Retrospective access to occupational pension schemes by part time workers (PRESTON)

Employer looking at computer

Some people are eligible to add to their pension by buying service that was previously excluded from the scheme by the terms of the Teachers’ Pensions Regulations. This is known as ‘Preston’ service.

A claim for ‘Preston’ service must be lodged with an Employment Tribunal, although a claim can be lodged direct with the relevant employer up to 31 August 2012. You can lodge a claim if, between 8 April 1976 and 30 April 1995, you were:

  • employed as a teacher or lecturer in service that was paid at an hourly rate that was not derived from a full-time annual salary rate, or
  • employed as a Local Authority Youth and Community Worker in a part-time capacity, regardless of how you were paid, and
  • you joined the TPS as soon as you became eligible to do so, and
  • you are still employed in a broadly similar capacity by the same employer or have such employment within the last 6 months.

It is not possible to claim for part-time service that would have been pensionable at the time it was undertaken if you had made a part-time election.

Index - Settlement of the Part-time Pension Claims

July 2024 - GAD Spreadsheet Model to assist in calculating contributions required to reinstate service (XLSM, 490 KB) (This link opens in a new window)

July 2024 - GAD Spreadsheet Model to assist in calculating contributions required to reinstate service (for non-ill-health post-retirement employment cases only) (XLSM, 491 KB) (This link opens in a new window)

Guidance on the use of the GAD Spreadsheet Model (PDF, 1.3 MB) (This link opens in a new window)

Annexes

Annex A

Annex B

Annex C

Documents relating to Preston claims for post-retirement re-employment between 8 April 1976 and 31 March 2000

(February 2010)

Post-retirement Employment Questionnaire (PDF, 16 KB) (This link opens in a new window)

Post Retirement Employment Claims - GUIDANCE FOR EMPLOYERS (PDF, 28 KB) (This link opens in a new window)

Post Retirement Employment Claims - GUIDANCE FOR CLAIMANTS (PDF, 41 KB) (This link opens in a new window) - Notes to accompany Questionnaire ‘Education1 (post retirement)’

Form 1 Post-retirement employment (PDF, 13 KB) (This link opens in a new window) - Election Form to Backdate Membership of the TPS in cases where a claim has been lodged with an Employment Tribunal

Standard Offer Letter to Pensioner Members in respect of post retirement employment (PDF, 36 KB) (This link opens in a new window) - non instalments

Standard Offer Letter to Pensioner Members in respect of post retirement employment (PDF, 38 KB) (This link opens in a new window) - with instalments

Education Form 3 - Post Retirement (PDF, 160 KB) (This link opens in a new window)

Documents relating to Preston claims for pre-retirement employment between 8 April 1976 and 30 April 1995

Guidance for the Higher Education Sector (PDF, 329 KB) (This link opens in a new window)

Appendix 1 - Documents Relating to Operational Guidance 2004 (PDF, 1.4 MB) (This link opens in a new window)

Appendix 2 - Guidance on the use of the GAD Spreadsheet Model (PDF, 1.3 MB) (This link opens in a new window)

Appendix 3 - Education Form 3 (PDF, 436 KB) (This link opens in a new window)

Guidance for the Local Education Authority Sector (PDF, 452 KB) (This link opens in a new window)

Appendix 1 - Documents Relating to Operational Guidance 2004 (PDF, 1.5 MB) (This link opens in a new window)

Appendix 2 - Guidance on the use of the GAD Spreadsheet Model (PDF, 1.3 MB) (This link opens in a new window)

Appendix 3 - Education Form 3 (PDF, 435 KB) (This link opens in a new window)

Guidance for the Independent Schools Sector (PDF, 451 KB) (This link opens in a new window)

Appendix 1 - Documents Relating to Operational Guidance 2004 (PDF, 682 KB) (This link opens in a new window)

Appendix 2 - Guidance on the use of the GAD Spreadsheet Model (PDF, 1.3 MB) (This link opens in a new window)

Appendix 3 - Education Form 3 (PDF, 435 KB) (This link opens in a new window)

Guidance for the Further Education Sector (PDF, 484 KB) (This link opens in a new window)

Appendix 1 - Documents Relating to Operational Guidance 2004 (PDF, 109 KB) (This link opens in a new window)

Appendix 2 - Guidance on the use of the GAD Spreadsheet Model (PDF, 1.3 MB) (This link opens in a new window)

Appendix 3 - Education Form 3 (PDF, 438 KB) (This link opens in a new window)

Teacher's Pensions Letter 2/03 (PDF, 73 KB) (This link opens in a new window)

Annex A - List of Representative Associations

Annex B - Guidance for Employers

Annex C - TPS: Part-time Arrangements - summary of statutory changes

Questionnaire 'Education1' (PDF, 176 KB) (This link opens in a new window)

Guidance for Applicants (PDF, 129 KB) (This link opens in a new window) (Notes to accompany Questionnaire 'Education1')

Teachers' Pensions Letter 3/03 (PDF, 103 KB) (This link opens in a new window)

Last Updated: 12/07/2024 12:02

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