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PART 9Death benefits

CHAPTER 2Pensions for surviving adults

Meaning of “surviving adult partner”

125.—(1) A person (P) is a surviving adult partner of a deceased member of this scheme if—

(a)the member has sent to the scheme manager a written declaration in a form required by the scheme manager signed by both the member and P that—

(i)P and the member were cohabiting as partners in an exclusive, committed long-term relationship;

(ii)either P was financially dependent on the member or P and the member were financially interdependent;

(iii)the member was able to marry or form a civil partnership with P; and

(iv)the member acknowledged an obligation to give the scheme manager a signed notice of revocation should the relationship terminate;

(b)the member has not revoked the declaration before the member’s death; and

(c)P has satisfied the scheme manager that—

(i)the circumstances in sub-paragraphs (i) to (iii) of paragraph (a) continued to subsist at the time of the member’s death; and

(ii)the period of cohabitation had been of at least 2 years’ duration at the time of the member’s death.

(2) The scheme manager may in its discretion accept a shorter period of cohabitation if satisfied in the particular circumstances of the case that the member and P would have cohabited as partners for at least 2 years had the member not died.

(3) The member or P may revoke a declaration at any time by giving a signed notice to the scheme manager in any form the scheme manager requires.

(4) On receipt of a declaration or notice under this regulation, the scheme manager must send the member a written notification of its receipt.