Source: http://www.legislation.gov.uk/ukpga/2008/30/schedule/8
Timestamp: 2016-02-12 07:52:04
Document Index: 263872835

Matched Legal Cases: ['art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 2', 'art. 3', 'art. 2', 'art. 2']

Skip to main contentSkip to navigationlegislation.gov.ukThe National ArchivesHelpSite MapAccessibilityContact UsCymraegHomeAbout UsBrowse LegislationNew LegislationChanges To LegislationSearch LegislationSearch LegislationTitle: (or keywords in the title)Year:Number:Type:All Legislation (excluding draft)All Primary Legislation UK Public General Acts UK Local Acts Acts of the Scottish Parliament Acts of the National Assembly for Wales Measures of the National Assembly for Wales Church Measures Acts of the Northern Ireland Assembly Acts of the Old Scottish Parliament Acts of the English Parliament Acts of the Old Irish Parliament Acts of the Parliament of Great Britain Northern Ireland Orders in Council Measures of the Northern Ireland Assembly Acts of the Northern Ireland ParliamentAll Secondary Legislation UK Statutory Instruments Wales Statutory Instruments Scottish Statutory Instruments Northern Ireland Statutory Rules Church Instruments UK Ministerial Orders UK Statutory Rules and OrdersAll Draft Legislation UK Draft Statutory Instruments Scottish Draft Statutory Instruments Northern Ireland Draft Statutory RulesAll Impact Assessments UK Impact AssessmentsSearchAdvanced SearchPensions Act 2008You are here:2008 c. 30SCHEDULE 8Table of ContentsContentExplanatory NotesMore ResourcesPrevious: ScheduleNext: SchedulePlain ViewPrint OptionsWhat VersionLatest available (Revised)Original (As enacted)Advanced FeaturesShow Geographical Extent(e.g. England, Wales, Scotland, Northern Ireland)Show Timeline of ChangesOpening OptionsOpen whole ActOpen Act without schedulesOpen Schedules onlyMore ResourcesOriginal Print PDFRevised Version 31/8/2015Revised Version 30/11/2014Revised Version 31/5/2015Correction Slip - 01/06/2012Correction Slip - 01/06/2012View moreStatus:This version of this schedule contains provisions that are prospective.StatusThe term provision is used to describe a definable element in a piece of legislation that has legislative effect – such as a Part, Chapter or section. A version of a provision is prospective either:where the provision (Part, Chapter or section) has never come into force or;where the text of the provision is subject to change, but no date has yet been appointed by the appropriate person or body for those changes to come into force.Commencement Orders listed in the ‘Changes to Legislation’ box as not yet applied may bring this prospective version into force.Changes to legislation:There are outstanding changes not yet made by the legislation.gov.uk editorial team to Pensions Act 2008. Any changes that have already been made by the team appear in the content and are referenced with annotations.Changes to LegislationRevised legislation carried on this site may not be fully up to date. Changes and effects are recorded by our editorial team in lists which can be found in the ‘Changes to Legislation’ area. Where those effects have yet to be applied to the text of the legislation by the editorial team they are also listed alongside the legislation in the affected provisions. Use the ‘more’ link to open the changes and effects relevant to the provision you are viewing.Changes and effects yet to be applied to :Changes and effectsThis section lists the changes and effects yet to be applied to the specific provision you are viewing.Sch. 8 para. 1 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 2 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 3 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 4 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 5 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 6 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 7 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 8 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 9 coming into force by S.I. 2009/809 art. 2(1)(b)(i)Sch. 8 para. 13 coming into force by S.I. 2009/809 art. 2(1)(b)(ii)Sch. 8 para. 14 coming into force by S.I. 2009/809 art. 2(1)(b)(iii)Sch. 8 para. 16 coming into force by S.I. 2009/809 art. 2(1)(b)(iv)Sch. 8 para. 17 coming into force by S.I. 2009/809 art. 2(1)(b)(iv)Sch. 8 para. 18 coming into force by S.I. 2009/809 art. 2(1)(b)(iv)Sch. 8 para. 10 omitted by 2011 c. 19 Sch. 4 para. 20Sch. 8 para. 11 omitted by 2011 c. 19 Sch. 4 para. 20Changes and effects yet to be applied to the whole Act associated Parts and Chapters:Changes and effectsThis section lists the changes and effects yet to be applied to the whole Act, associated Parts and Chapters where applicable. This includes any insertions of whole new Parts, Chapters or provisions yet to be inserted into this Act. These effects are included in this view as they may be (but won’t necessarily be) relevant to the specific provision that you are viewing.Whole provisions yet to be inserted into this Act (including any effects on those provisions):s. 15A coming into force by S.I. 2012/683 art. 2(2)(a) (Section 15A was inserted (3.11.2011 in so far as it confers power to make subordinate legislation and 6.3.2012 otherwise) by Pensions Act 2011 (c. 19), ss. 9, 38(1); S.I. 2012/682, art. 2(a))s. 15A inserted by 2011 c. 19 s. 9s. 23A inserted by 2014 c. 19 s. 39(2)s. 23A(1) words substituted by 2015 c. 8 Sch. 2 para. 42s. 87A and cross-heading inserted by 2014 c. 19 s. 38(2)s. 99A inserted by 2011 c. 19 s. 29(4) (This prospective amendment is to be regarded as having come into force at the