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The Teachers' Pension Scheme Regulations (Northern Ireland) 2014

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  1. Introductory TextNext Match

  2. PART 1 PreliminaryPrevious MatchNext Match

    1. 1.Citation, extent and commencementPrevious MatchNext Match

    2. 2.Establishment of Northern Ireland Teachers' Pension Scheme 2015Previous MatchNext Match

    3. 3.InterpretationPrevious MatchNext Match

    4. 4.Connected SchemesPrevious MatchNext Match

    5. 5.Leaving pensionable servicePrevious MatchNext Match

    6. 6.Leaving eligible employmentPrevious MatchNext Match

  3. PART 2 GovernancePrevious MatchNext Match

    1. 7.Scheme ManagerPrevious MatchNext Match

    2. 8.Establishment of pension boardPrevious MatchNext Match

    3. 9.Membership of pension boardPrevious MatchNext Match

    4. 10. Northern Ireland Teachers’ Pension Scheme Pension Board–Conflict of interest Previous MatchNext Match

    5. 11.Establishment of scheme advisory boardPrevious MatchNext Match

    6. 12.Membership of scheme advisory boardPrevious MatchNext Match

    7. 13. Northern Ireland Teachers’ Pension Scheme Advisory Board–Conflict of interest Previous MatchNext Match

  4. PART 3 Scheme membershipPrevious MatchNext Match

    1. CHAPTER 1 InterpretationPrevious MatchNext Match

      1. 14.Meaning of “an eligible employment”Previous MatchNext Match

      2. 15.Meaning of “P's automatic enrolment date” and “P's automatic re-enrolment date”Previous MatchNext Match

      3. 16.Meaning of “full-time” and “part-time” employmentPrevious MatchNext Match

      4. 17.Meaning of “irregular employment”Previous MatchNext Match

      5. 18.Meaning of “opt-out notice” and “opt-in notice”Previous MatchNext Match

    2. CHAPTER 2 MembershipPrevious MatchNext Match

      1. 19.Eligibility for active membershipPrevious MatchNext Match

      2. 20.More than one employmentPrevious MatchNext Match

      3. 21.Dual capacity membershipPrevious MatchNext Match

      4. 22.Payment of retirement benefits to dual capacity membersPrevious MatchNext Match

    3. CHAPTER 3 Pensionable servicePrevious MatchNext Match

      1. SECTION 1 General provisionsPrevious MatchNext Match

        1. 23.Service not pensionable unless member is entitled to payPrevious MatchNext Match

        2. 24.Service not pensionable unless member's contributions are paidPrevious MatchNext Match

      2. SECTION 2 Service in Her Majesty's armed forcesPrevious MatchNext Match

        1. 25.Pensionable service–armed forces servicePrevious MatchNext Match

        2. 26.Election for armed forces service to be pensionablePrevious MatchNext Match

      3. SECTION 3 Pensionable service on or after automatic enrolment datePrevious MatchNext Match

        1. 27.Pensionable service on or after automatic enrolment datePrevious MatchNext Match

        2. 28.Opting out of this scheme after automatic enrolment datePrevious MatchNext Match

        3. 29.Opting into this scheme after automatic enrolment datePrevious MatchNext Match

      4. SECTION 4 Pensionable service before automatic enrolment datePrevious MatchNext Match

        1. 30.Pensionable service before automatic enrolment datePrevious MatchNext Match

        2. 31.Opting out of this scheme before automatic enrolment datePrevious MatchNext Match

        3. 32.Opting into this scheme before automatic enrolment datePrevious MatchNext Match

    4. CHAPTER 4 Pensionable earningsPrevious MatchNext Match

      1. 33.InterpretationPrevious MatchNext Match

      2. 34.Pensionable earnings for teachers in grant aided schools and peripatetic teachersPrevious MatchNext Match

      3. 35.Pensionable earnings for othersPrevious MatchNext Match

      4. 36.Amounts not forming part of pensionable earningsPrevious MatchNext Match

      5. 37.Application for residential benefits in kind to form part of pensionable earningsPrevious MatchNext Match

      6. 38.Money value of residential benefits in kind to form part of pensionable earningsPrevious MatchNext Match

      7. 39.Pensionable earnings for the purpose of accruing benefitsPrevious MatchNext Match

    5. CHAPTER 5 Annual rate of pensionable earnings for multiple employmentsPrevious MatchNext Match

      1. 40.Multiple regular full-time or part-time employmentsPrevious MatchNext Match

