Changes to the Regulations displayed in the Timeline Section of the Site
January 2010
The Pensions Increase Review Orders page now has hyperlinks to letters from CLG (dated 21 January 2010) and SPPA (dated 25 January 2010) which state that the PI rate for April 2010 will be 0%.
December 2009
England and Wales
The Local Government Pension Scheme (Management and Investment of Funds) Regulations 2009 [SI 2009/3093] together with the explanatory memorandum have been uploaded to the Investment regulations section of the Timeline Regulations website. Archived versions of the 1998 Investment Regulations can be accessed from the new menu page for the 2009 Investment Regulations.
The Admitted body status provisions guidance together with the CLG covering letter (dated 17 December 2009) and the CLG letter (dated 14 December 2009) in respect of regulation 12(3) of the 2009 Investment Regulations have all been added to the Statutory Guidance page.
Upload of the Local Government Pension Scheme (Miscellaneous) Regulations 2009 along with the accompanying explanatory memorandum. This month's update includes the resultant amendments to the Benefit Regulations, the Administration Regulations and the Transitional Provisions Regulations 2008.
Version 1.2 of the GAD guidance on buying an additional pension has been added to the post March 2008 GAD guidance page.
Scotland
Version 1.2 of the GAD guidance on buying an additional pension has been added to the post March 2009 GAD guidance page.
November 2009
England and Wales
On 7 October, CLG issued a letter in respect of employees, who will be made redundant on 31 March 2010 and the early payment of Pension Credit benefits. Links to the letter have been added in the Statutory Guidance/FAQs webpage and in the Divorce section at the bottom of the post March 2008 GAD guidance webpage.
The correction slip, which was issued in September with respect to the Local Government Pension Scheme (Amendment) Regulations 2008 [SI 2008/1083], has been added to the Statutory Instruments page. The Timeline Regulations have been updated to include the amendments required due to the Correction slip.
There was no update of the Timeline Regulations website in October 2009.
General
A number of typographical and layout errors have been corrected.
September 2009
England and Wales
Annexes B and C, which accompany the Statutory Guidance on Ill-health, have been added to the Statutory Guidance and Circulars page.
Scotland
The Local Government Superannuation (Scotland) Regulations 1987 are now available on the Timeline Regulations (Scotland) section. The draft GAD guidance on Protected Regulation 65(8) from the LGPS (Scotland) Regulations 1998 has been uploaded to the post March 2009 GAD guidance page.
August 2009
England and Wales
The Statutory Guidance and Circulars page has had added the Supplementary Guidance for Independent Registered Medical Practitioners qualified in occupational health medicine (IRMPs) together with the covering letter from CLG and the Faculty of Occupational Medicine.
Scotland
The Local Government Superannuation (Scotland) Regulations 1987 have been added to the Timeline Regulations (Scotland) page.
Version 1.2 of the Actuarial Factors for Individual Cash Equivalent and Club transfers for members of the LGPS (Scotland) has been added to the post March 2009 GAD guidance page. Version 1.1 has been moved to a new section (called "Previous Guidance issued") at the bottom of the same page.
The joint Police, Fire and Local Government Circular (2009/No.1) has been added to the Statutory Guidance and Circulars page.
The update included corrections to a few typographical errors.
June 2009
England and Wales
A link to the CLG letter dated 18 November 2008 has been added in the section headed "Administration Regulation 79 Rights to payment out fund authority's pension fund & 83 Inward transfers of pension rights".
Scotland
An updated version of the LGPS (Scotland) Regulations 1998 has been created to incorporate the changes in The Local Government Pension Scheme Amendment (Increased Pension Entitlement) (Scotland) Regulations [SSI 2009/186].
A updated version of the Local Government (Discretionary Payments and Injury Benefits) (Scotland) Amendment Regulations 2009 and a new set of the LGPS (Scotland) Regulations 2008 have been created due to the amendments made by The Local Government (Discretionary Payments and Injury Benefit) (Scotland) Amendment Regulations 2009 [SSI 2009/187].
