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The Public Service (Civil Servants and Others) Pensions (Remediable Service) Regulations 2023

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As published

62E Recalculation of partial retirement pension under PCSPS

(1) This regulation applies in relation to a deferred choice member (“M”), where (a) either— (i) all of M’s remediable service was in alpha, or (ii) M’s remediable service was mixed service, (b) M exercised a partial retirement option under the PCSPS during M’s period of remediable service, and (c) M did not exercise a partial retirement option under alpha during M’s period of remediable service. (2) The deferred choice decision-maker may make an election that the pensionable service in respect of which M exercised the partial retirement option mentioned in paragraph (1)(b) be treated as if it included M’s remediable service up to and including the date on which that option was exercised. (3) Except where the scheme manager is the eligible decision-maker, an election under paragraph (2) may only be made after the scheme manager has determined an application which is— (a) made by or on behalf of M, (b) in a form and manner determined by the scheme manager, and (c) received by the scheme manager during a period determined by the scheme manager. (4) The scheme manager may by written notice require the person making the application under paragraph (3) to provide in relation to the application such information which— (a) is within the person’s possession, or (b) the person may reasonably be expected to obtain. (5) As soon as reasonably practicable after receipt of an application made under paragraph (3), the scheme manager must— (a) determine whether an election under paragraph (2) may be made in relation to M, and (b) notify the person who made the application whether such an election may be made. (6) Where the scheme manager is the person who may make an election under paragraph (2), the scheme manager must, as soon as is reasonably practicable after determining that they are that person, determine whether to make such an election in relation to M. (7) The scheme manager may refuse an application made under paragraph (3) where the scheme manager is not satisfied that it is more likely than not that, but for a relevant breach of a non-discrimination rule, M would, during the period of M’s remediable service, have exercised an option under paragraph (2) in relation to M’s remediable service. (8) An election under paragraph (2) is made by— (a) a person other than the scheme manager when that person sends confirmation to the scheme manager that an election is to be made following receipt of the notification mentioned in paragraph (5); (b) the scheme manager at the time determined by the scheme manager. (9) Where an election under paragraph (2) is made, the scheme manager must adjust M’s subsequent partial retirement pension payments under the PCSPS as if the pensionable service in respect of which M exercised a partial retirement option under the PCSPS included M’s remediable service up to and including the date on which that option was exercised. (10) In this regulation— “partial retirement option under alpha” means an option exercisable under Chapter 3 of Part 6 of the 2014 Regulations; “partial retirement option under the PCSPS” means an option exercisable under— rule D.1A of Section I; rule 3.3b of Section II; rule E.4 of Section III.

Your change, as a redline

62E Recalculation of partial retirement pension under PCSPS

(1) This regulation applies in relation to a deferred choice member (“M”), where (a) either— (i) all of M’s remediable service was in alpha, or (ii) M’s remediable service was mixed service, (b) M exercised a partial retirement option under the PCSPS during M’s period of remediable service, and (c) M did not exercise a partial retirement option under alpha during M’s period of remediable service. (2) The deferred choice decision-maker may make an election that the pensionable service in respect of which M exercised the partial retirement option mentioned in paragraph (1)(b) be treated as if it included M’s remediable service up to and including the date on which that option was exercised. (3) Except where the scheme manager is the eligible decision-maker, an election under paragraph (2) may only be made after the scheme manager has determined an application which is— (a) made by or on behalf of M, (b) in a form and manner determined by the scheme manager, and (c) received by the scheme manager during a period determined by the scheme manager. (4) The scheme manager may by written notice require the person making the application under paragraph (3) to provide in relation to the application such information which— (a) is within the person’s possession, or (b) the person may reasonably be expected to obtain. (5) As soon as reasonably practicable after receipt of an application made under paragraph (3), the scheme manager must— (a) determine whether an election under paragraph (2) may be made in relation to M, and (b) notify the person who made the application whether such an election may be made. (6) Where the scheme manager is the person who may make an election under paragraph (2), the scheme manager must, as soon as is reasonably practicable after determining that they are that person, determine whether to make such an election in relation to M. (7) The scheme manager may refuse an application made under paragraph (3) where the scheme manager is not satisfied that it is more likely than not that, but for a relevant breach of a non-discrimination rule, M would, during the period of M’s remediable service, have exercised an option under paragraph (2) in relation to M’s remediable service. (8) An election under paragraph (2) is made by— (a) a person other than the scheme manager when that person sends confirmation to the scheme manager that an election is to be made following receipt of the notification mentioned in paragraph (5); (b) the scheme manager at the time determined by the scheme manager. (9) Where an election under paragraph (2) is made, the scheme manager must adjust M’s subsequent partial retirement pension payments under the PCSPS as if the pensionable service in respect of which M exercised a partial retirement option under the PCSPS included M’s remediable service up to and including the date on which that option was exercised. (10) In this regulation— “partial retirement option under alpha” means an option exercisable under Chapter 3 of Part 6 of the 2014 Regulations; “partial retirement option under the PCSPS” means an option exercisable under— rule D.1A of Section I; rule 3.3b of Section II; rule E.4 of Section III.

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