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

New Search

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

Changes to legislation:

There are currently no known outstanding effects for The Health and Social Care Pension Schemes (Remediable Service) Regulations (Northern Ireland) 2023, Section 2. Help about Changes to Legislation

Close

Changes to Legislation

Revised legislation carried on this site may not be fully up to date. At the current time any known changes or effects made by subsequent legislation have been applied to the text of the legislation you are viewing by the editorial team. Please see ‘Frequently Asked Questions’ for details regarding the timescales for which new effects are identified and recorded on this site.

PART 1General provisions

Interpretation
2.

(1)

In these Regulations—

PSPJOA 2022” means the Public Service Pensions and Judicial Offices Act 20225;
2004 Act” means the Finance Act 20046;
the 1995 Regulations” means The Health and Personal Social Service (Superannuation) Regulations (Northern Ireland) 19957;

the 1995 Section” means the section of the legacy scheme set out in the 1995 Regulations;

the 2008 Regulations” means The Health and Social Care (Pension Scheme) Regulations (Northern Ireland) 2008 8;

the 2008 Section” means the section of the legacy scheme set out in the 2008 Regulations;

the 2015 Regulations” means The Health and Social Care Pension Scheme Regulations (Northern Ireland) 2015 9;

2015 scheme” means The Health and Social Care Pension Scheme Regulations (Northern Ireland) set out in the 2015 Regulations;

2015 scheme contributions” means contributions under regulation 3710 of the 2015 Regulations (Members’ contributions: supplementary: medical practitioners and non-GP providers);
the 2015 Transitional Regulations” means The Health and Social Care Pension Scheme (Transitional and Consequential Provisions) Regulations (Northern Ireland) 2015 11;

the 2023 Directions” means the Public Service Pensions (Exercise of Powers, Compensation and Information) Directions (Northern Ireland) 2023;

active or deferred remedy member” means a member who—

(a)

on 30th September 2023 was an active member or deferred member in respect of remediable service in the legacy scheme or the 2015 scheme, and

(b)

is not a pensioner remedy member;

deferred choice member” means a member with remediable service who is not an immediate choice member or a deceased member;

deferred choice pension” means a pension the rate of which-

(a)

is not determined (by any extent) by reference to the member’s remediable service; and

(b)

is not affected by the coming into force of section 2(1) of PSPJOA 2022;

designated person” has the meaning given in regulation 7(2);

end of the deferred choice election period” means—

(a)

the end of the period of three months beginning with the day on which a remediable service statement is provided to the deferred choice member or, as the case may be, the designated person in accordance with regulation 6, or

(b)

such earlier or later time as specified in the remediable service statement as the scheme manager considers reasonable in all the circumstances of the case,

which also meets the requirements of regulation 12(8);

end of the immediate choice election period” means—

(a)

the end of the period of one year beginning with the day on which a remediable service statement is provided to the immediate choice member or, as the case may be, the designated person in accordance with regulation 6, or

(b)

such—

  1. (i)

    later time as specified in the remediable service statement as the scheme manager considers reasonable in all the circumstances of the case; or

  2. (ii)

    earlier time as agreed by the scheme manager with the immediate choice member or designated person;

immediate choice member” means a member with remediable service who, immediately before 1 October 2023 was deceased or entitled to the present payment of a pension which—

(a)

is a pension under the legacy scheme or the 2015 scheme, and

(b)

is not a deferred choice pension;

legacy scheme” means The Health and Social Care Pension Scheme for Northern Ireland set out in the 1995 Regulations and the 2008 Regulations;

legacy scheme contributions” means contributions under paragraph 1012 of Schedule 2 to the 1995 Regulations (practitioners and non-GP providers: contributions to the 1995 Section) or regulation 161 of the 2008 Regulations (Members’ contribution rate) (whichever is relevant);

lump sum benefit” means any benefit payable under the legacy scheme or the 2015 scheme by way of a lump sum;

medical practitioner” has the same meaning as in regulation 150 of the 2015 Regulations13;

non-GP provider” has the same meaning as in Schedule 13 to the 2015 Regulations;

pension benefit” means any benefit payable under the legacy scheme or the 2015 scheme otherwise than by a lump sum;

pensioner remedy member” means a member who on 30th September 2023 was entitled to a retirement pension in respect of—

(a)

remediable service in the legacy scheme or the 2015 scheme, or

(b)

pensionable service in the legacy scheme, where—

  1. (i)

    the member became entitled to the retirement pension on or after 1st April 2015, and

  2. (ii)

    on 30th September 2023, the member was an active or deferred member in respect of remediable service in the 2015 scheme;

relevant scheme year” means any of the seven scheme years beginning with 1st April 2015 to 31st March 2016 (both dates inclusive) and ending with 1st April 2021 to 31st March 2022 (both dates inclusive);

remedy member” means a member who has pensionable service under the legacy scheme or the 2015 scheme that is remediable service14;
scheme administrator” means the regional Business Services Organisation (RBSO) 15;

scheme manager” means the Department or, where the Department has made arrangements for any of the functions and responsibilities as scheme manager under the 2015 Regulations to be performed on the Department’s behalf by another person pursuant to regulation 3(2) of those Regulations, that other person.

(2)

In these Regulations, “in writing” includes by electronic communication where such communication is approved by the scheme manager from time to time and “electronic communication” has the same meaning as in section 4(1) of the Electronic Communications Act (Northern Ireland) 200116.

(3)

For the purposes of these Regulations, a reference in PSPJOA 2022 to section 2(1) of that Act coming into force is to be understood as a reference to that section coming into force in relation to members of the legacy scheme and the 2015 scheme.

(4)

A term used in these Regulations which—

(a)

is defined in, or for the purposes of, a provision in Chapter 1 of Part 1 of PSPJOA 2022; and

(b)

is not defined differently in these Regulations,

has the meaning given in, or for the purposes of, that provision.

(5)

The Interpretation Act (Northern Ireland) 195417 applies to these Regulations as it applies to an Act of the Assembly.
Annotations:
Commencement Information

I1Reg. 2 in operation at 1.10.2023, see reg. 1