Modifications etc. (not altering text)
C1Pt. I modified (6.4.1997) by The Personal and Occupational Pension Schemes (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/786), regs. 1, 2
C2Pt. I applied (with modifications) (6.4.1997) by The Personal and Occupational Pension Schemes (Miscellaneous Amendments) Regulations 1997 (S.I. 1997/786), reg. 2
C3Pt. I: Pensions Act 2004 (c.35), Pt. 3 construed as one with Pt. I of this Act (4.12.2005 for specified purposes, 30.12.2005 in so far as not already in force) by Pensions Act 2004 (c. 35), ss. 233, 322(1) (with s. 313); S.I. 2005/3331, art. 2(1)(a)(b), Sch. Pt. 1
(1)Subject to the provisions of this section and section 93, an entitlement [F1to a pension under an occupational pension scheme or a right to a future pension under such a scheme] cannot be forfeited.
(2)Subsection (1) does not prevent forfeiture by reference to—
(a)a transaction or purported transaction which under section 91 is of no effect, F2...
F2(b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
whether or not that event occurred before or after the pension became payable.
(3)Where such forfeiture as is mentioned in subsection (2) occurs, any pension which was, or would but for the forfeiture have become, payable may, if the trustees or managers of the scheme so determine, be paid to all or any of the following—
(a)the member of the scheme to or in respect of whom the pension was, or would have become, payable,
[F3(b)the spouse, civil partner, widow, widower or surviving civil partner of the member,]
(c)any dependant of the member, and
(d)any other person falling within a prescribed class.
(4)Subsection (1) does not prevent forfeiture by reference to the [F4pensioner, or prospective pensioner], having been convicted of one or more offences—
(a)which are committed before the pension becomes payable, and
(b)which are—
(i)offences of treason,
(ii)offences under the Official Secrets Acts 1911 to 1989 for which the person has been sentenced on the same occasion to a term of imprisonment of, or to two or more consecutive terms amounting in the aggregate to, at least 10 years, F5...
[F6(iia)offences under section 18 of, or listed in section 33(3)(a) of, the National Security Act 2023 for which the person has been sentenced on the same occasion to a term of imprisonment of, or to two or more consecutive terms amounting in the aggregate to, at least 10 years, or]
(iii)prescribed offences.
(5)Subsection (1) does not prevent forfeiture by reference to a failure by any person to make a claim for pension—
(a)where the forfeiture is in reliance on any enactment relating to the limitation of actions, or
(b)where the claim is not made within six years of the date on which the pension becomes due.
(6)Subsection (1) does not prevent forfeiture in prescribed circumstances.
(7)In this section and section 93, references to forfeiture include any manner of deprivation or suspension.
Textual Amendments
F1Words in s. 92(1) substituted (1.12.2000) by Welfare Reform and Pensions Act 1999 (c. 30), s. 89(1), Sch. 12 para. 58(2); S.I. 2000/1047, art. 2(2)(d), Sch. Pt. IV
F2S. 92(2)(b) and preceding word repealed (11.11.1999 for specified purposes, 6.4.2002 in so far as not already in force) by Welfare Reform and Pensions Act 1999 (c. 30), ss. 14(3), 89(5)(a), Sch. 13 Pt. I; S.I. 2002/153, art. 2(d)(l)(iii)
F3S. 92(3)(b) substituted (5.12.2005) by The Civil Partnership (Pensions and Benefit Payments) (Consequential, etc. Provisions) Order 2005 (S.I. 2005/2053), art. 1(3), Sch. para. 24
F4Words in s. 92(4) substituted (1.12.2000) by Welfare Reform and Pensions Act 1999 (c. 30), s. 89(1), Sch. 12 para. 58(3); S.I. 2000/1047, art. 2(2)(d), Sch. Pt. IV
F5Word in s. 92(4)(b)(ii) omitted (20.12.2023) by virtue of The National Security Act 2023 (Consequential Amendments of Primary Legislation) Regulations 2023 (S.I. 2023/1386), reg. 1(2), Sch. para. 13(a)
F6S. 92(4)(b)(iia) inserted (20.12.2023) by The National Security Act 2023 (Consequential Amendments of Primary Legislation) Regulations 2023 (S.I. 2023/1386), reg. 1(2), Sch. para. 13(b)
Modifications etc. (not altering text)
C4Ss. 91-94 modified (30.12.2005) by The Occupational Pension Schemes (Cross-border Activities) Regulations 2005 (S.I. 2005/3381), regs. 1, 14, Sch. 2 para. 3
C5S. 92 modified (11.11.1999 for specified purposes, 1.10.2000 in so far as not already in force) by Welfare Reform and Pensions Act 1999 (c. 30), s. 89(5)(a), Sch. 1 para. 1(1)(2)(b)(x); S.I. 2000/1047, art. 2(2)(c), Sch. Pt. III
C6S. 92(1) modified (6.4.2016) by The Occupational Pension Schemes (Schemes that were Contracted-out) (No.2) Regulations 2015 (S.I. 2015/1677), regs. 1(2)(b), 19
C7S. 92(4)(a) excluded (6.4.1997) by The Occupational Pension Schemes (Assignment, Forfeiture, Bankruptcy etc.) Regulations 1997 (S.I. 1997/785), regs. 1(1), 8(5)
Commencement Information
I1S. 92 in force at 6.4.1996 for specified purposes by S.I. 1996/778, art. 2(5)(a), Sch. Pt. V
I2S. 92 in force at 6.4.1997 in so far as not already in force by S.I. 1997/664, art. 2(3), Sch. Pt. 3