      2. 41.Multiple employments including at least one irregular employmentPrevious MatchNext Match

  5. PART 4 Pension accountsPrevious MatchNext Match

    1. CHAPTER 1 InterpretationPrevious MatchNext Match

      1. 42.InterpretationPrevious MatchNext Match

      2. 43.Pensionable servicePrevious MatchNext Match

      3. 44.Meaning of “leaver index adjustment”Previous MatchNext Match

      4. 45.Meaning of “leaver PIA index adjustment”Previous MatchNext Match

    2. CHAPTER 2 Calculation of accrued pensionPrevious MatchNext Match

      1. 46.Calculation of amount of accrued pension for purposes of deferment or full retirementPrevious MatchNext Match

      2. 47.Calculation of amount of accrued pension for purpose of phased retirementPrevious MatchNext Match

    3. CHAPTER 3 Pension accounts: generalPrevious MatchNext Match

      1. 48.Establishment of pension accounts: generalPrevious MatchNext Match

      2. 49.Closure of pension accounts on transfer out or repayment of balance of contributionsPrevious MatchNext Match

    4. CHAPTER 4 Active member's accountPrevious MatchNext Match

      1. 50.Establishment of active member's accountPrevious MatchNext Match

      2. 51.Receipt of transfer valuesPrevious MatchNext Match

      3. 52.Receipt of club transfer valuesPrevious MatchNext Match

      4. 53.Account to specify amount of pension for a financial yearPrevious MatchNext Match

      5. 54.Account to specify opening balance and index adjustmentPrevious MatchNext Match

      6. 55.Ill-health pension ceases to be payablePrevious MatchNext Match

      7. 56.Phased retirement pension ceases to be payablePrevious MatchNext Match

    5. CHAPTER 5 Additional pension accountPrevious MatchNext Match

      1. 57.Establishment of additional pension accountPrevious MatchNext Match

      2. 58.Account to specify amount of additional pensionPrevious MatchNext Match

      3. 59.Account to specify opening balance and PIA index adjustmentPrevious MatchNext Match

      4. 60.Ill-health pension ceases to be payablePrevious MatchNext Match

      5. 61.Phased retirement pension ceases to be payablePrevious MatchNext Match

    6. CHAPTER 6 Deferred member's accountPrevious MatchNext Match

      1. 62.Establishment of deferred member's accountPrevious MatchNext Match

      2. 63.Account to specify amount of accrued earned pension and leaver index adjustmentPrevious MatchNext Match

      3. 64.Deferred member's account closed after break not exceeding 5 yearsPrevious MatchNext Match

      4. 65.Deferred member's account closed after service under another public service schemePrevious MatchNext Match

      5. 66.Deferred member's account remains open after a gap in service of more than 5 yearsPrevious MatchNext Match

      6. 67.Deferred member's account established after ill-health pension ceases to be payablePrevious MatchNext Match

      7. 68.Deferred member's account established after phased retirement pension ceases to be payablePrevious MatchNext Match

    7. CHAPTER 7 Pensioner members' accountsPrevious MatchNext Match

      1. SECTION 1 InterpretationPrevious MatchNext Match

        1. 69.Meaning of “full retirement earned pension”Previous MatchNext Match

        2. 70.Meaning of “full retirement additional pension”Previous MatchNext Match

        3. 71.Meaning of “phased retirement earned pension”Previous MatchNext Match

        4. 72.Meaning of “phased retirement additional pension”Previous MatchNext Match

        5. 73.Meaning of “standard reduction”Previous MatchNext Match

        6. 74.Meaning of “actuarial adjustment”Previous MatchNext Match

        7. 75.Meaning of “commutation amount”Previous MatchNext Match

      2. SECTION 2 Establishment of pensioner members' accountsPrevious MatchNext Match

        1. 76.Pension accounts for active or deferred members who become pensioner membersPrevious MatchNext Match

        2. 77.Pension accounts for phased retirement membersPrevious MatchNext Match

      3. SECTION 3 Closure of accountsPrevious MatchNext Match

        1. 78.Ill-health pension ceases to be payablePrevious MatchNext Match

        2. 79.Phased retirement pension ceases to be payablePrevious MatchNext Match

    8. CHAPTER 8 Pension credit members' pension accountPrevious MatchNext Match

      1. 80.Pension credit member's pension accountPrevious MatchNext Match

      2. 81.Separate account for each capacity of membershipPrevious MatchNext Match

  6. PART 5 Retirement Benefits for TeachersPrevious MatchNext Match

    1. CHAPTER 1 InterpretationPrevious MatchNext Match

      1. 82.Qualifying for retirement benefitsPrevious MatchNext Match

      2. 83.Re-qualifying for retirement benefits in respect of post-benefit servicePrevious MatchNext Match

