18E+WThe Pension Schemes Act 1993 is amended in accordance with paragraphs 19 to 26.
Commencement Information
I1Sch. 4 para. 18 in force at 13.3.2014 for specified purposes by S.I. 2014/93, art. 3(j)(iv)
I2Sch. 4 para. 18 in force at 30.6.2014 for specified purposes by S.I. 2014/1662, art. 3(b)
I3Sch. 4 para. 18 in force at 10.12.2014 in so far as not already in force by S.I. 2014/3169, art. 2
19E+WIn section 8(2) (meaning of certain terms), in the definition of “guaranteed minimum pension”, after “widower's” insert “, surviving same sex spouse's”.
Commencement Information
I4Sch. 4 para. 19 in force at 13.3.2014 by S.I. 2014/93, art. 3(j)(v)
20(1)Section 17 (minimum pensions for widows and widowers) is amended as follows.E+W
(2)Subsection (2)—
(a)paragraph (a): after “man” insert “ , or a woman in a relevant gender change case, ”;
(b)after paragraph (c) insert—
“(d)if the earner is a man who has a guaranteed minimum under that section, the weekly rate of the widower's pension will not be less than the surviving same sex spouse's guaranteed minimum;
(e)if the earner is a woman (other than in a relevant gender change case) who has a guaranteed minimum under that section, the weekly rate of the widow's pension will not be less than the surviving same sex spouse's guaranteed minimum.”.
(3)Subsection (4): after “partner's” insert “or surviving same sex spouse's”.
(4)Subsection (5): at the beginning insert “ In the case of a woman who is the widow of a man, ”.
(5)Subsection (6)—
(a)at the beginning insert “ In any other case, ”;
(b)after “widower's” insert “, widow's”.
(6)After subsection (9) insert—
“(10)In relation to an earner who is a woman, a reference in this section to a relevant gender change case is a reference to a case where—
(a)the earner is a woman by virtue of a full gender recognition certificate having been issued under the Gender Recognition Act 2004, and
(b)the marriage of the earner and her widow (that ends with the earner's death) subsisted before the time when the certificate was issued.
(11)This section is subject to regulations under section 38A.”.
Commencement Information
I5Sch. 4 para. 20 in force at 13.3.2014 for specified purposes by S.I. 2014/93, art. 3(j)(vi)
I6Sch. 4 para. 20 in force at 10.12.2014 in so far as not already in force by S.I. 2014/3169, art. 2
21[F1(1)Section 24D (survivors' benefits) is amended as follows.E+W
(2)Subsection (2): after “earner” insert “ is a man married to a woman or a woman married to a woman in a relevant gender change case, and the earner ”.
(3)Subsection (3)—
(a)after “earner” insert “ is a married woman (other than in a relevant gender change case), a man married to a man, or a civil partner, and the earner ”;
(b)after “widower” insert “ , widow ”.
(4)After subsection (3) insert—
“(4)In relation to an earner who is a woman, a reference in this section to a relevant gender change case is a reference to a case where—
(a)the earner is a woman by virtue of a full gender recognition certificate having been issued under the Gender Recognition Act 2004, and
(b)the marriage of the earner and her widow (that ends with the earner's death) subsisted before the time when the certificate was issued.
(5)This section is subject to regulations under section 38A.”.]
Textual Amendments
F1Sch. 4 para. 21 omitted (28.4.2022 for specified purposes) by virtue of Pension Schemes (Conversion of Guaranteed Minimum Pensions) Act 2022 (c. 33), ss. 1(11), 3(4)(a)
Commencement Information
I7Sch. 4 para. 21 in force at 13.3.2014 for specified purposes by S.I. 2014/93, art. 3(j)(vi)
I8Sch. 4 para. 21 in force at 10.12.2014 in so far as not already in force by S.I. 2014/3169, art. 2
22(1)Section 37 (alteration of rules of contracted-out schemes) is amended as follows.E+W
(2)For subsection (4) substitute—
“(4)The reference in subsection (3) to a person entitled to receive benefits under a scheme includes a person who is so entitled by virtue of a qualifying relationship only in such cases as may be prescribed.
(5)For that purpose a person is entitled to receive benefits by virtue of a qualifying relationship if the person is so entitled by virtue of being—
(a)the widower of a female earner;
(b)the widower of a male earner;
(c)the widow of a female earner, except where it is a relevant gender change case; or
(d)the survivor of a civil partnership with an earner.
(6)In relation to a widow of a female earner, the reference in subsection (5)(c) to a relevant gender change case is a reference to a case where—
(a)the earner is a woman by virtue of a full gender recognition certificate having been issued under the Gender Recognition Act 2004, and
(b)the marriage of the earner and her widow (that ends with the earner's death) subsisted before the time when the certificate was issued.
(7)This section is subject to regulations under section 38A.”.
Commencement Information
I9Sch. 4 para. 22 in force at 13.3.2014 for specified purposes by S.I. 2014/93, art. 3(j)(vi)
I10Sch. 4 para. 22 in force at 10.12.2014 in so far as not already in force by S.I. 2014/3169, art. 2
23E+WBefore section 39 insert—
(1)The Secretary of State may, by regulations, make provision for—
(a)section 17,
(b)section 24D, or
(c)section 37,
to have its special effect in relevant gender change cases only if conditions prescribed in the regulations are met.
(2)Regulations under subsection (1) may, in particular, prescribe conditions that relate to the provision of information by—
(a)one or both of the members of married same sex couples, or
(b)the survivors of such couples.
(3)The Secretary of State may, by regulations, make further provision about cases where (because of regulations under subsection (1))—
(a)section 17,
(b)section 24D, or
(c)section 37,
does not have its special effect in relevant gender change cases.
(4)Regulations under subsection (3) may, in particular, provide for the section in question to have its ordinary effect in relevant gender change cases.
(5)Regulations under subsection (1) or (3) may, in particular, modify or disapply any enactment that concerns information relating to—
(a)the gender or sex of a person, or
(b)the change of gender or sex of a person,
including any enactment that concerns requests for, or disclosure of, such information.
(6)In this section, in relation to section 17, 24D or 37—
(a)“relevant gender change case” has the same meaning as in that section;
(b)“special effect” means the effect which the section has (if regulations under subsection (1) of this section are ignored) in relation to relevant gender change cases, insofar as that effect is different from the section's ordinary effect;
(c)“ordinary effect” means the effect which the section has in relation to same sex married couples in cases that are not relevant gender change cases.”.
Commencement Information
I11Sch. 4 para. 23 in force at 30.6.2014 by S.I. 2014/1662, art. 3(a)
24E+WIn section 47 (further provisions about effect of entitlement to guaranteed minimum pension on payment of social security benefits), in subsection (1) after “widower” insert “ , surviving same sex spouse ”.
Commencement Information
I12Sch. 4 para. 24 in force at 13.3.2014 by S.I. 2014/93, art. 3(j)(vii)
25E+WIn section 84 (basis of revaluation), in subsection (5), after “widower” insert “ , surviving same sex spouse ”.
Commencement Information
I13Sch. 4 para. 25 in force at 13.3.2014 by S.I. 2014/93, art. 3(j)(vii)
26E+WIn Schedule 3 (methods of revaluing accrued pension benefits), in paragraph 1(1E)(b), after “widower” insert “ , surviving same sex spouse ”.
Commencement Information
I14Sch. 4 para. 26 in force at 13.3.2014 by S.I. 2014/93, art. 3(j)(vii)