Legislation – The Health and Social Care Pension Schemes (Remediable Service) Regulations (Northern Ireland) 2023

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Introduction

PART 1
General provisions

1 Citation and commencement

2 Interpretation

PART 2
Remediable service

3 Pension contributions of medical practitioners and non-GP providers: deferred choice members (immediate correction)

4 Pension contributions of medical practitioners and non-GP providers: immediate choice members and deceased members

5 Pension contributions of medical practitioners and non-GP providers: deferred choice members

6 Remediable service statements

PART 3
Elections

7 Eligibility to make an election: designated persons

8 Election for retrospective provision to apply to opted-out service

9 Election for 2015 scheme benefits: immediate choice members and deceased members

10 Pension benefits and lump sum benefits: immediate choice members and deceased members

11 Continuation of pensions: immediate or deferred choice election: dependent and eligible children of a remedy member

12 Election for 2015 scheme benefits: deferred choice members and deceased members

13 Pension benefits and lump sum benefits: deferred choice election: pensioner and deceased members

PART 4
Voluntary contributions

14 Interpretation of Part 4

15 Elections to pay contributions for additional pension: where they must be treated as if paid under a corresponding option exercised under the 1995 Regulations or the 2008 Regulations

16 Treatment of contributions paid after 31st March 2022 under a corresponding option exercised in accordance with regulation 15(2)(b)

17 Treatment of a corresponding option exercised in accordance with regulation 15 on the making of a deferred choice election for 2015 scheme benefits under regulation 12

18 Treatment of buy-out contributions made under 2015 regulation 47: deferred choice members

19 Treatment of additional contributions made under the legacy scheme: deferred choice members

20 Treatment of additional contributions made under the legacy scheme: immediate choice members and deceased members

21 Treatment of additional contributions made under the 2015 scheme: immediate choice members and deceased members

22 Treatment of buy-out contributions made under 2015 regulation 47: immediate choice members and deceased members

23 Remedial arrangements to pay voluntary contributions to secure legacy scheme additional pension

24 Revocation of cancellation of arrangement or option to secure legacy scheme additional service or additional pension

PART 5
Divorce or the dissolution of a civil partnership

25 Interpretation of Part 5

26 Pension debits: valuation of pension benefits before 1st October 2023: deferred choice members (immediate alternative debit of appropriate amount)

27 Pension debits: valuation of pension benefits before 1st October 2023: immediate choice election for 2015 scheme benefits: immediate choice members and deceased members

28 Pension debits: valuation of pension benefits before 1st October 2023: no immediate choice election for 2015 scheme benefits: immediate choice members and deceased members

29 Pension debits: deferred choice election for 2015 scheme benefits: deferred choice members

30 Valuation of pension benefits on or after 1st October 2023

31 Pension debits: valuation of pension benefits on or after 1st October 2023: immediate choice election for 2015 scheme benefits: immediate choice members

32 Pension debits: valuation of pension benefits on or after 1st October 2023: no immediate choice election for 2015 scheme benefits: immediate choice members

33 Pension credits: valuation of pension benefits before 1st October 2023: pension credit adjustment: remediable service shareable rights under the legacy scheme only or the 2015 scheme only

34 Pension credits: valuation of pension benefits before 1st October 2023: pension credit adjustment: remediable service shareable rights under the legacy scheme and the 2015 scheme

35 Pension credits: pensioner and deceased relevant pension credit members

36 Pension credits: valuation of pension benefits on or after 1st October 2023: creation of a pension credit

PART 6
Transfers

37 Interpretation of Part 6

38 Treatment of transfer and transfer value payments made to the 1995 Section or the 2008 Section that are not made under public sector transfer arrangements

39 Transfer value payments made to the 2015 scheme that are not made under public sector transfer arrangements: treatment as transfer payments under the 1995 Section or transfer value payments under the 2008 Section: deferred choice members

40 Transfer value payments in accordance with regulation 39: variation of the member’s rights on the making of a deferred choice election

41 Transfer value payments made to the 2015 scheme that are not made under public sector transfer arrangements: treatment as if accepted under the legacy scheme: immediate choice members and deceased members

42 Treatment of transfer and transfer value payments and statements accepted from other and corresponding health service schemes

43 Transferred out remediable service statements

44 Remediable transfer value payments made before 1st October 2023

45 Remediable transfer value payments made on or after 1st October 2023 that are not made under public sector transfer arrangements

