C1C2C3C4C5Part III Certification of Pension Schemes and Effects on Members’ State Scheme Rights and Duties

Annotations:

Chapter I Certification

Requirements for certification of occupational pension schemes providing guaranteed minimum pensions

E124DF1Survivors' benefits

1

This section specifies the benefits mentioned in Condition 4 of section 24B.

2

The first benefit is that if the earner F2is a man married to a woman or a woman married to a woman in a relevant gender change case, and the earner dies (whether before or after attaining normal pension age) leaving a widow, she is entitled to a pension of at least half the value of the pension to which the earner would have been entitled by reference to employment during the period—

a

beginning with 6th April 1978, and

b

ending with 5th April 1997.

3

The second benefit is that if the earner F3is a married woman (other than in a relevant gender change case), a man married to a man, or a civil partner, and the earner dies (whether before or after attaining normal pension age) leaving a widower F4, widow or surviving civil partner, he or she is entitled to a pension of at least half the value of the pension to which the earner would have been entitled by reference to employment during the period—

a

beginning with 6th April 1988, and

b

ending with 5th April 1997.

F54

In relation to an earner who is a woman, a reference in this section to a relevant gender change case is a reference to a case where—

a

the earner is a woman by virtue of a full gender recognition certificate having been issued under the Gender Recognition Act 2004, and

b

the marriage of the earner and her widow (that ends with the earner's death) subsisted before the time when the certificate was issued.

5

This section is subject to regulations under section 38A.

24DE2F6Survivors' benefits

1

This section specifies the benefits mentioned in Condition 4 of section 24B.

2

The first benefit is that if the earner F8is a man married to a woman or a woman married to a woman in a relevant gender change case, and the earner dies (whether before or after attaining normal pension age) leaving a widow, she is entitled to a pension of at least half the value of the pension to which the earner would have been entitled by reference to employment during the period—

a

beginning with 6th April 1978, and

b

ending with 5th April 1997.

3

The second benefit is that if the earner F9is a married woman (other than in a relevant gender change case), a man married to a man, or a civil partner, and the earner dies (whether before or after attaining normal pension age) leaving a widower F10, widow or surviving civil partner, he or she is entitled to a pension of at least half the value of the pension to which the earner would have been entitled by reference to employment during the period—

a

beginning with 6th April 1988, and

b

ending with 5th April 1997.

F74

In relation to an earner who is a woman, a reference in this section to a relevant gender change case is a reference to a case where—

a

the earner is a woman by virtue of a full gender recognition certificate having been issued under the Gender Recognition Act 2004; and

b

the marriage of the earner and her widow (that ends with the earner’s death) subsisted before the time when the certificate was issued.