      3. 84.Payment of retirement benefits for post-benefit servicePrevious MatchNext Match

    2. CHAPTER 2 Age retirementPrevious MatchNext Match

      1. 85.Meaning of “entitlement day” (age retirement pension)Previous MatchNext Match

      2. 86.Entitlement to age retirement pensionPrevious MatchNext Match

      3. 87.Annual rate of age retirement pensionPrevious MatchNext Match

      4. 88.Arrears of pension payable to deferred member who becomes pensioner member after reaching normal pension agePrevious MatchNext Match

    3. CHAPTER 3 Phased retirementPrevious MatchNext Match

      1. 89.Interpretation of ChapterPrevious MatchNext Match

      2. 90.The reduced annual rate conditionPrevious MatchNext Match

      3. 91.The new employment conditionPrevious MatchNext Match

      4. 92.Meaning of “entitlement day” (phased retirement pension)Previous MatchNext Match

      5. 93.Entitlement to phased retirement pensionPrevious MatchNext Match

      6. 94.Phased retirement applicationsPrevious MatchNext Match

      7. 95.Phased retirement proportionPrevious MatchNext Match

      8. 96.Annual rate of phased retirement pensionPrevious MatchNext Match

      9. 97.Cessation of phased retirement pensionPrevious MatchNext Match

      10. 98.Subsequent phased retirement applicationsPrevious MatchNext Match

    4. CHAPTER 4 Premature retirementPrevious MatchNext Match

      1. 99.Interpretation of “pensionable service”Previous MatchNext Match

      2. 100.Meaning of “entitlement day” (premature retirement pension)Previous MatchNext Match

      3. 101.Entitlement to premature retirement pensionPrevious MatchNext Match

      4. 102.Annual rate of premature retirement pensionPrevious MatchNext Match

    5. CHAPTER 5 Early retirementPrevious MatchNext Match

      1. 103.Meaning of “entitlement day” (early retirement pension)Previous MatchNext Match

      2. 104.Entitlement to early retirement pensionPrevious MatchNext Match

      3. 105.Annual rate of early retirement pensionPrevious MatchNext Match

    6. CHAPTER 6 Ill-health retirementPrevious MatchNext Match

      1. SECTION 1 GeneralPrevious MatchNext Match

        1. 106.InterpretationPrevious MatchNext Match

        2. 107.Incapacity definitionsPrevious MatchNext Match

        3. 108.Ill-health applicationsPrevious MatchNext Match

      2. SECTION 2 Ill-health pensionPrevious MatchNext Match

        1. 109.Entitlement day for ill-health pensionPrevious MatchNext Match

        2. 110.Entitlement to ill-health pensionPrevious MatchNext Match

        3. 111.No entitlement to ill-health pensionPrevious MatchNext Match

        4. 112.When ill-health pension does not become payablePrevious MatchNext Match

        5. 113.Annual rate of ill-health pensionPrevious MatchNext Match

        6. 114.When ill-health pension ceases to be payablePrevious MatchNext Match

      3. SECTION 3 Total incapacity pensionPrevious MatchNext Match

        1. 115.Meaning of “entitlement day” (total incapacity pension)Previous MatchNext Match

        2. 116.Entitlement to total incapacity pensionPrevious MatchNext Match

        3. 117.Annual rate of total incapacity pensionPrevious MatchNext Match

        4. 118.Cessation of total incapacity pensionPrevious MatchNext Match

    7. CHAPTER 7 Short-service serious ill-health grantPrevious MatchNext Match

      1. 119.Application for payment of grantPrevious MatchNext Match

      2. 120.Meaning of “entitlement day” (short-service serious ill-health grant)Previous MatchNext Match

      3. 121.Entitlement to short-service serious ill-health grantPrevious MatchNext Match

      4. 122.Amount of grantPrevious MatchNext Match

    8. CHAPTER 8 Short-service annuity for post-benefit servicePrevious MatchNext Match

      1. 123.Meaning of “entitlement day” (short-service annuity)Previous MatchNext Match

