The National Health Service Pension Scheme Regulations 2008

3.F.9    Procedure for applications under regulation 3.F.8

(1) An application under regulation 3.F.8––

(a) must be made in writing,

(b) must specify the scheme or arrangement from which the transfer value payment is to be made and the anticipated amount of the payment,

(c) may only be made during the period of one year beginning with the day on which the applicant becomes eligible to be an active member of the Scheme and before the applicant reaches the age of 65,

(d) if the Secretary of State so requires, may only be made if the member has first requested a statement—

(i) in the case of a transfer made under the public sector transfer arrangements, of the service that the member will be entitled to count as a result of the transfer if the payment is accepted by the Secretary of State, and

(ii) in a case where the transfer is not made under those arrangements, of the service that member will be entitled so to count if the payment is so accepted by the Secretary of State within such period as is specified in the statement, and

(e) must meet such other conditions as the Secretary of State may require.

(2) A statement given to the member in pursuance of such a request as is mentioned in paragraph (1)(d)—

(a) in the case mentioned in paragraph (1)(d)(i), must inform the member of the effect (if any) of regulation 3.A.13 (restriction on pensionable earnings used for calculating benefits in respect of capped transferred-in service) in the member’s case, and

(b) in the case mentioned in paragraph (1)(d)(ii), must specify such amount as is calculated in accordance with guidance and tables provided by the Scheme actuary for the purpose.