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The Welfare Reform and Pensions (Northern Ireland) Order 1999

  Made 24th November 1999 
  Laid before Parliament 25th November 1999 
  Coming into operation in accordance with Article 1


ARRANGEMENT OF ORDER


PART I

INTRODUCTORY
1. Title and commencement.
2. Interpretation.

PART II

STAKEHOLDER PENSION SCHEMES
3. Meaning of "stakeholder pension scheme".
4. Registration of stakeholder pension schemes.
5. Duty of employers to facilitate access to stakeholder pension schemes.
6. Obtaining information with respect to compliance with Article 5 and corresponding legislation in Great Britain.
7. Powers of inspection for securing compliance with Article 5 and corresponding legislation in Great Britain.
8. Application of certain statutory provisions.
9. Interpretation and application of Part II.

PART III

PENSIONS: GENERAL
Payments by employers to pension schemes
10. Monitoring of employers' payments to personal pension schemes.
11. Late payments by employers to occupational pension schemes.
Pensions and bankruptcy
12. Effect of bankruptcy on pension rights: approved arrangements.
13. Effect of bankruptcy on pension rights: unapproved arrangements.
14. No forfeiture on bankruptcy of rights under pension schemes.
15. Excessive pension contributions made by persons who have become bankrupt.
Miscellaneous
16. Compensating occupational pension schemes.
17. Miscellaneous amendments.

PART IV

PENSIONS ON DIVORCE ETC.
18. Pension sharing orders.
19. Amendments of Articles 27B to 27D of the Matrimonial Causes Order.
20. Extension to overseas divorces etc.
Miscellaneous
21. Supply of pension information in connection with divorce etc.
22. Charges by pension arrangements in relation to earmarking orders.
23. Interpretation of Part IV.

PART V

PENSION SHARING

CHAPTER I

SHARING OF RIGHTS UNDER PENSION ARRANGEMENTS
Pension sharing mechanism
24. Scope of mechanism.
25. Activation of pension sharing.
26. Creation of pension debits and credits.
27. Cash equivalents.
Pension debits
28. Reduction of benefit.
29. Effect on contracted-out rights.
Pension credits
30. Time for discharge of liability.
31. "Implementation period".
32. Mode of discharge of liability.
Treatment of pension credit rights under schemes
33. Safeguarded rights.
34. Requirements relating to pension credit benefit.
35. Treatment in winding up.
Indexation
36. Public service pension schemes.
37. Other pension schemes.
Charges by pension arrangements
38. Charges in respect of pension sharing costs.
Adaptation of statutory schemes
39. Extension of scheme-making powers.
40. Power to extend judicial pension schemes.
Supplementary
41. Disapplication of restrictions on alienation.
42. Information.
43. Interpretation of Chapter I.

CHAPTER II

SHARING OF STATE SCHEME RIGHTS
44. Shareable state scheme rights.
45. Activation of benefit sharing.
46. Creation of state scheme pension debits and credits.
47. Effect of state scheme pension debits and credits.
48. Interpretation of Chapter II.

PART VI

WELFARE

CHAPTER I

SOCIAL SECURITY BENEFITS
Additional pensions
49. Preservation of rights in respect of additional pensions.
State maternity allowance
50. Extension of entitlement to state maternity allowance.
Benefits for widows and widowers
51. Bereavement payments.
52. New allowances for bereaved spouses.
53. Entitlement to Category B retirement pension by reference to new allowances.
Work-focused interviews
54. Claim or full entitlement to certain benefits conditional on work-focused interview.
55. Optional work-focused interviews.
Jobseeker's allowance
56. Couples to make joint claim for allowance.
57. Special schemes for claimants for jobseeker's allowance.
Incapacity for work
58. Incapacity for work: personal capability assessments.
Incapacity benefits
59. Incapacity benefit: restriction to recent contributors.
60. Incapacity benefit: reduction for pension payments.
61. Incapacity benefit: persons incapacitated in youth.
62. Abolition of severe disablement allowance.
Disability benefits
63. Attendance allowance.
64. Disability living allowance.
Miscellaneous
65. Certain overpayments of benefit not to be recoverable.
66. Child benefit: claimant to state national insurance number.
67. Welfare benefits: miscellaneous amendments.
Supplementary
68. Sharing of functions as regards claims and information.
69. Supply of information for certain purposes.

CHAPTER II

OTHER WELFARE PROVISIONS
70. Measures to reduce under-occupation by housing benefit claimants.
71. Supply of information for child support purposes.

PART VII

GENERAL
Miscellaneous
72. Authorisation of certain expenditure.
Supplementary
73. Regulations and orders.
74. Consequential amendments etc.
75. Transitional provisions.
76. Repeals.

SCHEDULES:

  Schedule 1 -  Application of the Pension Schemes Act and the Pensions Order to registered schemes.

  Schedule 2 -  Pensions: miscellaneous amendments.

  Schedule 3 -  Pension sharing orders.

  Schedule 4 -  Amendments of Articles 27B to 27D of the Matrimonial Causes Order.

  Schedule 5 -  Pension credits: mode of discharge.

  Schedule 6 -  Effect of state scheme pension debits and credits.

  Schedule 7 -  Joint claims for jobseeker's allowance.

  Schedule 8 -  Welfare benefits: minor and consequential amendments.
 Part I -  Bereavement benefits.
 Part II -  Incapacity
 Part III -  Abolition of severe disablement allowance.
 Part IV -  Income support.
 Part V -  Jobseeker's allowance.
 Part VI -  Maternity allowance.
 Part VII -  Retirement pensions.
 Part VIII -  Administration of benefits.

  Schedule 9 -  Consequential amendments.
 Part I -  Amendments consequential on Parts IV and V.
 Part II -  Other consequential amendments.

  Schedule 10 -  Repeals.
 Part I -  Pensions: Miscellaneous.
 Part II -  Pensions on divorce etc.
 Part III -  Pension sharing.
 Part IV -  Abolition of severe disablement allowance.
 Part V -  Benefits: Miscellaneous.

At the Court at Buckingham Palace, the 24th day of November 1999

Present,

The Queen's Most Excellent Majesty in Council

Whereas this Order is made only for purposes corresponding to those 1999 c. of the Welfare Reform and Pensions Act 1999:

     Now, therefore, Her Majesty, in exercise of the powers conferred by paragraph 1 of Schedule 1 to theNorthern Ireland Act 1974 (as modified by section 87 of the said Act of 1999) and of all other powers enabling Her in that behalf, is pleased, by and with the advice of Her Privy Council, to order, and it is hereby ordered, as follows: - 



PART I

INTRODUCTORY

Title and commencement
    
1.  - (1) This Order may be cited as the Welfare Reform and Pensions (Northern Ireland) Order 1999.

    (2) Subject to the following provisions of this Article, this Order shall come into operation on such day or days as the Department may by order appoint.

    (3) The following provisions shall come into operation on such day or days as the Lord Chancellor may by order appoint - 

    (4) The following provisions come into operation on the seventh day after the day on which this Order is made - 

    (5) The following provisions come into operation on the seventh day after the day on which this Order is made, but for the purpose only of the exercise of any power to make regulations - 

Interpretation
    
2.  - (1) TheInterpretation Act (Northern Ireland) 1954 shall apply to Article 1 and the following provisions of this Order as it applies to a Measure of the Northern Ireland Assembly.

    (2) In this Order - 

    (3) In this Order, except Articles 1, 74(2) and (3) and 75(1) and (5), and in any statutory provision amended by this Order, references to the coming into operation of any provision of this Order are to its coming into operation otherwise than for the purpose of authorising the making of regulations.



PART II

STAKEHOLDER PENSION SCHEMES

Meaning of "stakeholder pension scheme"
    
3.  - (1) A pension scheme is a stakeholder pension scheme for the purposes of this Part if it is registered as such a scheme under Article 4 and each of the following is fulfilled, namely - 

    (2) The first condition is that the scheme is established under a trust or in such other way as may be prescribed.

    (3) The second condition is that the provisions made by the instruments establishing the scheme comply with such requirements as may be prescribed.

    (4) The third condition is that, subject to such exceptions as may be prescribed, the benefits provided by the scheme are money purchase benefits within the meaning given by section 176 of the Pension Schemes Act.

    (5) The fourth condition is that the scheme complies with such requirements as may be prescribed as regards the extent to which, and the circumstances in which - 

may be used to defray the administrative expenses of the scheme, to pay commission or in any other way which does not result in the provision of benefits for or in respect of members.

    (6) The fifth condition is that the scheme complies with such of the requirements of regulations under section 109 of the Pension Schemes Act (disclosure of information about schemes to members etc.) as are applicable to it.

    (7) The sixth condition is that, subject to such minimum contribution levels and other restrictions as may be prescribed, members of the scheme may make such contributions to the scheme as they think appropriate.

    (8) The seventh condition is that, except in so far as is necessary to ensure that the scheme has tax-exemption or tax-approval (within the meaning of the Pension Schemes Act), the scheme accepts transfer payments in respect of members' rights under - 

    (9) The eighth condition is that the scheme has such exemption or approval as is mentioned in paragraph (8).

Registration of stakeholder pension schemes
    
4.  - (1) The Authority shall keep a register of stakeholder pension schemes.

    (2) Subject to paragraph (3), the Authority shall register a pension scheme under this Article if the trustees of the scheme, or any person or persons prescribed in relation to the scheme - 

    (3) Where the Authority are satisfied on reasonable grounds that any of those conditions is not fulfilled in relation to a pension scheme, the Authority may - 

    (4) Article 3 (prohibition orders) and Article 10 (civil penalties) of the Pensions Order apply to any trustee of a pension scheme which is or has been registered under this Article, and Article 10 of that Order applies to any person prescribed in relation to such a scheme, if - 

    (5) Any person who, in applying for registration of a pension scheme under this Article, knowingly or recklessly provides the Authority with information which is false or misleading in a material particular shall be liable - 

    (6) The Department may by regulations make provision - 

such persons, in such manner, at such times, on payment of such fees, and subject to such other terms and conditions, as may be prescribed.

Duty of employers to facilitate access to stakeholder pension schemes
    
5.  - (1) Except in so far as regulations otherwise provide, it shall be the duty of an employer of relevant employees to comply with the requirements set out below.

    (2) The first requirement is that the employer shall ensure that at all times there is at least one scheme designated by him for the purposes of this paragraph which is registered under Article 4 and offers membership to all his relevant employees (whether or not any other scheme registered under that Article which does not offer membership to all those employees is for the time being designated by him for those purposes).

    (3) The second requirement is that the employer shall supply his relevant employees with - 

    (4) The third requirement is that the employer shall allow representatives of the designated scheme or schemes reasonable access to his relevant employees for the purpose of supplying them with information about the scheme or schemes.

    (5) The fourth requirement is that, subject to such exceptions and qualifications as may be prescribed, the employer shall, if he is requested to do so by a relevant employee of his who is a member of a qualifying scheme - 

    (6) The fifth requirement is that the employer shall, if any scheme designated by him for the purposes of paragraph (2) ceases to be registered under Article 4, withdraw his designation of the scheme (but this requirement is not to be taken as implying that he cannot withdraw his designation of a scheme in other circumstances).

    (7) Article 10 of the Pensions Order (civil penalties) applies to an employer who fails to comply with any of the requirements set out above.

