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The State Pension Regulations (Northern Ireland) 2015

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Changing a choice of lump sum or survivor’s pension

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6.—(1) Any choice under section 8(2) of the Act to be paid—

(a)a lump sum under section 8 of the Act; or

(b)a state pension under section 9 of the Act,

may be altered in the circumstances specified in paragraph (2).

(2) The circumstances referred to in paragraph (1) are—

(a)the person who made the choice has not subsequently died;

(b)an application is made to alter the choice;

(c)the application is made within—

(i)the period of three months starting on the date in the notification issued by the Department which confirms the choice that has been made; or

(ii)such longer period as the Department considers reasonable in any particular case;

(d)the application is made in the manner set out in—

(i)regulation 5(2)(a), where the Department directs in any particular case that the manner in regulation 5(2)(a) must be used; or

(ii)regulation 5(2)(a) or (b), in all other cases;

(e)where the application is to alter the choice so that it becomes a choice to be paid a state pension under section 9 of the Act, any amount paid by way of (or on account of) a lump sum under section 8 of the Act has been repaid to the Department—

(i)in full;

(ii)within the period mentioned in sub-paragraph (c); and

(iii)in the currency in which that amount was originally paid;

(f)where the application is to alter the choice so that it becomes a choice to be paid a lump sum under section 8 of the Act, any amount paid by way of (or on account of) a state pension under section 9 of the Act would be less than the amount which would be paid as a lump sum under section 8 of the Act;

(g)no previous alteration has been made under this regulation in respect of the same deferral mentioned in section 8(1)(c) of the Act; and

(h)the choice has not been treated as made under regulation 30(5G) of the Social Security (Claims and Payments) Regulations (Northern Ireland) 1987(1) (payments on death).

(3) Where the circumstance in paragraph (2)(f) applies, any amount paid by way of (or on account of) a state pension under section 9 of the Act in respect of the deferral mentioned in section 8(1)(c) of the Act for which the choice was originally made is to be treated as having been paid on account of the lump sum to be paid under section 8 of the Act.

(1)

S.R. 1987 No. 465; paragraphs (5A) to (5G) were substituted for paragraphs (5A) to (5F) by regulation 3(b) of S.R. 2005 No. 541

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