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Article 4

SCHEDULE 1TRANSFER OF SUPERANNUATION FUNDS

(1)(2)
Transferor Authority Successor Authority
London County CouncilGreater London Council
Middlesex County Council
The council of the metropolitan borough of Westminster, Paddington or St. MaryleboneThe corporation of the new City of Westminster
The council of the metropolitan borough of Hampstead, Holborn or St. PancrasThe corporation of the London borough of Camden
The council of the metropolitan borough of Finsbury or IslingtonThe corporation of the London borough of Islington
The council of the metropolitan borough of Hackney, Shoreditch or Stoke NewingtonThe corporation of the London borough of Hackney
The council of the metropolitan borough of Bethnal Green, Poplar or StepneyThe corporation of the London borough of Tower Hamlets
The council of the metropolitan borough of Greenwich or WoolwichThe corporation of the London borough of Greenwich
The council of the metropolitan borough of Deptford or LewishamThe corporation of the London borough of Lewisham
The council of the metropolitan borough of Bermondsey, Camberwell or SouthwarkThe corporation of the London borough of Southwark
The council of the metropolitan borough of LambethThe corporation of the London borough of Lambeth
The council of the metropolitan borough of Battersea or WandsworthThe corporation of the London borough of Wandsworth
The council of the metropolitan borough of Fulham or HammersmithThe corporation of the London borough of Hammersmith
The council of the metropolitan borough of Chelsea or KensingtonThe corporation of the Royal borough of Kensington and Chelsea
The corporation of the borough of Chingford, Leyton or WalthamstowThe corporation of the London borough of Waltham Forest
The corporation of the borough of IlfordThe corporation of the London borough of Redbridge
The corporation of the borough of RomfordThe council of the urban district of Brentwood.
The council of the urban district of HornchurchThe corporation of the London borough of Havering
The corporation of the borough of Barking or DagenhamThe corporation of the London borough of Barking
The corporation of the borough of East Ham or West HamThe corporation of the London borough of Newham
The corporation of the borough of Bexley or Erith
The council of the urban district of Crayford or Chislehurst and SidcupThe corporation of the London borough of Bexley
The corporation of the borough of Beckenham or Bromley
The council of the urban district of Orpington or PengeThe corporation of the London borough of Bromley
The corporation of the existing borough of Croydon
The council of the urban district of Coulsdon and PurleyThe corporation of the London borough of Croydon
The corporation of the borough of Beddington and Wallington or Sutton and CheamThe corporation of the London borough of Sutton
The council of the urban district of Carshalton
The corporation of the borough of Mitcham or WimbledonThe corporation of the London borough of Merton
The council of the urban district of Merton and Morden
The corporation of the existing borough of Kingston-upon-Thames, Malden and Coombe or SurbitonThe corporation of the Royal borough of Kingston upon Thames
The corporation of the borough of Barnes or RichmondThe corporation of the London borough of Richmond upon Thames
The corporation of the borough of Heston and IsleworthThe corporation of the London borough of Hounslow
The council of the urban district of Ruislip-NorthwoodThe corporation of the London borough of Hillingdon
The corporation of the borough of Acton, Ealing or SouthallThe corporation of the London borough of Ealing
The corporation of the borough of Wembley or WillesdenThe corporation of the London borough of Brent
The corporation of the existing borough of HarrowThe corporation of the London borough of Harrow
The corporation of the borough of Finchley or HendonThe corporation of the London borough of Barnet
The council of the urban district of Barnet or East Barnet
The corporation of the borough of Hornsey, Tottenham or Wood GreenThe corporation of the London borough of Haringey
The corporation of the borough of Edmonton, Enfield or SouthgateThe corporation of the London borough of Enfield