      2. 124.Entitlement to short-service annuityPrevious MatchNext Match

      3. 125.Annual rate of short-service annuityPrevious MatchNext Match

  7. PART 6 Survivor's benefitsPrevious MatchNext Match

    1. CHAPTER 1 General interpretationPrevious MatchNext Match

      1. 126.GeneralPrevious MatchNext Match

      2. 127.Meaning of “dies in service”Previous MatchNext Match

      3. 128.Meaning of “dies out of service”Previous MatchNext Match

      4. 129.Meaning of “dies as a pensioner member”Previous MatchNext Match

      5. 130.When a retirement pension does not become payablePrevious MatchNext Match

      6. 131.Payment of survivor benefits for post-benefit servicePrevious MatchNext Match

      7. 132.Death of a dual capacity memberPrevious MatchNext Match

    2. CHAPTER 2 Specific interpretationPrevious MatchNext Match

      1. 133.Meaning of “death grant beneficiary”Previous MatchNext Match

      2. 134.Meaning of “surviving adult”Previous MatchNext Match

      3. 135.Meaning of “surviving nominated partner”Previous MatchNext Match

      4. 136.Meaning of “surviving nominated beneficiary”Previous MatchNext Match

      5. 137.Meaning of “eligible child”Previous MatchNext Match

    3. CHAPTER 3 Death grantPrevious MatchNext Match

      1. SECTION 1 GeneralPrevious MatchNext Match

        1. 138.Payment of death grantPrevious MatchNext Match

      2. SECTION 2 Death in servicePrevious MatchNext Match

        1. 139.Death in service grantPrevious MatchNext Match

      3. SECTION 3 Death out of servicePrevious MatchNext Match

        1. 140.Death out of service grantPrevious MatchNext Match

        2. 141.Supplementary death grant payable on death of pensioner memberPrevious MatchNext Match

    4. CHAPTER 4 Surviving adult pensionsPrevious MatchNext Match

      1. 142.Surviving adult pensionsPrevious MatchNext Match

      2. 143.Annual rate of surviving adult pension: short-termPrevious MatchNext Match

      3. 144.Annual rate of surviving adult pension: long-termPrevious MatchNext Match

      4. 145.Enhancement of surviving adult pensionPrevious MatchNext Match

    5. CHAPTER 5 Additional (surviving adult) pensionsPrevious MatchNext Match

      1. 146.Additional pensions for surviving adultsPrevious MatchNext Match

      2. 147.Annual rate of additional (surviving adult) pension: short-termPrevious MatchNext Match

      3. 148.Annual rate of additional (surviving adult) pension: long-termPrevious MatchNext Match

    6. CHAPTER 6 Child pensionsPrevious MatchNext Match

      1. 149.Entitlement to child pensionPrevious MatchNext Match

      2. 150.Annual rate of child pension: short-termPrevious MatchNext Match

      3. 151.Annual rate of child pension: long-termPrevious MatchNext Match

      4. 152.Enhancement of child pensionPrevious MatchNext Match

  8. PART 7 Benefits for pension credit membersPrevious MatchNext Match

    1. CHAPTER 1 GeneralPrevious MatchNext Match

      1. 153.InterpretationPrevious MatchNext Match

    2. CHAPTER 2 Pension credit retirement pensionPrevious MatchNext Match

      1. 154.Entitlement day for pension credit retirement pensionPrevious MatchNext Match

      2. 155.Entitlement to pension credit retirement pensionPrevious MatchNext Match

      3. 156.Annual rate of pension credit retirement pensionPrevious MatchNext Match

    3. CHAPTER 3 Death grantPrevious MatchNext Match

      1. 157.Meaning of death grant beneficiaryPrevious MatchNext Match

      2. 158.Death grant: death of pension credit member before pension becomes payablePrevious MatchNext Match

      3. 159.Death grant: death of pension credit member after benefits payablePrevious MatchNext Match

      4. 160.Payment of death grantPrevious MatchNext Match

  9. PART 8 Payment of benefitsPrevious MatchNext Match

    1. CHAPTER 1 Application for payment of benefitsPrevious MatchNext Match

      1. 161.Benefits payable by the DepartmentPrevious MatchNext Match

      2. 162.Application for payment of benefitsPrevious MatchNext Match

    2. CHAPTER 2 Payment of pensionsPrevious MatchNext Match

      1. 163.InterpretationPrevious MatchNext Match

      2. 164.Monthly payment of pensionPrevious MatchNext Match

      3. 165.Quarterly payment of pensionPrevious MatchNext Match

      4. 166.Apportionment Act 1870 not to applyPrevious MatchNext Match

    3. CHAPTER 3 Payment of lump sumsPrevious MatchNext Match

      1. 167.Member declarationPrevious MatchNext Match

      2. 168.Commutation of part of pensionPrevious MatchNext Match

      3. 169.Amount of lump sum payable under regulation 168Previous MatchNext Match

      4. 170.Commutation amountPrevious MatchNext Match

      5. 171.Commutation of whole pension (serious ill-health)Previous MatchNext Match

      6. 172.Amount of lump sum payable under regulation 171 instead of retirement pensionPrevious MatchNext Match