The Scottish Statutory Instruments page now includes SSIs 2009/186 and 2009/187 together with the accompanying explanatory memoranda.
SPN/LG Circular No.4 /2009 has been added to the Statutory Guidance and Circulars page.
May 2009
England and Wales
A new set of the LGPS Regulations 2007/2008 has been created to incorporate the minor changes contained within the LGPS (Amendment) Regulations 2009 (SI 2009/1025). The SI itself together and an explanatory letter from CLG have been added to the Statutory Instrument page.
The GAD guidance page for the post 31 March 2008 Scheme now includes the guidance CLG issued in respect of AVC Service Credits, version 1.3 of the Actuarial Factors for Individual Cash Equivalents and Club Transfers with effect from 1 October 2008 guidance and the letter CLG issued in respect of interfund adjustments where the date of election occurs after 31 March 2009. Earlier versions of the Actuarial Factors for Individual Cash Equivalents and Club Transfers with effect from 1 October 2008 have been moved to a new section entitled, "Previous guidance issued" at the bottom of the Post 31 March 2008 GAD Guidance page.
The second edition of the FAQ document has been added to the Statutory Guidance / FAQs page.
Scotland
SPN/LG Circular No.2 /2009 has been added to the Statutory Guidance and Circulars page.
Spurious characters, which appeared in the set of LGPS (Scotland) Regulations 2008 as amended by SSI 2009/0093, have been removed.
April 2009
England and Wales
Details of an appeal has been added in respect of whether or not calendar length membership counts toward the rule of 85 calculation. Appeal reference numbers hyperlinks now open in a new browser window.
Scotland
The Statutory and Circulars page has had the SPPA letter (dated 20 February 2009) added. It covered the LGPS (Discretionary Payments and Injury Benefits) (Scotland) Amendment Regulations 2008.
March 2009
England and Wales
A new set of the LGPS Regulations 2007/2008 has been created to incorporate the minor changes contained with the LGPS (Administration) (Amendment) Regulations 2009 (SI 2009/447).
The CLG letter (issued on 2 March 2009) and both versions of the clarification on pensions and divorce (issued on 2 and 12 March 2009), the updated Protected Rights factors, the Supplementary Lump Sum Factors at Age 55 for Pensioner Cash Equivalents and the LGPS (Scotland) Actuarial factors for individual cash equivalent and club transfers have been added to the post April 2008 GAD guidance page.
The hyperlinks in regulations 79, 83 and 86 of the Administration Regulations have been amended to take users to the relevant section of the GAD guidance page the post March 2008 scheme instead of a particular item of GAD guidance.
Users can now request copies of the SIs which amended the LGPS Regulations 1995 from the menu page.
Scotland
A new set of the LGPS (Scotland) Regulations 2008 has been created to reflect the amendments contained within the LGPS Amendment (Scotland) Regulations 2009 (SSI 2009/93).
A new page to display GAD guidance for the post March 2009 scheme has been created. The GAD guidance in respect of early retirement, late retirement, purchase of an additional pension (under regulations 13 and 14 of the Benefit Regulations 2008) and the use of accumulated AVC's to provide an additional pension are listed on the page. The guidance, previously issued in respect of individual Club transfers and cash equivalents, additional cash commutations and with regard to benefits in excess of the Lifetime Allowance where the member is without Primary or Enhanced Protection, have been added to the post March 2009 guidance page.
A link to the GAD guidance for the post March 2009 scheme page has been added to all the appropriate navigation menu bars.
The following guidance has been added to the pre April 2009 GAD guidance page in respect of the LGPS(Scotland) Regulations 1998 -
Regulation 18A - Benefits in excess of the Lifetime Allowance - members without Primary or Enhanced Protection:
Regulation 19 - Additional Cash Commutation;
Regulations 24A and 19(4A) - Late Retirement - actuarial increases;
Regulations 30 and 34 - Early Retirement and Flexible Retirement actuarial reductions;
Regulation 48 - Commutation of small pensions;
Regulations 51 and 75 - Augmentation of service extension of factors from ages 71 to 100;
Regulation 65(8) - Transfer of credits granted from accumulated AVCs;
Transfer Values - GAD transfer value note (9 August 2004); and
Divorce Calculations - SPPA Divorce calculation update (6 March 2009) and England and Wales Transfer Factor Suite with effect from 1 October 2009.
