
PART I
1 
These rules may be cited as the Superannuation (Local Government
and Approved Employment) Interchange Rules 1969, and shall come into operation
on 18th August 1969.
2 

(1) In these rules,
unless the context otherwise requires—
 “the Act of 1937” means the Local Government Superannuation
Act 1937;
 “the Act of 1948” means the Superannuation (Miscellaneous
Provisions) Act 1948;
 “the Act of 1953” means the Local Government Superannuation
Act 1953;
 “accrued pension rights”
, in relation to a person in approved employment, means such amount as the pension scheme trustees are entitled under the
rules of the approved pension scheme to transfer in respect of that person
upon his ceasing to be a member of that scheme;
 “added years” means—
(a) in relation to a person in local government employment,
any additional years of service reckonable by him under regulation 12 of the benefits
regulations or that regulation as applied by or under any enactment, and includes
any additional years of service which, having been granted thereunder, have
subsequently become reckonable under or by virtue of any other enactment,
and
(b) in relation to a person in approved employment, any additional
years of service of the nature of the additional years of service referred
to in (a) of this definition which have
been granted in, or have otherwise become reckonable in, that employment;

 “approved body” means a public board or other body which is mentioned in 
column (1) of the table in schedule 1, 2, 3 or 4;

 “approved employment”
means employment with an approved body in which a person
is a member of an approved pension scheme;
 “approved pension scheme”
 means a scheme or arrangement for the
payment of pensions specified in column (2) of the table in schedule
1, 2, 3 or 4 against the name of an approved
body in column (1);
 “benefit” means any superannuation benefit payable to or in respect of any person
;
 “the benefits regulations”
 means the Local Government Superannuation (Benefits) Regulations 1954 ;
 “contributing service”
, “contributory employee”, “designated
employee” and “disqualifying break of service”
 have the same meanings as in the Act
of 1937;
 “enactment” includes any instrument made under any enactment;
 “fund authority” means a local authority maintaining a superannuation fund to which a person
either became a contributor after he left approved employment or, as the case
may be, was last a contributor before he entered approved employment;

 “interchange rules” means rules made under section 2
of the Act of 1948;
 “local authority” has the same meaning as in the Act of 1937;
 “local government employment”
 means employment by virtue of which
the person employed is or is deemed to be a contributory employee;

 “the Minister” means the Minister of Housing and Local Government;
 “the modification regulations”
 means the National Insurance (Modification of Local Government Superannuation
Schemes) Regulations 1969;
 “national service”, in
relation to any person, means service which is relevant
service within the meaning of the Reserve and Auxiliary Forces (Protection of Civil Interests)
Act 1951, and any similar service immediately
following relevant service entered into with the consent of the authority
or person by whom he was employed before undertaking that service or, in the
case of a person who holds an appointment to an office and is not employed
under a contract of employment, with the consent of the authority by whom
he was appointed;
 “non-contributing service” has the same meaning as in the Act of 1937;
 “pension scheme trustees”
 means the persons having the general
control and management of the administration of an approved pension scheme
;
 “prescribed date” means—
(a) in relation to transfers from local government employment
to approved employment for which a date is specified in 
column (3) of the table in schedule 1, 2, 3 or 4
against the name of the approved body in column (1), the date so specified;
and
(b) in relation to transfers from approved employment to local government
employment, the date specified in column (4) of the table aforesaid;
 “prescribed period” has the meaning assigned to it by rule 4;

 “schedule 2 scheme”, “schedule
3 scheme” and “schedule 4 scheme” mean an approved pension scheme mentioned in the 
table in schedule 2, schedule 3 and schedule 4
respectively (being schemes which provide benefits which are not reasonably
equivalent actuarially to those provided under the Act of 1937);

 “transfer value regulations”
 means the Local Government Superannuation (Transfer Value) Regulations
1954;

 “voluntary contributions”
 means—
(a) in relation to a person who enters approved
employment after leaving local government employment, payments made voluntarily
by him, while in local government employment or in overseas employment within
the meaning of the Superannuation (Local Government
and Overseas Employment) Interchange Rules 1969, for the purpose of securing benefits
for his widow, children or other dependants and payments (other than payments
made in respect of a liability which has been wholly discharged) of any of
the following categories:—
(i) additional contributory payments of the kind referred
to in section 2(3) and (4)
of the Act of 1953;
(ii) any similar payments made under a local Act scheme as
a condition of reckoning any period of employment as service or as a period
of contribution for the purposes of the scheme or, where the local Act scheme
provides for the reckoning of non-contributing service, as contributing service
for the purposes of the scheme;
(iii) any payments made for the purpose of increasing the
length at which any period of service or of contribution would be reckonable
for the purpose of calculating a benefit under a local Act scheme;
(iv) any payments made in respect of added years; and
(b) in relation to a person who enters local government
employment after leaving approved employment, any payments similar in character
to those referred to in (a) of this definition
for which provision was made in the approved pension scheme.
(2) For the purposes
of these rules a justices' clerk shall be deemed to be in the employment of
the magistrates' courts committee or committee of magistrates by whom he is,
or under the provisions of any enactment is deemed to have been, appointed,
and in relation to any such person references to “employment”shall be construed accordingly.
(3) Any references
in these rules to a person as a contributory employee, or to contributing
service, or to the Act of 1937, the Act of 1953, the benefits regulations,
or any provision in any of those enactments in their application to that person
shall be deemed to include references to a person as a local Act contributor
within the meaning of the Act of 1937 and to a person entitled to participate
in the benefits of a superannuation fund maintained under a local Act scheme,
or to service for the purposes of a local Act scheme, or to any corresponding
local Act or scheme or provision therein in their application to that person.

(4) References in these
rules to a numbered rule or schedule shall, unless the reference is to a rule
of or a schedule to a specified enactment, be construed as references to the
rule or schedule bearing that number in these rules.
(5) Unless the context
otherwise requires, references in these rules to the provisions of any enactment
or scheme shall be construed as references to those provisions as amended,
extended, modified, applied or re-enacted by any subsequent enactment or scheme.

(6) The Interpretation Act 1889
shall apply for the interpretation of these rules as it applies for the interpretation
of an Act of Parliament, and as if these rules and the rules revoked by rule 23 were Acts of Parliament.

3 
The provisions of these rules shall apply to a schedule 2 scheme, to a schedule 3 scheme and to a schedule 4 scheme subject to the
modifications contained in schedules 2, 3 and 4
respectively.
4 

(1) Subject to the
provisions of these rules, the expression “prescribed period”
in rules 5 and 9
means a period of 12 months after the date on which
a person left local government employment or, as the case may be, approved
employment, and in the case of a person who immediately after leaving such
employment became engaged in national service, a period of 6 months after
the termination of that service.
(2) The reference in
the preceding paragraph to a period of 12 months shall be construed in relation
to a person to whom section 6
of the Act of 1948 applies (which makes special provision as to local government
superannuation during periods of emergency) as a reference to a period of
5 years or such longer period as the Minister may in any particular case allow.