      7. 173.Amount of lump sum payable under regulation 171 instead of a pension credit retirement pensionPrevious MatchNext Match

      8. 174.Commutation: small pensionsPrevious MatchNext Match

    4. CHAPTER 4 Continuing entitlement to benefitPrevious MatchNext Match

      1. 175.Evidence of continuing entitlement to benefitPrevious MatchNext Match

      2. 176.Cessation of benefits where no entitlementPrevious MatchNext Match

    5. CHAPTER 5 MiscellaneousPrevious MatchNext Match

      1. 177.Recovery of overpayment of benefitsPrevious MatchNext Match

      2. 178.Interest on late payment of benefitsPrevious MatchNext Match

      3. 179.Payment of benefits in certain casesPrevious MatchNext Match

      4. 180.Benefits not assignablePrevious MatchNext Match

      5. 181.Forfeiture of benefitsPrevious MatchNext Match

      6. 182.Reduction in benefits: annual allowance and lifetime allowance chargePrevious MatchNext Match

      7. 183.General prohibition on unauthorised paymentsPrevious MatchNext Match

  10. PART 9 ContributionsPrevious MatchNext Match

    1. CHAPTER 1 Interpretation of PartPrevious MatchNext Match

      1. 184.Pensionable earnings for a pay periodPrevious MatchNext Match

    2. CHAPTER 2 Members' contributionsPrevious MatchNext Match

      1. 185.Members' contributionsPrevious MatchNext Match

      2. 186.Contributions under Schedule 2Previous MatchNext Match

      3. 187.Contributions payable during a period of permanent service in the armed forcesPrevious MatchNext Match

    3. CHAPTER 3 Repayment of members' contributions after short servicePrevious MatchNext Match

      1. 188.Meaning of “entitlement day” (repayment of balance of contributions)Previous MatchNext Match

      2. 189.Entitlement to repayment of balance of contributionsPrevious MatchNext Match

      3. 190.Application for repayment of balance of contributionsPrevious MatchNext Match

      4. 191.Calculation of balance of contributionsPrevious MatchNext Match

    4. CHAPTER 4 Employers' contributionsPrevious MatchNext Match

      1. 192.Employers' contributionsPrevious MatchNext Match

    5. CHAPTER 5 Deduction and payment of contributionsPrevious MatchNext Match

      1. 193.Deduction of contributions from pensionable earningsPrevious MatchNext Match

      2. 194.Deductions not made before an employment endsPrevious MatchNext Match

      3. 195.Recovery of unpaid contributions from benefitsPrevious MatchNext Match

      4. 196.Payment by employers to the DepartmentPrevious MatchNext Match

  11. PART 10 TransfersPrevious MatchNext Match

    1. CHAPTER 1 PreliminaryPrevious MatchNext Match

      1. 197.Application of PartPrevious MatchNext Match

      2. 198.Interpretation of PartPrevious MatchNext Match

    2. CHAPTER 2 Transfers on a cash equivalent basisPrevious MatchNext Match

      1. SECTION 1 Application of ChapterPrevious MatchNext Match

        1. 199.Application of ChapterPrevious MatchNext Match

      2. SECTION 2 Transfers outPrevious MatchNext Match

        1. 200.Application of this SectionPrevious MatchNext Match

        2. 201.Application for a statement of entitlementPrevious MatchNext Match

        3. 202.Application for payment of a transfer valuePrevious MatchNext Match

        4. 203.Payment of a transfer valuePrevious MatchNext Match

      3. SECTION 3 Transfers inPrevious MatchNext Match

        1. 204.Application for acceptance of a transfer valuePrevious MatchNext Match

        2. 205.Acceptance of a transfer valuePrevious MatchNext Match

        3. 206.Amount of transferred pensionPrevious MatchNext Match

    3. CHAPTER 3 Club TransfersPrevious MatchNext Match

      1. SECTION 1 Application of ChapterPrevious MatchNext Match

        1. 207.Application of ChapterPrevious MatchNext Match

      2. SECTION 2 Transfers outPrevious MatchNext Match

        1. 208.Application of this sectionPrevious MatchNext Match

        2. 209.Application for a club transfer statement of entitlementPrevious MatchNext Match