    (8) An employer is not, whether before designating a scheme for the purposes of paragraph (2) or at any time while a scheme is designated by him for those purposes, under any duty - 

    (9) In this Article - 

Obtaining information with respect to compliance with Article 5 and corresponding legislation in Great Britain
    
6.  - (1) Any person appearing to the Authority to be a person who holds, or is likely to hold, information which is relevant to the issue whether an employer is complying, or has complied, with the requirements under - 

must, if required to do so by the Authority by notice in writing, produce any document which is so relevant.

    (2) To comply with paragraph (1) the document must be produced in such a manner, at such a place and within such a period as may be specified in the notice.

    (3) Article 98 of the Pensions Order shall have effect as if references to Article 96(1) or 97(1)(b) of that Order included references to paragraph (1) or Article 7(1)(b).

    (4) Articles 99 to 101 of that Order shall have effect as if references which are or include references to Article 96 or 97 of that Order included references to this Article or Article 7.

    (5) In this Article and Article 7 "document" includes information recorded in any form, and any reference to production of a document, in relation to information recorded otherwise than in legible form, is to producing a copy of the information in legible form.

Powers of inspection for securing compliance with Article 5 and corresponding legislation in Great Britain
    
7.  - (1) An inspector may, for the purposes of investigating whether an employer is complying, or has complied, with the requirements under Article 5 or section 3 of the Welfare Reform Act, at any reasonable time enter premises liable to inspection and, while there - 

    (2) Premises are liable to inspection for the purposes of this Article if the inspector has reasonable grounds to believe that - 

unless the premises are a private dwelling-house not used by, or by permission of, the occupier for the purposes of a trade or business.

    (3) An inspector applying for admission to any premises for the purposes of this Article must, if so required, produce his certificate of appointment.

    (4) In this Article "inspector" means a person appointed by the Authority as an inspector.

Application of certain statutory provisions
    
8.  - (1) Articles 69 and 133 of theEmployment Rights (Northern Ireland) Order 1996 (occupational pension scheme trustees: protection from unfair dismissal and other detriment) shall apply in relation to an employee who is (or is a director of a company which is) a trustee of a scheme designated by his employer under Article 5(2) as they apply in relation to an employee who is (or is a director of a company which is) a trustee of a relevant occupational pension scheme which relates to his employment.

    (2) Article 86 of that Order (occupational pension scheme trustees: time off) shall apply to the employer in relation to a designated scheme as it applies to the employer in relation to a relevant occupational pension scheme.

    (3) Schedule 1 (application of the Pension Schemes Act and the Pensions Order to registered schemes) shall have effect.

    (4) In this Article "relevant occupational pension scheme" has the meaning given by Article 69 of the Employment Rights (Northern Ireland) Order 1996.

Interpretation and application of Part II
    
9.  - (1) In this Part - 

    (2) The Department may by regulations make provision for a stakeholder pension scheme which - 

to be treated for all purposes, or for such purposes as may be prescribed, as if it were a personal pension scheme and not an occupational pension scheme.

    (3) This Part applies to a pension scheme managed by or on behalf of the Crown as it applies to other pension schemes; and, accordingly, references in this Part to a person in his capacity as a trustee or manager of, or person prescribed in relation to, a pension scheme include the Crown, or a person acting on behalf of the Crown, in that capacity.

    (4) This Part applies to persons employed by or under the Crown in like manner as if such persons were employed by a private person; and references in this Part to a person in his capacity as an employer include the Crown, or a person acting on behalf of the Crown, in that capacity.

    (5) Paragraphs (3) and (4) do not apply to any provision of this Part under which a person may be prosecuted for an offence; but such a provision applies to persons in the public service of the Crown as it applies to other persons.

    (6) Nothing in this Part applies to Her Majesty in Her private capacity (within the meaning of theCrown Proceedings Act 1947).



PART III

PENSIONS: GENERAL

Payments by employers to pension schemes

Monitoring of employers' payments to personal pension schemes
    
10. In Part VI of the Pension Schemes Act (further requirements for protection of scheme members), after section 107 there shall be inserted - 

Late payments by employers to occupational pension schemes
    
11.  - (1) For Article 49(8) of the Pensions Order (offence where deduction from earnings not paid in timely fashion to occupational pension scheme) there shall be substituted - 

    (2) In Article 86(3) of that Order (civil penalty where contributions by or on behalf of employer to occupational pension scheme not paid by due date) after "by or on behalf of the employer" there shall be inserted "on the employer's own account".

Pensions and bankruptcy

Effect of bankruptcy on pension rights: approved arrangements
    
12.  - (1) Where a bankruptcy order is made against a person on a petition presented after the coming into operation of this Article, any rights of his under an approved pension arrangement are excluded from his estate.

    (2) In this Article "approved pension arrangement" means - 

    (3) The reference in paragraph (1) to rights under an approved pension arrangement does not include rights under a personal pension scheme approved under Chapter IV of Part XIV of the Taxes Act unless those rights arise by virtue of approved personal pension arrangements.

    (4) Paragraph (5) applies if - 

    (5) Any rights of that person under the scheme shall (without any conveyance, assignment or transfer) vest in his trustee in bankruptcy, as part of his estate, immediately on - 

    (6) Paragraph (7) applies if, at any time after a bankruptcy order is made against a person, the Commissioners of Inland Revenue give notice - 

and the date specified as being that from which the approval is withdrawn ("the withdrawal date") is a date not later than that on which the bankruptcy order is made.

    (7) Any rights of that person under the scheme or arising by virtue of the arrangements, and any rights of his under any related annuity, shall (without any conveyance, assignment or transfer) vest in his trustee in bankruptcy, as part of his estate, immediately on - 

    (8) In paragraph (7) "related annuity" means an annuity purchased on or after the withdrawal date for the purpose of giving effect to rights under the scheme or (as the case may be) to rights arising by virtue of the arrangements.

    (9) Where under paragraph (5) or (7) any rights vest in a person's trustee in bankruptcy, the trustee's title to them has relation back to the commencement of the person's bankruptcy; but where any transaction is entered into by the trustees or managers of the scheme in question - 

the trustee in bankruptcy is not in respect of that transaction entitled by virtue of this paragraph to any remedy against them or any person whose title to any property derives from them.

    (10) Without prejudice to Article 73, regulations under paragraph (2)(h) may, in the case of any description of arrangements prescribed by the regulations, make provision corresponding to any provision made by paragraphs (4) to (9).

    (11) In this Article - 

    (12) For the purposes of this Article a person shall be treated as having a right under an approved pension arrangement where - 

Effect of bankruptcy on pension rights: unapproved arrangements
    
13.  - (1) The Department may by regulations make provision for or in connection with enabling rights of a person under an unapproved pension arrangement to be excluded, in the event of a bankruptcy order being made against that person, from his estate within the meaning of Article 11 of theInsolvency (Northern Ireland) Order 1989.

    (2) Regulations under this Article may, in particular, make provision - 

    (3) In this Article - 

    (4) For the purposes of this Article a person shall be treated as having a right under an unapproved pension arrangement where - 

No forfeiture on bankruptcy of rights under pension schemes
    
14.  - (1) In the Pension Schemes Act, after section 155 there shall be inserted - 

    (2) In Article 90(2) of the Pensions Order (exceptions to the rule preventing forfeiture of rights under occupational pension schemes), sub-paragraph (b) (which allows forfeiture of such rights by reference to a scheme member's bankruptcy) shall cease to have effect.

Excessive pension contributions made by persons who have become bankrupt
    
15. For Articles 315A to 315C of theInsolvency (Northern Ireland) Order 1989 there shall be substituted - 

Miscellaneous

Compensating occupational pension schemes
    
16.  - (1) In paragraph (1)(d) of Article 79 of the Pensions Order (compensation not payable by the Pensions Compensation Board unless assets of salary related trust scheme worth less than 90 per cent. of its liabilities), for "90 per cent. of the amount of the liabilities of the scheme" there shall be substituted "the protection level".

    (2) After paragraph (2) of that Article there shall be inserted - 

    (3) Article 81 of that Order (amount of compensation) shall be amended as follows.

    (4) In paragraph (3)(a) (compensation not to exceed 90 per cent. of shortfall), the words "90 per cent. of" shall be omitted.

    (5) In paragraph (3)(b) (compensation not to cause value of salary-related trust scheme's assets to exceed 90 per cent. of amount of its liabilities), for the words from "90 per cent." onwards there shall be substituted "the aggregate of the protected liabilities".

    (6) After paragraph (3) there shall be added - 

Miscellaneous amendments
    
17. Schedule 2 (which contains amendments of the law relating to pensions) shall have effect.



PART IV

PENSIONS ON DIVORCE ETC.

Pension sharing orders
    
18. Schedule 3 (which amends the Matrimonial Causes Order for the purpose of enabling the court to make pension sharing orders in connection with proceedings in Northern Ireland for divorce or nullity of marriage, and for supplementary purposes) shall have effect.

Amendments of Articles 27B to 27D of the Matrimonial Causes Order
    
19. Schedule 4 (which amends the Articles about pensions inserted in the Matrimonial Causes Order by Article 162 of the Pensions Order) shall have effect.

Extension to overseas divorces etc.
    
20.  - (1) Part IV of theMatrimonial and Family Proceedings (Northern Ireland) Order 1989 (financial relief in Northern Ireland after overseas divorce etc.) shall be amended as follows.

    (2) In Article 22 (matters to which the court is to have regard in exercising its powers to make orders for financial relief), after paragraph (3) there shall be inserted - 

    (3) In that Article, at the end there shall be added - 

    (4) In Article 25 (application of provisions of Part III of the Matrimonial Causes Order), the existing provision shall become paragraph (1) and, in that paragraph, after sub-paragraph (b) there shall be inserted - 

    (5) In that Article, after paragraph (1) there shall be added - 

Miscellaneous

Supply of pension information in connection with divorce etc.
    
21.  - (1) The Department may by regulations - 

    (2) Regulations under paragraph (1)(b) or (c) may include provision for calculation or verification in accordance with guidance from time to time prepared by a person prescribed by the regulations.

    (3) Regulations under paragraph (1)(d) may include provision for the application in prescribed circumstances, with or without modification, of any provision made by virtue of Article 38(2).

    (4) In paragraph (1) - 

Charges by pension arrangements in relation to earmarking orders
    
22. The Department may by regulations make provision for the purpose of enabling the person responsible for a pension arrangement to recover prescribed charges in respect of complying with - 

Interpretation of Part IV
    
23.  - (1) In this Part - 

    (2) References to the person responsible for a pension arrangement are - 



PART V

PENSION SHARING



CHAPTER I

SHARING OF RIGHTS UNDER PENSION ARRANGEMENTS

Pension sharing mechanism

Scope of mechanism
    
24.  - (1) Pension sharing is available under this Chapter in relation to a person's shareable rights under any pension arrangement other than an excepted public service pension scheme.

    (2) For the purposes of this Chapter, a person's shareable rights under a pension arrangement are any rights of his under the arrangement, other than rights of a description specified by regulations made by the Department.

    (3) For the purposes of paragraph (1), a public service pension scheme is excepted if it is specified by order made by such Minister of the Crown or government department as may be designated by the Treasury or the Department of Finance and Personnel as having responsibility for the scheme.