PART II
5 

(1) Subject to the
provisions of these rules and subject to the conditions specified in rule 6 being satisfied, this part
of these rules shall apply—
(a) to a person
who on or after the commencement of these rules enters approved employment
within the prescribed period, having left local government employment on or
after the prescribed date, and
(b) if the fund
authority consent, to a person who before the commencement of these rules
entered approved employment within the prescribed period, having left local
government employment on or after the prescribed date.
(2) This part of these
rules shall not apply to any person—
(a) who has become
entitled to and received payment of any benefit (other than a return of contributions)
in respect of his local government employment; or
(b) in respect
of whom a transfer value has been paid by the fund authority since he left
his local government employment; or
(c) who on entering
approved employment became entitled, without any condition as to receipt of
a transfer value, to reckon service in his local government employment in
relation to his approved employment.
(3) Where a person—

(a) leaves local
government employment on or after 4th February 1948; and
(b) enters overseas
employment in which the Superannuation (Local Government
and Overseas Employment) Interchange Rules 1969
(or any earlier rules corresponding thereto) applied to him; and
(c) enters approved
employment within 12 months after leaving that overseas employment (or within
such longer period as the pension scheme trustees and the fund authority may
agree),this part of these rules shall, if the fund authority consent,
apply to him even though he may have left local government employment before
the prescribed date in relation to transfers to that approved employment.

6 
The conditions referred to in rule 5
are that the person shall, before or within 3 months after entering approved
employment or, if he entered that employment before the commencement of these
rules, within 6 months after their commencement—
(a) notify the pension
scheme trustees in writing that he desires these rules to apply to him;
(b) furnish the pension
scheme trustees with particulars in writing of any national service in which
he has been engaged since leaving local government employment; and
(c) pay to the pension
scheme trustees an amount equal to any sum paid to him by way of return of
contributions (other than voluntary contributions) on or after leaving local
government employment, together with any further sum by way of interest required
under rule 22.

7 

(1) The fund authority
shall, when this part of these rules becomes applicable to a person—

(a) pay to the
pension scheme trustees, subject to the provisions of these rules, the same
transfer value as would have been payable under the transfer value regulations
if that person had become a contributory employee under another local authority
in the circumstances described in section 29
of the Act of 1937, less—
(i) an amount
equal to any sum which the fund authority may become liable to pay by way
of income tax in respect of the amount transferred by way of transfer value;
and
(ii) an amount
equal to any interest required under rule 22;
and
(b) furnish the
pension scheme trustees and the person with the same particulars as to previous
pensionable service as would have been furnished to the person if instead
of entering approved employment he had become a contributory employee under
another local authority.
(2) The transfer value
payable in respect of a person who left local government employment before
18th August 1968 shall be calculated by reference to his age at 18th August
1969 unless—
(a) he was a person
to whom the rules revoked by rule 23
could have applied and he entered approved employment on or after 18th May
1969 and before 18th August 1969, or
(b) he enters
approved employment on or after 18th August 1969.
(3) The transfer value
payable in respect of a person who enters approved employment on or after
18th August 1969 and more than 12 months after leaving local government employment
shall be calculated by reference to his age on entering that approved employment.

(4) The transfer value
payable in respect of a person who had been an established officer or servant
within the meaning of the Asylums Officers' Superannuation Act 1909
(in this rule called “the Act of 1909”) shall
be calculated as if paragraph (c)
had been omitted from the definition of “service”
 in paragraph 1 of schedule 1
to the transfer value regulations.
(5) Where—
(a) a transfer
value is payable by a fund authority in respect of a person who before entering
local government employment had been subject to the Act of 1909, and
(b) the body by whom he was last employed while subject to that Act
(in this rule called “the hospital body”)
would, if he had become entitled to a superannuation allowance on leaving
local government employment, have been liable to contribute to that allowance
,the hospital body shall pay to the fund authority a sum equal to
the transfer value which they would have been liable to pay to the Minister
of Health under regulation 56(4)
of the National
Health Service (Superannuation) Regulations 1950 if that regulation had become applicable
to the person when he entered approved employment.
(6) Where the hospital
body would have had in respect of any such contribution as aforesaid a right
of contribution from any other body, that other body shall pay to the fund
authority a sum equal to the transfer value which they would have been liable
to pay to the Minister of Health under paragraph (5)
of the said regulation 56 if that regulation had become applicable to the
person when he entered approved employment.
(7) Where any body
referred to in paragraph (5) or (6) hereof has been dissolved or has ceased
to exercise functions as such, references to that body shall be construed
as references to the appropriate authority as defined in paragraph (15).of the said regulation
56
(8) Notwithstanding
anything in the Act of 1937, when this part of these rules becomes applicable
to a person, he shall cease to be entitled to any payment out of the superannuation
fund administered by the fund authority other than a payment by way of return
of voluntary contributions.
8 

(1) Where a person
enters, or before the commencement of these rules entered, approved employment
after leaving local government employment and these rules have become applicable
to him, the authority or body by whom he was employed may, within 6 months
after the date on which they are informed by the pension scheme trustees of
his notification that he desires these rules to apply to him, exercise any
discretion which, with a view to increasing the benefits payable to him, they
could have exercised at the time when he left their employment if he had then
retired and had been entitled to a retirement pension under regulation 5 of the benefits regulations
or (if that regulation was not applicable to him) to any corresponding benefit
provided under the superannuation provisions which were applicable to him
in that employment.
(2) A decision in
the exercise of any discretion under this rule shall be subject to the limitations
and restrictions (if any) and to the right of appeal (if any) to which it
would have been subject if the discretion had been exercised on the person's
retirement in the circumstances aforesaid.
(3) Where a discretion
has been exercised under this rule, the service reckonable immediately before
he left his former employment by the person in whose favour the discretion
has been exercised shall be deemed to have been correspondingly increased,
and the transfer value payable in respect of him shall be calculated accordingly.

(4) Any increase in
service, if attributable to a decision under this rule to increase benefit
otherwise than by any notional increase or extension of the service reckonable
for the purpose of calculating benefit, or by treating any specified period
of non-contributing service as contributing service or, under a local Act
scheme, by similarly converting service of one category to service of another
category, shall be ascertained by converting the service in respect of which
the higher rate of benefit is payable into contributing service in the manner
in which non-contributing service is converted into contributing service under section 2(4) of the Act of 1953.

(5) Where the amount
of any transfer value payable under rule 7
is increased in consequence of the exercise by an authority or body of any
power conferred upon them by this rule, that authority or body shall repay
the amount of the said increase to the superannuation fund out of which the
transfer value is payable.
PART III
9 
Subject to the provisions of these rules and subject to the conditions
specified in rule 10
being satisfied, this part of these rules shall apply—
(a) to a person who
on or after the commencement of these rules enters local government employment
within the prescribed period, having left approved employment on or after
the prescribed date, and
(b) if the pension
scheme trustees consent, to a person who before the commencement of these
rules entered local government employment within the prescribed period, having
left approved employment on or after the prescribed date.
10 
The conditions referred to in rule 9
are that—
(a) the person shall,
before or within 3 months after entering local government employment or, if
he entered that employment before the commencement of these rules, within
6 months after their commencement—
(i) notify the
fund authority in writing that he desires these rules to apply to him;
(ii) furnish
the fund authority with particulars in writing of any national service in
which he has been engaged since leaving approved employment; and
(iii) pay
to the fund authority an amount equal to any sum paid to him by way of return
of contributions (other than voluntary contributions and compulsory contributions
for family benefits) on or after leaving approved employment, together with
any further sum by way of interest required under rule 22,
and
(b) the fund authority
shall receive from the pension scheme trustees a transfer value, calculated
in accordance with schedule 1, paragraphs 5 and 6 of schedule 2, paragraph 5 of schedule 3
or paragraph
6 of schedule 4, as the case may be, in respect
of the service which the person was entitled to reckon for purposes of the
approved pension scheme immediately before leaving his approved employment.