        3. 210.Application for payment of a club transfer valuePrevious MatchNext Match

        4. 211.Payment of a club transfer valuePrevious MatchNext Match

      3. SECTION 3 Transfers inPrevious MatchNext Match

        1. 212.Application for acceptance of a club transfer valuePrevious MatchNext Match

        2. 213.Acceptance of a club transfer valuePrevious MatchNext Match

        3. 214.Amount of club transfer earned pensionPrevious MatchNext Match

    4. CHAPTER 4 Making a bulk transfer paymentPrevious MatchNext Match

      1. 215.Application of ChapterPrevious MatchNext Match

      2. 216.Making a bulk transfer paymentPrevious MatchNext Match

    5. CHAPTER 5 Accepting a bulk transfer paymentPrevious MatchNext Match

      1. 217.Application of ChapterPrevious MatchNext Match

      2. 218.Accepting a bulk transfer paymentPrevious MatchNext Match

  12. PART 11 Miscellaneous and SupplementalPrevious MatchNext Match

    1. 219.Employment recordsPrevious MatchNext Match

    2. 220.Information and documentsPrevious MatchNext Match

    3. 221.Provision of benefit information statements to membersPrevious MatchNext Match

    4. 222.Extension of timePrevious MatchNext Match

    5. 223.Guaranteed minimum pensionPrevious MatchNext Match

    6. 224.Transitional ProvisionsPrevious MatchNext Match

    7. 225.Scheme valuation and employer cost capPrevious MatchNext Match

  13. SignaturePrevious MatchNext Match

    1. SCHEDULE 1Previous MatchNext Match

      Eligible employmentPrevious MatchNext Match

      1. PART 1 Accepted schoolPrevious MatchNext Match

        1. 1.Accepted schoolPrevious MatchNext Match

      2. PART 2 Service pensionable without electionPrevious MatchNext Match

        1. 2.Teacher employed in a grant-aided school in Northern Ireland. Previous MatchNext Match

        2. 3.Teacher employed in an institution of further or higher education...Previous MatchNext Match

        3. 4.A peripatetic teacher employed by an education and library board...Previous MatchNext Match

        4. 5.A teacher in a college of education as defined in...Previous MatchNext Match

        5. 6.A person mentioned in paragraph 5 of Part 1 of...Previous MatchNext Match

        6. 7.Subject to Part 1, a teacher employed in an accepted...Previous MatchNext Match

      3. PART 3 Service pensionable on electionPrevious MatchNext Match

        1. 8.A teacher of a kind other than specified in Part...Previous MatchNext Match

        2. 9.An organiser who is employed as a youth and community...Previous MatchNext Match

        3. 10.An organiser, not falling within paragraph 9, in the employment...Previous MatchNext Match

        4. 11.In this Schedule— “elects” means elects by notice in writing...Previous MatchNext Match

    2. SCHEDULE 2Previous MatchNext Match

      Scheme flexibilitiesPrevious MatchNext Match

      1. PART 1 GeneralPrevious MatchNext Match

        1. 1.Interpretation of SchedulePrevious MatchNext Match

        2. 2.Meaning of “amount of extra pension”Previous MatchNext Match

        3. 3.Meaning of “overall amount of extra pension”Previous MatchNext Match

        4. 4.Limit on electionsPrevious MatchNext Match

        5. 5.Actuarial advicePrevious MatchNext Match

      2. PART 2 Additional pension electionPrevious MatchNext Match

        1. CHAPTER 1 Making an additional pension electionPrevious MatchNext Match

          1. 6.Election to pay contributions for additional pensionPrevious MatchNext Match

          2. 7.Annual rate of additional (self only) pensionPrevious MatchNext Match

          3. 8.Lump sum or monthly paymentsPrevious MatchNext Match

          4. 9.Making an additional pension electionPrevious MatchNext Match

          5. 10.Accepting an additional pension electionPrevious MatchNext Match

        2. CHAPTER 2 Amount of additional pension contributionsPrevious MatchNext Match

          1. 11.Determination of contributions payablePrevious MatchNext Match

        3. CHAPTER 3 Additional pension contributions paid by lump sumPrevious MatchNext Match

          1. 12.Lump sum contributions: payment of contributions and credit of additional pensionPrevious MatchNext Match