Article 6

SCHEDULE 2SUPERANNUATION FUND—VALUATION DATES

(1)(2)
Greater London Council1968
The council of the London borough of Barking1969
The council of the London borough of Barnet1967
The council of the London borough of Brent1967
The council of the London borough of Bromley1969
The council of the London borough of Camden1967
The council of the London borough of Croydon1967
The council of the London borough of Ealing1969
The council of the London borough of Enfield1967
The council of the London borough of Greenwich1968
The council of the London borough of Hackney1968
The council of the London borough of Hammersmith.1969
The council of the London borough of Haringey1967
The council of the London borough of Harrow1968
The council of the London borough of Havering1967
The council of the London borough of Hillingdon1969
The council of the London borough of Hounslow1969
The council of the London borough of Islington1968
The council of the Royal borough of Kensington and Chelsea.1967
The council of the Royal borough of Kingston upon Thames.1967
The council of the London borough of Lambeth1966
The council of the London borough of Lewisham1967
The council of the London borough of Merton1967
The council of the London borough of Newham1969
The council of the London borough of Redbridge1969
The council of the London borough of Richmond upon Thames.1969
The council of the London borough of Southwark1968
The council of the London borough of Sutton1967
The council of the London borough of Tower Hamlets.1966
The council of the London borough of Waltham Forest.1967
The council of the London borough of Wandsworth1969
The council of the new City of Westminster1969

Article 9

SCHEDULE 3MIDDLESEX LOCAL AUTHORITIES SUPERANNUATION JOINT COMMITTEE

Transfer of liability for existing pensioners

(1)(2)
Constituent authority (or former constituent authority)County or London borough
The council of the urban district of Potters BarThe county council of Hertfordshire
The council of the urban district of Staines or Sunbury-on-ThamesThe county council of Surrey
The council of the urban district of Friern BarnetThe corporation of the London borough of Barnet
The corporation of the borough of Uxbridge
The council of the urban district of Hayes and Harlington or Yiewsley and West DraytonThe corporation of the London borough of Hillingdon
The corporation of the borough of Brentford and Chiswick
The council of the urban district of FelthamThe corporation of the London borough of Hounslow
Gunnersbury Park Joint Committee
The corporation of the borough of Twickenham
The South West Middlesex Crematorium Board
The Breakspear Crematorium Joint Committee
The Central Middlesex Assessment Committee
The North Middlesex Assessment CommitteeThe corporation of the London borough of Richmond upon Thames
The Finchley, Hornsey, Wood Green and Friern Barnet Joint Hospital Committee
The South Middlesex and Richmond Joint Hospital Board
The Uxbridge Joint Hospital Board
Clare Hall
South Middlesex Valuation Panel

Article 13

SCHEDULE 4APPORTIONMENT OF SUPERANNUATION FUNDS

In this schedule an authority maintaining a superannuation fund which is to be apportioned, or an authority maintaining a fund comprising such a fund, is referred to as “the paying authority and an authority receiving or retaining an apportioned part of the fund is referred to as “the receiving authority”, and references to “transferred employees shall be construed as references to transferred employees in respect of whom an apportionment is to be made and, in the case of the superannuation funds of the Middlesex Local Authorities Superannuation Joint Committee or the South East Essex Superannuation Joint Committee, shall include persons in respect of whom liabilities are transferred by article 9(2) or 11(2). Where the paying authority and the receiving authority are the same authority, references to the transfer of assets or the payment of any amount shall be construed as references to the retention of such assets or amount.

1.  In his report on the superannuation fund to be apportioned (in this schedule referred to as “the fund”) as at 31st March 1965, the actuary shall certify the fraction of that fund (in this schedule referred to as “the apportionment fraction”) which it is appropriate to transfer to each of the receiving authorities in consequence of the transfer to those authorities of superannuation liabilities in respect of transferred employees.

The apportionment fraction shall be a fraction of which:—

(a)the denominator is an amount representing the total of the liabilities shown in the valuation balance sheet appended to the report, less the value of future contributions (including employers' equivalent contributions) shown in the said balance sheet; and

(b)the numerator is an amount representing the part of the said liabilities determined by the actuary to relate to the transferred employees, less such part of the value of the said future contributions as the actuary estimates would have been received from or in respect of the transferred employees.

The paying authority shall furnish the actuary with such information as is necessary to enable him to calculate the apportionment fraction and shall keep such accounts as will enable the transferable assets of the fund to be distinguished.

Copies of the report containing the certificate referred to in this paragraph shall be sent to the receiving authorities.