In addition, earlier guidance has been added with respect to -
Regulation 30 - Early Retirement
Regulation 32 - Surrender of Pension: and
Regulations 51 and 79 - Augmentation of Serivce previous guidance issued on 15 June 1998 and extension of factors from 71 to 80 issued
24 July 2001.
Version 2 of the Statutory Guidance regarding the assessment of member's contribution rates has been added to the Statutory Guidance.
The definition of, "the investment regulations" in the LGPS (Transitional Provisions) Regulations 1998 has been updated to reflect the amendment in The LGPS (Management and Investment of funds) (Scotland) Regulations 1998 (SI 1998/2888).
United Kingdom
The GMP Increase page now includes the Guaranteed Minimum Pensions Increase Order 2009 and the SI for the 2009 PI Review with HM Treasury's 2009 PI multiplier spreadsheet have been added to the Pensions Increase page. There is a new page which contains the latest Public Sector Transfer Club Memorandum and the associated covering letter which were issued on 29 January 2009.
February 2009
England and Wales
The LGPS Regulations 1995 (As Amended) have been added to the Timeline Regulations for England and Wales.
CLG issued a letter on 13 January 2009 which contained the new contribution rates effective from 1 April 2009. This letter has been added to the Statutory Guidance / FAQs page and there is a hyperlink to the letter from the most recent version of the Benefit Regulations 2007.
Scotland
SPN/LG Circular No.4/2008 (The LGPS (Scotland) Guaranteed Minimum Pension (GMP) Entitlement) has been added to the Statutory Guidance and Circulars page.
Navigation
Navigation menu bars have been introduced in all the top-level menus to make it easier for users to navigate around the Timeline Regulations website.
Hyperlinks
The Timeline Regulations website has been enhanced in order that hyperlinks to external pages will open in a new browser window. External pages include SIs, SSIs, statutory guidance, GAD guidance etc. With respect to the LGPS Regulations 2007/2008, the Benefits Regulations 2007 are regarded as external to the Administration Regulations 2008 and the Transitional Provisions Regulations 2008 and vice versa. The same approach has been taken to the LGPS (Scotland) Regulations 2008. The new browser window enhancement has only been implemented in the pages listed below.
England and Wales
The LGPS Regulations 2007/ 2008 (as amended by SI 2008/3245)
The LGPS Regulations 1997 (as amended by SI 2008/2425)
GAD Guidance for post 31 March 2008 Scheme
GAD Guidance for pre 1 April 2008 Scheme
Statutory Guidance / FAQsScotland
The LGPS Regulations 2008
The LGPS Regulations 1997 (as amended by SSI 2007/514)
GAD Guidance for pre 1 April 2009 Scheme
Statutory Guidance and CircularsUnited Kingdom
Pensions Increase Review Orders
GMP Increase Review Orders
The Social Security Revaluation Orders
January 2009
England and Wales
Create a new set of regulations in the Local Government Pension Scheme Regulations 2007 / 2008 (As Amended) section as a result of SI 2008/3245. Note that the SI made amendments to the LGPS (Administration) Regulations only.
The Guidance on Staffing Issues, with respect to the boundary changes effective from 1 April 2009, has been added to the Statutory Guidance/FAQs page and the relevant SI has been inserted in the SI page. The letter issued by CLG on 22 December 2008 in respect of IFAs in the current financial has been added to the GAD guidance page for the post 31 March 2008 scheme. A hyperlink to the Disability Discrimination Act guidance has been inserted in regulation 44(6) of the LGPS Regulation 1997 as amended by SI 2008/2425.