11 

(1) Subject to the
provisions of these rules, a person to whom this part of these rules applies
shall be entitled to reckon—
(a) the pensionable
service he was entitled to reckon at full length for the purposes of the approved
pension scheme, as contributing service; and
(b) any other
service he was entitled to reckon for such purposes, as contributing service
for a period adjusted by the fraction by which it would have been adjusted
under that scheme.
(2) Where a person
had been engaged in national service before entering local government employment,
the period of service which he becomes entitled to reckon under the preceding
paragraph shall, if the transfer value received under rule 10(b) is calculated so as
to include the liability from which the pension scheme trustees were relieved
in respect of the period of national service, be treated as increased by so
much of that period as would have been reckonable as pensionable service had
the person returned to the same approved employment on the termination of
his national service.
(3) Any service
which would have been reckonable under the approved pension scheme by a person
to whom this part of these rules applies for the purpose of determining whether
he was entitled to receive a benefit thereunder shall be reckonable to the
same extent for the purpose of determining whether he is entitled to receive
a benefit as a contributory employee.
(4) Where any part
of the service of a person to whom this part of these rules applies is attributable
to service, before he entered approved employment, which was non-contributing
service for the purpose of these rules or of regulations made under section 67
of the National
Health Service Act 1946, such service shall
be reckonable in the manner and to the extent to which it would be reckonable
if instead of becoming a member of an approved pension scheme on entering
approved employment he had become a contributory employee.
(5) A person to
whom this part of these rules applies shall not be entitled under section 12(2) of the Act of 1937
to reckon as non-contributing service any service as referred to therein before
the date he entered approved employment if—
(a) a transfer
value in respect of that service has been paid under rule 7, or
(b) a transfer
value in respect of that service has been paid under the corresponding provision
of any other interchange rules, or
(c) a transfer
of assets in respect of his local government pension rights has been made
out of a local authority's superannuation fund under any enactment.
(6) Where at any
time after a transfer value has been received under rule 10(b) or any corresponding
rule revoked by rule 23,
any further period of employment has become reckonable as service for purposes
of the approved pension scheme, and the pension scheme trustees remit to the
fund authority a further transfer value in respect of it, that further period
shall be reckonable as it would have been if the further transfer value had
been received under rule 10(b).

12 

(1) The provisions
of this rule shall have effect for the purpose of enabling a person to whom
this part of these rules applies to continue any voluntary contributions which
are described herein and which he was in course of paying immediately before
leaving approved employment.
(2) Where a person
elects to continue any such contributions, he shall—
(a) when notifying
the fund authority under rule 10(a)(i),
notify them also that he wishes to continue the payment of voluntary contributions;

(b) within the
period specified in rule 10(a)
or allowed under rule 21,
pay to the fund authority a sum equal to the sum (if any) paid to him by way
of return of any such contributions; and
(c) make the
payments required by this rule.
(3) Where the voluntary
contributions were paid in respect of added years, the person shall pay the
outstanding amounts as they would have been payable in his approved employment;
and thereupon in respect of the added years to which the voluntary payments
relate he shall enjoy rights and be subject to liabilities as if those years
were added years in respect of which payments were being made under regulation
12 of the benefits regulations.
(4) Where the voluntary
contributions were paid by way of—
(i) instalments
in discharge of a fixed sum or
(ii) contributions
of a fraction or percentage of emoluments,as a condition of being entitled to reckon any period of service
for the purposes of the approved pension scheme, or as a condition of increasing
the length at which any period of service would be reckoned for those purposes,
the person shall pay in the former case a sum or sums equivalent to the aggregate
amount or value of the unpaid instalments, and in the latter case a sum or
sums equivalent to the capital value of the outstanding liabilities (as certified
by an actuary appointed by the pension scheme trustees), as if paragraphs 2, 4(a) and 4(b) of schedule 2
to the benefits regulations applied to the payment of any such sum or sums;
and thereupon his service shall for purposes of rule 11
be affected as nearly as may be in the same manner as it would have been affected
in his approved employment if he had completed those payments before leaving
that employment.
(5) Notwithstanding
the provisions of this rule, the person shall not be required to make payments
between the date on which he retires from local government employment and
the date on which he would ordinarily have expected to retire from his approved
employment if he had continued therein.
13 

(1) Where any enactment
relating to local government superannuation refers, in connection with assessing
a return of contributions or a benefit, to the amount of the contributions
paid by a person, the amount of the contributions paid by a person to whom
this part of these rules applies shall be deemed to be increased, in accordance
with the provisions of this rule, to take account of earlier periods of service
which became reckonable under rule 11.

(2) Subject to the
provisions of this rule, where the person was required to pay contributions
under the approved pension scheme, the amount of the increase shall be the
amount which would have been payable to him if, on leaving his approved employment,
he had been entitled to a return of contributions without interest.
(3) Where an amount
described in paragraph (1) of this rule is the amount of a person's contributions
with interest thereon, interest shall also be payable on the amount by which
those contributions are increased under paragraph (2), calculated—
(a) as respects
the period ending immediately before he entered local government employment,
at the rate at which it would have been calculated under his approved pension
scheme if on leaving his approved employment he had been entitled to a return
of contributions with interest; and
(b) as respects
the period beginning on his entry into local government employment, in the
manner described in section 10(1)
of the Act of 1937.
(4) Subject to the
provisions of this rule, where the person was not required to pay contributions
under the approved pension scheme, he shall be deemed to have made to the
appropriate superannuation fund, on becoming a contributor thereto, contributions
in respect of the period of his approved employment of an aggregate amount
equal to three-eightieths of his annual salary (as defined in paragraph (6)
of this rule) immediately before he left approved employment, multiplied by
the number of completed years of service reckonable under the approved pension
scheme at that date and the increase required by this rule shall be calculated
accordingly:Provided that—

(a) 
no such increase shall be effected in the case of a person who is entitled,
on leaving local government employment, to a return of contributions under section 10(2) or (4) of the Act
of 1937;
(b) 
in so far as such service includes earlier service before entering approved
employment in which the person was required to pay contributions to a superannuation
scheme under any enactment, it shall be excluded from any calculation under
this paragraph, and the amount of the increase in respect of that earlier
service shall be the amount which would have been payable to him if on its
termination he had been entitled to a return of contributions without interest.

