16Words in Sch. 2 para. 1(7) substituted (2.6.2012) by Pensions Act (Northern Ireland) 2012 (c. 3), ss. 1(6), 34(2)

F17Words in Sch. 2 para. 1(7) substituted (24.6.2015) by Pensions Act (Northern Ireland) 2015 (c. 5), ss. 26(2), 53(2)(a)

F18Sch. 2 para. 1(8)(8A) substituted for Sch. 2 para. 1(8) (24.6.2015) by Pensions Act (Northern Ireland) 2015 (c. 5), ss. 26(3), 53(2)(a)

F19Words in Sch. 2 para. 1(9) substituted (24.6.2015) by Pensions Act (Northern Ireland) 2015 (c. 5), ss. 26(4), 53(2)(a)

PART IIN.I.ENTITLEMENT TO CERTAIN PENSION AND OTHER BENEFITS

Pension increases for dependent spousesN.I.

2.  F20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N.I.

Category B retirement pensionsN.I.

3.—(1) For sections 49 and 50 of the Contributions and Benefits Act substitute—N.I.

Category B retirement pension for married person.

48A.(1) A person who—

(a)has attained pensionable age, and

(b)on attaining that age was a married person or marries after attaining that age,

shall be entitled to a Category B retirement pension by virtue of the contributions of the other party to the marriage ( “the spouse”) if the following requirement is met.

(2) The requirement is that the spouse—

(a)has attained pensionable age and become entitled to a Category A retirement pension, and

(b)satisfies the conditions specified in Schedule 3, Part I, paragraph 5.

(3) During any period when the spouse is alive, a Category B retirement pension payable by virtue of this section shall be payable at the weekly rate specified in Schedule 4, Part I, paragraph 5.

(4) During any period after the spouse is dead, a Category B retirement pension payable by virtue of this section shall be payable at the weekly rate corresponding to—

(a)the weekly rate of the basic pension, plus

(b)half of the weekly rate of the additional pension,

determined in accordance with the provisions of sections 44 to 45A above as they apply in relation to a Category A retirement pension but subject to section 46(2) above and the modification in section 48C(4) below.

(5) A person's Category B retirement pension payable by virtue of this section shall not be payable for any period falling before the day on which the spouse's entitlement is to be regarded as beginning for that purpose by virtue of section 5(1)(1) of the Administration Act.

Category B retirement pension for widows and widowers.

48B.(1) A person ( “the pensioner” whose spouse died—

(a)while they were married, and

(b)after the pensioner attained pensionable age,

shall be entitled to a Category B retirement pension by virtue of the contributions of the spouse if the spouse satisfied the conditions specified in Schedule 3, Part I, paragraph 5.

(2) A Category B retirement pension payable by virtue of subsection (1) above shall be payable at a weekly rate corresponding to—

(a)the weekly rate of the basic pension, plus

(b)half of the weekly rate of the additional pension,

determined in accordance with the provision of sections 44 to 45A above as they apply in relation to a Category A retirement pension, but subject to section 46(2) above and the modifications in subsection (3) below and section 48C(4) below.

(3) Where the spouse died under pensionable age, references in the provisions of section 44 to 45A above as applied by subsection (2) above to the tax year in which the pensioner attained pensionable age shall be taken as references to the tax year in which the spouse died.

(4) A person who has attained pensionable age ( “he pensioner”) whose spouse died before the pensioner attained that age shall be entitled to a Category B retirement pension by virtue of the contributions of the spouse if—

(a)where the pensioner is a woman, the following condition is satisfied, and

(b)where the pensioner is a man, the following condition would have been satisfied on the assumption mentioned in subsection (7) below.

(5) The condition is that the pensioner—

(a)is entitled (or is treated by regulations as entitled) to a widow's pension by virtue of section 38 above, and

(b)became entitled to that pension in consequence of the spouse's death.

(6) A Category B retirement pension payable by virtue of subsection (4) above shall be payable—

(a)where the pensioner is a woman, at the same weekly rate as her widow's pension and

(b)where the pensioner is a man, at the same weekly rate as that of the pension to which he would have been entitled by virtue of section 38 above on the assumption mentioned in subsection (7) below.