Activation of pension sharing
    
25.  - (1) Article 26 applies on the taking effect of any of the following relating to a person's shareable rights under a pension arrangement - 

    (2) The reference in paragraph (1) to paragraphs (a) to (g) of subsection (1) of section 28 of the Welfare Reform Act is to those paragraphs as they have effect subject to the provisions of that section and section 85(5) of that Act.

Creation of pension debits and credits
    
26.  - (1) On the application of this Article - 

    (2) Where the relevant order or provision specifies a percentage value to be transferred, the appropriate amount for the purposes of paragraph (1) is the specified percentage of the cash equivalent of the relevant benefits on the valuation day.

    (3) Where the relevant order or provision specifies an amount to be transferred, the appropriate amount for the purposes of paragraph (1) is the lesser of - 

    (4) Where the relevant arrangement is an occupational pension scheme and the transferor is in pensionable service under the scheme on the transfer day, the relevant benefits for the purposes of paragraphs (2) and (3) are the benefits or future benefits to which he would be entitled under the scheme by virtue of his shareable rights under it had his pensionable service terminated immediately before that day.

    (5) Otherwise, the relevant benefits for the purposes of paragraphs (2) and (3) are the benefits or future benefits to which, immediately before the transfer day, the transferor is entitled under the terms of the relevant arrangement by virtue of his shareable rights under it.

    (6) The Department may by regulations provide for any description of benefit to be disregarded for the purposes of paragraph (4) or (5).

    (7) For the purposes of this Article, the valuation day is such day within the implementation period for the credit under paragraph (1)(b) as the person responsible for the relevant arrangement may specify by notice in writing to the transferor and transferee.

    (8) In this Article - 

Cash equivalents
    
27.  - (1) The Department may by regulations make provision about the calculation and verification of cash equivalents for the purposes of Article 26.

    (2) The power conferred by paragraph (1) includes power to provide for calculation or verification - 

Reduction of benefit
    
28.  - (1) Subject to paragraph (2), where a person's shareable rights under a pension arrangement are subject to a pension debit, each benefit or future benefit - 

is reduced by the appropriate percentage.

    (2) Where a pension debit relates to the shareable rights under an occupational pension scheme of a person who is in pensionable service under the scheme on the transfer day, each benefit or future benefit - 

is reduced by an amount equal to the appropriate percentage of the corresponding qualifying benefit.

    (3) A benefit is a qualifying benefit for the purposes of paragraphs (1) and (2) if the cash equivalent by reference to which the amount of the pension debit is determined includes an amount in respect of it.

    (4) The provisions of this Article override any provision of a pension arrangement to which they apply to the extent that the provision conflicts with them.

    (5) In this Article - 

Effect on contracted-out rights
    
29.  - (1) The Pension Schemes Act shall be amended as follows.

    (2) In section 6 (protected rights), in subsection (1), for "subsections (2) and (3)" there shall be substituted "the following provisions of this section", and at the end there shall be added - 

    (3) After section 11 there shall be inserted - 

    (4) In section 43 (entitlement to guaranteed minimum pensions for the purposes of the relationship with social security benefits), at the end there shall be added - 

    (5) In section 176(1), there shall be inserted at the appropriate place - 

Pension credits

Time for discharge of liability
    
30.  - (1) A person subject to liability in respect of a pension credit shall discharge his liability before the end of the implementation period for the credit.

    (2) Where the trustees or managers of an occupational pension scheme have not done what is required to discharge their liability in respect of a pension credit before the end of the implementation period for the credit - 

    (3) If trustees or managers to whom paragraph (2)(a) applies fail to perform the obligation imposed by that provision, Article 10 of the Pensions Order shall apply to any trustee or manager who has failed to take all reasonable steps to ensure that the obligation was performed.

    (4) On the application of the trustees or managers of an occupational pension scheme who are subject to liability in respect of a pension credit, the Authority may extend the implementation period for the credit for the purposes of this Article if it is satisfied that the application is made in such circumstances as the Department may prescribe by regulations.

    (5) In this Article "the Authority" means the Occupational Pensions Regulatory Authority.

"Implementation period"
    
31.  - (1) For the purposes of this Chapter, the implementation period for a pension credit is the period of 4 months beginning with (and including) the later of - 

    (2) The reference in paragraph (1)(b)(i) to the relevant matrimonial documents is to copies of - 

and, if the pension credit depends on provision falling within section 28(1)(f) of the Welfare Reform Act, to documentary evidence that the agreement containing the provision is one to which subsection (3)(a) of that section applies.

    (3) Paragraph (1) is subject to any provision made by regulations under Article 38(2)(a).

    (4) The Department may by regulations - 

    (5) In this Article - 

Mode of discharge of liability
    
32.  - (1) Schedule 5 (which makes provision about how liability in respect of a pension credit may be discharged) shall have effect.

    (2) Where the person entitled to a pension credit dies before liability in respect of the credit has been discharged - 

Safeguarded rights
    
33. After section 64 of the Pension Schemes Act there shall be inserted - 



Requirements relating to pension credit benefit
    
34. After section 97 of the Pension Schemes Act there shall be inserted - 



Treatment in winding up
    
35.  - (1) In Article 73 of the Pensions Order (treatment of rights on winding up of an occupational pension scheme to which Article 56 of that Order (minimum funding requirement) applies), in paragraph (3) (classification of liabilities), in sub-paragraph (c) (accrued rights), at the end of head (i) there shall be inserted - 

    (2) In the case of an occupational pension scheme which is not a scheme to which Article 56 of the Pensions Order applies, rights attributable (directly or indirectly) to a pension credit are to be accorded in a winding up the same treatment - 

    (3) Paragraph (2) overrides the provisions of a scheme to the extent that it conflicts with them, and the scheme has effect with such modifications as may be required in consequence.

    (4) In paragraph (2) - 

Public service pension schemes
    
36.  - (1) ThePensions (Increase) Act (Northern Ireland) 1971 shall be amended as follows.

    (2) In section 3 (qualifying conditions), after subsection (2) there shall be inserted - 

    (4) In section 15(1) (interpretation) - 

Other pension schemes
    
37.  - (1) The Department may by regulations make provision for a pension to which paragraph (2) applies to be increased, as a minimum, by reference to increases in the retail prices index, so far as not exceeding 5 per cent. per annum.

    (2) This paragraph applies to - 

    (3) In this Article - 

Charges by pension arrangements

Charges in respect of pension sharing costs
    
38.  - (1) The Department may by regulations make provision for the purpose of enabling the person responsible for a pension arrangement involved in pension sharing to recover from the parties to pension sharing prescribed charges in respect of prescribed descriptions of pension sharing activity.

    (2) Regulations under paragraph (1) may include - 

    (3) For the purposes of regulations under paragraph (1), the question of how much of a charge recoverable under the regulations is attributable to a party to pension sharing is to be determined as follows - 

    (4) For the purposes of paragraph (1), a pension arrangement is involved in pension sharing if Article 26 applies by virtue of an order or provision which relates to the arrangement.

    (5) In that paragraph, the reference to pension sharing activity is to activity attributable (directly or indirectly) to the involvement in pension sharing.

    (6) In paragraph (3) - 

    (7) In this Article "prescribed" means prescribed in regulations under paragraph (1).

Adaptation of statutory schemes

Extension of scheme-making powers
    
39.  - (1) Power under any statutory provision to establish a pension scheme shall include power to make provision for the provision, by reference to pension credits which derive from rights under - 

of benefits to or in respect of those entitled to the credits.

    (2) Paragraph (1) is without prejudice to any other power.

    (3) Paragraph (1) shall apply in relation to statutory provisions whenever passed or made.

    (4) No obligation to consult shall apply in relation to the making, in exercise of a power under any statutory provision to establish a pension scheme, of provision of a kind authorised by paragraph (1).

    (5) Any statutory provision which makes benefits under a pension scheme established under a statutory provision a charge on, or payable out of - 

shall be treated as including any benefits under the scheme which are attributable (directly or indirectly) to a pension credit which derives from rights to benefits charged on, or payable out of, that fund.

    (6) In this Article - 

Power to extend judicial pension schemes
    
40.  - (1) The appropriate authority may by regulations amend any statutory provision to which paragraph (2) applies for the purpose of - 

    (2) For the purposes of this Article, this paragraph applies to the pension schemes under the following statutory provisions, namely - 

    (3) Regulations under paragraph (1) - 

    (4) The appropriate authority for the purposes of paragraph (1) is -  (a)in relation to a pension scheme referred to in paragraph (2)(a) to (c), (f) and (g), the Lord Chancellor; (b)in relation to a pension scheme referred to in paragraph (2)(d), the Department of Finance and Personnel; (c)in relation to a pension scheme referred to in paragraph (2)(e), the Department of Economic Development.

    (5) In this Article - 

Supplementary

Disapplication of restrictions on alienation
    
41. Nothing in any of the following provisions (restrictions on alienation of pension rights) applies in relation to any order or provision falling within Article 25(1) - 

Information
    
42.  - (1) The Department may by regulations require the person responsible for a pension arrangement involved in pension sharing to supply to such persons as it may specify in the regulations such information relating to anything which follows from the application of Article 26 as it may so specify.

    (2) Section 164 of the Pension Schemes Act (breach of regulations) shall apply as if this Article were contained in that Act (otherwise than in Chapter II of Part VII).

    (3) For the purposes of this Article, a pension arrangement is involved in pension sharing if Article 26 applies by virtue of an order or provision which relates to the arrangement.

Interpretation of Chapter I
    
43.  - (1) In this Chapter - 

    (2) In this Chapter, references to the person responsible for a pension arrangement are - 

    (3) In determining what is "pensionable service" for the purposes of this Chapter - 



CHAPTER II

SHARING OF STATE SCHEME RIGHTS

Shareable state scheme rights
    
44.  - (1) Pension sharing is available under this Chapter in relation to a person's shareable state scheme rights.

    (2) For the purposes of this Chapter, a person's shareable state scheme rights are - 

Activation of benefit sharing
    
45.  - (1) Article 46 applies on the taking effect of any of the following relating to a person's shareable state scheme rights - 

    (2) The reference in paragraph (1) to paragraphs (a) to (g) of subsection (1) of section 48 of the Welfare Reform Act is to those paragraphs as they have effect subject to the provisions of that section and section 85(5) of that Act.

Creation of state scheme pension debits and credits
    
46.  - (1) On the application of this Article - 

    (2) Where the relevant order or provision specifies a percentage value to be transferred, the appropriate amount for the purposes of paragraph (1) is the specified percentage of the cash equivalent on the transfer day of the transferor's shareable state scheme rights immediately before that day.

    (3) Where the relevant order or provision specifies an amount to be transferred, the appropriate amount for the purposes of paragraph (1)is the lesser of - 

    (4) Cash equivalents for the purposes of this Article shall be calculated in accordance with regulations made by the Department.

    (5) In determining prospective entitlement to a Category A retirement pension for the purposes of this Article, only tax years before that in which the transfer day falls shall be taken into account.

    (6) In this Article - 

Effect of state scheme pension debits and credits
    
47.  - (1) Schedule 6 (which amends the Contributions and Benefits Act for the purpose of giving effect to debits and credits under Article 46(1)) shall have effect.