(5) For the purposes
of this rule no account shall be taken of—
(a) payments
made voluntarily for securing family benefits;
(b) any sum
in respect of contributions which were returned to and retained by the person
who paid them;
(c) any voluntary
contributions described in rule 12
which have not been continued under that rule; or
(d) any sum
paid by way of interest under rule 10(a)(iii).

(6) For the purposes
of this rule “annual salary” means 
the average annual amount of the pensionable salary and emoluments of the
person's office during the three years ending with the last day of his period
of service in approved employment or, when that period is less than three
years, during the actual period of that service; and for the purposes of this
paragraph any earlier period of service in employment subject to a non-contributory
superannuation scheme under any enactment which had become reckonable for
the purposes of the approved pension scheme shall be aggregated with the period
of service in approved employment.
14 

(1) In this rule—

 “insured person” means an insured person within the meaning of the National Insurance Act 1965
or, if the person left approved employment before 5th July 1948, an insured
person under the National Health Insurance Acts 1936 to 1938 or the Widows', Orphans' and Old Age
Contributory Pensions Act 1936;

 “pension scheme modification
provisions” means any provisions
analogous to the modification regulations and contained in or relating to
an approved pension scheme, whereby the benefits provided under that scheme
are modified in pursuance of any enactment re-enacted in the National Insurance Act 1965, whether
directly, or indirectly, by adjustment of remuneration by reference to which
benefits are calculated, or otherwise;
 “unreduced” in relation
to a transfer value, means without reduction pursuant
to paragraph 8 of schedule 1
by reason of the provisions for flat-rate retirement pension in the National Insurance Act 1965.

(2) Where the following
conditions are satisfied in relation to a person to whom this part of these
rules applies, namely—
(a) that he
was an insured person in his approved employment, and
(b) that a transfer
value is received which is unreduced in respect of the whole of the period
of employment which he becomes entitled to reckon under these rules,the modification regulations shall apply to him as a person who
retains unmodified status.
(3) Where the conditions
specified in paragraph (2) above are not satisfied in relation to such a person,
the modification regulations shall apply to him as if any period of employment
which he becomes entitled to reckon under these rules were service rendered
after 5th July 1948:Provided that—

(a) 
if part of the transfer value is received unreduced, the period of employment
to which that part relates shall be treated as service before 1st September
1947; and
(b) 
if on or before 5th July 1948 the pension scheme modification provisions (or
any corresponding provisions contained in any scheme to which he was formerly
subject in employment which was reckonable as service for the purposes of
the approved pension scheme) modified benefit by reference to a table and
to age at a given date, schedule 1
to the modification regulations shall apply to him as a person entitled to
the optant's rate, except that references to the material date shall be construed
as references to the date which was relevant for purposes of the pension scheme
modification provisions.
(4) Nothing in this
rule shall affect the application of regulation 32
of the modification regulations (which provides for reduction of local government
pensions in respect of certain former employments).
15 
The provisions of section 11
of the Act of 1953 (which enables persons who would otherwise be debarred
from becoming contributory employees on grounds of age to reckon, in relation
to local government employment, previous service reckonable under a pension
scheme) shall apply in relation to a person who entered the employment of
a local authority from approved employment before the commencement of these
rules; and the references in subsection (3)
of that section to the passing of the Act shall be construed as including
references to the commencement of these rules.
16 

(1) Subject to the
provisions of this rule, where a person to whom this part of these rules applies—

(a) entered
approved employment in such circumstances that, if that employment and any
previous employment held by him as a pensionable employee of the body had
been local government employment, he would have had the rights of a designated
employee who, without a disqualifying break of service, is a contributory
employee, and
(b) was afforded,
and throughout his approved employment continued to enjoy, rights corresponding
to those to which he would have been entitled if the Act of 1937 had been
applicable to him in that employment,then for the purposes of sections 6
and 31
of the Act of 1937 (which inter alia make provision for designated employees)
he shall be deemed not to have had a disqualifying break of service between
the date on which he first left local government employment and the date on
which he again enters local government employment.
(2) This rule shall
apply only to a person who under or in consequence of the Electricity Act 1947
or the Gas Act 1948
left local government employment and entered employment in which he became
a member of a Protected Persons Superannuation Scheme of the British Electricity
Authority, an Area Electricity Board or an Area Gas Board, and has remained
such a member until immediately before his re-entry into local government
employment.
17 

(1) Subject to the
provisions of this rule, where a person to whom this part of these rules applies—

(a) was entitled
immediately before entering approved employment to rights under Part I of Schedule 2 of the Act
of 1937 (which Part relates to transferred poor law and transferred rating
employees), and
(b) immediately
before leaving that approved employment was entitled to rights corresponding
to those to which he would have been entitled if the Act of 1937 had been
applicable to him in that employment,then for the purposes of Part I of Schedule 2
to the Act of 1937 he shall be deemed not to have had a disqualifying break
of service between the date on which he first left local government employment
and the date on which he again enters local government employment.
(2) This rule shall
not apply to a person who transferred from approved employment to local government
employment before the commencement of these rules unless—
(a) he gives
notice in writing to the fund authority within 6 months of that date, or such
longer period as they may allow, that he desires this rule to apply to him,
and
(b) the fund
authority consent.
18 
Where a person to whom this part of these rules applies—

(a) had entered,
and then left, local government employment before the commencement of these
rules, and then
(b) had entered,
or enters, further employment in such circumstances that a transfer value
is paid under section 29
of the Act of 1937 or by virtue of interchange rules,
then, if the fund authority to whom the person first paid
contributions after leaving approved employment receive a transfer value under rule 10(b), they shall—

(i) treat the service
which becomes reckonable under rule 11
as though it had been reckonable at the time when he ceased to participate
in their fund and
(ii) re-calculate
the transfer value which they paid in respect of him.
19 
The provisions of section 35
of the Act of 1937 (which provides for the decision of questions and appeals
to the Minister) shall have effect in relation to a person who enters local
government employment in circumstances in which these rules apply as if the
reference in that section to regulations made under that Act included a reference
to these rules:
Provided that this rule
shall not apply in relation to a person who is a local Act contributor.
PART IV
20 

(1) Subject to the
provisions of this rule, these rules shall apply to any person who on or after
the prescribed date—
(a) having been
in employment by virtue of which he was entitled to participate in an approved
pension scheme, but not as an employee of an approved body, enters local government
employment or
(b) having been
in local government employment, enters employment by virtue of which he is
entitled to participate in an approved pension scheme, but not as an employee
of an approved body,as if that participating employment were approved employment; and
unless the context otherwise requires references in these rules to persons
in approved employment shall be deemed to include references to persons employed
in employment by virtue of which they are entitled to participate in an approved
pension scheme, and references to pensionable employees and pensionable employment
shall be construed accordingly.
(2) Where in consequence
of this rule payment would be required to be made by a local authority or
a fund authority, this rule shall apply only with the consent of that authority.