2.  The transferable assets of the fund shall be:—

(a)any cash, securities, loans or other assets held in the fund at the date of transfer which represent in any form, or have accrued from, any cash, security, loan or other assets held in the fund at 31st March 1965;

(b)any cash, securities, loans or other assets held in the fund at the date of transfer resulting from any payments by way of transfer value or returned contributions received by the receiving authority in respect of any transferred employee and remitted to the paying authority pursuant to article 13(4);

(c)any cash, securities, loans or other assets held in the fund at the date of transfer resulting from sums credited to the fund since 31st March 1965 in respect of the annual charges and liabilities to be made good by authorities or their successors interested in the fund shown in the valuation balance sheet appended to the actuary's report, adjusted in accordance with any scheme made under section 22(6) of the Act of 1937 in consequence of the valuation;

less any sums due from the fund to sundry creditors at 31st March 1965 and expenditure after that date in respect of any asset mentioned in this paragraph.

3.  Not later than six months from the date of the submission by the actuary of his valuation and report, or within such longer period as the paying and receiving authorities may agree, the paying authority shall transfer to the receiving authority the apportionment fraction of the transferable assets of the fund and the date on which the transfer is effected is referred to in this schedule as the date of transfer.

The transferable assets of the fund which consist of Stock Exchange securities shall be valued by reference to their market value at the date of transfer, and the remainder of the transferable assets of the fund shall be valued by the actuary as at that date. The apportionment fraction of every transferable asset of the fund, or an equivalent amount in the form of cash or any other transferable asset as so valued, shall be transferred by the paying authority to the receiving authority.

4.  The apportionment fraction of a sum certified by the actuary to be equivalent in value to the aggregate of the future payments of annual charges and liabilities referred to in sub-paragraph (c) of paragraph 2 of this schedule shall be paid out of the paying authority's fund to the receiving authority by annual payments of such amount including interest as the actuary shall determine, and over a period determined by the actuary to be the mean residuary period for which such future payments are payable.

5.  Not later than the date of transfer the paying authority shall furnish to the receiving authority a statement setting out the transferable assets of the fund described in paragraph 2 of this schedule and showing the apportionment fraction of the assets transferred in accordance with paragraph 3 of this schedule. The statement shall also contain particulars of the sum referred to in paragraph 4 of this schedule and of the annual payments to be made thereunder. Within three months after receiving the statement the receiving authority may, by notice in writing addressed to the paying authority, object to the inclusion of or to the failure to include any matter in the statement or to the amount of any sum or annual payment set out therein as representing the apportionment fraction transferred or to be transferred in any particular case. Any unresolved objection shall be referred to the arbitration of a single arbitrator agreed upon by the paying authority and the receiving authority or, in default of agreement, appointed by the Minister, and such adjustment shall be made in the assets transferred or in the payments to be made under this schedule by the paying authority as is necessary to give effect to the award of the arbitrator.

6.  Each receiving authority shall pay to the paying authority an amount representing the apportionment fraction of the expenses incurred by the paying authority in carrying out the apportionment of the fund, including any expenses incurred by that authority, otherwise than from the fund, in relation to the transferable assets between 1st April 1965 and the date of transfer.

Article 16

SCHEDULE 5AUTHORITIES PARTICIPATING IN SUPERANNUATION FUNDS MAINTAINED BY OTHER AUTHORITIES IN AREAS AFFECTED BY THE LONDON GOVERNMENT ACT 1963

(1)(2)
The council of the urban district of Potters Bar.The county council of Hertfordshire.
The council of the urban district of Staines or Sunbury-on-Thames.The county council of Surrey.
South West Middlesex Crematorium Board.
Breakspear Crematorium Joint Committee.The council of the London borough of Richmond upon Thames.
Local Valuation Panels
London Central
The council of the London borough of Camden.
London North Eastern Area
London North Western AreaThe council of the Royal borough of Kensington and Chelsea.
London South Eastern AreaThe council of the London borough of Lewisham.
London South Western AreaThe council of the London borough of Wandsworth.
East Ham and West HamThe council of the London borough of Newham.
CroydonThe council of the London borough of Croydon.
Middlesex Central and North
Middlesex SouthThe council of the London borough of Richmond upon Thames.
Redbridge and Barking Joint Sewerage CommitteeThe council of the London borough of Barking.
West Kent Main Sewerage BoardThe council of the London borough of Bromley.
Inner London Library Committee
Inner London Organisation and Methods CommitteeThe council of the London borough of Camden.
Mortlake Crematorium BoardThe council of the London borough of Hammersmith.
London Boroughs Joint Computer Committee
Woolwich, Greenwich and North West Kent Joint Crematorium CommitteeThe council of the London borough of Greenwich.
Cranford Park Joint CommitteeThe council of the London borough of Hounslow.
Upper Norwood Joint Library CommitteeThe council of the London borough of Lambeth.
Wimbledon and Putney Common ConservatorsThe council of the London borough of Merton.
Bandon Hill Cemetery Joint CommitteeThe council of the London borough of Sutton.
North-East Surrey Crematorium BoardThe council of the London borough of Wandsworth.

