Resolution 31 Assembly Welcome for Ministerial Transfers
Assembly agrees that from General Assembly 2003
it will receive and welcome alongside all newly ordained ministers of
Word and Sacraments and newly commissioned church related community
workers all those ministers from other churches who have been received
onto the roll of ministers of the United Reformed Church.
1.1 For many years the United Reformed Church
has been enriched by the varied experiences and different perspectives
of ministers of other churches who serve our churches.
1.2 Some remain within their own denominational
oversight and discipline whilst serving, for a period, in local
ecumenical partnerships.
1.3 Others transfer on to the roll of ministers
of the Word and Sacraments or the list of church related community
workers after being given certificates of eligibility and subsequently
receiving a call to a local church or post. Once on the roll or list
they are within the oversight and discipline of the United Reformed
Church. Some of them will serve this church for an agreed limited
period. Others seek to serve for an unspecified length of time or are
making a permanent transfer to the United Reformed Church for
doctrinal and ecclesiological reasons.
1.4 The number of ministers who are admitted
onto the roll of the United Reformed Church varies from year to year.
1.5 Mainly in the context of discussions about
non stipendiary ministry General Assembly has stated on a number of
occasions that we have only one order of ministers of Word and
Sacraments. That should be true also of the way in which ministers
are received amongst us, irrespective of route of entry.
1.6 The Ministries Committee believes that the
commitment to the United Reformed Church by ministers from other
churches should be fully acknowledged in the same way that we
recognise men and women who are newly ordained and commissioned.
Recognition is, of course, given within the Districts and Synods where
ministers are serving but there should also be the opportunity for
them to receive the welcome accorded by General Assembly to other new
ministers and church related community workers. The committee
strongly urges General Assembly as a matter of good practice to offer
such a welcome.
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Resolution 32 Future Patterns of Ministries
General Assembly
1 welcomes the interim report of the Future
Patterns of Ministries Working Party of Ministries Committee (Appendix
6)
2 remits it to local churches, districts and
synods for consideration and response by the end of April 2003
3 requests Ministries Committee to present a
further report to General Assembly in 2004 in the light of the
responses received and the additional work to be done on outstanding
issues.
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Resolution 33 Certificates of Limited Eligibility
General Assembly authorises the Ministries
Committee, through the Accreditation Sub-Committee, to grant
Certificates of Limited Eligibility to ministers of other churches in
order that they might serve local pastorates and posts in the United
Reformed Church and receive a stipend from the Maintenance of the
Ministry fund, on the following terms:
a) Before granting a Certificate of Limited
Eligibility the Accreditation Sub-Committee must be satisfied that the
minister:
> is from a member church of Churches
Together in Britain and Ireland, or a church overseas which is a
member church of the Council for World Mission or the World Alliance
of Reformed Churches
> will subscribe to the Basis of Union of the
United Reformed Church
> is in good standing with their own
denomination.
> has the appropriate training and experience
or gifts to enable them to serve the United Reformed Church.
b) Such Certificates shall relate to a
particular appointment and be valid for a limited period not exceeding
twelve months.
c) A Certificate of Limited Eligibility will
be endorsed with the name of the pastorate or post to which an
appointment has been made as soon as it is known. It is valid for no
other appointment. It also bears the date when the Certificate ceases
to be valid.
1 There are ministers of other churches who
serve the United Reformed Church in addition to those who transfer
onto the Roll of Ministers by way of certificates of eligibility.
2 Some serve in local ecumenical partnerships
and remain with and are funded by their own church that takes full
responsibility for their oversight. No action is required by the
United Reformed Church in relation to such ministers' status or
support.
3 Others are willing to serve the United
Reformed Church but for various reasons do not wish to transfer to our
Roll of Ministers. These are some of the circumstances when this might
arise;
a) Where a minister of another denomination is
near retirement age and is willing to serve in a short term
appointment of not more than 12 months.
If the minister is granted a Certificate of Limited Eligibility s/he
may receive a call, and after induction receive a stipend from the
Maintenance of Ministry Fund. S/he will on the appointment of the
synod be a member of the District Council and his/her name will be
added to the List of Ministers of other Churches serving the United
Reformed Church.
Upon completion of the period of service, or earlier resignation from
it, his/her name will be removed from the List.
b) Where there is a need for interim ministry
in a local United Reformed Church and the local church and District
wish to call a minister from another denomination for a period of not
more than twelve months.
In such circumstances a request for a Certificate of Limited
Eligibility will be made by the minister and supported by the District
Council at the request of the local church. This follows the procedure
already in place.
c) Where a minister of another denomination is
in pastoral charge within their own denomination, or is in an
ecumenical appointment, or is seconded by their denomination to a
United Reformed Church sponsored appointment, and is willing to
extend their ministry to give pastoral oversight to a local United
Reformed Church.
The Accreditation Sub-Committee will need to
establish that the applicant's denomination is willing to allow them
to extend their ministry beyond that work in which they are already
engaged, and is prepared to hold them under its own disciplinary
procedures for that part of their work which is carried out in the
United Reformed Church.