The layout of regulation 26(5) of the Benefit Regulations (as amended by SI 2008/1083, SI 2008/2425, SI 2008/2989 and SI 2008/3245) has been tidied up so that clauses 26(5)(a) and 26(5)(b) appear on separate lines and are indented.
December 2008
England and Wales
Statutory Guidance on Governance is added to the Guidance and FAQs section. The GAD Guidance page for post 31 March 2008 scheme updated with transfer value factors (effective from 1 October 2008) and CLG letter issued on 5 December 2008 together with the new Pensioner divorce CEV factors. The incorrect hyperlinks in regulation 26(5) of the LGPS (Administration) Regulations have been removed from all versions as at SI 2008/239 or as amended after SIs 2008/1083, 2008/2425 and 2008/2989.
Scotland
Actuarial factors for transfers values (effective from 1 October 2008), the new Pensioner divorce CEV factors and emails on cross-border IFAs and incoming non-Club transfers have been added to the GAD Guidance page.
November 2008
The Introduction Page of the Timeline Regulations website page has been re-designed. A table has been inserted at the bottom of the page. There are four columns which have links for the LGPS, the LGPS (Scotland), SIs affecting all of Great Britain and finally links to general information.
The Navigation information is now displayed on a separate page with a link on the Introduction page.
England and Wales
LGPS Regulations 1997 as per SI 2006/966 - In Schedule 8, paragraph 7 created a hyperlink to reg 25A(1) and in the index amended the spelling in regulation 144B from "Hygeine" to "Hygiene".
LGPS Regulations 1997 as per SI 2006/2008 – Repeated corrections in SI 2006/966.
LGPS Regulations 1997 as per SI 2007/228 – Repeated corrections in SI 2006/966.
LGPS Regulations 1997 as per SI 2007/1488 – Repeated corrections in SI 2006/966.
LGPS Regulations 1997 as per SI 2007/1561 – Repeated corrections in SI 2006/966.
Created LGPS Regulations 1997 as per SI 2008/2425.
Created LG (Management and Investment of Funds) Regulations 1998 as per SI 2008/2425.
Created a set of LGPS Regulations 2007/2008 after SIs 2008/238 and 2008/239. The set comprises a working copy of the Benefit Regulations, Administration Regulations, Transitional Provisions Regulations and a version of the LGPS Regulations 1997 as per Schedule 1 to the Transitional Provisions Regulations.
Updated the LGPS Regulations 2007/2008 as per SI 2008/1083.
Updated the LGPS Regulations 2007/2008 as per SI 2008/2425.
Updated the LGPS Regulations 2007/2008 as per SI 2008/2989.
Updated the page which lists all the SIs made since the previous amendments to the Timeline Regulations.
Scotland
The following amendments shave been made.
LGPS (Scotland) Regulations 1998 as per SSI 2005/293 - In
regulation 5(1), inserted hyperlink to regulation 4A(2);
regulation 29, amended hyperlink text from "SI2005/283" to "2005/293";
regulation 30(7), amended hyperlink text from "SI2005/283" to "2005/293";
regulation 51(9), marked the regulation as deleted by SI 2005/293;
regulation 65(1)(c)(ii), inserted a hyperlink to regulation 30;
regulation 65(7)(a), inserted a hyperlink to regulation 86;
regulation 78(6), inserted a hyperlink to regulation 16(3A);
in the heading for Schedule 2A, amend "Inseted" to "Inserted"; and
in Schedule 4, paragraph 8(1), delete the word "or" after "52".
LGPS (Scotland) Regulations 1998 as per SSI 2005/315 made all the corrections as per SSI 2005/293.
LGPS (Scotland) Regulations 1998 as per SSI 2005/554 made all the corrections as per SSI 2005/293 and in regulation 41(3A) inserted hyperlinks to regulations 39 and 40.
LGPS (Scotland) Regulations 1998 as per SSI 2006/123 made all the corrections as per SSI 2005/293 and SSI 2005/554.
Created LGPS (Scotland) Regulations 1998 as after SSI 2006/468.