21 

(1) A fund authority
and pension scheme trustees may at any time, on the application of a person
who desires these rules to apply to him, agree to extend any of the following
periods, namely—
(a) the periods
of 6 and of 12 months referred to in rule 4(1)
and
(b) the periods
of 3 and of 6 months referred to in rules 6 and 10
within which the person must notify in writing that he desires these rules
to apply to him.
(2) A fund authority
or pension scheme trustees may, in respect of a person required to furnish
particulars in writing of national service or pay any sum described in rule 6(c) or 10(a) (iii),
at any time extend, on the application of that person, the period of 3 or
of 6 months referred to in rule 6 or 10,
as the case may be, within which he must take such action; and when the person
receives notice in writing of their approval of his application, he shall
be deemed to have complied with the relevant condition specified in that rule.

(3) 
Rules 16 and 17 shall not apply to a person
in respect of whom a period is extended under paragraph (1) of this rule.

22 

(1) Where a period
of 12 months is extended pursuant to rule 21 (1)(a),
the fund authority in respect of a person who has left local government employment,
or the pension scheme trustees in respect of a person who has left approved
employment, may require that person to pay compound interest on any sum paid
to him by way of return of contributions (other than voluntary contributions
and compulsory contributions for family benefits) on or after leaving that
employment, at a rate of 3% per annum with half-yearly rests for a period
beginning either with the date 12 months after the date on which he left that
employment or, where this is later, the date on which he received such sum,
and ending with the date on which he notified in writing that he desired these
rules to apply to him.
(2) The interest
payable under this rule shall not exceed a sum equal to one-half of the difference
between the transfer value payable under these rules and the transfer value
which would be payable if calculated by reference to the person's age on leaving
such employment.
23 
The Superannuation (Local Government
and Public Boards) Interchange Rules 1949 and the Superannuation (Local Government and Public Boards) Interchange
(Amendment) Rules 1955 are hereby revoked:
Provided that the rules
hereby revoked shall continue to apply in relation to any person to whom those
rules became applicable before the commencement of these rules, following
the taking of such action (including the service of notifications and the
making of payments) as was required for such application.
Given under the official seal of the Minister of Housing and
Local Government on 22nd July 1969.
Kenneth Robinson
Minister for Planning and Land Ministry of Housing and Local
Government

SCHEDULE 1
Rule 2(1)

TABLE
Approved body Approved pension
scheme Prescribed date for rule 5 Prescribed date for rule 9
(1) (2) (3) (4)
Agricultural Research Council Industrial Superannuation Scheme 1st June 1963 1st June 1963
 Agricultural Research Council Superannuation Scheme 1951
 1st June 1954 1st June 1954
Area Electricity Boards British Electricity Authority Superannuation (Protected
Persons) Scheme — 4th February 1948
 Electricity Boards' Superannuation (Protected Persons) Schemes
 — 4th February 1948
 Electricity Supply (Manual Workers) Superannuation Scheme
 4th February 1948 4th February 1948
 Electricity Supply (Staff) Superannuation Scheme 4th February 1948 4th February 1948
Association of University Teachers Association of University Teachers Pension Fund 8th July 1959 8th July 1960
Bedford Charity Bedford Charity Pension Scheme 31st December 1964 1st April 1967
British Airports Authority The British Airports Authority Superannuation Scheme 1st April 1965 1st April 1966
British Broadcasting Corporation The B.B.C. New Pension Scheme 4th February 1948 4th February 1948
British Council British Council Superannuation Scheme 4th February 1948 1st September 1957
British European Airways Corporation The Airways Corporations Joint Pension Scheme for General
Staff members 4th February 1948 1st April 1957
British Overseas Airways Corporation The Airways Corporations Joint Pension Scheme for General
Staff members 4th February 1948 1st April 1957
British Waterways Board Cheshire County Council Superannuation Fund—Divided
 — 24th April 1965
 Grand Union Canal Company Superannuation Fund — 24th April 1965
 Nottingham Corporation Superannuation Fund—Divided
 — 24th April 1965
 Scheme embodied in section 23 of and 1928 c. xcviii Schedule
4 to the Regent Canal and Dock Company (Grand Junction Canal Purchase) Act
1928 — 24th April 1965
 Scheme embodied in the 1965 c. 74 Superannuation Act 1965
(as applied to former staff of the Lee Conservancy Board) — 24th April 1965
Central Electricity Generating Board British Electricity Authority Superannuation (Protected
Persons) Scheme — 1st September 1957
 Electricity Boards' Superannuation (Protected Persons) Schemes
 — 1st September 1957
 Electricity Supply (Manual Workers) Superannuation Scheme
 2nd September 1956 1st September 1957
 Electricity Supply (Staff) Superannuation Scheme 2nd September 1956 1st September 1957
Children's Convalescent Home and School, West Kirby The Pension Fund and the Provident Fund and Life Assurance
Scheme of the Children's Convalescent Home and School, West Kirby 1st February 1964 1st February 1965
Church Commissioners Scheme embodied in superannuation regulations pursuant to
1947 No. 2 section 17 of the Church Commissioners Measure 1947 2nd January 1964 1st January 1966
Commonwealth Institute Commonwealth Institute Superannuation Scheme 2nd September 1963 31st August 1964
Commonwealth War Graves Commission The Commonwealth War Graves Commission (Superannuation Scheme
(1952)) 4th February 1948 1st July 1952
Corporation of Trinity House Trinity House Lighthouse Service Superannuation Scheme 4th February 1948 4th February 1948
Covent Garden Market Authority The Covent Garden Market Authority Staff Superannuation
Fund and Supplementary Staff Superannuation Fund and Staff Life Assurance
Scheme 2nd July 1961 1st July 1962
Crown Agents for Oversea Governments and Administrations
 Crown Agents' Pension Scheme 1st January 1949 1st January 1949
Crown Estate Commissioners Crown Estate Commissioners Superannuation Scheme 4th February 1948 4th February 1948
Development Commission The Development Commission Superannuation Scheme 1940 30th September 1950 30th September 1950
Electricity Council British Electricity Authority Superannuation (Protected
Persons) Scheme — 1st September 1957
 Electricity Boards' Superannuation (Protected Persons) Schemes
 — 1st September 1957
 Electricity Supply (Manual Workers) Superannuation Scheme
 2nd September 1956 1st September 1957
 Electricity Supply (Staff) Superannuation Scheme 2nd September 1956 1st September 1957
English Industrial Estates Corporation The Superannuation Fund and Life Assurance Scheme of the
English Industrial Estates Corporation 1st April 1965 1st April 1965
Forestry Commission The Forestry Commission Superannuation Scheme 4th February 1948 4th February 1948
Gas Council and Area Gas Boards The Gas Boards' Protected Persons Superannuation Schemes
 — 4th February 1948
 The Gas Staff Pension Schemes 4th February 1948 4th February 1948
Home Grown Cereals Authority Home Grown Cereals Authority Superannuation Fund and Supplementary
Superannuation Fund 2nd October 1964 1st October 1965
Independent Television Authority The Independent Television Authority Staff Superannuation
Fund and Staff Life Assurance Scheme 20th February 1961 1st January 1962
Industrial Training Boards The Joint Pension and Retirement Benefits Funds for the
Industrial Training Boards 30th June 1963 29th June 1964
Kingston upon Hull Telephone Undertaking Telephone Staff Superannuation Fund 16th January 1953 16th January 1953
Metropolitan Water Board Metropolitan Water Board Superannuation and Provident Fund
Scheme 1st September 1962 1st September 1962
National Association for the Care and Resettlement of Offenders
 The After-Care Staff Pension Fund and Retirement Benefits
Scheme 1st November 1960 1st November 1961
National Building Agency National Building Agency Staff Pension Fund and Retirement
Benefits Scheme 17th March 1963 16th March 1964
National Coal Board National Coal Board Staff Superannuation Scheme 4th February 1948 4th February 1948
National Dock Labour Board National Dock Labour Board Pension Fund 4th February 1948 4th February 1948
National Industrial Fuel Efficiency Service National Industrial Fuel Efficiency Service Superannuation
Scheme 20th September 1955 20th September 1955
National Society for the Prevention of Cruelty to Children
 National Society for the Prevention of Cruelty to Children
Pension Scheme 1st May 1966 1st January 1967
Natural Environment Research Council Natural Environment Research Council Superannuation Arrangements
 1st June 1965 1st June 1965
North of Scotland Hydro-Electric Board Hydroboard Superannuation Fund 4th February 1948 4th February 1948
Port of London Authority Port of London Authority Pension Fund 4th February 1948 4th February 1948
Queen's Institute of District Nursing Pension Fund of Queen's Institute of District Nursing and
Provident Fund of Queen's Institute of District Nursing 1st April 1964 1st April 1965
Royal London Prisoners' Aid Society The After-Care Staff Pension Fund and Retirement Benefits
Scheme 1st November 1960 1st November 1961
Science Research Council Science Research Council Superannuation Scheme 2nd April 1964 1st April 1965
 Principal Non-Industrial Superannuation Scheme of the United
Kingdom Atomic Energy Authority 2nd April 1964 1st April 1965
 Protected Persons Superannuation Scheme of the United Kingdom
Atomic Energy Authority 2nd April 1964 1st April 1965
 United Kingdom Atomic Energy Authority's Industrial Superannuation
Scheme 2nd April 1964 1st April 1965
Shaftesbury Homes and Arethusa Training Ship Shaftesbury Homes and Arethusa Training Ship Retirement
and Death Benefits Plan 1st January 1964 1st September 1966
Social Science Research Council Social Science Research Council Superannuation Scheme 30th November 1964 1st December 1965
South of Scotland Electricity Board The South of Scotland Electricity Boards' Superannuation
Scheme 1st December 1953 1st December 1954
States of Guernsey The Pension Scheme for the Established Staff and Employees
of the States of Guernsey 1948 and the Rules and Regulations governing the
Guernsey Civil Service Contingency Fund to provide Pensions to Widows or Orphans
1926 or the Guernsey Civil Service Contingency
Fund No. 2 Rules (1967) 1st June 1948 1st June 1948
Sutton Dwellings Trust Sutton Dwellings Trust Staff Pension Fund 1st January 1968 1st January 1969
Tees and Hartlepool Port Authority The Superannuation Scheme established by the Tees Conservancy Superannuation Scheme Act
1953 and continued by the Port Authority 1st January 1966 1st January 1967
United Kingdom Atomic Energy Authority The Principal Non-Industrial Superannuation Scheme of the
United Kingdom Atomic Energy Authority 1st August 1953 1st August 1954
 Protected Persons Superannuation Scheme of the United Kingdom
Atomic Energy Authority — 1st August 1954
 United Kingdom Atomic Energy Authority's Industrial Superannuation
Scheme 1st August 1953 1st August 1954
University of Manchester University of Manchester Superannuation Scheme 1st August 1961 1st August 1962
Welsh Industrial Estates Corporation Welsh Industrial Estates Commutable Pension Benefits Scheme

