Survivor benefits (version 1.4) 3 The final four columns ...

1 Survivor benefits (version ) Deleted: 3. The final four columns in the table below represent the LGPC Secretariat's understanding of the provisions governing Survivor benefits from 1 April 2014 where the scheme member's death occurs on or after 1 April 2014. The matters highlighted in grey within the final four columns highlight differences compared to the position that applied where death occurred prior to 1 April 2014. ( the position shown in columns two, three and four of the table). Note: this table does not apply in respect of deceased councillor members as they are still subject to the LGPS Regulations 1997 (regardless of whether they die before, on or after 1 April 2014). Deleted: . Type Member left pre Member left Member left Member died Member died Member died Member died 1/4/98, had 1/4/98 1/4/08 post 31/3/14 post 31/3/14 but post 31/3/14 and post 31/3/14.

2 benefits paid or 31/3/08, had 31/3/14, had but only has pre only has pre has pre 1/4/14 and only has due under the benefits paid benefits paid 1/4/14 1/4/14 and post 31/3/14 post 31/3/14. 1995 Regs and or due under or due under membership membership aggregated membership died pre 1/4/14 - the 1997 the benefits and benefits and benefits are membership (including benefits payable Regs and died Regs and are payable payable under (where the pre members who are those under pre 1/4/14 - died pre under the 1995 the benefits 1/4/14 have the 1995 Regs benefits 1/4/14 - or 1997 Regs Regs benefits membership still aggregated pre [TP reg 3(1)] payable are benefits benefits payable are has a final 1/4/14. those under payable are payable are those under the salary link see membership the 1997 those under those under the benefits Regs, aggregation which no Regs [TP reg the benefits 1995 or 1997 modified as paper) longer has a 3(1)] Regs [TP reg Regs, modified highlighted benefits payable final salary link 3(1)] as highlighted below.)

3 This are aggregate of and has been below. This column also benefits under converted to column also applies to any benefits Regs post 31/3/14. applies to any unaggregated (modified as CARE pension unaggregated pre 1/4/14 highlighted see pre 1/4/08 membership below) and aggregation membership held under the benefits under paper) - held under the benefits Regs. 2013 Regs. [TP benefits 1995 or 1997 [TP reg 17(4)]. reg 17(1), and payable are Regs. (2)]. those under the [TP reg 17(4)]. 2013 Regs. Type Based on Based on Based on Based on Based on Based on Based on Widow of pre-leaving All membership All All All membership All membership All membership Survivor benefit opposite sex marriage [Reg F2 of 1995 membership membership [TP reg 17(4)] [TP reg 17(4)] to 31/3/14 plus calculated Regs] [Reg 41 of [ benefits regs Survivor benefit under regs 41, 1997 Regs] 24, 33 and 36] calculated under 44 or 47 of regs 41, 44 or 2013 Regs 47 of 2013 Regs [TP 17(1) and (2)].

4 Widow of post-leaving Post 5/4/78 Post 5/4/78 Post 5/4/78 Post 5/4/78 Post 5/4/78 6/4/78 31/3/14. opposite sex marriage contracted-out contracted-out contracted-out membership membership membership, Survivor benefit membership membership membership plus relevant plus relevant including calculated [Reg F6 of 1995 [Reg 42(1) of [Reg 6 of additional additional relevant under regs 41, Regs] 1997 Regs] 2008 TP Regs membership as membership as additional 44 or 47 of and reg 42(1) defined in reg defined in reg membership as 2013 Regs of 1997 Regs] 42(4) of the 42(4) of the defined in reg 1997 Regs 1997 Regs 42(4) of the where where 1997 Regs previously previously (other than IHE). married to married to where deceased at deceased at previously some time some time married to whilst active whilst active deceased at member after member after some time whilst 31/3/72 [TP reg 31/3/72 [TP reg active member 17(4), (12) and 17(4), (12) and after 31/3/72, (13)] (13)] plus Survivor benefit calculated under regs 41, 44 or 47 of 2013 Regs [TP reg 17(1), (2), (12) and (13)].

5 Widower of pre-leaving Post 5/4/88 Post 5/4/88 All As per 1995 or All membership All membership Survivor benefit opposite sex marriage membership plus membership membership 1997 Regs [TP reg 17(4)] to 31/3/14 plus calculated relevant plus relevant [ benefits regs column entry, Survivor benefit under regs 41, additional additional 24, 33 and 36] as appropriate calculated under 44 or 47 of membership plus membership [TP reg 17(4)] regs 41, 44 or 2013 Regs 1/4/72-5/4/88 as defined in 47 of 2013 Regs membership if reg 42(4) of [TP reg 17(1). bought by the 1997 Regs and (2)]. member and any plus 1/4/72- pre 1/4/72 5/4/88. membership if membership if bought by bought by member member who [Regs F8(1) and was married (3) of 1995 Regs] before 1/4/98. or granted by employer to such a member and any pre 1/4/72.