Created LGPS (Scotland) Regulations 1998 as after SSI 2006/514.
Created LGPS (Scotland) Regulations 1998 as after SSI 2007/71.
Created LGPS (Scotland) Regulations 1998 as after SSI 2007/514.
LG (Discretionary Payments and Injury Benefits) (Scotland) Regulations 1998 as after SSI 2005/554 and in:
regulation 20(1), amended "a spouse or spouses" to "a spouse, spouses or civil partner" and inserted a hyperlink to SSI 2005/554;
regulation 20(1)(a), for "(surviving spouses' pensions)" substituted "(surviving spouses' or civil partners' pensions)" and inserted a hyperlink to SSI 2005/554;
in regulation 20(2)(a)(i), removed incorrect insertion of "or civil partner's (SI 2005/554)";
in regulation 20(2)(b), inserted "or civil partner's (SI2005/554)" after the words "surviving spouse's;
in regulation 20(3), amend "surviving spouse's (SI2005/554)" to "surviving spouse's or civil partner's (SI2005/554)" ; and
on the index page amend the text for regulations 20 and 21 to read
"20. Entitlement to surviving spouse's or civil partner's short-term and long-term compensation (SI2005/554)
21. Amount of surviving spouse's or civil partners short-term and long-term compensation (SI2005/554)".
Created LG (Discretionary Payments and Injury Benefits) (Scotland) Regulations 1998 as per 2006/609
Created LG (Discretionary Payments and Injury Benefits) (Scotland) Regulations 1998 as per 2007/71
Created LGPS (Management and Investment of Funds) (Scotland) Regulations 1998 as per 2007/514
Created a page with links to GAD guidance issued in respect of the LGPS (Scotland) Regulations 1998 (as amended).
Updated the page which lists all the SSIs made since the previous amendments to the Timeline Regulations.
United Kingdom
The links for the Pensions Increase (Review) Orders and Section 148 Revaluation Orders have been moved to the Introduction Page. Although separate Statutory Rules are issued for Northern Ireland, the same increases and revaluations apply throughout the United Kingdom.
Updated the Pensions Increase (Review) Orders page with the SI for 2008.
Updated Section 148 Revaluation Orders page with the SI for 2008.
Created a new page to display GMP Increase orders. The page displays GMP Increase orders from 1997 to 2008.
August 2007
England and Wales timeline regulations updated for SI's 2007/228, 2007/1488, 2007/1561
New Benefit, Membership and Contributions Regulations added by SI 2007/1166 and amended by SI 2007/1488
2007 Pensions Increase Order, Explanatory Memorandum and Excel Spreadsheet added
2007 s148 Order Added
GAD regulation 66(8) protected guidance and letter added
In the "Copyright" document, amended the references to "the Employers' Organisation" in both cases where they occur to "Local Government Employers"
In the "Disclaimer" document:
- amended "The Employers' Organisation" to "Local Government Employers"
- amended the contact address to "LGPC, Local Government Employers, Local Government House, Smith Square, London, SW1P 3HZ"
- amend the e-mail address to "elaine.english@lge.gov.uk"
- amended "DETR" to "DoE, DETR, DTLR"
Appeal determinations
In the "Appeals" document :
- amended both references to "The Local Government Pensions Division of the Office of the Deputy Prime Minister" to "The Local Government and Firefighters' Pensions Division of the DCLG"
- amended both e-mail references to "elaine.english@lge.gov.uk"
GAD guidance
ODPM letter dated 5.5.05. that accompanied the "Old" GAD TV note of 27.4.05. added to the "Old" section in the GAD guidance table
LGPS Regulations (England and Wales) - version 2006/966
Reg 11A(3) - create a hyperlink to reg 121
Reg 19A(3) - create a hyperlink to GAD guidance
Deleted reg 25A(2) - enable hyperlink to SI 2006/966
Reg 31(7A) - create a hyperlink to Schedule 2
Reg 41(6) - the hyperlink to SI 2006/966 takes the user to the wrong place in that SI
Reg 122(6C) - create a hyperlink to reg 121