 Welsh Industrial Estates Life Assurance Scheme 22nd December 1964 19th April 1963
 Welsh Industrial Estates Superannuation Fund
1 
A transfer
value receivable under these in respect of a person who leaves approved employment
in which he was a member of an approved pension scheme mentioned in the table
in this schedule shall be an amount equal to the transfer value which would
have been payable under the transfer value regulations if—
(a) the person,
at the date when he left the approved employment, had ceased to be a contributory
employee under one local authority and had become such an employee under another
local authority in the circumstances described in section 29
of the Act of 1937 and
(b) the transfer
value regulations had, at that date, been subject to the modifications set
out in this schedule and to such incidental and consequential modifications
as might have been necessary.
2 
References
to contributing service shall be construed as references to service which—

(a) would have
been reckonable for the purpose of calculating a benefit under the approved
pension scheme and
(b) is not non-contributing
service:Provided that where
such service would not have been reckonable at full length, it shall be reckonable
as service for a period adjusted by the fraction by which it would have been
adjusted under that scheme.
3 
References
to non-contributing service shall be construed as references to service which—

(a) would have
been reckonable for the purpose of calculating a benefit under the approved
pension scheme and
(b) is attributable
to service, before entering approved employment, which was non-contributing
service for the purpose of the Act of 1937 or of regulations made under section 67 of the National Health Service Act 1946.

4 
Where
the person was formerly in local government employment and was making voluntary
contributions which he had continued but not completed while in approved employment,
or where the person was making similar payments originating in the approved
employment or any other employment, and in either case has elected to continue
payments under rule 12,
then—
(a) the period
in respect of which the payments were being made shall be treated as if the
payments had been completed before he left approved employment; and
(b) the transfer
value shall be reduced by the amount of the payments outstanding at the date
of leaving approved employment.
5 
References to added
years shall be construed as references to added years as defined in rule 2(1).
6 

(1) Where the person
left approved employment before 18th August 1968, references to his age shall
be construed as references to his age at 18th August 1969 unless—
(a) he was
a person to whom the rules revoked by rule 23
could have applied and he entered local government employment on or after
18th May 1969 and before 18th August 1969, or
(b) he enters
local government employment on or after 18th August 1969.
(2) Where the person
entered local government employment on or after 18th August 1969 and more
than 12 months after leaving approved employment, references to his age shall
be construed as references to his age on entering local government employment.

(3) The transfer
value payable in respect of a further period of employment described in rule 11(6) shall be calculated
by reference to the person's age at the date on which the pension scheme trustees
notify the fund authority that such a transfer value has become payable.
7 
References to a person's
remuneration shall be construed as references to his annual remuneration for
the purpose of the approved pension scheme immediately before leaving approved
employment.
8 

(1) Where a person's
benefits under the approved pension scheme would have been reduced in respect
of any period of approved employment by reason of the provisions for flat-rate
retirement pension in the National Insurance Act 1965,
the amount of the transfer value shall be reduced by the sum shown in the
appropriate column of the table in schedule 5
to the modification regulations in relation to an age which corresponds—

(a) in the
case of a person referred to in paragraph 6
of this schedule, with the age specified therein and
(b) in any
other case, with his age at the date of leaving his approved employment,in respect of each one pound of the amount by which any benefit
by way of annual amounts to which he may become entitled under the approved
pension scheme may be reduced thereunder in respect of any period of which
account is taken in the calculation of the transfer value (excepting any period
referred to in sub-paragraph (2) hereof), and by a proportionate sum in respect
of any fraction of a pound included in the said amount.
(2) Where either—