same time as section 99 of the Pensions Act 2008 (c. 30) when it is brought into force, see s. 29(8). That section was brought into force on 5.7.2010 by S.I. 2010/10, art. 2(c))s. 144A inserted by 2011 c. 19 s. 36(1)Commencement Orders yet to be applied to the Pensions Act 2008Commencement OrdersThis section lists the commencement orders yet to be applied to the whole Act. These effects are included in this view as they may be (but won’t necessarily be) relevant to the specific provision that you are viewing. Where applicable the commencement orders are listed under two headings, firstly those that bring some part of the Act you are viewing into force and secondly, those that bring into force legislation that affects some part of the legislation you are viewing. If you are viewing a prospective version or there is a prospective version available there may be commencement orders listed here that are relevant to the provision you are viewing.Commencement Orders bringing legislation that affects this Act into force:S.I. 2011/1066 art. 2	commences (2010 c. 15)S.I. 2011/3019 art. 3 Sch. 1 commences (2011 c. 13)S.I. 2011/3034 art. 2-4 commences (2011 c. 19)S.R. 2010/101 art. 2 commences (2010 c. 4)ProspectiveSection 122SCHEDULE 8E+W+SAmendments of Schedule 7 to the Pensions Act 2004This schedule has no associated Explanatory Notes1Schedule 7 to the Pensions Act 2004 (c. 35) (pension compensation provisions) is amended as follows.E+W+S2In paragraph 3(6), at the end, add “ to the scheme ”.E+W+S3In paragraph 5(5), at the end, add “ to the scheme ”.E+W+S4In paragraph 11(8), after “paragraph 24 (commutation),” insert— “ paragraph 25E (terminal illness lump sum), ”.E+W+S5In paragraph 13, after sub-paragraph (3) insert—E+W+S“(3A)For the purposes of this paragraph, a person's entitlement under paragraph 11 is to be determined disregarding paragraph 25E(1)(b) (successful applicant for terminal illness lump sum loses entitlement to periodic compensation).”
6In paragraph 14(9), after “paragraph 20 (compensation in respect of scheme right to transfer payment or contribution refund),” insert— “ paragraph 25E (terminal illness lump sum), ”.E+W+S7In paragraph 15(6), after “paragraph 24 (commutation),” insert— “ paragraph 25E (terminal illness lump sum), ”.E+W+S8In paragraph 18, after sub-paragraph (3) insert—E+W+S“(3A)For the purposes of this paragraph, a person's entitlement under paragraph 15 is to be determined disregarding paragraph 25E(1)(b) (successful applicant for terminal illness lump sum loses entitlement to periodic compensation).”
9In paragraph 19(8), after “This paragraph is subject to—” insert— “ paragraph 25E (terminal illness lump sum), ”.E+W+S10In paragraph 21(1), for “15, 18 and 19” substitute “ 15 to 19 ”.E+W+S11For paragraph 21(2)(b) and (c) substitute—E+W+S“(c)for paragraph 15(5) substitute—
12In paragraph 25(3), after “before that person attains normal pension age” insert “ (or, in a case to which paragraph 21 applies, normal benefit age) ”.E+W+S13After paragraph 25 insert—E+W+S“Deferral of compensationE+W+S25A(1)Regulations may prescribe circumstances in which, and conditions subject to which, a person may elect to defer entitlement to any relevant compensation until some time after attaining normal pension age (or, in a case to which paragraph 21 applies, normal benefit age).
14After paragraph 25A (inserted by paragraph 13 above) insert—E+W+S“Terminal illness lump sum: eligibilityE+W+S25B(1)This paragraph applies to a person in relation to whom all of the following conditions are met—
(3)For the purposes of this Chapter a person is “terminally ill” at any time if at that time the person suffers from a progressive disease and the person's death in consequence of that disease can reasonably be expected within 6 months.
Terminal illness lump sum: applicationE+W+S25CAn application for a terminal illness lump sum—(a)must be made in writing, either on a form approved by the Board for the purposes of this paragraph or in such other manner as the Board may accept as sufficient in the circumstances of the case;
Terminal illness lump sum: determination of applicationE+W+S25D(1)The Board must determine an application for a terminal illness lump sum in accordance with this paragraph.
Terminal illness lump sum: effect of successful applicationE+W+S25E(1)If the Board grants an application for a terminal illness lump sum, the applicant—
Terminal illness lump sum: informationE+W+S25F(1)Relevant information held by the Secretary of State about an individual may be disclosed to the Board for use for a purpose relating to—
15In paragraph 33, make the existing provision sub-paragraph (1) and at the end add—E+W+S“(2)Where the scheme is a variable-rate scheme, regulations under this paragraph may have the effect that the amount of periodic compensation payable to a person is, from a specified time, to be different from the amount that would otherwise be payable under this Schedule.
(5)A “fixed-term scheme” is a scheme under which a person's entitlement to benefits would have ceased at any time after the assessment date, had the scheme continued in existence until that time (and had the scheme rules remained unchanged).
16In paragraph 34(1), after “ill health” insert “ or otherwise ”.E+W+S17For paragraph 35(2)(a) substitute—E+W+S“(a)in the case of a scheme to which sub-paragraph (3) applies, any recent rule changes, and”.
18For paragraph 35(3) substitute—E+W+S“(3)This sub-paragraph applies to a scheme if, in calculating the protected liabilities in relation to the scheme at the relevant time, the effect of taking into account—