    (2) Section 55C of that Act (which is inserted by that Schedule) shall have effect, in relation to incremental periods (within the meaning of that section) beginning on or after 6th April 2010, with the following amendments - 

Interpretation of Chapter II
    
48. In this Chapter - 



PART VI

WELFARE



CHAPTER I

SOCIAL SECURITY BENEFITS

Additional pensions

Preservation of rights in respect of additional pensions
    
49.  - (1) The Department may by regulations make such provision as is authorised by one or more of paragraphs (2) to (4).

    (2) The regulations may provide for any prescribed provision of Part II of the Contributions and Benefits Act (contributory benefits) which relates to additional pension for widows or widowers to have effect, in relation to persons of any prescribed description, with such modifications as may be prescribed for securing - 

is increased by such percentage as may be prescribed (which may be 100 per cent.).

    (3) The regulations may amend (or further amend) any prescribed provision of Part II of the Contributions and Benefits Act falling within paragraph (2) by substituting for any reference to the year 2000 (or any year previously substituted by virtue of this paragraph) a reference to such later year as may be prescribed.

    (4) The regulations may make provision for and in connection with - 

    (5) In paragraph (4) "relevant steps", in relation to a person, means steps towards safeguarding the financial position of that person's spouse in the event of the spouse becoming that person's surviving spouse or (as the case may be) towards safeguarding that person's own financial position in the event of that person becoming a surviving spouse (whether or not, in either case, that person was at any material time already married); and "the SERPS reduction" means - 

    (6) Regulations under paragraph (4) may, in particular, make provision - 

    (7) If no regulations under this Article are in operation on 6th April 2000, then until such time as any such regulations come into operation - 

    (8) Regulations made under this Article shall be laid before the Assembly after being made and shall take effect on such date as may be specified in the regulations, but shall (without prejudice to the validity of anything done thereunder or to the making of new regulations) cease to have effect upon the expiration of a period of six months from that date unless at some time before the expiration of that period the regulations have been approved by a resolution of the Assembly.

    (9) In this Article "prescribed" means prescribed by regulations under paragraph (2), (3) or (4), as the case may be.

State maternity allowance

Extension of entitlement to state maternity allowance
    
50.  - (1) In section 35 of the Contributions and Benefits Act (state maternity allowance), for subsections (1) and (1A) there shall be substituted - 

    (2) In subsection (3) of that section - 

    (3) After that section there shall be inserted - 

    (4) This Article applies in relation to the payment of maternity allowance in cases where a woman's expected week of confinement (within the meaning of section 35 of the Contributions and Benefits Act) begins on or after 20th August 2000.

Benefits for widows and widowers

Bereavement payments
    
51.  - (1) For section 36 of the Contributions and Benefits Act there shall be substituted - 

    (2) In Schedule 4 to the Contributions and Benefits Act (rates of benefits etc.), for Part II there shall be substituted - 




New allowances for bereaved spouses
    
52.  - (1) After section 36 of the Contributions and Benefits Act there shall be inserted - 

    (2) After section 39 of the Contributions and Benefits Act there shall be inserted - 

Entitlement to Category B retirement pension by reference to new allowances
    
53. After section 48B of the Contributions and Benefits Act there shall be inserted - 

Work-focused interviews

Claim or full entitlement to certain benefits conditional on work-focused interview
    
54. After section 2 of the Administration Act there shall be inserted - 

Optional work-focused interviews
    
55. After section 2B of the Administration Act (inserted by Article 54) there shall be inserted - 

Couples to make joint claim for allowance
    
56. Schedule 7 (which makes provision in connection with requiring certain couples to make joint claims for an income-based jobseeker's allowance) shall have effect.

Special schemes for claimants for jobseeker's allowance
    
57.  - (1) The Department may by regulations make provision for or in connection with the participation of claimants for a jobseeker's allowance in schemes of any prescribed description, being schemes established for designated areas in Northern Ireland (or for the whole of Northern Ireland) and designed to assist such persons to obtain sustainable employment.

    (2) Regulations under this Article may, in particular, make provision - 

    (3) Regulations under this Article may make provision for any provisions of theJobseekers (Northern Ireland) Order 1995 to apply for the purposes of the regulations subject to prescribed modifications.

    (4) The provisions of that Order which may be so applied include in particular any provisions of - 

    (5) The Department or the Department of Economic Development may for the purposes of, or in connection with, any scheme - 

    (6) In paragraph (5) "facilities" includes services, and any reference to the provision of facilities includes the making of payments to persons participating in the scheme.

    (7) The power of the Department of Economic Development to make an order under Article 4 of theEmployment and Training (Amendment) (Northern Ireland) Order 1988 (status of trainees) shall include power to make, in relation to - 

    (8) In this Article - 

Incapacity for work

Incapacity for work: personal capability assessments
    
58. For section 167C of the Contributions and Benefits Act there shall be substituted - 

Incapacity benefits

Incapacity benefit: restriction to recent contributors
    
59.  - (1) Paragraph 2 of Schedule 3 to the Contributions and Benefits Act (contribution conditions for short-term incapacity benefit) shall be amended as follows.

    (2) In sub-paragraph (2) (the first condition), for paragraph (a) there shall be substituted - 

    (3) In sub-paragraph (7) (claim by person who does not satisfy second contribution condition to be disregarded in relation to subsequent claim), after "does not satisfy" there shall be inserted

    (4) After sub-paragraph (7) there shall be added - 

Incapacity benefit: reduction for pension payments
    
60. After section 30D of the Contributions and Benefits Act there shall be inserted - 

Incapacity benefit: persons incapacitated in youth
    
61.  - (1) In subsection (1) of section 30A of the Contributions and Benefits Act (incapacity benefit: entitlement) - 

    (2) In subsection (2) of that section - 

    (3) After that subsection there shall be inserted - 

    (4) In subsection (3) of that section, after "benefit" there shall be inserted "under subsection (1)(a) above".

    (5) After subsection (5) of that section there shall be added - 

Abolition of severe disablement allowance
    
62. Sections 68 and 69 of the Contributions and Benefits Act (severe disablement allowance) shall cease to have effect.

Disability benefits

Attendance allowance
    
63.  - (1) After subsection (3) of section 64 of the Contributions and Benefits Act (entitlement to attendance allowance) there shall be added - 

    (2) In subsection (1) of section 66 of that Act (attendance allowance for the terminally ill) - 

Disability living allowance
    
64.  - (1) In subsection (3) of section 71 of the Contributions and Benefits Act (disability living allowance), for the words "for life" there shall be substituted "for an indefinite period".

    (2) In subsection (5)(b) of section 72 of that Act (the care component), for the words "for the remainder of his life beginning with that date" there shall be substituted "for so much of the period for which he is terminally ill as does not fall before the date of the claim".

    (3) In subsection (1) of section 73 of that Act (the mobility component), for the words "the age of 5" there shall be substituted

    (4) Paragraph (3) does not affect awards made before the day on which that paragraph comes into operation.

Miscellaneous

Certain overpayments of benefit not to be recoverable
    
65.  - (1) An overpayment to which this Article applies shall not be recoverable from the payee under any provision made by or under Part III of the Administration Act (overpayments and adjustments of benefit).

    (2) This Article applies to an overpayment if - 

    (3) In paragraph (2)(b) the reference to a decision on a review that there has been an alteration in the relevant person's condition is a reference to a decision so given that that person's physical or mental condition either was at the time when the original decision was given, or has subsequently become, different from that on which that decision was based, with the result - 

    (4) For the purposes of this Article "qualifying benefit" means - 

    (5) For the purposes of this Article - 

    (6) An overpayment is excluded by virtue of this paragraph if (before or after the making of this Order) - 

    (7) Nothing in this Article applies to an overpayment to the extent that it was recovered from the payee (by any means) before 26th February 1999.

    (8) In this Article - 

Child benefit: claimant to state national insurance number
    
66. In section 11 of the Administration Act (entitlement to child benefit dependent on claim), after subsection (1) there shall be inserted - 

Welfare benefits: miscellaneous amendments
    
67. Schedule 8 (which makes minor and consequential amendments of provisions relating to welfare benefits) shall have effect.

Supplementary

Sharing of functions as regards claims and information
    
68. After section 5 of the Administration Act there shall be inserted - 

Supply of information for certain purposes
    
69.  - (1) The Department may by regulations make such provision for or in connection with any of the following matters, namely - 

as the Department considers appropriate in connection with any provision to which paragraph (3) applies or in connection with any scheme or arrangements to which paragraph (4) applies.

    (2) The persons within this paragraph are - 

    (3) This paragraph applies to any provision made by or under - 

    (4) This paragraph applies to - 

    (5) Regulations under paragraph (1) may, in particular, authorise information supplied to a person under the regulations - 

    (6) In this Article - 

    (7) Any reference in this Article to purposes connected with employment or training includes purposes connected with the existing or future employment or training prospects or needs of persons, and (in particular) assisting or encouraging persons to enhance their employment prospects.



CHAPTER II

OTHER WELFARE PROVISIONS

Measures to reduce under-occupation by housing benefit claimants
    
70.  - (1) The Department may by regulations make a scheme providing for a housing benefit claimant, where he moves from an under-occupied dwelling in the public or social rented sector to a qualifying dwelling, to be entitled to be paid an amount calculated by reference to the difference between - 

    (2) In paragraph (1) the reference to a qualifying dwelling is to a dwelling (whether in the public or social rented sector or not) which, in relation to the claimant, either - 

    (3) Regulations under this Article may, in particular, make provision - 

    (4) Regulations made in pursuance of paragraph (3)(b) may provide for the amount payable to a housing benefit claimant under the scheme ("the relevant amount") to be reduced on account of - 

but regulations under this Article shall not otherwise provide for the making of any reduction in the relevant amount on account of any sum due to or recoverable by the Housing Executive.

    (5) A person aggrieved by a determination of any prescribed description made under regulations under this Article may appeal to such court or tribunal as may be prescribed; and the regulations may make provision as to the procedure to be followed in connection with appeals under this paragraph.

    (6) Regulations under this Article may provide that the scheme is to apply only in relation to one or more prescribed areas; and, if they do so, they may also - 

    (7) Where the Housing Executive makes any payment under the scheme it shall be reimbursed by the Department in respect of that payment in such manner and subject to such conditions as to claims, records, certificates or other information or evidence as may be prescribed (any reduction made by virtue of paragraph (4) being disregarded for the purposes of this paragraph).

    (8) Subject to any prescribed exceptions or modifications, the provisions of the Administration Act shall have effect in relation to payments under the scheme as they have effect in relation to housing benefit.

    (9) For the purposes of this Article a dwelling occupied by a housing benefit claimant is in the public or social rented sector if the payments which the claimant is liable to make in respect of the dwelling (and on account of which he is entitled to housing benefit) are to be made to - 

    (10) In this Article - 

Supply of information for child support purposes
    
71.  - (1) Paragraph 1A of Schedule 2 to theChild Support Act 1991 shall be amended as follows.

    (2) In sub-paragraphs (1), (2) and (4), after the word "Act" there shall be added "or any corresponding Northern Ireland legislation".

    (3) In sub-paragraph (5), at the end there shall be added "or, in relation to Northern Ireland, the Social Security Contributions and Benefits (Northern Ireland) Act 1992".



PART VII

GENERAL

Miscellaneous

Authorisation of certain expenditure
    
72.  - (1) Where - 

the Department may, subject to paragraphs (2) and (3), incur such expenditure during that period.