46 Transfers of remediable rights in the legacy scheme to the 2015 scheme before 1st October 2023

47 Transfers of remediable rights in the legacy scheme to the 2015 scheme on or after 1st October 2023

48 Remediable transfer value payments accepted from other public service schemes but not accepted under the public sector transfer arrangements

49 Remediable club transfer value payments made before 1st October 2023

50 Remediable club transfer value payments made on or after 1st October 2023

51 Remediable club transfer value payments accepted before 1st October 2023

52 Remediable club transfer value payments accepted on or after 1st October 2023

53 Application and interpretation of regulations 54 to 56

54 Transferred in remediable rights treated as rights under the legacy scheme

55 Varying the value of benefits secured by virtue of transferred in remediable rights

56 Benefits already paid in relation to transferred in remediable rights

PART 7
Taxation

57 Interpretation of Part 7

58 Scheme administrator to be liable where private sector scheme administrator’s liability is discharged

59 Scheme pays

PART 8
Compensation

60 Applications for compensation or indirect compensation

61 Indirect compensation

PART 9
Interest and the payment, reduction or waiver of liabilities

62 Application and interpretation of Part 9

63 Interest and process

64 Interest not payable under the 1995 Regulations or the 2008 Regulations

65 Netting off of liabilities

66 Payments of amounts owed to the scheme

67 Payments of amounts owed to a person

68 Power to reduce or waive amounts owed by a person to the legacy scheme

PART 10
Revocation of election to convert pensionable service under the legacy scheme

69 Option to revoke election to convert pensionable service under the legacy scheme

PART 11
Retirement pensions

70 Premature retirement in the interests of efficiency

71 Premature retirement on grounds of redundancy

72 Partial retirement: immediate choice members

73 Partial retirement: deferred choice members

74 Determining whether a member meets the ill-health criteria in each scheme

75 Ill-health pension: acceptance of retrospective applications

PART 12
Consequential amendments

76 Consequential amendments of the 1995 Regulations, the 2008 Regulations and the 2015 Transitional Regulations

SCHEDULES

SCHEDULE Amendments of the 1995 Regulations, the 2008 Regulations and the 2015 Transitional Regulations

Signature

Explanatory note

PART 4Voluntary contributions

Treatment of a corresponding option exercised in accordance with regulation 15 on the making of a deferred choice election for 2015 scheme benefits under regulation 12
17.

(1)

This regulation applies to a relevant remedy member who—

(a)

has elected to cancel their corresponding option exercised under—

(i)

1995 regulation 73A,

(ii)

2008 regulation 34, or

(iii)

2008 regulation 165,

with effect from (and including) 1st April 2022 in accordance with regulation 16(5); or

(b)

is treated as if contributions made by the member or, on the member’s behalf, by the member’s employing authority by lump sum had, for all purposes, been made pursuant to a corresponding option exercised under—

(i)

1995 regulation 73C or 1995 regulation 73D,

(ii)

2008 regulation 36 or 2008 regulation 37, or

(iii)

2008 regulation 167 or 2008 regulation 168.

(2)

Where this regulation applies, if the member makes a deferred choice election for 2015 scheme benefits under regulation 12—

(a)

paragraph (3)(a) applies in respect of the member’s rights to additional pension secured by the payment of additional contributions made before 1st April 2022 under a corresponding option exercised under—

(i)

1995 regulation 73A,

(ii)

2008 regulation 34, or

(iii)

2008 regulation 165;

(b)

paragraph (3)(b) applies in respect of the member’s rights to additional pension secured by the payment of contributions made under a corresponding option exercised under—

(i)

1995 regulation 73C or 1995 regulation 73D,

(ii)

2008 regulation 36 or 2008 regulation 37, or

(iii)

2008 regulation 167 or 2008 regulation 168.

(3)

The scheme manager must, after having regard to the advice of the scheme actuary, vary the member’s rights to the additional pension purchased under the corresponding options referred to in paragraph (2) so that those rights are of an equivalent value to the additional pension rights the member would have secured if the contributions had been made in the relevant scheme year in which they were paid—

(a)

in respect of an election under 2015 regulation 63, where paragraph (2)(a) applies to the member; and

(b)

in respect of an election under 2015 regulation 61, where paragraph (2)(b) applies to the member.

(4)

In this regulation, “relevant remedy member” means a remedy member other than one to whom payment of part of a pension has been made pursuant to paragraph (2) of 2015 transitional regulation 25 in respect of additional pension resulting from an option under 1995 regulation 73A or 1995 regulation 73C.