The Teachers' Pensions Regulations 1997

1. Introductory Text

2. PART A PRELIMINARY

   1. A1. Citation and commencement

   2. A2. Interpretation

3. PART B PENSIONABLE EMPLOYMENT

   1. B1. Employment—general

   2. B2. Continuing employment

   3. B3. Employment in accepted school

   4. B4. Employment not pensionable

   5. B5. Election for employment not to be pensionable

   6. B6. Resumption of pensionable status

4. PART C TEACHERS' CONTRIBUTIONS

   1. C1. Salary on which contributions are payable

   2. C2. Salary on which contributions are payable—election

   3. C3. Ordinary contributions

   4. C4. Additional contributions for past period

   5. C5. Additional contributions for past period by family pensioner

   6. C6. Additional contributions for past period under earlier provisions

   7. C7. Reduction of past period

   8. C8. Additional contributions in respect of war service

   9. C9. Additional contributions for current period

   10. C10. Additional contributions for current period: service in a reserve force

   11. C11. Additional contributions for family benefits

   12. C12. Entitlement to repayment of balance of contributions

   13. C13. Calculation of contributions to be repaid

   14. C14. Repayment of certain contributions paid for family benefits

   15. C15. Application for repayment

   16. C16. Return of repaid contributions

   17. C17. Uncompleted return by instalments of repaid contributions

   18. C18. Deduction, payment and recovery of contributions

5. PART D RECKONABLE SERVICE

   1. D1. Reckonable service generally

   2. D2. Exclusion from reckonable service

   3. D3. Past period for which additional contributions have been paid

   4. D4. Current period for which additional contributions have been paid

6. PART E BENEFITS

   1. E1. Overriding provision as to guaranteed minimum pensions

   2. E2. Nature of retirement benefits

   3. E3. Qualification for retirement benefits

   4. E4. Entitlement to payment of retirement benefits

   5. E5. Amount of retirement pension

   6. E6. Amount of retirement lump sum

   7. E7. Limitation of retirement benefits in certain cases

   8. E8. Enhancement of retirement benefits in case of incapacity

   9. E9. Avoidance of duplicate pensions

   10. E10. National Insurance modification of pensions

   11. E11. Allocation of part of retirement pension

   12. E12. Duration of retirement pension

   13. E13. Pensioner ceasing to be incapacitated

   14. E14. Abatement of retirement pension during further employment

   15. E15. Retirement benefits on cessation of further employment

   16. E16. Short-service annuity

   17. E17. Short-service incapacity grant

   18. E18. Deferment etc. of benefits

   19. E19. Commutation: exceptional circumstances of ill-health

   20. E20. Death grant

   21. E21. Supplementary death grant

   22. E22. Family benefits generally

   23. E23. Nomination of beneficiaries

   24. E24. Entitlement to short-term family benefits

   25. E25. Amount and duration of short-term family benefits

   26. E26. Entitlement to long-term family benefits

   27. E27. Relevant service

   28. E28. Amounts of spouses' and nominated beneficiaries' long-term pensions

   29. E29. Amounts of children’s long-term pensions

   30. E30. Commencement and duration of long-term family pensions

   31. E31. Average salary

   32. E32. Effective reckonable service

   33. E33. Payment of benefits

   34. E34. Interest on late payment of certain benefits

   35. E35. Benefits not assignable

7. PART F TRANSFER VALUES

   1. F1. Payment of transfer values

   2. F2. Amounts of transfer values and additional transfer values

   3. F3. Termination of right to count reckonable etc. service

   4. F4. Acceptance of transfer values

8. PART G FINANCE

   1. G1. Teachers' Pension Account

   2. G2. Receipts etc. to be credited

   3. G3. Payments to be debited

   4. G4. Actuarial inquiries

   5. G5. Employers' contributions

   6. G6. Employers' contributions—employees' elections under regulation C2

   7. G7. Payment by employers to Secretary of State

   8. G8. Employers' additional contributions

9. PART H MISCELLANEOUS AND SUPPLEMENTAL

   1. H1. Modified application in case of employment at reduced salary

   2. H2. Modified application in certain other cases

   3. H3. Records and information

   4. H4. Payments in respect of deceased persons

   5. H5. Revaluation of guaranteed minimum in certain cases

   6. H6. Repayment of contributions where an election is not made under regulation G8

   7. H7. Extension of time

   8. H8. Calculation of full-time equivalent salary

   9. H9. Determination of questions

   10. H10. Election in respect of protected benefits

   11. H11. Consequential amendments of the Teachers' Superannuation (Additional Voluntary Contributions) Regulations 1994

   12. H12. Revocations, savings and transitional provisions

   13. H13. Amendments to, and modifications of, the Teachers' Superannuation (Consolidation) Regulations 1988

10. Signature

11. SCHEDULES

    1. 1

       Glossary of expressions.

    2. 2

       Pensionable employment.

       1. Part I: Employments pensionable without election.

       2. Part II: Employments pensionable on election.

    3. 3

       Maximum length of additional periods.

    4. 4

       Additional contributions for past period.

       1. Part I: Method A.

       2. Part II: Method B.

    5. 5

       Additional contributions for past period under earlier provisions.

    6. 6

       Family benefits.

       1. Part I: Contributions: men and unmarried women.

       2. Part II: Contributions: married women.

       3. Part III: Contributions: common provisions.

       4. Part IV: Family benefits and war service.

    7. 7

       Reckonable service arising from payment of additional contributions in respect of past periods.

    8. 8

       Periods making up qualifying period.

    9. 9

       Early retirement factors.

    10. 10

        Modified application in certain cases.

        1. Part I: National Insurance modification of pensions.

        2. Part II: Employment at reduced salary.

        3. Part III: Policy schemes.

        4. Part IV: Admitted service.

        5. Part V: Specified country service.

        6. Part VI: Persons formerly members of the National Health Service Pension Scheme.

    11. 11

        Allocation of part of retirement pension.

        1. Part I: Contents of declaration.

        2. Part II: Procedure.

        3. Part III: Other matters.

    12. 12

        Transfer values.

        1. Part I: Outward transfers.

        2. Part II: Inward transfers.

    13. 13

        Teachers' Pension Account.

    14. 14

        Revocations.

    15. 15

        Savings and transitional provisions.

        1. Part I: General provisions.

        2. Part II: Specific provisions relating to Part G.

        3. Part III: Other specific provisions.

    16. 16

        Amendments to, and modifications of, the Teachers' Superannuation (Consolidation) Regulations 1988.

        1. Part I: Amendments to regulation E29.

        2. Part II: Other modifications.

12. Explanatory Note