6 Membership if bought by such a member or all pre 6/4/88. membership if single at 31/3/98 and married after then [Regs 42(2) . (4) of 1997. Regs and reg 9 of 1997 TP. Regs and FAQ. document issued by DETR to accompany the 1997. Regs]. Widower of post-leaving Post 5/4/88 Post 5/4/88 Post 5/4/88 Post 5/4/88 Post 5/4/88 6/4/88 to Survivor benefit opposite sex marriage membership plus membership membership membership membership 31/3/14 calculated relevant plus relevant plus relevant plus relevant plus relevant membership, under regs 41, additional additional additional additional additional including 44 or 47 of membership membership membership membership as membership as relevant 2013 Regs where previously where where defined in reg defined in reg additional married to previously previously 42(4) of the 42(4) of the membership as deceased at married to married to 1997 Regs 1997 Regs defined in reg some time whilst deceased at deceased at where where 42(4)

7 Of the active member some time some time previously previously 1997 Regs after 31/3/72 whilst active whilst active married to married to (other than IHE). [Regs F8(1) and member after member after deceased at deceased at where (3) of 1995 Regs] 31/3/72 31/3/72 some time some time previously [Regs 42(2) [Reg 6 of whilst active whilst active married to (4) of 1997 2008 TP Regs member after member after deceased at Regs] and regs 42(2) 31/3/72 31/3/72 some time whilst (4) of 1997 [TP reg 17(4), [TP reg 17(4), active member Regs] (10), (11) and (10), (11) and after 31/3/72. (13)] (13)] plus Survivor benefit calculated under regs 41, 44 or 47 of 2013 Regs [TP reg 17(1), (2), (10), (11). and (13)]. Civil partner of pre- Post 5/4/88 All Post 5/4/88 All membership All membership Survivor benefit leaving civil partnership N/A civil membership membership membership for [TP reg 17(4)] to 31/3/14 plus calculated partnerships only plus relevant [Reg 3(4) of benefits Survivor benefit under regs 41, came into additional 2008 TP Regs awarded under calculated under 44 or 47 of existence from membership NB: reg 42A the 1997 Regs regs 41, 44 or 2013 Regs 5/12/05.]

8 Thus [Reg 42A of of 1997 Regs plus relevant 47 of 2013 Regs no-one who 1997 Regs] was not a additional [TP reg 17(1). ceased active saved membership as and (2)]. membership prior provision] defined in reg to 1/4/98 could 42(4) of the have entered into 1997 Regs*. a pre-leaving civil [TP reg 17(4), partnership. (10), (11) and (13) and reg 42A of the 1997. Regs and reg 4A of the 1997. TP Regs]. Civil partner of post- Post 5/4/88 Post 5/4/88 All Post 5/4/88 Post 5/4/88 6/4/88 to Survivor benefit leaving civil partnership membership membership membership membership membership 31/3/14 calculated excluding** plus relevant [Reg 3(4) of plus, for plus relevant membership, under regs 41, relevant additional 2008 TP Regs benefits additional including 44 or 47 of Deleted: plus additional membership NB: reg 42A awarded under membership as relevant 2013 Regs membership [Reg 42A of of 1997 Regs the 1997 Regs, defined in reg additional [Regs regs F8(1) 1997 Regs] was not a relevant 42(4) of the membership as and (3) of 1995 saved additional 1997 Regs defined in reg Regs.]

9 And reg 4A provision] membership as where 42(4) of the of 1997 TP Regs] defined in reg previously in a 1997 Regs 42(4) of the civil partnership (other than IHE). 1997 Regs with the where where deceased at previously in a previously in a some time civil partnership civil partnership whilst active with the with the member after deceased at deceased at 31/3/72* some time whilst some time active member whilst active [TP reg 17(4), after 31/3/72. member after (10), (11) and plus Survivor 31/3/72* (13)] benefit [TP reg 17(4), calculated under (10), (11) and regs 41, 44 or (13) and reg 47 of 2013. 42A of the 1997 Regs*. Regs and reg [TP reg 17(1), 4A of the 1997 (2), (10), (11). TP Regs] and (13)]. Survivor of same sex N/A same sex N/A same All N/A - same sex All membership.

10 All membership Survivor benefit Deleted: N/A. pre-leaving marriages only sex marriages membership marriages only [TP reg 17(4)] to 31/3/14 plus calculated Deleted: **. marriage** came into only came into [Reg 3(4) of came into NB: benefits for Survivor benefit under regs 41, Formatted: Not Highlight existence from existence from 2008 TP Regs existence from a widow / calculated under 44 or 47 of Formatted: Not Highlight 29/3/14. Thus 29/3/14. Thus NB: benefits 29/3/14. Thus widower in the regs 41, 44 or 2013 Regs. no-one who no-one who for a widow / no-one who benefits Regs 47 of 2013 Regs [Same Formatted: Not Highlight ceased active ceased active widower in the ceased active include a [TP reg 17(1) outcome as for membership prior membership benefits Regs membership Survivor of a and (2)] pre-leaving civil to 1/4/98 could prior to 1/4/08 include a prior to 1/4/08 same sex NB: benefits for partnership have entered into could have Survivor of a could have marriage by a widow /.]]