(a) a person's
benefits under the approved pension scheme would have been reduced in respect
of any period of approved employment by reason of the provisions for graduated
retirement benefit in the National Insurance Act 1965.or

(b) on or after
leaving approved employment a payment in lieu of contributions has been made
or equivalent pension benefits have been assured,the amount of the transfer value (or such part of it as is attributable
to the period of such employment) shall be reduced in the manner provided
by regulation 28(3)
of the modification regulations so far as it is applicable: and for this purpose
references in the said regulation 28(3) to graduated reduction shall be construed
as references to a reduction no part of which is made by reason of the provisions
for flat-rate retirement pension in the National Insurance Act 1965,
and references to paragraph (1)
of that regulation shall be construed as references to sub-paragraph (1) of
this paragraph.
9 

The transfer value shall be reduced by an amount equal to that paid under rule 22 by the person in respect
of interest on the contributions returned to him on or after he left approved
employment.
10 
The transfer value
shall be reduced by an amount equal to any income tax which the pension scheme
trustees may have become liable to pay in respect of the transfer value.
11 

(1) Paragraph 3 of this schedule shall
not apply to a person who transferred to a Gas Staff Pension Scheme having
previously been a member of a Protected Persons Scheme of an Area Gas Board
with his former local government superannuation rights.
(2) So far as
any reduction required by paragraph 8
of this schedule is required solely by reason of the provisions for flat-rate
retirement pension in the National Insurance Act 1965,
it shall not be made in the case of a person leaving employment in which he
was member of a Gas Staff Pension Scheme if he served continuously on the
gas industry during a period which commenced before 6th July 1948 and ended
with his leaving that employment.
SCHEDULE 2
Rules 2(1) and 3

TABLE
Approved body Approved pension
scheme Prescribed date for rule 5 Prescribed date for rule 9 Adjustment of service
(1) (2) (3) (4) (5)
Gas Council and any Area Gas Board Gas Manual Workers Pension Schemes 2nd June 1957 1st June 1958 Deduct 50%
Tees and Hartlepool Port Authority The Superannuation Scheme known as the Coast Lines Limited
and Associated Companies Pension and Life Assurance Plan (1964) for Senior
Supervisory Quay Staff, excluding the Provisions thereof comprising the Life
Assurance Plan, as continued by the Port Authority 1st January 1966 1st January 1967 Deduct 25%
University of Aberdeen University of Aberdeen Superannuation Fund 1st August 1962 1st August 1963 Deduct 25%
1 
For paragraph (1) of rule 11 there
shall be substituted the following paragraph:—“
(1) Subject
to the provisions of these rules, a person to whom this part of these rules
applies shall be entitled to reckon as contributing service the service referred
to in rule 10(b)
adjusted by the percentage shown in column (5)
of the table in schedule 2 against the name
of the approved body in column (1), and any other service which becomes reckonable
under those provisions.”.
2 
At the end of rule 12
the following paragraph shall be added:—“
(6) Any period
of service which becomes reckonable by virtue of this rule shall be adjusted
by the percentages shown in column (5) of the
table in schedule 2 against the name of the
approved body in column (1).”.
3 
The
provisions of rules 16 and 17
shall not apply in relation to a schedule 2
scheme.
4 

At the end of rule 14
the following paragraph shall be added:—“
(5) For the
purposes of this rule, any period of approved employment shall be reckoned
at its actual length.”.
5 

The transfer value receivable under these rules in respect of a person who
leaves approved employment in which he was a member of an approved pension
scheme mentioned in the table in this schedule shall be calculated in accordance
with the method described in schedule 1;
but the service reckonable for the purpose of that scheme shall be adjusted
by the percentage shown in column (5) of the table in this schedule against
the name of the approved body in column (1).
6 

(1) The reference
in paragraph 11(1) of schedule 1
to a Gas Staff Pension Scheme shall be read as referring to a Gas Manual Workers
Pension Scheme.
(2) So far as any
reduction required by paragraph 8 of schedule 1
is required solely by reason of the provisions for flat-rate retirement pension
in the National Insurance Act 1965,
it shall not be made in respect of any period which is reckonable as approved
employment by virtue of membership of a Gas Manual Workers Pension Scheme.

SCHEDULE 3
Rules 2(1) and 3
(Pension rights on entering
local government employment based on remuneration in former employment)

TABLE
Approved body Approved pension
scheme Prescribed date for rule 5 Prescribed date for rule 9
(1) (2) (3) (4)
Church of England Children's Society The Church of England Children's Society Pension Fund 1st August 1968 1st August 1969
National Bus Company The Tilling Group Pension Fund 1st June 1951 1st June 1952
National Children's Home The National Children's Home and Orphanage Superannuation
Fund 1st January 1966 1st January 1967
Tees and Hartlepool Port Authority The Tees and Hartlepool Port Authority Pension Scheme 1st January 1966 1st January 1967
 The Superannuation Scheme known as the Coast Lines Superannuation
Fund Association and continued by the Port Authority 1st January 1966 1st January 1967

1 
At the end of rule 10
there shall be added the following words:—“
The reference in this rule to a transfer
value shall be construed as a reference to a transfer value which is not subject
to reduction under the modification regulation.
”.
2 
For paragraph (1) of rule 11 there
shall be substituted the following:—“
(1) Subject
to the provisions of this rule, a person to whom this part of these rules
applies shall be entitled to reckon as contributing service such number of
completed years and months as having regard to—
(a) his age and remuneration at the date
when he left approved employment and
(b) the class to which he belonged or the
description under which he fell as an officer or a servant on entering local
government employment,would have produced a transfer value of the aggregate of—

(i) the amount of the transfer value received
under rule 10(b),
and
(ii) any amount paid under 
rule 10(a)(iii) in respect of returned contributions
and interest,had he left local government employment in the circumstances described
in section 29
of the Act of 1937 at that date.
(1A) The reference in the last foregoing
paragraph to the person's age shall be construed—
(a) where he left approved employment before
18th August 1968 and entered local government employment before 18th August
1969, as a reference to his age at 18th August 1969;
(b) where he enters local government employment
on or after 18th August 1969 and more than 12 months after leaving approved
employment, as a reference to his age on entering local government employment;
and
(c) where a further transfer value is paid
under paragraph (6)
hereof, as a reference to his age at the date when the pension scheme trustees
notify the fund authority that it has become payable.”.
3 
In paragraph (3) and in paragraph (4)
of rule 12, for the words from 
“and thereupon” to the end of the paragraph, there shall
be substituted the words “and thereupon having regard
to the total amount of voluntary contributions there shall be added to the
service which he is entitled to reckon under 
rule 11 such period as may be certified to
be appropriate by an actuary appointed by the fund authority.”.

