The Superannuation (Civil Service and Local Government) Interchange Rules 1968

PART III PROVISIONS RELATING TO CERTAIN RETIRED OFFICERS WHO HAD TRANSFERRED FROM LOCAL GOVERNMENT EMPLOYMENT TO THE CIVIL SERVICE

Persons to whom part III of the rules applies

11.—(1) In this part of these rules, a person to whom this part of these rules applies is referred to as “the officer” and the local authority maintaining the fund to which he was last a contributor before he became employed as a civil servant is referred to as “the fund authority”.

(2) This part of these rules shall apply to any person—

(a) who has before the commencement of these rules become entitled to receive from a local authority an annual superannuation allowance or annuity under rule 5 of the Rules of 1935 or rule 9 of the Rules of 1936; and

(b) who within six months after the date of the making of these rules notifies the Department in which he was last employed that he elects that these rules shall apply to him; and

(c) in respect of whom both the Treasury and the local authority maintaining the fund out of which his superannuation allowance or annuity is paid give their consent that this part of these rules shall apply.

Superannuation allowances payable

12.  From the date when the officer elects that these rules shall apply to him there shall be payable to him such a superannuation allowance as would have been payable to him if part II of these rules had applied to him:

Provided that in the case of an officer who left local government employment not earlier than the February 1948, that superannuation allowance shall be payable to him from the date when he ceased to be a civil servant, but the amount of any such allowance in respect of the period ending on the date when he elects that these rules shall apply to him shall be reduced by the aggregate of the amount of any superannuation allowance paid to him in respect of that period under the Superannuation Act as modified by the Rules of 1935 or the Rules of 1936 and of any superannuation allowance or annuity paid to him in respect of that period under the Rules of 1935 or the Rules of 1936.

Lump sum payments

13.—(1) Where the officer left local government employment not earlier than 4th February 1948, there shall be payable to him a lump sum equal to the difference between the amount of any additional allowance which may have been granted to him and the amount of the additional allowance which would have been payable to him if part II of these rules had applied to him.

(2) Where the officer left local government employment before 4th February 1948, nothing in these rules shall have the effect of increasing the amount of any additional allowance which may have been granted to him.

Payment in lieu of transfer value

14.  The fund authority shall, upon the officer electing that this part of these rules shall apply to him, pay to the Treasury in respect of him a transfer value of an amount equal to the capitalised value of the annual superannuation allowance or annuity which he had been receiving from the fund authority under rule 5 of the Rules of 1935 or rule 9 of the Rules of 1936, and such capitalised value shall be calculated by reference to the officer's age at the date when he elects that these rules shall apply to him and to the amount of his allowance or annuity in the manner set out in the table contained in the schedule to these rules.

Rules of 1935 and 1936 not to apply

15.  The Rules of 1935 and the Rules of 1936 shall cease to apply to an officer upon his electing that these rules shall apply to him.