The Teachers' Pension Scheme Regulations (Northern Ireland) 2014

Meaning of “surviving nominated beneficiary” N.I.

136.—(1) For the purpose of a survivor's pension, a person (P) is a member's “surviving nominated beneficiary” if—

(a) the member has nominated P to receive a pension on the member's death; and

(b) at the date of the member's death—

(i) the nomination has effect; and

(ii) the conditions in paragraph (4) are satisfied.

(2) A member may nominate P by giving the written notice to the Department.

(3) The notice must—

(a) be signed by both the member and P; and

(b) state that the conditions in paragraph (4) are satisfied.

(4) The conditions are that—

(a) a retirement pension (other than phased retirement pension) has not become payable to the member;

(b) P is an individual;

(c) neither the member nor P is married nor in a civil partnership;

(d) P is not living with another person as if they were a married couple or civil partners;

(e) P is not an eligible child of the member;

(f) if P is the member's parent, brother or sister—

(i) P has never married nor formed a civil partnership; or

(ii) P is widowed or a surviving civil partner;

(g) if P is the member's step-parent, P is widowed or a surviving civil partner; and

(h) P is wholly or mainly financially dependent on the member.

(5) A nomination ceases to have effect if—

(a) the member or P gives written notice of revocation to the Department;

(b) any condition in paragraph (4) ceases to be satisfied;

(c) the member makes a subsequent nomination under this regulation; or

(d) P dies.