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The Firefighters’ Pension Scheme (Wales) Regulations 2015

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Requirement for scheme manager to provide a certificate

155.—(1) A scheme manager must provide an active member who has ceased to be employed by one employer in scheme employment and has taken up scheme employment with another authority with a certificate stating—

(a)the entries in the pension account, or pension accounts if more than one, at the date of the certificate;

(b)the period of pensionable service in the scheme employment, or employments, with the employer; and

(c)the date on which the certificate is given.

(2) Where a deferred member has taken up scheme employment with another authority after a gap in pensionable service not exceeding five years, the member must request the scheme manager in relation to the earlier period of pensionable service to provide the member with a certificate stating—

(a)the entries in the pension account, or pension accounts if more than one, at the date of the certificate;

(b)the period of pensionable service in the scheme employment, or employments, with that employer;

(c)the date on which the member had ceased to be employed in scheme employment by that employer; and

(d)the date on which the certificate is given.

(3) Where a scheme manager is required to provide a certificate under paragraph (1) and the scheme manager had established an added pension account for that member, the scheme manager must provide the member with a certificate stating—

(a)the entries in the added pension account at the date of the certificate;

(b)the date on which the certificate is given; and

(c)details of the member’s added pension election where the contributions period has not ended.

(4) Where a scheme manager is required to provide a certificate under paragraph (2), or where a deferred member intends to make an added pension election having taken up scheme employment after a gap in pensionable service exceeding five years, and the scheme manager in relation to a previous period of pensionable service had established an added pension account, the scheme manager must provide the member with a certificate, where the member requests one, stating—

(a)the entries in the pension account at the date of the certificate;

(b)the date on which the member had ceased to be employed in scheme employment by that employer; and

(c)the date on which the certificate is given.

(5) Where an active member has two or more active member’s accounts with two or more different scheme managers, and the member intends to make, or has made, an added pension election, the member may request a certificate from the scheme manager who established the added pension account in order that that certificate may be provided to another scheme manager (B) in respect of a different active member’s account so that the entries may be transferred to an added pension account established by B.

(6) The scheme manager must provide a certificate under this regulation—

(a)within three months after the date on which the active member leaves scheme employment; or

(b)within three months after the date on which the deferred member notifies the scheme manager of the new scheme employment.

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