          2. 13.Refund of lump sum contributionPrevious MatchNext Match

        4. CHAPTER 4 Additional pension contributions by monthly paymentsPrevious MatchNext Match

          1. 14.Application of ChapterPrevious MatchNext Match

          2. 15.Payment of contributionsPrevious MatchNext Match

          3. 16.Member leaves all pensionable service before end of contributions payment periodPrevious MatchNext Match

          4. 17.Retirement pension (other than ill-health pension) becomes payable before end of contributions payment periodPrevious MatchNext Match

        5. CHAPTER 5 Revocation and refundPrevious MatchNext Match

          1. 18.Revoking an additional pension electionPrevious MatchNext Match

          2. 19.Ill-health pension becomes payable before end of contributions payment periodPrevious MatchNext Match

          3. 20.Death in service before end of contributions payment periodPrevious MatchNext Match

          4. 21.Member leaves all pensionable service before qualifying for retirement benefitsPrevious MatchNext Match

      3. PART 3 Faster accrual electionPrevious MatchNext Match

        1. CHAPTER 1 Making the electionPrevious MatchNext Match

          1. 22.Faster accrual electionPrevious MatchNext Match

          2. 23.Making a faster accrual electionPrevious MatchNext Match

          3. 24.Accepting a faster accrual electionPrevious MatchNext Match

        2. CHAPTER 2 Payment of contributionsPrevious MatchNext Match

          1. 25.Determination of contributions payablePrevious MatchNext Match

          2. 26.Payment of contributionsPrevious MatchNext Match

        3. CHAPTER 3 Revocation and refundPrevious MatchNext Match

          1. 27.Revoking a faster accrual electionPrevious MatchNext Match

          2. 28.Member leaves all pensionable service before qualifying for retirement benefitsPrevious MatchNext Match

      4. PART 4 Election to buy out the standard reductionPrevious MatchNext Match

        1. CHAPTER 1 Making a buy-out electionPrevious MatchNext Match

          1. 29.Eligible to make buy-out electionPrevious MatchNext Match

          2. 30.Making a buy-out electionPrevious MatchNext Match

          3. 31.Accepting a buy-out electionPrevious MatchNext Match

          4. 32.Determination of the buy-out valuePrevious MatchNext Match

        2. CHAPTER 2 Payment of buy-out contributionsPrevious MatchNext Match

          1. 33.Determination of contributions payablePrevious MatchNext Match

          2. 34.Payment of buy-out contributionsPrevious MatchNext Match

          3. 35.Monthly payments during gap in servicePrevious MatchNext Match

        3. CHAPTER 3 Revocation and refundPrevious MatchNext Match

          1. 36.Revoking a buy-out electionPrevious MatchNext Match

          2. 37.Member leaves all pensionable service before qualifying for retirement benefitsPrevious MatchNext Match

    3. SCHEDULE 3Previous MatchNext Match

      Transitional provisionsPrevious MatchNext Match

      1. PART 1 InterpretationPrevious MatchNext Match

        1. 1.InterpretationPrevious MatchNext Match

        2. 2.Active membership of the existing schemePrevious MatchNext Match

        3. 3.Gap in service after scheme closing datePrevious MatchNext Match

        4. 4.Meaning of “tapered protection closing date”Previous MatchNext Match

        5. 5.Continuity of servicePrevious MatchNext Match

      2. PART 2 Exceptions for full protection membersPrevious MatchNext Match

        1. 6.Meaning of “full protection member”Previous MatchNext Match

        2. 7.Active members of the existing schemePrevious MatchNext Match

        3. 8.Active members of an existing public service schemePrevious MatchNext Match

        4. 9.Exception for full protection member during protection periodPrevious MatchNext Match

        5. 10.Full protection member not eligible to join this schemePrevious MatchNext Match

      3. PART 3 Exceptions for tapered protection membersPrevious MatchNext Match

        1. 11.Meaning of “tapered protection member”Previous MatchNext Match

        2. 12.Active members of the existing schemePrevious MatchNext Match

        3. 13.Active members of an existing public service schemePrevious MatchNext Match

        4. 14.Exception for tapered protection members during protection periodPrevious MatchNext Match

        5. 15.Tapered protection member not eligible to join this schemePrevious MatchNext Match