    (2) Expenditure is not authorised by virtue of paragraph (1) unless - 

    (3) Expenditure is not authorised by virtue of paragraph (1) at any time after the end of the period of two years beginning with (and including) the day on which the resolution under paragraph (2)(b) is passed.

    (4) Paragraph (1) is without prejudice to any power of the Department to incur expenditure otherwise than by virtue of that paragraph.

    (5) There shall be made out of the Northern Ireland National Insurance Fund into the Consolidated Fund such payments as the Department determines (in accordance with any directions of the Department of Finance and Personnel) to be appropriate in consequence of the operation of this Article.

    (6) Any payments falling to be made by virtue of paragraph (5) shall be made at such times and in such manner as may be determined by the Department of Finance and Personnel.

Supplementary

Regulations and orders
    
73.  - (1) Regulations or orders (except orders under Article 1 or 69(2) or regulations under Article 49) made under this Order by a Northern Ireland department shall be subject to negative resolution.

    (2) Regulations or orders (except orders under Article 1) made under this Order by a Minister of the Crown or a department of the government of the United Kingdom shall be subject to annulment in pursuance of a resolution of either House of Parliament in like manner as a statutory instrument, and section 5 of theStatutory Instruments Act 1946 shall apply accordingly.

    (3) Where a power under this Order to make regulations or an order is expressed to be exercisable for alternative purposes it may be exercised in relation to the same case for any or all of those purposes.

    (4) Any such power includes power - 

    (5) Any power to make regulations or an order for the purposes of any provision of this Order is without prejudice to any power to make regulations or an order for the purposes of any other statutory provision.

    (6) Without prejudice to section 17(5) of theInterpretation Act (Northern Ireland) 1954, any power conferred by this Order to make regulations or orders relating to housing benefit includes power to make different provision for different areas; and regulations under Article 57 or 70 may make different provision for different areas.

    (7) Without prejudice to the generality of any of the preceding provisions of this Article, regulations under Article 57 or 69 may provide for all or any of the provisions of the regulations to apply only in relation to any area or areas so specified in the regulations.

    (8) Subject to paragraph (10), any power to make regulations under Part V shall, if the Department of Finance and Personnel so directs, be exercisable only in conjunction with it.

    (9) Subject to paragraph (11), before exercising any power to make regulations under Part V, the authority on whom the power is conferred, or, if the power is the subject of a direction under paragraph (8), that authority and the Department of Finance and Personnel acting jointly, shall consult such persons as the authority, or the authority and that Department, may consider appropriate, but that duty to consult shall not apply to regulations making only provision corresponding to provision contained in regulations made by the Secretary of State in relation to Great Britain.

    (10) Any power of the Lord Chancellor to make regulations under Article 40 shall, if the Treasury so directs, be exercisable only in conjunction with them.

    (11) Before exercising any power to make regulations under Article 40, the Lord Chancellor or, if the power is the subject of a direction under paragraph (10), the Lord Chancellor and the Treasury acting jointly, shall consult such persons as he, or they, may consider appropriate.

Consequential amendments etc.
    
74.  - (1) The consequential amendments specified in Schedule 9 shall have effect.

    (2) The Department may by regulations make such amendments or revocations of any statutory provision as it thinks necessary or expedient in consequence of the coming into operation of any of the provisions specified in paragraph (4).

    (3) The Department may, for the purposes of or in connection with the coming into operation of any of the provisions specified in paragraph (4), make by regulations any provision which could be made by an order bringing the provision into operation.

    (4) The provisions mentioned in paragraphs (2) and (3) are - 

Transitional provisions
    
75.  - (1) The Department may, for the purposes of or in connection with the coming into operation of any provisions of Parts II and III, by regulations make such transitional adaptations or modifications - 

as it considers necessary or expedient.

    (2) For the purposes of paragraph (1), Article 76 so far as relating to Part I of Schedule 10, together with that Part of that Schedule, shall be taken to be comprised in Part III of this Order.

    (3) No pension sharing order may be made under Article 26A of the Matrimonial Causes Order if the proceedings in which the decree is granted were begun before the day on which Article 18 comes into operation.

    (4) Paragraph 4 of Schedule 3 does not have effect if the proceedings in which the decree is granted were begun before the day on which Article 18 comes into operation.

    (5) The Department may by regulations make such transitional or consequential provision, or such savings, as it considers necessary or expedient for the purposes of or in connection with - 

    (6) For the purposes of paragraph (5), Article 76 so far as relating to Parts IV and V of Schedule 10, together with those Parts of that Schedule, shall be taken to be comprised in Part VI of this Order.

Repeals
    
76. The statutory provisions specified in Schedule 10 (which include certain statutory provisions no longer of practical utility) are hereby repealed to the extent specified in the third column of that Schedule.


A.K. Galloway
Clerk of the Privy Council


SCHEDULES


SCHEDULE 1
Article 8.


APPLICATION OF THE PENSION SCHEMES ACT AND THE PENSIONS ORDER TO REGISTERED SCHEMES


     1.  - (1) The provisions specified in sub-paragraph (2) shall apply as if any pension scheme established under a trust which - 

were an occupational pension scheme.

    (2) The provisions are - 

    (3) Article 47(9) of the Pensions Order (as applied by sub-paragraph (1)) shall have effect as if the reference to any person who is or has been the employer were a reference to any person who, in pursuance of Article 5(5), is or has been required - 

    (4) Article 68 of the Pensions Order (as so applied) shall have effect as if the purposes specified in paragraph (2) of that Article included enabling the conditions set out in Article 3 to be fulfilled in relation to the scheme.

    (5) Article 121(1) of the Pensions Order (as so applied) shall have effect as if the definition of "member" were omitted.

     2.  - (1) Articles 96 to 98 of the Pensions Order (gathering information: the Authority) shall apply as if any pension scheme which - 

were an occupational pension scheme.

    (2) Article 97 of the Pensions Order (as applied by sub-paragraph (1)) shall have effect as if the regulatory provisions, for the purposes of paragraph (1) of that Article, were - 

    (3) Article 98 of the Pensions Order (as so applied) shall have effect as if the references in paragraphs (1)(c)(i) and (4)(b) to that Order included references to Article 4(5).

    (4) Any reference in this paragraph or paragraph 3 which is or includes a reference to, or to any paragraph of, Article 3 or 4 includes a reference to any provision in force in Great Britain corresponding to that Article or (as the case may be) that paragraph; and the reference in sub-paragraph (1) to any pension scheme includes a personal pension scheme (as well as an occupational scheme) within the meaning of thePension Schemes Act 1993.

     3.  - (1) Article 97 of the Pensions Order shall have effect in relation to any occupational pension scheme which is or has been registered under Article 4 as if the regulatory provisions for the purposes of paragraph (1) of Article 97 included Articles 3 and 4(4) and (5).

    (2) Article 98 of the Pensions Order shall have effect in relation to any occupational pension scheme which is or has been registered under Article 4 as if the references in paragraphs (1)(c)(i) and (4)(b) to that Order included references to Article 4(5).



SCHEDULE 2
Article 17.


PENSIONS: MISCELLANEOUS AMENDMENTS


Income payments orders against pension payments

     1. In Article 283(7) of theInsolvency (Northern Ireland) Order 1989 (bankrupt's income against which income payments orders may be made includes certain payments under pension schemes), after "employment and" insert "(despite anything in Article 12 or 13 of the Welfare Reform and Pensions (Northern Ireland) Order 1999)".

Extended meaning of "personal pension scheme"

     2.  - (1) In the Pension Schemes Act - 

    (2) In consequence of sub-paragraph (1), the following provisions of that Act shall cease to have effect, namely - 

     3. In section 12(5) of the Pension Schemes Act (revaluation of earnings factors for purposes of section 10: early leavers etc.), for the definition of

Interim arrangements

     4.  - (1) Section 24 of the Pension Schemes Act (ways of giving effect to protected rights) is amended as follows.

    (2) In subsection (1) - 

    (3) For subsection (1A) substitute - 

    (4) In subsection (3) for "(1A)(a) or" substitute "(1A) or".

Effect of certain orders on guaranteed minimum pensions

     5. In section 43 of the Pension Schemes Act (entitlement to guaranteed minimum pension for the purposes of the relationship with social security benefits), after subsection (6) (which is added by Article 29(4) of this Order) add - 

Payment by the Department of unpaid pension contributions

     6.  - (1) Paragraph 2 of Schedule 3 to the Pension Schemes Act (priority in bankruptcy for amounts paid by the Department in respect of unpaid pension contributions) is amended as follows.

    (2) For sub-paragraphs (1) to (3) substitute - 

    (3) In sub-paragraph (4), for "sub-paragraph (3)" substitute "sub-paragraph (3A)".

Supervision by the Occupational Pensions Regulatory Authority

     7. In Article 3(2)(b) of the Pensions Order (power of Authority to remove pension scheme trustee to whom Article 3 applies by virtue of any other provision of Part II of the Order), for "any other provision of this Part" substitute "this Order or any other statutory provision".

     8. In Article 8(4) of the Pensions Order (provision which may be contained in orders made by the Authority appointing pension scheme trustees), omit the word "or" at the end of sub-paragraph (a).

     9. In Article 10 of the Pensions Order (imposition of civil penalties by the Authority), after paragraph (8) insert - 

Occupational pension schemes: institutions who may hold money deposited by trustees etc.

     10.  - (1) Article 49 of the Pensions Order (other responsibilities of trustees, employers, etc.) is amended as follows.

    (2) In each of paragraphs (1) and (5) (money to be kept by trustees or employers in accounts with institutions authorised under the Banking Act 1987), for "an institution authorised under theBanking Act 1987" substitute "a relevant institution".

    (3) After paragraph (1) insert - 

     11. In Article 54(3) of the Pensions Order (supplementary provisions about annual increases in pensions), in the definition of "appropriate percentage", for the words from "the revaluation period" onwards substitute

Occupational pension schemes: certificates etc. relating to minimum funding requirement

     12.  - (1) In Article 58 of the Pensions Order (schedules of contributions), in paragraph (6)(a) (certification by actuary of adequacy of rates of contributions to meet minimum funding requirement) - 

    (2) In Article 59 of that Order (determination of contributions: supplementary), in paragraph (3) (duty of trustees etc. to prepare report of failure to meet minimum funding requirement), after "they must" insert ", within such further period as may be prescribed,".

Excess assets of wound-up schemes

     13. In Article 77(5) of the Pensions Order (penalties for trustees who deal improperly with excess assets of wound-up occupational pension schemes), for "Article 3 applies" substitute "Articles 3 and 10 apply".

Pensionable service

     14. In Article 121(3) of the Pensions Order (matters to be disregarded in determining "pensionable service"), at the end add - 

Occupational pension schemes: rights of employee who is director of corporate trustee

     15.  - (1) TheEmployment Rights (Northern Ireland) Order 1996 is amended as follows.

    (2) In Article 69 (employee who is a trustee of a pension scheme not to be subject to detriment referable to his carrying out his functions as such a trustee), after paragraph (2) insert - 

    (3) In Article 86 (right to time off for pension scheme trustees), after paragraph (2) insert - 

    (4) In Article 133 (unfair dismissal of pension scheme trustees), after paragraph (1) insert - 



SCHEDULE 3
Article 18.