Article 28

SCHEDULE 6APPLICATION OF LOCAL STATUTORY PROVISIONS

(1)(2)
Local Statutory Provisions Authority
Article 65(4), (5) and (6) of the London County Council (Superannuation) Scheme 1958.Councils of the inner London boroughs and the Greater London Council.
London County Council (General Powers) Act 1939, section 78.
Essex County Council Act 1958, section 19.Councils of the London boroughs of Barking, Havering, Newham, Redbridge and Waltham Forest.
East Ham Corporation Act 1957, section 124.
Kent County Council Act 1958, sections 89 and 90.Councils of the London boroughs of Bexley and Bromley.
Surrey County Council Act 1958, sections 42 and 43.Councils of the Royal Borough of Kingston upon Thames and of the London boroughs of Croydon, Sutton and Merton.
Middlesex County Council Act 1956, section 78.Councils of the London boroughs of Barnet, Brent, Ealing, Enfield, Haringey, Harrow, Hillingdon, Hounslow and Richmond upon Thames.
Middlesex County Council Act 1961, sections 34, 37 and 38.
London County Council (General Powers) Act 1929, section 53.
London County Council (General Powers) Act 1936, section 47.
London County Council (General Powers) Act 1938, section 7.
London County Council (General Powers) Act 1949, section 51.Greater London Council.
London County Council (General Powers) Act 1955, section 20 except paragraphs (b) and (c).
London County Council (General Powers) Act 1957, section 48.
Croydon Corporation Act 1960, section 157.Council of the London borough of Croydon.
The following provisions so far as they relate to the former employees of any authority mentioned in column (1) of the Table in article 20:—The authority mentioned in relation thereto in column (2) of the Table in article 20.
London Passenger Transport Act 1933, section 80.
London County Council (General Powers) Act 1937, section 120.
Any scheme made under section 36(4) of the Act of 1937 or section 3(3) of the Local Government Superannuation Act 1939.
The Increase of Pensions (Extension) Regulations 1953(1).
The Increase of Pensions (Extension) (Amendment) Regulations 1953(2).
The Increase of Pensions (Extension) Regulations 1957(3).
The Increase of Pensions (Extension) Regulations 1959(4).
The Increase of Pensions (Extension) Regulations 1963(5).

Article 28

SCHEDULE 7MODIFICATION OF LOCAL STATUTORY PROVISIONS

1.  In section 53 of the London County Council (General Powers) Act 1929—

(a)For subsection (1) there shall be substituted the following subsection—

(1) The Greater London Council may resolve that all or any of the persons in the employment of the governing body of any polytechnic, technical institute, secondary school or other similar institution which is for the time being aided by the Council under the provisions of the Education Act 1944 shall be contributory employees and in that event the Local Government Superannuation Acts 1937 to 1953 and the regulations made thereunder shall have effect in relation to those persons as if they were employed by the Greater London Council.

(b)The words in subsection (2) from “and may make a scheme” to the end of the subsection shall be omitted.

2.  In section 7 of the London County Council (General Powers) Act 1938—

(a)For subsection (1) there shall be substituted the following subsection—

(1) The Greater London Council may resolve that all or any of the persons (other than teachers) permanently employed in the whole-time service of the managers of any public elementary school in Greater London maintained but not provided by the Council as the local education authority shall be contributory employees and in that event the Local Government Superannuation Acts 1937 to 1953 and the regulations made thereunder shall have effect in relation to those persons as if they were employed by the Greater London Council.

(b)The words in subsection (2) from “and may amend any scheme” to the end of the subsection shall be omitted.

(1)

(1953 II, p. 1530).

(2)

(1953 II, p. 1532).

(3)

(1957 II, p. 1819).

(4)

(1959 II, p. 2057).

(5)

(1963 I, p. 1214).