      4. PART 4 Transition members becoming active members of this schemePrevious MatchNext Match

        1. 16.Meaning of “transition member”Previous MatchNext Match

        2. 17.Active members of the existing schemePrevious MatchNext Match

        3. 18.Transition members with continuity of servicePrevious MatchNext Match

        4. 19.Transition members without continuity of servicePrevious MatchNext Match

      5. PART 5 Receipt of club transfer values for transition membersPrevious MatchNext Match

        1. 20.Application of PartPrevious MatchNext Match

        2. 21.Member with full protectionPrevious MatchNext Match

        3. 22.Member with tapered protection or no protectionPrevious MatchNext Match

      6. PART 6 Bulk transfer payments for transition membersPrevious MatchNext Match

        1. 23.Application of PartPrevious MatchNext Match

        2. 24.Accepting a bulk transfer paymentPrevious MatchNext Match

      7. PART 7 Payment of benefits to transition membersPrevious MatchNext Match

        1. CHAPTER 1 GeneralPrevious MatchNext Match

          1. 25.Reaching normal pension agePrevious MatchNext Match

          2. 26.Application of existing scheme rulesPrevious MatchNext Match

          3. 27.Determination of final salaryPrevious MatchNext Match

          4. 28.Annual rate of pensionPrevious MatchNext Match

        2. CHAPTER 2 Application for payment of benefitsPrevious MatchNext Match

          1. 29.Application for payment of age retirement pensionPrevious MatchNext Match

          2. 30.Application for payment of phased retirement pensionPrevious MatchNext Match

          3. 31.Application for payment of premature retirement pensionPrevious MatchNext Match

          4. 32.Application for payment of early retirement pensionPrevious MatchNext Match

          5. 33.Application for payment of ill-health pensionPrevious MatchNext Match

          6. 33A.Transition member who has not reached normal pension age under the existing schemePrevious MatchNext Match

          7. 33B.Transition member in receipt of an ill-health pension who has reached normal pension age under the existing schemePrevious MatchNext Match

          8. 34.Entitlement to payment of total incapacity pensionPrevious MatchNext Match

          9. 35.Entitlement to payment of a short-service serious ill-health grantPrevious MatchNext Match

          10. 36.Application for payment of a surviving adult pensionPrevious MatchNext Match

          11. 37.Calculation of a surviving adult pension of a surviving adult of a transition memberPrevious MatchNext Match

          12. 38.Long-term rate of a surviving adult pension of a surviving adult of a transition memberPrevious MatchNext Match

          13. 39.Reduction of surviving adult pensionPrevious MatchNext Match

          14. 40.Application for payment of an additional (surviving adult) pensionPrevious MatchNext Match

          15. 41.Application for payment of a child pensionPrevious MatchNext Match

          16. 42.Calculation of a child pension of an eligible child of a transition memberPrevious MatchNext Match

          17. 43.Rate of a child pension of an eligible child of a transition memberPrevious MatchNext Match

          18. 44.Reduction of child pensionPrevious MatchNext Match

          19. 45.Application for payment of a death in service grantPrevious MatchNext Match

          20. 46.Application for payment of a death out of service grantPrevious MatchNext Match

          21. 47.Application for supplementary death grantPrevious MatchNext Match

          22. 48.Application for payment of benefits for pension credit membersPrevious MatchNext Match

      8. PART 8 Provision in relation to the existing schemePrevious MatchNext Match

        1. 49.Election for employment not to be pensionable in relation to existing scheme continues to have effectPrevious MatchNext Match

        2. 50.Qualifying for retirement benefits under existing schemePrevious MatchNext Match

        3. 51.Repayment of balance of contributionsPrevious MatchNext Match

        4. 52.Residential emolumentsPrevious MatchNext Match

        5. 53.Transfer paymentsPrevious MatchNext Match

        6. 54.Nomination continues to have effectPrevious MatchNext Match

        7. 55.Election to pay contributions by a person serving in a reserve forcePrevious MatchNext Match

        8. 56.Commutation: small pensionsPrevious MatchNext Match

    4. SCHEDULE 4Previous MatchNext Match

      Scheme valuation and employer cost capPrevious MatchNext Match

      1. 1.Scheme valuation reportPrevious MatchNext Match

      2. 2.Employer cost capPrevious MatchNext Match

      3. 3.Breach of employer cost cap marginsPrevious MatchNext Match

      4. 4.Northern Ireland Teachers’ Pension Scheme Advisory Board ReportPrevious MatchNext Match

      5. 5.Action by the DepartmentPrevious MatchNext Match

      6. 6.Timescale for actionPrevious MatchNext Match

  14. Explanatory NotePrevious Match

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