(7) The assumption referred to in subsections (4) and (6) above is that a man is entitled to a pension by virtue of section 38 above on the same terms and conditions, and at the same rate, as a woman.

Category B retirement pension: general.

48C.(1) Subject to the provisions of this Act, a person's entitlement to a Category B retirement pension shall begin on the day on which the conditions of entitlement become satisfied and shall continue for life.

(2) In any case where—

(a)a person would, apart from section 43(1) above, be entitled both to a Category A and to a Category B retirement pension, and

(b)section 47(1) above would apply for the increase of the Category A retirement pension,

section 47(1) above shall be taken as applying also for the increase of the Category B retirement pension, subject to reduction or extinguishment of the increase by the application of section 47(2) above or section 42(5) of the Pensions Act.

(3) In the case of a pensioner whose spouse died on or before 5th April 2000, sections 48A(4)(b) and 48B(2)(b) above shall have effect with the omission of the words “half of”.

(4) In the application of the provisions of section 44 to 45A above by virtue of sections 48A(4) or 48B(2) above, references in those provisions to the pensioner shall be taken as references to the spouse..

F21(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

F21(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Home responsibilities protectionN.I.

4.—(1) In paragraph 5 of Schedule 3 to the Contributions and Benefits Act (contribution conditions for entitlement to retirement pension), in sub-paragraph (7)(a) (condition that contributor must have paid or been credited with contributions of the relevant class for not less than the requisite number of years modified in the case of those precluded from regular employment by responsibilities at home), omit “(or at least 20 of them, if that is less than half)”.N.I.

(2) This paragraph has effect in relation to any person attaining pensionable age on or after 6th April 2010.

Additional pensionN.I.

5.  In section 46(2) of the Contributions and Benefits Act (benefits calculated by reference to Category A retirement pension), for the words following “45(4)(b) above—” substitute—N.I.

N =

(a)the number of tax years which begin after 5th April 1978 and end before the date when the entitlement to the additional pension commences, or

(b)the number of tax years in the period—

(i)beginning with the tax year in which the deceased spouse ( “S”) attained the age of 16 or if later 1978- 79, and

(ii)ending immediately before the tax year in which S would have attained pensionable age if S had not died earlier.

whichever is the smaller number. .

IncrementsN.I.

6.—(1) In section 54(1) of the Contributions and Benefits Act (election to defer right to pension), in paragraph (a), omit from “but” to “70”N.I.

(2) In Schedule 5 to that Act—

(a)in paragraph 2(2), omit the definition of “the period of enhancement” (and the preceding “and”), and

(b)for “period of enhancement” (in every other place in paragraph 2 and 3 where it appears) substitute “period of deferment”.

(3) In paragraph 2(3) of that Schedule, for “1/7th per cent.” substitute “1/5th per cent.”.

(4) In paragraph 8 of that schedule, omit sub-paragraphs (1) and (2).

F22(5) Sub-paragraph (1) comes into operation on 6th April 2010; and sub-paragraphs (2) to (4) have effect in relation to incremental periods beginning on or after that date.

F22prosp. subst. by 2005 NI 1

Graduated retirement benefitN.I.

7.  In section 62(1) of the Contributions and Benefits Act (graduated retirement benefit continued in force by regulations)—N.I.

(a)in paragraph (a), for “replacing section 35(4) of the National Insurance Act (Northern Ireland) 1966” substitute “amending section 35(2) of the National Insurance Act (Northern Ireland) 1966 (value of unit of graduated contributions) so that the value is the same for women as it is for men for replacing section 35(4) of that Act”, and

(b)at the end of paragraph (b) add “ and for that section (except subsection (5) so to apply as it applies to women and their late husbands ”.

Christmas bonus for pensionersN.I.

8.  In section 145(4) of that Act (Christmas bonus: supplementary), for “70 in the case of a man or 65 in the case of a woman” substitute “65”.N.I.

Part III—Amendments

N.I.

Schedules 3, 4—Amendments

N.I.

Schedule 5—Repeals

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