4 
The
provisions of rules 11(2) and (4), 14, 16, 17 and 22(2)
shall not apply in relation to a schedule 3
scheme.
5 

A transfer value receivable under these rules in respect of a person who leaves
approved employment in which he was a member of an approved pension scheme
mentioned in the table in this schedule shall be an amount equal to his accrued
pension rights, less any sum which the pension scheme trustees become liable
to pay by way of income tax.
SCHEDULE 4
Rules 2(1) and 3
(Pension rights on entering
local government employment based on remuneration in new employment)

TABLE
Approved body Approved pension
scheme Prescribed date for rule 5 Prescribed date for rule 9
(1) (2) (3) (4)
British Railways Board British Railways (Wages Grades) Pension Fund 14th August 1966 14th August 1967
A body connected with the Church of England, employing persons
who are members of the Church Workers Pension Fund Church Workers Pension Fund 1st January 1952 1st January 1953
Commission for the New Towns Commission for the New Towns Pension Fund and Pension and
Life Assurance Scheme 4th February 1948 1st April 1962
Development Corporations New Towns' Pension Fund and Pension and Life Assurance Scheme
 4th February 1948 4th February 1948
London Transport Board London Transport Pension Fund 1st January 1966 1st January 1967
The Royal National Institute for the Deaf The Royal National Institute for the Deaf Pension Scheme
and Life Assurance Scheme 1st January 1967 1st January 1967
Tees and Hartlepool Port Authority The following Schemes as continued by the Port Authority:—

 The Superannuation Scheme established by the 1939 c. xxii
London and North Eastern Railway (Superannuation Fund) Act 1939 1st January 1966 1st January 1967
 The Superannuation Scheme established by the 1941 c. ii
Great Western Railway (Superannuation Fund) Act 1941 1st January 1966 1st January 1967
 The Superannuation Scheme known as the British Transport
Commission (Male Wages Grades) Pension Scheme 1st January 1966 1st January 1967

1 
At the end of rule 10
there shall be added the following words:—“
The reference in this rule to a transfer
value shall be construed as a reference to a transfer value which is not subject
to reduction under the modification regulations.
”.
2 
For paragraph (1) of rule 11 there
shall be substituted the following:—“
(1) Subject
to the provisions of this rule, a person to whom this part of these rules
applies shall be entitled to reckon as contributing service such number of
completed years and months as having regard to—
(a) his age and remuneration at the date
when he entered local government employment and
(b) the class to which he belonged or the
description under which he fell as an officer or a servant on entering local
government employment,would have produced a transfer value of the aggregate of—

(i) the amount of the transfer value received
under rule 10(b),
and
(ii) any amount paid under 
rule 10(a) (iii) in respect of returned contributions
and interest,had he left local government employment in the circumstances described
in section 29
of the Act of 1937 at that date.
(1A) The reference in the last foregoing
paragraph to the person's age shall be construed—
(a) where he entered local government employment
before 18th August 1969, as a reference to his age at 18th August 1969;
(b) where a further transfer value is paid
under paragraph (6)
hereof, as a reference to his age at the date when the pension scheme trustees
notify the fund authority that it has become payable.
(1B) A person to whom this
part of these rules applies who transferred from approved employment subject
to the Commission for the New Towns Pension Fund and Pension and Life Assurance
Scheme or the New Towns' Pension Fund and Pension and Life Assurance Scheme
and who has no retained rights in either of those Funds or Schemes may, within
3 months after receiving a notification as to reckonable service pursuant
to the Local Government Superannuation (Administration)
Regulations 1954 or such longer period as the fund authority may allow,
elect to make additional payments for the purpose of reckoning additional
years of service, subject to the following conditions:—
(a) the number of additional years which
can become reckonable under this paragraph shall not, when aggregated with
the years which are or will become reckonable under paragraph (1) above or
under rule 12,
exceed the actual length of service which was reckonable for purposes of the
approved pension scheme;
(b) he shall, as from the date of election
until he attains the age of 60 years or dies or retires (whichever first occurs),
pay in respect of each additional year the percentage of remuneration specified
in column (2) of schedule 5
at his age at the date of election as in column (1);
(c) if the aggregate of contributions and
payments required from him under this paragraph, rule 12(3) and (4), 
section 6 of the Act of 1937 (which provides
for the standard percentage contribution from remuneration) and 
regulation 12 of the benefits regulations (which
provides for added years) exceeds 15% of his remuneration, he shall satisfy
his liability in respect of the excess as follows:—
(i) the payment to be made in aggregate shall
be the percentage in excess of 15%, multiplied by his remuneration at the
date of election, and then multiplied by the rate specified in 
column (3) of schedule 5 against his age at
the date of election as in column (1); and
(ii) the method of payment shall be instalments
or lump sum, as he and the fund authority may agree;
(d) for the purposes of 
regulations 11 and 20
of the modification regulations, payments made under this paragraph shall
be treated as if they were payments by way of additional contributions under 
regulation 12 of the benefits regulations;
but the sums shown in table I of schedule 2
to the first-mentioned regulations shall be treated as if they were doubled.”.

3 
In paragraph (3) and in paragraph (4)
of rule 12, for the words from 
“and thereupon” to the end of the paragraph, there shall
be substituted the words “and thereupon having regard
to the total amount of voluntary contributions there shall be added to the
service which he is entitled to reckon under 
rule 11 such period as may be certified to
be appropriate by an actuary appointed by the fund authority.”.

4 

At the end of rule 13
there shall be inserted the following rule:—“
13A.“ 
Where a person to whom this part of these rules applies leaves
local government employment within 3 years after entering such employment,
and in such circumstances that he is entitled to a benefit (other than a return
of contributions), his average remuneration for the purposes of calculating
any such benefit shall be deemed to be the annual average of his remuneration
during such period of employment.”.
5 
The
provisions of rules 11(2)
and (4), 14, 16, 17 and 22(2)
shall not apply in relation to a schedule 4
scheme.
6 

A transfer value receivable under these rules in respect of a person who leaves
approved employment in which he was a member of an approved pension scheme
mentioned in the table in this schedule shall be an amount equal to his accrued
pension rights, less any sum which the pension scheme trustees become liable
to pay by way of income tax.
SCHEDULE 5
Rule 11 (1B)


(1) (2) (3)
Age at date of election Percentage of remuneration required for each
additional year Appropriate rate
Under 25 ·30 30·0
25 and under 26 ·30 30·0
26 and under 27 ·30 28·5
27 and under 28 ·32 27·3
28 and under 29 ·34 26·3
29 and under 30 ·36 25·4
30 and under 31 ·38 24·6
31 and under 32 ·40 23·7
32 and under 33 ·42 22·8
33 and under 34 ·44 21·9
34 and under 35 ·46 21·1
35 and under 36 ·48 20·3
36 and under 37 ·50 19·5
37 and under 38 ·52 18·7
38 and under 39 ·56 17·9
39 and under 40 ·60 17·1
40 and under 41 ·64 16·3
41 and under 42 ·68 15·5
42 and under 43 ·72 14·7
43 and under 44 ·76 13·9
44 and under 45 ·82 13·2
45 and under 46 ·88 12·4
46 and under 47 ·96 11·7
47 and under 48 1·06 10·9
48 and under 49 1·16 10·1
49 and under 50 1·28 9·3
50 and under 51 1·44 8·5
51 and under 52 1·62 7·7
52 and under 53 1·84 6·8
53 and under 54 2·14 6·0
54 and under 55 2·56 5·1