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FOREWORD
   

SECTION 1:

TITLE, SCOPE AND MEMBERSHIP
1.01-1.03 Title and Scope
1.04-1.07 Membership
1.08 Right to withdraw from the Scheme
   

SECTION 2:

MEMBERS' PERIODICAL CONTRIBUTIONS FROM PENSIONABLE EARNINGS

2.01-2.09

Normal Contributions
2.10-2.11 Contributions For Periods Of Absence
2.12 Contributions By Certain Members For Past Service
2.13-2.14 Pensionable Earnings
2.15-2.16 Modification: Reductions Of Contributions In Respect Of National Insurance
   

SECTION 3:

SERVICE

3.01-3.04 Qualifying Service
3.05 Unallocated
3.06-3.08 Reckonable Service
3.09-3.12 Periods Of Absence
3.13 Service Other Than As A Scheme Member
3.14-3.15 Unallocated
3.16-3.35 Purchase Of Added Years
3.36-3.39 Purchase of family benefits in respect of added years by female members
3.40 Purchase of civil partner survivor benefits in respect of added years
3.41 Additional Voluntary Contributions Scheme
3.42 Shift Pay Pensions Savings Plan
   

SECTION 4:

AGE RETIREMENT BENEFITS
   
Part 1 - Normal Retirement
4.01-4.04 Retirement Age And Normal Benefits
4.05-4.07 Pensionable Final Earnings
4.08-4.11 Modification: Compulsory Abatement Of Benefit Because Of A State Benefit
4.12-4.13 Unallocated
4.14 Guaranteed Minimum Pension
4.15-4.28 Allocation: Voluntary Abatement Of Benefit To Increase Or Provide A Benefit For A Spouse Or Dependant

4.29

 Unallocated
4.30 Former Rules 27, 28, 29 And 30
4.31-4.39 Unallocated
Part 2 - Revision Of Benefits And Re-Employment
4.40-4.41 Pensions Increase
4.42 Re-Employment
4.43-4.49 Abatement Of Pension During Re-Employment
  Revision Of Benefits After Re-Employment
4.50-4.51

Revision of benefits after re-employment which began on or after the sixtieth birthday of a member who had become eligible to be paid a pension
4.52

Revision of benefits after re-employment of a member receiving an ill-health pension under Rule 5.01 where Rule 4.50 does not apply
4.53

Revision of benefits after re-employment of a member who has become eligible for the award of a preserved pension under Rule 5.09 where Rule 4.50 does not apply
4.54

Revision of benefits after re-employment of a member who had been prematurely retired where Rule 4.50 does not apply
4.55 Revision of benefits when a member dies during re-employment
4.56

Re-employment of a member who has been paid a return of basic contributions or an ill-health payment or a marriage gratuity
4.57 Revised benefits to be instead of other benefits
4.58 Contributions During Re-Employment
   

SECTION 5:

BENEFITS IN THE EVENT OF ILL-HEALTH RETIREMENT; DEATH; RESIGNATION
   
5.01-5.05 Ill-health retirement benefits
5.06-5.07 Death benefits
5.08-5.13 Benefits on resignation
5.14-5.16 Return of basic contributions
5.17

Alternative option as to return of contributions before 26 March 1978 or 1 June 1977 (in the case of a former non industrial scheme member)
5.18 Refund of contributions for family benefits
5.19 Early payment of reduced pension
5.20 Early payment of actuarially reduced pension
   

SECTION 6:

FAMILY BENEFITS

   
Part 1 - Pensions For Widows Of Members With Two Or More Years' Service Or Dying After Retiring Age
6.01-6.05 Eligibility for and amount of widow's pension
6.06

