The Teachers’ Pensions etc. (Reform Amendments) Regulations 2006

In forceThis text since 22 Nov 2006law://uk/uksi/2006/3122@2026-11-12

Contents

497 provisions, too many to show on one page. Open a part or section to read it with its history and connections, or search inside the text.

Contains public sector information licensed under the Open Government Licence v3.0.

Key facts

Type: Statutory instrument · UKSI 2006/3122
Made by: UK Government (statutory instrument)
Extent: England, Wales, Scotland and Northern Ireland

History · 1 version

22 Nov 2006Reading

Connections

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Amended by 1: The Teachers' Pensions Regulations 2010
Amends 2: The Teachers' Pensions Regulations 1997; The Teachers (Compensation for Redundancy and Premature Retirement) Regulations 1997
Repealed by 1: The Teachers (Compensation for Redundancy and Premature Retirement) Regulations 2015

Defined terms · 20

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additional benefits
means— (a) where the election is an election such as is mentioned in paragraph 5(a) or 12(a), an increased retirement pension, and (b) where the election is an election such as is mentioned in paragraph 5(b) or 12(b), an increased retirement pension and increased benefits for the person’s dependants, • “financial year” means— (a) the period starting on 1st January 2007 and ending on 31st March 2008, and (b) each subsequent period of 12 months ending on 31st March. • “monthly contribution election” means an election which, pursuant to paragraph 3(a) states that the additional contributions are to be paid in monthly payments, • “the payment period” has the meaning in paragraph 3(a), • “the start date” in relation to any election means the date on which the first contribution or, as the case may be, the lump sum contribution is received by the Secretary of State pursuant to the election.
financial year
means— (a) the period starting on 1st January 2007 and ending on 31st March 2008, and (b) each subsequent period of 12 months ending on 31st March. • “monthly contribution election” means an election which, pursuant to paragraph 3(a) states that the additional contributions are to be paid in monthly payments, • “the payment period” has the meaning in paragraph 3(a), • “the start date” in relation to any election means the date on which the first contribution or, as the case may be, the lump sum contribution is received by the Secretary of State pursuant to the election.
full salary
has the same meaning as in regulation E31.”
monthly contribution election
means an election which, pursuant to paragraph 3(a) states that the additional contributions are to be paid in monthly payments, • “the payment period” has the meaning in paragraph 3(a), • “the start date” in relation to any election means the date on which the first contribution or, as the case may be, the lump sum contribution is received by the Secretary of State pursuant to the election.
normal pension age
means the age of 60 in the case of a pre-2007 entrant and the age of 65 in any other case (except in relation to a pension credit member whose normal pension age is determined in accordance with regulation I2A). 11 Where a person has been in comparable British service before entering pensionable employment the comparable British service shall, for the purposes of this regulation, be treated as if it were pensionable employment provided that neither a cash equivalent transfer value nor a transfer value has been paid in respect of the comparable British Service (other than a cash equivalent transfer value or transfer value accepted by the Secretary of State) nor has the ba
part-time teacher
means a person whose part-time employment is pensionable employment;”
person with mixed service
means a person who was in pensionable employment before 1st January 2007 but who has ceased to be a pre-2007 entrant by virtue of paragraph (4). 9 A “2007 or later entrant” means anyone other than a pre-2007 entrant or a person with mixed service who is or has been in pensionable employment. 10 The “normal pension age” means the age of 60 in the case of a pre-2007 entrant and the age of 65 in any other case (except in relation to a pension credit member whose normal pension age is determined in accordance with regulation I2A). 11 Where a person has been in comparable British service before entering pensionable employment the comparable British service shall, for t
phased retirement benefits
means retirement benefits to which a person may be eligible under this regulation. 2 A person in pensionable employment who is qualified for retirement benefits is eligible to receive a part of his retirement benefits before he becomes entitled to payment of them if— a he has attained the age of 55, and b his employer at the time of an election pursuant to paragraph (4) has certified that he will continue in pensionable employment such as to result in a reduction of contributable salary of at least 25%, as compared with the average annual rate of his contributable salary for the six months prior to the end of his previous employment, from the first day of pensionable employment at the reduced contributable salary. 3 A person who is qualified for retirement benefits is also eligible to receive part of his retirement benefits before he becomes entitled to payment of them if— a he has attained the age of 55, b after attaining that age he ceases to be in pensionable employment, c within six months of the last day of that employment has— i secured further pensionable employment, or ii secured further employment in a school, college or university otherwise th
pre-2007 entrant
means a person who satisfies one of the conditions in paragraph (3). 3 The conditions are— a that the person was in pensionable employment before 1st January 2007 but is not in such employment on, or at any time after, that date, or b that the person was in pensionable employment before 1st January 2007 and is also in pensionable employment at any time on or after that date but does not cease to be a pre-2007 entrant by virtue of paragraph (4). 4 A person ceases to be a pre-2007 entrant if he takes up pensionable employment again (“the new employment”) after 31st December 2007 after a relevant break of service. 5 A “relevant break of service” means a period ending after 31
relevant break of service
means a period ending after 31st December 2007 (and where there is more than one such period, the first of them) when a person is not in pensionable employment such that the interval between the first day of the new employment and the last day of the most recent previous period of pensionable employment is more than 5 years, and it is immaterial whether the last day of the most recent previous period of pensionable employment was before 1st January 2007 or not. 6 For the purposes of determining the interval referred to in paragraph (5) any period of employment is ignored unless— a the employment is pensionable employment of at least 60 days (which need not be cont
the 1971 Act
means the Pensions (Increase) Act 1971.
the 1994 Regulations
means the Teachers’ Superannuation (Additional Voluntary Contributions) Regulations 1994, • “the 1997 Pensions Regulations” means the Teachers’ Pensions Regulations 1997.
the 1997 Compensation Regulations
means the Teachers (Compensation for Redundancy and Premature Retirement) Regulations 1997.
the 1997 Pensions Regulations
means the Teachers’ Pensions Regulations 1997.
the contribution period
means the period specified in that election pursuant to old regulation C4(7)(c)”. ”
the first pension
has the same meaning as in regulation E15(1)(a).
the past period
means the period specified in that election pursuant to old regulation C4(7)(a);
the payment period
has the meaning in paragraph 3(a), • “the start date” in relation to any election means the date on which the first contribution or, as the case may be, the lump sum contribution is received by the Secretary of State pursuant to the election.
the principal election
means the election under old regulation C4(2);
the relevant enhancement factor
means a factor (related to the length of the period which has elapsed between the person’s 65th birthday and the date (after his 65th birthday) on which he became entitled to retirement benefits) determined from time to time for the purpose of this regulation by the Secretary of State after taking advice from the Government Actuary. 13 If a contributions equivalent premium has been paid in respect of the person and has not been refunded (and his entitlement to a guaranteed minimum pension is therefore extinguished) the annual rate of his retirement pension is reduced by the annual equivalent of the guaranteed minimum pension to which he would otherwise have been entitled. 14 Where a person has received phased retirement benefits, the person’s effective reckonable service is reduced by the amount of reckonable service (determined under regulation E4A(8) and, where, applicable, regulation E4A(9)) taken into account in calculating phased retirement benefits.