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PART IIICOMPENSATION FOR PREMATURE RETIREMENT

Eligibility to benefit under this Part

Application of Part III to assumed members: “relevant disqualification”, “relevant assumptions” and “special service”

7.—(1) In this Part, in relation to any person, “relevant disqualification” means an act or omission in consequence of which (either alone or taken together with other such acts or omissions) that person has not become, has ceased to be or has not been treated as being a LGPS member, being one of the following acts or omissions—

(a)the failure of a medical examination required under regulation B1(16) of the 1986 Regulations;

(b)the making of an election under regulation B1(15B) of those Regulations (before its omission by the Local Government (Superannuation and Compensation) (Amendment) Regulations 1988(1));

(c)the making of an election or the absence of an election with respect to any period under regulation B1(18) of, or Part IV of Schedule 2 to, the 1986 Regulations (before the omission or amendment of those provisions by the Local Government (Superannuation and Compensation) (Amendment) Regulations 1988);

(d)the absence of—

(i)an election under regulation B1A of, or paragraph 1(b) of Part III of Schedule 2 to, the 1986 Regulations with respect to any period; or

(ii)an application under regulation B10 of the LGPS Regulations for membership during any period;

(e)the giving of a notification under regulation B1B of the 1986 Regulations or under regulation B12 of the LGPS Regulations;

(f)the making of an election or the absence of an election with respect to any period under regulation 25(3)(b) of the Local Government Superannuation (Miscellaneous Provisions) Regulations 1987(2).

(2) In this Part “the relevant assumptions” means the following assumptions—

(a)that during any period of special service a person was a LGPS member;

(b)that a person’s total period of membership included any periods of special service which do not consist of periods of unpaid leave or other unpaid absence from duty;

(c)that any election or determination which, on the assumptions mentioned in paragraphs (a) and (b), might have been made with respect to a period of special service under paragraph 2 of Schedule D1 to the LGPS Regulations (optional alternative relevant periods for calculating pensionable remuneration)—

(i)in the circumstances mentioned in paragraph 3 of that Schedule, had been made; and

(ii)in the circumstances mentioned in paragraph 4 or 5 of that Schedule, had not been made; and

(b)that paragraph 6(b) of that Schedule did not apply with respect to a period of special service.

(3)In this Part “special service” means, subject to paragraph (4), any period of employment with respect to which the employing authority are satisfied—

(a)that, if it were not for a relevant disqualification, the person concerned would have been or have been treated as being a LGPS member; or

(b)that the employment would have fallen within paragraph (a) if it had not been qualifying part-time employment (within the meaning of Part IV of Schedule 2 to the 1986 Regulations) in which the person was ineligible to be a LGPS member.

(4) In relation to any employment ending before a person began his former employment, “special service” only includes such periods as are continuous with the former employment.

(5) For the purpose of paragraph (4), a period of employment is continuous with the former employment if in the interval between its ending and the former employment beginning there has been no period exceeding one month and one day during which the person was not employed by a LGPS employer or a relevant Scottish employer.

(1)

S.I. 1988/466.

(2)

S.I. 1987/293; revoked by the Local Government Pension Scheme Regulations 1995 (S.I. 1995/1019).