PENSION SHARING ORDERS


     1. The Matrimonial Causes Order is amended as follows.

     2. In Article 2 (interpretation), in paragraph (3), for "and" at the end of sub-paragraph (a) there shall be substituted - 

     3. After Article 23 there is inserted - 

     4. In Article 26 (property adjustment orders in connection with divorce proceedings, etc.), in sub-paragraphs (c) and (d) of paragraph (1), there is added at the end ", other than one in the form of a pension arrangement (within the meaning of Article 27D)".

     5. After Article 26 there is inserted - 

     6. In Article 27 (matters to which the court is to have regard in deciding how to exercise its powers with respect to financial relief) - 

     7. In Article 27A(1) (court's duty to consider desirability of exercising power to achieve clean break), for "or 26" there is substituted ", 26 or 26A".

     8.  - (1) Article 33 (variation, discharge etc. of certain orders for financial relief) is amended as follows.

    (2) In paragraph (2), at the end there is added - 

    (3) After paragraph (4) there is inserted - 

    (4) In paragraph (5) after "property adjustment order" there is inserted

     9. In Article 35A (consent orders), in paragraph (3), in the definition of

     10. In Article 39 (avoidance of transactions intended to prevent or reduce financial relief), in paragraph (1), after "26," there is inserted

     11. After Article 42 there is inserted - 



SCHEDULE 4
Article 19.


AMENDMENTS OF ARTICLES 27B TO 27D OF THE MATRIMONIAL CAUSES ORDER


     1.  - (1) Article 27B of the Matrimonial Causes Order is amended as follows.

    (2) In paragraph (1), for "scheme", wherever occurring, there is substituted "arrangement".

    (3) Paragraph (2) ceases to have effect.

    (4) In paragraph (3), for "scheme" there is substituted "arrangement".

    (5) In paragraph (4) - 

    (6) For paragraph (5) there is substituted - 

    (7) In paragraph (6) - 

    (8) In paragraph (7) - 

    (9) After that paragraph there is added - 

     2.  - (1) Article 27C of that Order is amended as follows.

    (2) In paragraph (1), for "scheme" there is substituted "arrangement".

    (3) In paragraph (2) - 

    (4) In paragraph (3) - 

    (5) At the end there is added - 

     3.  - (1) Article 27D of that Order is amended as follows.

    (2) For paragraph (1) there is substituted - 

    (3) In paragraph (2) - 

    (4) After that paragraph there is inserted - 

    (5) For paragraphs (3) and (4) there is substituted - 



SCHEDULE 5
Article 32.


PENSION CREDITS: MODE OF DISCHARGE


Funded pension schemes

     1.  - (1) This paragraph applies to a pension credit which derives from - 

    (2) The trustees or managers of the scheme from which a pension credit to which this paragraph applies derives may discharge their liability in respect of the credit by conferring appropriate rights under that scheme on the person entitled to the credit - 

    (3) The trustees or managers of the scheme from which a pension credit to which this paragraph applies derives may discharge their liability in respect of the credit by paying the amount of the credit to the person responsible for a qualifying arrangement with a view to acquiring rights under that arrangement for the person entitled to the credit if - 

    (4) For the purposes of sub-paragraph (2), no account is to be taken of the consent of the person entitled to the pension credit unless - 

     2.  - (1) This paragraph applies to a pension credit which derives from an occupational pension scheme which is - 

    (2) The trustees or managers of the scheme from which a pension credit to which this paragraph applies derives may discharge their liability in respect of the credit by conferring appropriate rights under that scheme on the person entitled to the credit.

    (3) If such a scheme as is mentioned in sub-paragraph (1) is closed to new members, the appropriate authority in relation to that scheme may by regulations specify another public service pension scheme as an alternative to it for the purposes of this paragraph.

    (4) Where the trustees or managers of a scheme in relation to which an alternative is specified under sub-paragraph (3) are subject to liability in respect of a pension credit, they may - 

    (5) In sub-paragraph (3), "the appropriate authority", in relation to a public service pension scheme, means such Minister of the Crown or government department as may be designated by the Treasury or the Department of Finance and Personnel as having responsibility for the scheme.

Other unfunded occupational pension schemes

     3.  - (1) This paragraph applies to a pension credit which derives from an occupational pension scheme which is - 

    (2) The trustees or managers of the scheme from which a pension credit to which this paragraph applies derives may discharge their liability in respect of the credit by conferring appropriate rights under that scheme on the person entitled to the credit.

    (3) The trustees or managers of the scheme from which a pension credit to which this paragraph applies derives may discharge their liability in respect of the credit by paying the amount of the credit to the person responsible for a qualifying arrangement with a view to acquiring rights under that arrangement for the person entitled to the credit if - 

     4.  - (1) This paragraph applies to a pension credit which derives from - 

    (2) The person responsible for the pension arrangement from which a pension credit to which this paragraph applies derives may discharge his liability in respect of the credit by paying the amount of the credit to the person responsible for a qualifying arrangement with a view to acquiring rights under that arrangement for the person entitled to the credit if - 

    (3) The person responsible for the pension arrangement from which a pension credit to which this paragraph applies derives may discharge his liability in respect of the credit by entering into an annuity contract with the person entitled to the credit if the contract is not disqualified as a destination for the credit.

    (4) The person responsible for the pension arrangement from which a pension credit to which this paragraph applies derives may, in such circumstances as the Department may prescribe by regulations, discharge his liability in respect of the credit by assuming an obligation to provide an annuity for the person entitled to the credit.

    (5) In sub-paragraph (1)(c), "pension credit" includes a credit under section 29(1)(b) of the Welfare Reform Act.

Appropriate rights

     5. For the purposes of this Schedule, rights conferred on the person entitled to a pension credit are appropriate if - 

     6.  - (1) The following are qualifying arrangements for the purposes of this Schedule - 

    (2) An annuity contract or policy of insurance is appropriate for the purposes of sub-paragraph (1) if, at the time it is entered into or taken out, the insurance company with which it is entered into or taken out - 

    (3) In this paragraph "ordinary long-term insurance business" has the same meaning as in theInsurance Companies Act 1982.

Disqualification as destination for pension credit

     7.  - (1) If a pension credit derives from a pension arrangement which is approved for the purposes of Part XIV of theIncome and Corporation Taxes Act 1988, an arrangement is disqualified as a destination for the credit unless - 

    (2) If the rights by reference to which the amount of a pension credit is determined are or include contracted-out rights or safeguarded rights, an arrangement is disqualified as a destination for the credit unless - 

    (3) An occupational pension scheme is disqualified as a destination for a pension credit unless the rights to be acquired under the arrangement by the person entitled to the credit are rights whose value, when calculated in accordance with regulations made by the Department, equals the credit.

    (4) An annuity contract or insurance policy is disqualified as a destination for a pension credit in such circumstances as the Department may prescribe by regulations.

    (5) The requirements which may be prescribed under sub-paragraph (1)(b) include, in particular, requirements of the Inland Revenue.

    (6) In sub-paragraph (2) - 

Adjustments to amount of pension credit

     8.  - (1) If - 

paragraph 1(3) shall have effect in relation to the credit as if the reference to the amount of the credit were to such lesser amount as may be determined in accordance with regulations made by the Department.

    (2) Whether a scheme is underfunded for the purposes of sub-paragraph (1)(c) shall be determined in accordance with regulations made by the Department.

    (3) For the purposes of that provision, the valuation day is the day by reference to which the cash equivalent on which the amount of the pension credit depends falls to be calculated.

     9. If - 

this Schedule shall have effect as if the amount of the corresponding pension credit were such lesser amount as may be determined in accordance with regulations made by the Department.

     10. The Department may by regulations make provision for paragraph 1(3), 3(3) or 4(2) to have effect, where payment is made after the end of the implementation period for the pension credit, as if the reference to the amount of the credit were to such larger amount as may be determined in accordance with the regulations.

General

     11. Liability in respect of a pension credit shall be treated as discharged if the effect of paragraph 8(1) or 9 is to reduce it to zero.

     12. Liability in respect of a pension credit may not be discharged otherwise than in accordance with this Schedule.

     13. Regulations under paragraph 5(b) or 7(3) may provide for calculation of the value of rights in accordance with guidance from time to time prepared by a person specified in the regulations.

     14. In this Schedule - 



SCHEDULE 6
Article 47.


EFFECT OF STATE SCHEME PENSION DEBITS AND CREDITS


     1. The Contributions and Benefits Act is amended as follows.

     2. After section 45A there is inserted - 

     3. After section 55 there is inserted - 



SCHEDULE 7
Article 56.


JOINT CLAIMS FOR JOBSEEKER'S ALLOWANCE


Jobseekers (Northern Ireland) Order 1995 (NI 15)

     1. The Jobseekers (Northern Ireland) Order 1995 has effect subject to the following amendments.

     2.  - (1) Article 2 (interpretation) is amended as follows.

    (2) In the definition of "claimant", at the end insert "except that in relation to a joint-claim couple claiming a joint-claim jobseeker's allowance it means the couple, or each member of the couple, as the context requires;".

    (3) After the definition of "jobseeking period" insert - 

    (4) After the definition of "National Insurance Fund" insert - 

     3.  - (1) Article 3 (entitlement to jobseeker's allowance) is amended as follows.

    (2) In paragraph (2) (conditions of entitlement), for sub-paragraph (d) (claimant must satisfy conditions set out in Article 4 or 5) substitute - 

    (3) After paragraph (2) insert - 

    (4) In paragraph (4) - 

     4. In Article 4(1) (the contribution-based conditions), for "Article 3(2)(d)(i)" substitute "Article 3(2)(d)".

     5.  - (1) In paragraph (1) of Article 5 (the income-based conditions), for

    (2) After that Article insert - 

     6.  - (1) Article 6 (amount of jobseeker's allowance) is amended as follows.

    (2) In paragraph (3) (amount payable in respect of an income-based jobseeker's allowance), after "allowance" insert "(other than a joint-claim jobseeker's allowance)".

    (3) After paragraph (3) insert - 

    (4) After paragraph (11) insert - 

     7. After Article 6 insert - 

     8.  - (1) Article 10 (power to make regulations requiring attendance etc.) is amended as follows.

    (2) In paragraph (1), after "claimant" insert "(other than a joint-claim couple claiming a joint-claim jobseeker's allowance)".

    (3) After paragraph (1) insert - 

    (4) In paragraph (2), after "Regulations under paragraph (1)" insert "or (1A)".

    (5) In paragraph (2)(a) (cases where entitlement to allowance may cease on account of non-compliance), after "in the case of a claimant who" insert ", or (as the case may be) a joint-claim couple claiming a joint-claim jobseeker's allowance a member of which,".

    (6) In paragraph (2)(b) (cases where entitlement to allowance may cease by reference to the time expired since the claimant's last attendance) - 

    (7) For sub-paragraph (c) of paragraph (2) (provision for entitlement not to cease where good cause shown) substitute - 

     9. In Article 11(12) (jobseeker's agreement ends when allowance ends), at the end insert "or to a joint-claim couple of which he is a member.".

     10.  - (1) Article 15 (income and capital for the purposes of an income-based allowance) is amended as follows.

    (2) After paragraph (2) insert - 

    (3) In paragraph (3) (treating capital as income), after "paragraph (1)" insert "or (2A)".