Optional uprating of widow's pension allowed in 1974 or 1973 (in the case of a former non industrial scheme member)
6.07 - 6.13 Balance of contributions for widow's pension
6.14 Scope
6.15-6.18 Unallocated
6.19 Widow(er)'s guaranteed minimum pension
Part 2 - Long Term Pensions For Dependent Children
6.20-6.21 Eligibility for and amount of children's pension
6.22-6.24 Eligible children
6.27-6.34 Unallocated
Part 3 - Short Term Pensions For Widow(er)'s And Dependent Children
6.35-6.37 Short Term Pensions For Widow(er)'s And Dependent Children
6.38-6.39 Unallocated
Part 4 - Widowers Pension
6.40-6.42(C) Eligibility for and amount of widower's pension
6.43(A)-6.44(C) Balance of contributions for widower's pension
Part 5 - Invalidity Pensions For Permanently Incapacitated Children Of Members
6.45-6.50 Eligibility
6.51 Amount of invalidity pension
6.52-6.61 Contributions for invalidity pension
Part 6 - Civil Partnerships
6.62 – 6.66 Civil partnerships
   

SECTION 7:

ADDITIONAL VOLUNTARY CONTRIBUTION SCHEME
   
Part 1 - Preliminary
1. Name
2. Definitions
3. Interpretation
4. Employer's decision on determination of service and membership
5. Expenses
Part 2 - Membership
6. Qualification
7. Applications
8. Date of Admission
Part 3 - Contributions
9 (A). Member's Contributions
9 (B). Employer's Contributions
9 (C). Return of Surplus Contributions
Part 4 - Benefits
10(A).

Where an immediate pension is payable under the Principal Scheme on termination of Service
10(B).

Where an immediate pension is not payable under the Principal Scheme on termination of Service
10(C). Benefit on death in Service
11(A). Payment of pension or annuity
11(B). Increments/Variations to pension or annuity
12. Commutation of pension or annuity
12(A). Commutation of pension on grounds of serious ill-health or triviality
12(B). Commutation of annuity on grounds of triviality
13. Levelling option
Part 5 - Administration And Management
14. Authority' duties
15. Appointment of Authority
16. Vested Interests
17. Unallocated
18(A). Production of Accounts
18(B). Compliance with Disclosure and Auditor's requirements
19. Authority' power of delegation
20. Receipts and discharges
21. Appointment of administrative staff
22. Delivery of notices to Authority
23. Assistance to Authority - appointment of an Actuary
24. Authority' liability in respect of contributions
25. Authority' investment powers
26. Unallocated
Part 6 - Miscellaneous
27. Deduction of tax
28. Amounts owed by Members
29. Small payments to the Member's estate
30. Non-assignability of interests
31. Persons unable to manage their own affairs
32(A). Transfers into the Scheme from another retirement benefits scheme
32(B). Transfers into the Scheme from an annuity policy or insurance policy
33(A). Transfers from the Scheme to another retirement benefits scheme
33(B). Transfers from the Scheme to an annuity policy or insurance policy
33(C). Compliance with Schedule 1A to the Pensions Act
34. Adjustment to benefits to comply with HM Revenue and Customs approval
35. Alteration to Rules
36. Right of an Employer to dismiss an employee
37(A). Winding-up of the Scheme
37(B).

Priorities on winding-up
37(C). Securing of benefits on winding-up
37(D). Partial winding-up
37(E). Bulk transfers on a total/partial winding-up
37(F). Purchase of a section 32 annuity on a total/partial winding-up
37(G). Continuation of Scheme as a paid-up fund
37(H). Cessation of Life Assurance Benefit on a total/partial winding-up
38. Discretionary provisions
39.(a) - (d) Ex-Spouse Participant - Transfer Values
Part 7 - Revenue Limitations
  Definitions
  HM Revenue and Customs Limits Rule - Class A Members
  HM Revenue and Customs Limits Rule - Class B or C Members
  Other Conditions Relating to Class A Members
  Other Conditions Relating to Class B or C Members
  Other Conditions Relating to all Members Authority' Undertakings
   

Section 8:

