Employers' Guide
Appendix 4 - "Schedule 2"
(extracted from Teachers' Pension Regulations 1997 effective from 3 February 1998)
Contents
Part I - Employments Pensionable Without Election Part II - Employments Pensionable On ElectionPensionable employment
Part I
Employments Pensionable Without Election
1. Teacher employed by, or in a school or institution providing further education or higher education (or both) maintained by, a local education authority.
1A. Teacher not falling within paragraph 1 who is employed by an Education Action Forum.
2. Teacher in a special school not maintained by a local education authority.
3. Teacher in a school, other than a special school, in respect of which grants are made by the Secretary of State to the person responsible for its management.
4.
5. Teacher employed-
(a) in an independent school which is for the time being recognised by the Secretary of State as a city technology college, a city college for the technology of the arts, or, as the case may be, an academy, or
(b) in connection with a proposed independent school the proposals for which are for the time being recognised by the Secretary of State as proposals for a city technology college, a city college for the technology of the arts, or, as the case may be, an academy,
6. Teacher in an institution providing further education or higher education (or both) in respect of which grants are made to the governing body by the Secretary of State, by a body to which grants are made by the Secretary of State, or by a local education authority, other than-
(a) a university or college of a university, and
(b) the Royal College of Art.
7. Teacher in a university established on or after 6th May 1992 which, immediately before it became such, was an institution of higher education described in paragraph 6, whether or not that teacher was a teacher in that institution before it ceased to fall within that description and became a university.
8. Teacher employed in-
(a) a community home within the meaning of Part VI of the Children Act 19898.
(b) a voluntary home as defined in section 60 of that Act, or
(c) a home of the kind referred to in section 82(5) of that Act.
9. Teacher employed by a local authority or a voluntary organisation in an establishment which provides facilities under arrangements approved under section 19 of the Children and Young Persons Act 19699.
10. Teacher in-
(a) a residential care home within the meaning of Part I of the Registered Homes Act 198410, or,
(b) a mental nursing home as defined in section 22 of the Act,
who, at any time before the commencement of Part III of the Mental Health Act 195911, was in pensionable employment in a certified institution as defined in section 71 of the Mental Deficiency Act 191312.
11. Teacher in a special hospital provided by the Secretary of State under section 4 of the National Health Service Act 197713 ("the 1977 Act").
12. Teacher employed for the purpose of instructing, training, or superintending the occupation of persons suffering from mental impairment, severe mental impairment, psychopathic disorder or mental illness-
(a) in a hospital provided by the Secretary of State in accordance with the 1977 Act, or
(b) by a voluntary organisation to which-
(i) financial assistance is given by a local authority, or
(ii) facilities are made available under section 23 of the 1977 Act14 or
(c) by a local authority in the exercise of its functions under paragraph 2 of Schedule 8 to the 1977 Act15.
13. Teacher employed by the Field Studies Council.
14. Teacher employed in pursuance of arrangements made by the Secretary of State with the governors of any establishment which, by virtue of the European Communities (European Schools) Order 197216, has the legal capacities of a body corporate.
15. Organiser employed as a youth and community worker by a local education authority for the purposes of their functions under section 15 or 508 of the 1996 Act.
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Employments Pensionable On Election
16. Teacher in an institution for the further education and training of disabled persons.
17. Teacher employed in, or in connection with, an establishment for providing social or physical training, being training at that establishment in respect of which grants are made by the Secretary of State, the United Kingdom Sports Council, the English Sports Council or the Sports Council for Wales, whose principal duty is to attend the establishment and provide the training or supervise its provision.
18. Teacher employed by the Commonwealth Institute.
19. Teacher employed by a person to whom grants are made by either the Secretary of State or a local education authority in respect of expenditure incurred for the purpose for which the teacher is employed.
20. Organiser employed by-
(a) the United Kingdom Sports Council,
(b) the English Sports Council,
(c) the Sports Council for Wales, or
(d) any other body, except a local education authority, to which grants-
(i) are made by any of those Councils or by a local education authority, or
(ii) are or have been made by the Secretary of State,
in respect of expenditure incurred for the purpose for which the organiser is employed.
21. Teacher, supervisor or youth worker employed by the Ministry of Defence in service with the armed forces of the Crown or for purposes connected with the armed forces, unless-
(a) the Principal Civil Service Pension Scheme applies to him, or
(b) he was engaged outside the United Kingdom and had not previously been in other pensionable employment.
22. Services education officer.
23. Organiser employed as a youth and community worker by a body to whom grants are made by a local education authority in the exercise of their functions under section 15 or 508 of the 1996 Act.
24. Organiser employed by-
the Assessment and Qualifications Alliance
the Association of Business Schools
the Association of Christian Teachers
the Church of England Board of Education
the City and Guilds of London Institute
the Catholic Education Service
a Diocesan Board of Education established under the Diocesan Boards of Education Measure 1991
the East Midlands Further Education Council
the Edexcel Foundation (to be omitted from 1 September 2004)
the Education 2000 Trust
the Field Studies Council
the Independent Schools Careers Organisation
the London Open College Federation
the Macmillan National Institute of Education
the National Education Resources Information Service
the National Nursery Examination Board
the National Society for Promoting Religious Education
the North East Religious Learning Resources Centre Limited
a body affiliated to the National Open College Network
the North of England Institute for Christian Education
the Pestalozzi Children’s Village Trust
24. Organiser employed by-
the Assessment and Qualifications Alliance
the Association of Business Schools
the Association of Christian Teachers
the Church of England Board of Education
the City and Guilds of London Institute
the Catholic Education Service
a Diocesan Board of Education established under the Diocesan Boards of Education Measure 1991
the East Midlands Further Education Council
the Edexcel Foundation (to be omitted from 1 September 2004)
the Education 2000 Trust
the Field Studies Council
the Independent Schools Careers Organisation
the London Open College Federation
the Macmillan National Institute of Education
the National Education Resources Information Service
the National Nursery Examination Board
the National Society for Promoting Religious Education
the North East Religious Learning Resources Centre Limited
a body affiliated to the National Open College Network
the North of England Institute for Christian Education
the Pestalozzi Children’s Village Trust
a Regional Advisory Council for Further Education
a Roman Catholic Diocesan Schools Commission
the Royal National Institute for the Blind
SCOPE
the Stapleford Centre
the Yorkshire and Humberside Association for Further and Higher Education
25. Teacher in a university who-
(a) was employed as a teacher in an institution providing further education or higher education (or both) described in paragraph 1 or 6 which has ceased to fall within that description and become part of the university, and
(b) was so employed immediately before it did so.
26. Teacher or organiser employed by a body formerly within paragraph 19, 20 or 23 which is a non-profit-making body whose principal source of funding is fees paid by a local education authority.
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