xmlns:atom="http://www.w3.org/2005/Atom"

SCHEDULE 3Transitional provisions

PART 7Payment of benefits to transition members

CHAPTER 2Application for payment of benefits

Application for payment of age retirement pension

29.—(1) An application by a transition member (P) for payment of an age retirement pension under this scheme is also an application for payment of an age retirement pension in respect of P’s pensionable service under the existing scheme.

(2) A transition member (P) who has not reached normal pension age under this scheme may apply under regulation 162 for payment of age retirement benefits in respect of P’s pensionable service under the existing scheme without applying for payment of P’s retirement benefits in respect of pensionable service under this scheme.

Application for payment of phased retirement pension

30.—(1) A transition member (P) who makes a phased retirement application under this scheme may elect to receive phased retirement benefits—

(a)in respect of pensionable service under the existing scheme only;

(b)in respect of pensionable service under this scheme only; or

(c)in respect of pensionable service under both the existing scheme and this scheme.

(2) P’s application for phased retirement benefits in respect of pensionable service under both the existing scheme and scheme may specify a different phased retirement proportion for each scheme.

Application for payment of premature retirement pension

31.  A transition member (P) who applies for payment of a premature retirement pension under this scheme will receive any benefits due to P in respect of P’s pensionable service in the existing scheme as part of P’s premature retirement pension payable under this scheme.

Application for payment of early retirement pension

32.  A transition member (P) who applies for payment of an early retirement pension under this scheme will receive any benefits due to P in respect of P’s pensionable service in the existing scheme as part of P’s early retirement pension payable under this scheme.

Application for payment of ill-health pension

33.—(1) A transition member (P) will receive any benefits payable under this scheme as part of P’s ill-health pension payable under the existing scheme if—

(a)P applies before P’s transition date for payment of an ill-health pension, and

(b)P’s application is successfully determined after that date.

(2) P will receive under this scheme any benefits due to P in respect of P’s pensionable service in the existing scheme if P makes a successful application for payment of an ill-health pension under this scheme.

Entitlement to payment of total incapacity pension

34.—(1) Save as provided in sub-paragraph (2), a transition member (P) is not entitled to payment of total incapacity benefits under regulation E8A of the Superannuation Regulations.

(2) P may receive payment of total incapacity benefits under the existing scheme rules if—

(a)before P’s transition date, P makes an application under regulation E8A of the Superannuation Regulations which is not determined by the transition date;

(b)P’s application is successfully determined after the transition date; and

(c)P has not made a subsequent application under regulation 162 for payment of total incapacity benefits.

Entitlement to payment of a short-service serious ill-health grant

35.—(1) Save as provided in this paragraph, a transition member (P) is not entitled to payment of a short-service incapacity grant under regulation E17 of the Superannuation Regulations.

(2) P may receive payment of a short-service serious ill-health grant under the existing scheme rules if—

(a)before P’s transition date, P makes an application under regulation E17 of the Superannuation Regulations which is not determined by the transition date;

(b)P’s application is successfully determined after the transition date; and

(c)P has not made a subsequent application under regulation 162 for payment of a short-service serious ill-health grant.

(3) The amount of the payment of a short-service serious ill-health grant payable under sub-paragraph (2) is calculated under regulation 122.

Application for payment of a surviving adult pension

36.—(1) When the surviving adult of a transition member applies for payment of a surviving adult pension under this scheme, the surviving adult must also apply for payment of an adult pension under the existing scheme.

(2) The enhancement of a surviving adult pension is applied only under regulation 145.

Calculation of a surviving adult pension of a surviving adult of a transition member

37.—(1) This paragraph applies to a surviving adult pension payment to a surviving adult of a transition member.

(2) .The short-term rate of surviving adult pension—

(a)is payable under this scheme; but

(b)is not payable under regulation E28 of the Superannuation Regulations.

Long-term rate of a surviving adult pension of a surviving adult of a transition member

38.  The rate of a surviving adult pension of a surviving adult (S) of a transition member is the sum of—

(a)The surviving adult pension under this scheme;

(b)The adult pension under the existing scheme; and

(c)any enhancement S is entitled to under regulation 145.

Reduction of surviving adult pension

39.—(1) This paragraph applies if the surviving adult (S) of a transition member applies—

(a)for payment of a surviving adult pension under this scheme; and

(b)for payment of an adult pension under the existing scheme.

(2) When this paragraph applies, the Department may determine after taking advice from the scheme actuary if S’s enhancement of a surviving adult pension under regulation 145 is to be reduced.

Application for payment of an additional (surviving adult) pension

40.  When the surviving adult of a transition member applies for payment of an additional (surviving adult) pension under this scheme, the surviving adult must also apply for payment of an additional pension under the existing scheme.

Application for payment of a child pension

41.—(1) When the eligible child of a transition member applies for payment of a child pension under this scheme, the eligible child must also apply for payment of a child pension under the existing scheme.

(2) The enhancement of a child pension is applied only under regulation 152.

Calculation of a child pension of an eligible child of a transition member

42.—(1) This paragraph applies to a child pension payment to a child of a transition member.

(2) The short-term rate of child pension—

(a)is payable under this scheme; but

(b)is not payable under regulation E24 of the Superannuation Regulations.

Rate of a child pension of an eligible child of a transition member

43.  The long-term rate of a child pension of an eligible child (C) of a transition member is the sum of—

(a)the child pension under this scheme;

(b)the child pension under the existing scheme; and

(c)any enhancement C is entitled to under regulation 152.

Reduction of child pension

44.—(1) This paragraph applies if the eligible child (C) of a transition member applies—

(a)for payment of a child pension under this scheme; and

(b)for payment of a child pension under the existing scheme.

(2) When this paragraph applies, the Department may determine after taking advice from the scheme actuary if C’s enhancement of child pension benefits under regulation 152 is to be reduced.

Application for payment of a death in service grant

45.—(1) The beneficiary of a transition member (D) is not entitled to a death in service grant under regulation E20 of the Superannuation Regulations.

(2) The amount of the death in service grant paid under this scheme must be reduced by the amount of any retirement lump sum paid under regulation E4 of the Superannuation Regulations in respect of D’s pensionable service under those Regulations other than one already recovered.

Application for payment of a death out of service grant

46.—(1) When the beneficiary of a transition member applies for payment of a death out of service grant under this scheme, the beneficiary must also apply for payment of a death out of service grant under the Superannuation Regulations.

(2) The amount of the death out of service grant paid under this scheme must be reduced by the amount of any retirement lump sum paid under regulation E4 of the Superannuation Regulations in respect of D’s pensionable service under that scheme other than one already recovered.

Application for supplementary death grant

47.—(1) An application for a supplementary death grant by the beneficiary of a transition member is an application for a supplementary death grant under this scheme and under the existing scheme.

(2) Paragraph 28 (annual rate of pension) does not apply in respect of an application under this paragraph.

Application for payment of benefits for pension credit members

48.—(1) A transition member (P) who has not reached normal pension age under the existing scheme when P applies for payment of a pension credit retirement pension under this scheme will receive payment of any benefits payable to (P) in respect of pensionable service under the existing scheme.

(2) If P applies for payment of a pension credit retirement pension after having reached normal pension age under the existing scheme, P may apply for payment from this scheme of a pension credit retirement pension in respect of pensionable service under—

(a)the existing scheme;

(b)this scheme; or

(c)the existing scheme and this scheme.