     11. After Article 17 (effect on family of one member being involved in a trade dispute) insert - 

     12. In Article 19 (reduction of allowance payable to young persons), after paragraph (1) insert - 

     13. In Article 21 (allowance not payable though conditions for entitlement are satisfied), after paragraph (1) insert - 

     14. After Article 22 insert - 

     15.  - (1) Article 32 (termination of awards where another entitlement exists) is amended as follows.

    (2) In paragraph (1) (termination of award of income support where there will be an entitlement to a jobseeker's allowance), after "or where he is a member of a married or unmarried couple his partner" insert "or the couple".

    (3) In paragraph (2) (termination of award of a jobseeker's allowance where there will be an entitlement to income support), after "or where he is a member of a married or unmarried couple his partner," insert "or where the award was made to a couple a member of the couple,".

     16.  - (1) Schedule 1 (jobseeker's allowance: supplementary provisions) is amended as follows.

    (2) After paragraph 8 (entitlement without satisfying conditions) insert - 

    (3) In paragraph 9(a) (rate of allowance payable under paragraph 8), after "paragraph 8" insert "or 8A".

    (4) After paragraph 9 insert - 

    (5) For paragraph 10(1) (entitlement before claim determined) substitute - 

    (6) In paragraph 10(2) (allowance where payment suspended), for "to a claimant even though payment to him" substitute

    (7) In paragraph 10(3) (information to be supplied to obtain payments under sub-paragraph (1) or (2)), after "the claimant" insert "or (as the case may be) the couple or the member of the couple".

Social Security (Northern Ireland) Order 1998 (NI 10)

     17. In Article 39(1) of the Social Security (Northern Ireland) Order 1998 (interpretation of Chapter II of Part II), after the definition of "appeal tribunal" insert - 



SCHEDULE 8
Article 67.


WELFARE BENEFITS: MINOR AND CONSEQUENTIAL AMENDMENTS




PART I

BEREAVEMENT BENEFITS

Social Security Contributions and Benefits (Northern Ireland) Act 1992 (c. 7)

     1. The Contributions and Benefits Act has effect subject to the following amendments.

     2.  - (1) Section 20 (descriptions of contributory benefits) is amended as follows.

    (2) In subsection (1) - 

    (3) In subsection (2), in the definition of "long-term benefit", after paragraph (b) insert - 

     3.  - (1) Section 21 (contribution conditions) is amended as follows.

    (2) In subsection (2) - 


    (3) In subsection (4), for "widow's payment" substitute "bereavement payment".

     4. In section 46(2) (modifications of s. 45 for calculating additional pension in certain benefits) - 

     5. In section 48B (Category B retirement pension for widows and widowers), at the end add - 

     6. In section 48C(4) (Category B retirement pension: general), for "or 48B(2)" substitute ", 48B(2) or 48BB(5)".

     7.  - (1) Section 60 (partial failure to satisfy contribution conditions) is amended as follows.

    (2) In subsection (1), after paragraph (a) insert - 

    (3) In subsection (3) - 

     8. In section 61(1) (exclusion of increase of benefit for failure to satisfy contribution conditions), after "widowed mother's allowance" insert "or widowed parent's allowance".

     9. In section 61A(3) (contributions paid in error) - 

     10. In section 80(5) (beneficiary's dependent children) - 

     11. In section 146 (interpretation of provisions relating to Christmas bonus), in subsection (1)(c), after "allowance" insert ", widowed parent's allowance".

     12.  - (1) Schedule 3 (contribution conditions for entitlement to benefit) is amended as follows.

    (2) In paragraph 4(1) (contribution condition for widow's payment) and in the cross-heading preceding paragraph 4, for "widow's payment" and

    (3) In paragraph 5(1) (contribution conditions for widowed mother's allowance, widow's pension etc.), after "allowance," insert "a widowed parent's allowance, a bereavement allowance,"; and in the cross-heading preceding paragraph 5, after "allowance" insert ", widowed parent's allowance, bereavement allowance".

    (4) In paragraph 7(1) and (3) (satisfaction of conditions in early years of contribution), for "widow's payment" substitute "bereavement payment".

    (5) In paragraph 9 (satisfaction of condition where condition for short-term benefit satisfied) - 

     13. In Part IV of Schedule 4 (increases for dependants) after the entry relating to widowed mother's allowance insert - 

4A. Widowed parent's allowance 11.35 -".


Social Security Administration (Northern Ireland) Act 1992 (c. 8)

     14. The Administration Act is amended as follows.

     15. In section 1(2)(a) (entitlement to benefit dependent on claim), for

     16. For section 3 (and the cross-heading preceding it) substitute - 

Pension Schemes (Northern Ireland) Act 1993 (c. 49)

     17.  - (1) Section 42 of the Pension Schemes Act (effect of entitlement to guaranteed minimum pensions on payment of social security benefit) is amended as follows.

    (2) In subsection (1), after "widowed mother's allowance" insert ", a widowed parent's allowance".

    (3) In subsection (6)(b)(iii), for "or 48B" substitute ", 48B or 48BB".

Pensions (Northern Ireland) Order 1995 (NI 22)

     18.  - (1) Article 125 of the Pensions Order (additional pension: calculation of surpluses) is amended as follows.

    (2) In paragraph (4), after "paragraphs (5)" insert ", (5A)".

    (3) After paragraph (5) insert - 

    (4) In paragraph (6), for "or 48B(2)" substitute ", 48B(2) or 48BB(5)".



PART II

INCAPACITY

Social Security Contributions and Benefits (Northern Ireland) Act 1992 (c. 7)

     19. The Contributions and Benefits Act has effect subject to the following amendments.

     20. In section 21 (contribution conditions) - 

     21. In section 30B (incapacity benefit: rate), at the end add - 

     22.  - (1) Section 167A (test of incapacity for work) is amended as follows.

    (2) After subsection (2) insert - 

    (3) In subsection (3) (requirement to have medical examination), for "a question arises as to" substitute "it falls to be determined".

    (4) After subsection (4) add - 

     23. In section 167B(1) (the "own occupation test"), for "the test applicable is the own occupation test" substitute "the own occupation test is applicable in his case.".

     24. In section 172 (Assembly, etc. control of regulations and orders), in subsection (2)(a), after "28(3)," insert "30DD(5)(b) or (c),".



PART III

ABOLITION OF SEVERE DISABLEMENT ALLOWANCE

Social Security Contributions and Benefits Act (Northern Ireland) 1992 (c. 7)

     25. In section 90 of the Contributions and Benefits Act (beneficiaries under sections 68 and 70) - 



PART IV

INCOME SUPPORT

Social Security Contributions and Benefits (Northern Ireland) Act 1992 (c. 7)

     26. In section 123(1)(f) of the Contributions and Benefits Act (entitlement to income support conditional on claimant and any partner not being entitled to an income-based jobseeker's allowance), after "the other member of the couple is not" insert ", and the couple are not,".



PART V

JOBSEEKER'S ALLOWANCE

Jobseekers (Northern Ireland) Order 1995 (NI 15)

     27.  - (1) The Jobseekers (Northern Ireland) Order 1995 is amended as follows.

    (2) In Article 6 (amount payable by way of a jobseeker's allowance), in each of paragraphs (6) and (8) (amount payable where claimant satisfies the contribution-based, and the income-based, conditions) - 

    (3) In Article 10 (attendance, information and evidence) - 

    (4) In Article 19(1) (reduction of allowance payable to young persons), for

    (5) In Article 22(4) (allowance payable to claimant even though Article 21 prevents payment to him), for "payable to" substitute "payable in respect of".

    (6) In Article 37(3) (which specifies orders which are not subject to negative resolution), after "1(2)," insert "10(3),".

    (7) In paragraph 10(2) of Schedule 1 (allowance payable to claimant even though payment to him has been suspended), for "payable to" substitute "payable in respect of".



PART VI

MATERNITY ALLOWANCE

Social Security Contributions and Benefits (Northern Ireland) Act 1992 (c. 7)

     28. The Contributions and Benefits Act has effect subject to the following amendments.

     29.  - (1) Section 21 (contribution conditions) is amended as follows.

    (2) In subsection (1), after "30A below" insert ", maternity allowance under section 35 below".

    (3) In subsection (2), omit the entry relating to maternity allowance.

    (4) In subsection (4), omit ", other than maternity allowance,".

     30. In section 172(2)(c) (Assembly, etc. control of regulations and orders) after "section 28(2)," insert "35A(7),".



PART VII

RETIREMENT PENSIONS

Social Security Contributions and Benefits (Northern Ireland) Act 1992 (c. 7)

     31. In section 48A of the Contributions and Benefits Act (Category B retirement pension for married person), after subsection (4) insert - 



PART VIII

ADMINISTRATION OF BENEFITS

     32.  - (1) In each of the provisions of the Administration Act to which this paragraph applies - 

    (2) This paragraph applies to the following provisions of the Administration Act - 

    (3) In section 158B of the Administration Act - 



SCHEDULE 9
Article 74.


CONSEQUENTIAL AMENDMENTS




PART I

AMENDMENTS CONSEQUENTIAL ON PARTS IV AND V

Matrimonial and Family Proceedings (Northern Ireland) Order 1989 (NI 4)

     1. The Matrimonial and Family Proceedings (Northern Ireland) Order 1989 is amended as follows.

     2. For Article 21 there is substituted - 

     3. In Article 25 - 

     4. The Contributions and Benefits Act has effect subject to the following amendments.

     5.  - (1) Section 20 is amended as follows.

    (2) In subsection (1), after (f) there is inserted - 

    (3) In subsection (2), in the definition of "long-term benefit", after paragraph (d) there is inserted - 

     6. In section 21(1), after "41 below" there is inserted "or a shared additional pension under section 55A below".

     7. In section 39(1), (2) and (3), for "45A" there is substituted "45B".

     8. In section 43, at the end there is added - 

     9. In section 48A(4), for "45A" there is substituted "45B".

     10. In section 48B(2) and (3), for "45A" there is substituted "45B".

     11. In section 48C(4), for "45A" there is substituted "45B".

     12. In section 54(1), at the end there is inserted "or to a shared additional pension".

Social Security Administration (Northern Ireland) Act 1992 (c. 8)

     13. The Administration Act has effect subject to the following amendments.

     14.  - (1) Section 135A is amended as follows.

    (2) In subsection (1)(a)(i) after "retirement pension" there is inserted "or shared additional pension".

    (3) In subsection (2) after "retirement pension" there is inserted ", a shared additional pension".

     15. In section 143(2) after paragraph (a) there is inserted - 

     16. In section 145(5)(b), after "section 143(2)(a)" there is inserted "or (aa)".

Pension Schemes (Northern Ireland) Act 1993 (c. 49)

     17. The Pension Schemes Act has effect subject to the following amendments.

     18. In section 46(1) - 

     19.  - (1) Section 48 is amended as follows.

    (2) In subsection (2A), at the end there is inserted - 

    (3) In subsection (3)(b), after "protected", in both places where that word occurs, there is inserted ", or safeguarded,".

     20.  - (1) Section 79 is amended as follows.

    (2) In subsection (1), before "benefits", in both places, there is inserted

    (3) After that subsection there is inserted - 

    (4) At the end there is added - 

     21. In section 81, after "69(2)(b)" there is inserted "or 97D(2)(b)".

     22. In section 89, after subsection (1) there is inserted - 

     23. In section 89A, after subsection (1) there is inserted - 

     24. In section 90, after subsection (1A) there is inserted - 

     25. In section 92, there is added at the end - 

     26.  - (1) Section 94 is amended as follows.

