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3.13.2 Deferred Pension

  • Benefits earned to date can be 'preserved' in previous employer's pension scheme. There is a legal right to a preserved benefit if the individual leaves with 2 or more years pensionable service.

  • It should be borne in mind that:-


    1. Paid up pensions may benefit from discretionary increases made by the ex-employer's scheme.
    2. There may be associated benefits (e.g. widow(er)'s pensions).
  • In the case of a Money Purchase scheme, the accrued individual entitlement will be allowed to increase with the value of the fund.

  • In the case of a Final Salary scheme:


    1. There will be a guaranteed benefit.
    2. Pension benefits accrued after 1.1.85, in excess of any GMP or requisite benefits, have to be revalued until retirement by 5% p.a. or RPI if lower. For leavers on and after 1.1.91 all pension benefits, in excess of GMP or requisite benefits, have to be so increased.
    3. Scheme rules may allow for higher revaluation than (ii) but not at such a rate that would exceed maximum benefit levels by the time NRD is reached.
    4. Pensions, once in payment, may benefit from guaranteed increases (possibly in line with LPI depending on when the benefits were secured) or discretionary increases.
    5. Paid up pensions may benefit from any future surplus arising under the ex-employer's scheme

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