Shift Pay Pensions Savings Plan
   
Part 1 - Preliminary
1. Plan name.
2. Definitions.
3. Interpretation provisions.
4. Employers' decision in case of doubt.
5. Plan expenses.
Part 2 - Membership
6. Qualification.
7. Date of admission.
8. Special conditions applying on the commencing date.
Part 3 - Contributions
9. Members' and Employers' contributions.
Part 4 - Benefits
10. Benefits arising in various circumstances.
11. Payment of pension or annuity; increments.
Part 5 - Administration And Management
12. Authority provisions.
13. Unallocated.
14. Authority' decisions.
15. Unallocated.
16. Plan accounts and records; disclosure and audit.
17. Unallocated.
18. Receipts and discharges.
19. Appointment of administrative staff.
20. Delivery of notice to Authority.
21. Actuarial advice.
22. Authority liability in respect of moneys.
23. Authority Indemnity.
24. Authority investment powers.
25. Unallocated.
Part 6 - Miscellaneous
26. Deduction of tax.
27. Amounts owed by Members.
28. Small payments on death.
29. Non-assignability of interests.
30. Person unable to manage his own affairs.
31. Transfer of benefits to the Plan.
32. Transfer of benefits from the Plan.
33. Buying-out of benefits.
34. Adjustment of benefits.
35. Allocation of moneys.
36. Termination of contributions by Employers.
37. Alteration to Rules.
38. Employers' right of dismissal.
39. Winding-up of the Plan.
40. Conditions for payment of certain benefits on death.
Part 7 - Revenue Limitations
   

SECTION 9: CALCULATION OF TRANSFER VALUES
   
9.02-9.17 Outgoing Transfers.
9.18-9.24 Incoming Transfer Values.
9.25-9.27 Mixed Transfer Values.
9.28 Old Cases, interim transfers and public sector transfer arrangements.
9.29-9.34 Miscellaneous.
   

SECTION 10: MISCELLANEOUS PROVISION
   
10.01-10.12 Miscellaneous Provision.
   

SECTION 11: FINANCIAL AND ACCOUNTING PROVISION
   
11.01-11.07 Financial And Accounting Provision.
   

SECTION 12: UNALLOCATED
   

SECTION 13: INTERPRETATION

   
13.01-13.03 Interpretation.
   
SECTION 14: PENSIONS SHARING ON DIVORCE
   

Part 1: Interpretation

14.1 Meaning of expressions used in this Section
Part 2: Ex-Spouse Participants
14.2 Ex-Spouse Participant Pension Benefits
14.3 Commutation of lump sum into pension
14.4 Commutation of Ex-spouse's Participant's pension into lump sum on ill health
14.5 Death of Ex-Spouse Participant
14.6 Aggregation
14.7 Safeguarded rights
14.8 Transfers
14.9 Effective date of provisions relating to benefits
14.10 Application of the foregoing sections of these rules

Part 3: Pension Debit Members

14.11 Pension debit members' benefits
14.12 Dependants' pensions
14.13 Valuation day
14.14 Replacement of rights
14.15 Charging
   

APPENDIX 1:

LIMITS ON THE NUMBER OF ADDED YEARS WHICH MAY BE BOUGHT
   
Rule 3.17  
   

APPENDIX 2:

CONTRIBUTIONS FOR ADDED YEARS
   
Rules 3.16-3.35  
   

APPENDIX 3:

TABLE OF ADJUSTMENT OF THE PENSION PAYABLE UNDER THIS SCHEME TO A MEMBER IN RECEIPT OF THE FLAT-RATE PENSION TO WHICH HE IS ENTITLED UNDER THE NATIONAL INSURANCE ACTS
   
Rule 4.08  
   

APPENDIX 4:

TRANSFER VALUES (Section 9)

   

APPENDIX 5:

SOME FORMER RULES
   

APPENDIX 6:

UNALLOCATED
   

APPENDIX 7:

INJURY BENEFITS
   

APPENDIX 8:

BENEFITS IN THE EVENT OF PREMATURE RETIREMENT IN THE PUBLIC INTEREST OR ON OTHER GROUNDS
   

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