    (2) In subsection (5) - 

    (3) In subsection (8), after "this section" there is inserted - 

     27.  - (1) Section 96 is amended as follows.

    (2) In subsection (1), for "subsection (2)" there is substituted

    (3) After subsection (2) there is inserted - 

     28.  - (1) Section 125 is amended as follows.

    (2) In subsection (1), after "Part IV," there is inserted "Chapters I and II of Part IVA,".

    (3) In subsection (2), for "does" there is substituted "and Chapter II of Part IVA do".

     29.  - (1) Section 173 is amended as follows.

    (2) The words "or of" are omitted.

    (3) At the end there is inserted ", Article 27D of the Matrimonial Causes (Northern Ireland) Order 1978 or Part IV or V of the Welfare Reform and Pensions (Northern Ireland) Order 1999".

     30. In section 176(1) - 

     31. In section 178(3), for "and 93(1)" there is substituted "93(1) and 97I".

Pensions (Northern Ireland) Order 1995 (NI 22)

     32. The Pensions Order has effect subject to the following amendments.

     33. In Article 3(2)(a) - 

     34.  - (1) Article 16 is amended as follows.

    (2) In paragraphs (1)(a) and (6)(a), before "members" there is inserted

    (3) In paragraph (8) - 

     35. In Article 17(4)(a), before "members" there is inserted "qualifying".

     36.  - (1) Article 18 is amended as follows.

    (2) In paragraphs (1)(a) and (6)(a), before "members" there is inserted

    (3) In paragraph (7) - 

     37. In Article 20(5), after "a", in the second place where that word occurs, there is inserted "qualifying".

     38. In Article 21(6) - 

     39.  - (1) Article 38 is amended as follows.

    (2) In paragraph (1), for the words from "that the scheme" to the end there is substituted - 

    (3) In paragraph (2), the words from "but" to the end are omitted.

    (4) After that paragraph there is inserted - 

     40. In Article 51(6), after "a pension" there is inserted "which is attributable (directly or indirectly) to a pension credit or".

     41. In Article 53, after paragraph (3) there is inserted - 

     42.  - (1) Article 67 is amended as follows.

    (2) In paragraph (2), for "or accrued right," there is substituted "accrued right or pension credit right".

    (3) In paragraph (4)(a), for "or accrued rights," there is substituted

    (4) For paragraph (5) there is substituted - 

     43. In Article 68(2), for "and" at the end of sub-paragraph (d) there is substituted - 

     44. In Article 73, after paragraph (3) there is inserted - 

     45. In Article 74(3)(b), at the end there is inserted "or pension credit rights".

     46.  - (1) Article 89 is amended as follows.

    (2) In paragraph (1), for the words from ", or has" to "occupational pension scheme" there is substituted "to a pension under an occupational pension scheme or has a right to a future pension under such a scheme".

    (3) In paragraph (2), for the words from ", or" to "scheme" there is substituted "to a pension under an occupational pension scheme, or right to a future pension under such a scheme,".

    (4) In paragraph (5) - 

     47.  - (1) Article 90 is amended as follows.

    (2) In paragraph (1), for the words from ", or" to "scheme" there is substituted "to a pension under an occupational pension scheme or a right to a future pension under such a scheme".

    (3) In paragraph (4), for the words from "person entitled" to "accrued" there is substituted "pensioner, or prospective pensioner".

     48.  - (1) Article 91 is amended as follows.

    (2) In paragraph (1), for the words from ", or" to "scheme" there is substituted "to a pension under an occupational pension scheme or right to a future pension under such a scheme".

    (3) In paragraph (2) - 

    (4) In paragraph (4), for "accrued right to a pension" there is substituted

     49. In Article 97(2) - 

     50.  - (1) Article 121 is amended as follows.

    (2) In paragraph (1), in the definition of "member", for "or pensioner" there is substituted ", pensioner or pension credit".

    (3) In that paragraph, after the definition of "payment schedule" there is inserted - 

    (4) After paragraph (2) there is inserted - 

     51.  - (1) Article 162 is amended as follows.

    (2) In paragraph (4), for "scheme" there is substituted "arrangement".

    (3) In paragraph (5)(d), for "scheme" there is substituted "arrangement".

Welfare Reform and Pensions (Northern Ireland) Order 1999

     52. In Article 22 of the Welfare Reform and Pensions (Northern Ireland) Order 1999 (charges by pension arrangements in relation to earmarking orders), for "section 23" substitute "section 22A or 23".



PART II

OTHER CONSEQUENTIAL AMENDMENTS

Insolvency (Northern Ireland) Order 1989 (NI 19)

     53. The Insolvency (Northern Ireland) Order 1989 is amended as follows.

     54. After Article 315C there is inserted - 

Social Security Administration (Northern Ireland) Act 1992 (c. 8)

     55. The Administration Act has effect subject to the following amendments.

     56. After section 128E insert - 

     57. In section 149(5) (enactments conferring functions in respect of which the Social Security Advisory Committee is to advise etc.), in the definition of "relevant enactments", after paragraph (ad) insert - 

     58. In section 165 (regulations and orders -general), after subsection (7) insert - 

     59. In section 166 (Assembly, etc. control of orders and regulations), in subsection (2), before the "and" at the end of paragraph (a) insert - 

     60. At the end of Article 17(2) of the Deregulation and Contracting Out (Northern Ireland) Order 1996 (social security: amendments following certain orders) there shall be added the words "the Welfare Reform and Pensions Act 1999".

Social Security (Northern Ireland) Order 1998 (NI 10)

     61. In Schedule 2 to the Social Security (Northern Ireland) Order 1998 (decisions against which no appeal lies), after paragraph 5 insert - 



SCHEDULE 10
Article 76.


REPEALS




PART I

PENSIONS: MISCELLANEOUS

Chapter or Number Short title Extent of repeal
1993 c. 49. Pension Schemes (Northern Ireland) Act 1993. In section 24(1), paragraph (aa) (but not the final "and").
    In section 69(2)(a)(ii), the words "or a self-employed pension arrangement" and "or arrangement".
    In section 92(2)(a), sub-paragraph (iii) and the word "or" preceding it.
    Section 155(5).
    In section 176(1), the definition of "self-employed pension arrangement".
1995 NI 22. Pensions (Northern Ireland) Order 1995. In Article 8(4), the word "or" at the end of sub-paragraph (a).
    In Article 58(6)(a), the words "continue to".
    In Article 81(3)(a), "90 per cent. of".
    Article 89(3).
    In Article 90(2), sub-paragraph (b) and the word "or" preceding it.
    Article 93.
    In Article 139, paragraphs (2) and (3), and in paragraph (4), sub-paragraph (b) and the word "and" preceding it.



PART II

PENSIONS ON DIVORCE ETC.

Chapter or Number Short title Extent of repeal
1978 NI 15. Matrimonial Causes (Northern Ireland) Order 1978. Article 27B(2).
    In Article 27D(2), sub-paragraphs (c) and (d) and the words after sub-paragraph (e).
1989 NI 4. Matrimonial and Family Proceedings (Northern Ireland) Order 1989. In Article 25, the word "made", in both places.



PART III

PENSION SHARING

Chapter or Number Short title Extent of repeal
1971 c. 35 (N.I.). Pensions (Increase) Act (Northern Ireland) 1971. In section 8(1)(a), the words from "(either" to"person)".

1993 c. 49. Pension Schemes (Northern Ireland) Act 1993. In section 173, the words"or of".

1995 NI 22. Pensions (Northern Ireland) Order 1995. In Article 3(2)(a), the word "or" at the end of head (i).
    In Article 38(2), the words from "but" to the end. In Schedule 1, paragraph 37(a).



PART IV

ABOLITION OF SEVERE DISABLEMENT ALLOWANCE

Chapter or Number Short title Extent of repeal
1992 c. 7. Social Security Contributions and Benefits (Northern Act 1992. Section 63(b).
    Sections 68 and 69.
    In section 93(a), sub-Ireland) paragraph (ii) and the word "or" preceding it.
    In section 93(b), the words "or allowance" in each place they occur.
    In section 121(1), in the definition of "relevant loss of faculty", paragraph (a).
    Section 128(2)(a)(ii) and (2B)(a)(iii).
    Section 146(1)(d).
    In Schedule 4, in Part III, paragraphs 2 and 3, and in Part IV, paragraph 8.
    In Schedule 6, in paragraph 1, the words"68 or", and in sub-paragraph (b), the words from "except" to "68 above," and paragraphs 4 and 5.

    In Schedule 9, paragraph 5.
    In Schedule 11, in paragraph 2, sub-paragraph (d)(iii) and the word "or" preceding it.
1992 c. 8. Social Security Administration (Northern Ireland) Act 1992. In section 43(1), the words "and severe disablement allowance".
    In section 43(1)(a), the words "in relation to industrial injuries benefit,".
    In section 43(1)(b), the words "in relation to both benefits,".
    In section 43(2), paragraph (d) and the word "or" preceding it.
    In section 44(1), the words "or severe disablement allowance".
    In section 45(9), the words "or severe disablement allowance, as the case may be,".
    In section 46(1)(c), the words "or, in a case relating to severe disablement allowance, at the prescribed time".
    In section 122(1), paragraph (e) and the word "or" preceding it.
    In section 124(1), paragraph (d) and the word "or" preceding it.
1994 NI 12. Social Security (Incapacity for Work) (Northern Ireland) Order 1994. Article 11.
    In Schedule 1, paragraph 18.
    In Schedule 2, in the third column, the entry relating to section 68 of the Social Security Contributions and Benefits (Northern Ireland) Act 1992.
1998 NI 10. Social Security (Northern Ireland) Order 1998. In Article 73(8), sub-paragraph (c).
1999 c. 10. Tax Credits Act 1999. In Schedule 1, paragraph 4(d).



PART V

BENEFITS: MISCELLANEOUS

Chapter or Number Short title Extent of repeal
1992 c. 7. Social Security Contributions and Benefits (Northern Ireland) Act 1992. Section 20(1)(e)(i).
    In section 21, in subsection (2) the entry relating to maternity allowance, and in subsection (4) the words ", other than maternity allowance,".
    In Schedule 3, in Part I, paragraph 3.
    In Schedule 4, in Part I, the entry relating to maternity allowance.
S.R. 1994 No. 176. Maternity Allowance and Statutory Maternity Pay Regulations (Northern Ireland) 1994. Regulations 2(1), (2) and (4) and 6(2).
1995 NI 15. Jobseekers (Northern Ireland) Order 1995. In Article 3(4), the word "and" at the end of the definition of "a contribution-based jobseeker's allowance".
1998 NI 10. Social Security (Northern Ireland) Order 1998. In Schedule 6, paragraph 59.



EXPLANATORY NOTE

(This note is not part of the Order)


This Order, which is made only for purposes corresponding to the Welfare Reform and Pensions Act 1999 makes provision about pensions and social security, makes provision for reducing under-occupation of dwellings by housing benefit claimants, authorises certain expenditure by the Department of Health and Social Services and makes other connected provisions.


ISBN 0 11 085557 4

Crown copyright 1999

Prepared 24 December 1999


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