🔆 📖 👤

Statutory Instruments

2006. No. 138

INCOME TAX

The Pension Schemes (Reduction in Pension Rates) Regulations 2006

Made

25th January 2006

Laid before the House of Commons

26th January 2006

Coming into force

6th April 2006

The Commissioners for Her Majesty’s Revenue and Customs, in exercise of the powers conferred by paragraph 2(4)(e) and (h) of Schedule 28 to the Finance Act 2004( 1 ), and now exercisable by them( 2 ), make the following Regulations:

Citation, commencement and interpretation

1. —(1) These Regulations may be cited as the Pension Schemes (Reduction in Pension Rates) Regulations 2006 and shall come into force on 6th April 2006.

(2) In these Regulations a reference, without more, to a paragraph is a reference to a paragraph of Schedule 28 of the Finance Act 2004.

Forfeiture of entitlement to pension — prescribed circumstances

2. —(1) For the purposes of paragraph 2(4)(e) (forfeiture of entitlement to pension) the prescribed circumstances are where forfeiture of a pension has been permitted —

(a) under section 92(2) or 93 of the Pensions Act 1995( 3 ) (“the 1995 Act”) providing that the member meets the condition set out in sub-paragraph 2(2);

(b) under section 92(4) or (5) of the 1995 Act;

(c) under Article 90(4) or (5) or 91 of the Pensions (Northern Ireland) Order 1995( 4 );

(d) in any of the circumstances prescribed by the Occupational Pension Schemes (Assignment, Forfeiture, Bankruptcy etc. ) Regulations 1997( 5 ) or the Occupational Pension Schemes (Assignment, Forfeiture, Bankruptcy etc.) Regulations (Northern Ireland) 1997( 6 ).

(2) The condition referred to in sub-paragraph 2(1)(a) is that the member is not connected with—

(a) the sponsoring employer of the scheme in respect of which the scheme pension is payable (“the employer”); or

(b) a person who is connected with the employer.

(3) Section 839 of ICTA 1988 applies to determine whether persons are connected for the purposes of paragraph (2) of this regulation.

Reduction of pension — prescribed circumstances

3. For the purposes of paragraph 2(4)(h) (reduction of the pension in any other circumstances prescribed by regulations) the prescribed circumstances are where the amount of pension payable to a member has been reduced under any of the following provisions—

(a) section 138(2) of the Pensions Act 2004( 7 ) (payment of scheme benefits);

(b) article 122(2) of the Pensions (Northern Ireland) Order 2005( 8 );

(c) paragraph 14(3) or 15(3) (guaranteed minimum pension etc ) of Schedule 5 to the Gender Recognition Act 2004( 9 ).

Paul Gray

Mike Eland

Two of the Commissioners for Her Majesty’s Revenue and Customs

25th January 2006

( 1 )

2004 c. 12 . Paragraphs (e) and (h) were inserted into paragraph 2(4) by paragraph 11 of Schedule 10 to the Finance Act 2005 c. 7 .

( 2 )

The functions of the Commissioners of Inland Revenue (“the former Commissioners”) were transferred to the Commissioners for Her Majesty’s Revenue and Customs (“the new Commissioners”) by section 5 of the Commissioners for Revenue and Customs Act 2005 (c. 11) . Section 50(1) provides that, so far as appropriate in consequence of section 5, references to the former Commissioners are to be read as references to the new Commissioners.

( 3 )

1995 c. 26 .

( 7 )

2004 c. 35 .

( 9 )

2004 c. 7 .

Status: This is the original version (as it was originally made). This item of legislation is currently only available in its original format.
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 (2006/138)

Displaying information

Status of this instrument

footnotecommentarytransitional and savingsin force statusrelated provisionsgeo extentinsert/omitsource countin force adj
Defined TermSection/ArticleIDScope of Application
the 1995 Actreg. 2.(“_prn2TfwG
the employerreg. 2.(“_prnBYgdP
Changes that affect Made by
Sort descending by Changed Legislation Sort descending by Year and Number Changed Provision Type of effect Sort descending by Affecting Legislation Title Sort descending by Year and Number Affecting Provision Sort descending by Changes made to website text Note
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 2006 No. 138 reg. 3 word inserted The Registered Pension Schemes (Reduction in Pension Rates, Accounting and Assessment) (Amendment) Regulations 2013 2013 No. 1111 reg. 3(2) Not yet
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 2006 No. 138 reg. 4(d) inserted The Registered Pension Schemes (Reduction in Pension Rates, Accounting and Assessment) (Amendment) Regulations 2013 2013 No. 1111 reg. 3(3) Not yet
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 2006 No. 138 reg. 4A inserted The Registered Pension Schemes (Reduction in Pension Rates, Accounting and Assessment) (Amendment) Regulations 2013 2013 No. 1111 reg. 3(4) Not yet
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 2006 No. 138 reg 3 subst (retrosp to 6.4.2006) The Pension Schemes (Reduction in Pension Rates) (Amendment) Regulations 2009 2009 No. 1311 reg 2 Not yet
The Pension Schemes (Reduction in Pension Rates) Regulations 2006 2006 No. 138 regs 4 5 added (retrosp to 6.4.2006) The Pension Schemes (Reduction in Pension Rates) (Amendment) Regulations 2009 2009 No. 1311 reg 2 Not yet

Status of changes to instrument text

The list includes made instruments, both those in force and those yet to come into force. Typically, instruments that are not yet in force (hence their changes are not incorporated into the text above) are indicated by description 'not yet' in the changes made column.