Reg 121(6D) - create a hyperlink to reg 121
Reg 122A(1) - drop the words "(and regulation 122(6B) does not apply to a transfer value credited under this regulation) (SI2006/966)" down to a new line (i.e. they are not part of sub-para (b))
Sch 8, para 7 - create a hyperlink to reg 25A(1)
LGPS Regulations (England and Wales) - version 2006/2008
All amendments as per 2006/966 above plus:
Reg 11A(3) - create hyperlink to reg 121
Reg 19A(1) - create hyperlink to GAD guidance
Reg 20(3B)(b) - create hyperlink to reg 64
Reg 20(3B)(c) - create hyperlink to reg 66
Reg 106 - insert SI 2006/2008 next to the amendment and create hyperlink to that SI
Reg 122A(1) - drop the words "(and regulation 122(6C) does not apply to a transfer value credited under this regulation) (SI2006/2008) (SI2006/966)" down to a new line (i.e. they are not part of sub-para(b)) and create a hyperlink to reg 122(6C)
Sch 8, para 5 - delete the double reference to "(2C)" plus create a hyperlink to GAD guidance in (2D)
August 2006
England and Wales timeline regulations updated for SI's 1998/1129, 2006/966 and 2006/2008.
Scottish timeline regulations updated for SI's 1998/1129, 1999/787, 2003/580, 2004/134, 2005/293, 2005/315, 2005/554 and 2006/123.
GAD guidance updated with latest releases.
2006 Pensions Increase and Revaluation of Earnings Orders added.
SI 2006/966 updated to include amendements made by SI 2006/2008.
The Local Government (Discretionary Payments) Regulations 1996
November 2005
SI's 2005/1903, 2005/2004, 2005/3069 and 2005/3199 added together with available explanatory material and index updated
LGPS Timeline Regulations Updated for SI's 2005/1903, 2005/2004, 2005/3069 and 2005/3199 as follows:-
April 2005
LGPS timeline regulations updated for SI 2004/3372. GAD guidance page introduced. GAD guidance integrated into timeline regulations with relevant hyperlinks. Pensions Increase and Earnings Orders updated together with Treasury Guidance on Pensions Increase and new cumulative PI tables..
April 2004
LGPS timeline Regulations updated for SI's 2003/2719, 2003/3004, 2004/573 and 2004/928. SI index includes amending SI's, coverring letters and guidance. 2004 Pensions Increase and Section 148 Orders added.
HM Treasury spreadsheets of cumulative pensions increase added to the pensions increase page.
October 2003
Appeals integrated into main 1997 timeline regulations
The Collective Investment Schemes (Miscellaneous Amendments) Regulations 2003 Statutory Instrument 2003 No 2066
The Local Government Pension Scheme and Discretionary Compensation (Local Authority Members in England) Statutory Instrument 2003 No 1022
The Social Security Revaluation of Earnings Factors Orders Updated
Pensions Increase (Review) Orders Updated
December 2002
February 2002
Index of original SI's updated with SI 2001/3401, 2002/206 and 2001/2866
Set of Timeline Regulations produced for SI 2002/206
Set of Timeline Regulations produced for SI 2001/3401
Set of timeline (Scotish) regulations produced for discretionary payments regulations changes in SI1998/364 and SI2000/77 - Follow the links from the Home Page
Set of timeline (Scotish) regulations produced for pensions regulations changes in SI2001/460 - Follow the links from the Home Page
Various corrections to Scotish regulations listed here.
January 2002
Complete set of timeline regulations for Scotland - Follow the link from the Home Page
July 2001
Set of timeline regulations produced for SI 2000/1410 and changes cascaded into subsequent sets.
Set of timeline regulations produced for SI 2001/1481.
Index Page created of amending statutory instuments.
Schedule 5 changed to ensure that the tables line up correctly in all versions from 2000/3025.
Broken html anchors fixed in all versions of regulations.
May 2001
Full set of timeline regulations up to and including Statutory Instrument 2001/3025