Thereafter, provided that the minister receives a valid call, he/she
may be inducted, and his/her name added to the List of Ministers of
other Churches serving the United Reformed Church. Upon completion of
the period of service or earlier retirement from it, his/her name will
be removed from the List.
If the original appointment with the parent denomination, or other
body, comes to an end, the minister's service in the local United
Reformed Church also terminates. If it is desired that this service
should continue, an application for a Certificate of Eligibility
should be made, as appropriate to the new situation.
d) Where a minister of another denomination is
employed outside the structures of their own denomination, and is
willing to give oversight to a local United Reformed Church on a
non-stipendiary basis. In this case, a minister should apply for a
Certificate of Eligibility in the usual way. If it were necessary
(and not merely desired on the applicant's part) for the original
denominational link to be maintained, then the minister should apply
as for 3c above.
4 In relation to the circumstances detailed
above, it is necessary for the Accreditation Sub-Committee to have
granted a Certificate of Limited Eligibility before any formal
agreement concerning ministry is entered into by the local church.
The affirmations set out in Schedule C of the
Basis of Union will be made by those to be inducted.
5 In no case shall the inclusion of a
person's name in the List of Ministers of other Churches serving in
the United Reformed Church confer a right to receive a call from any
local United Reformed Church save that for which the Certificate of
Limited Eligibility is granted.
6 If the minister wishes to extend his/her
service in the United Reformed Church s/he will need to apply for a
Certificate of Eligibility and transfer onto the Roll of Ministers of
the United Reformed Church.
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Resolution 34 Church Related Community Workers
General Assembly agrees to make the following
changes to the Basis of Union:
a) Add to the sentence at the end of
paragraph 20:
"and in the case of church related community
workers be termed commissioning."
b) Insert the following paragraph after
paragraph 21 and renumber the existing paragraphs 22-25 as 23-26:
22. Some are called to the ministry of church
related community work. After approved preparation and training, they
may be called to be church related community workers in a post
approved by the United Reformed Church, and are then commissioned and
inducted to their office to serve for a designated period. This
commissioning and induction shall be in accord with Schedules D & F.
Church related community workers are commissioned to care for, to
challenge and to pray for the community, to discern with others God's
will for the well-being of the community, and to enable the church to
live out its calling to proclaim the love and mercy of God through
working with others in both church and community for peace and justice
in the world.
c) In the footnote to the paragraph
currently numbered 24, which will become paragraph 25, replace "The
provisions of paragraph 24" with "The provisions of paragraph 25".
d) In the note at the start of Schedule
B, replace "22" with "23".
e) Add a new Schedule F as follows:
SCHEDULE F (see clause 22 in the Basis of Union)
Affirmations to be made by church related
community workers at commissioning and induction.
NOTE: The service will also include the reading
of the Statement contained in Schedule D, and provision will be made
for a statement to be made concerning the circumstances of the call.
Church related community workers may also make a personal statement
about their faith and sense of calling
After the statement has been read the presiding
minister shall then ask one of the following sets of questions:
Either: VERSION I
1. A.B., Do you confess anew your faith in one
God, Father, Son and Holy Spirit?
I do.
2. Do you believe that the Word of God in the
Old and New Testaments, discerned under the guidance of the Holy
Spirit, is the supreme authority for the faith and conduct of all
God's people?
I do.
3 Do you believe that Jesus Christ, who was
born of Mary, lived our common life on earth, died upon the cross, and
who was raised from the dead and reigns for evermore, is the gift of
God's very self to the world? Do you believe that through him God's
love, justice and mercy are revealed and forgiveness, reconciliation
and eternal life are offered to all people? And will you faithfully
proclaim this Gospel?
By the grace of God this I believe and this I will
proclaim.
4. Do you believe that the Church is the people gathered by God's
love to proclaim the reconciliation of the world to God through Jesus
Christ?
I do.
5: Are zeal for the glory of God, love for the
Lord Jesus Christ, obedience to the Holy Spirit and a desire for the
salvation of the world, so far as you know your own heart, the chief
motives which lead you to enter this ministry?
They are.
6. Do you promise to live a holy life, and to
maintain the truth of the gospel, whatever trouble or persecution may
arise?
Relying on the strength of Christ, I do.
7. Do you promise to care for, to challenge
and to pray for the community, to discern with others God's will for
the wellbeing of the community?
Do you promise to take your part in the councils of the Church and to
enable the church to live out its calling to proclaim the love and
mercy of God through working with others in both church and community
for peace and justice in the world?
By the grace of God, I do.
8. Do you promise as a church related
community worker of the United Reformed Church to seek its well-being,
purity and peace, to cherish love towards all other churches and to
endeavour always to build up the one, holy, catholic and apostolic
Church?
By the grace of God, I do.
9. Will you undertake to exercise your
ministry in accordance with the statement concerning the nature, faith
and order of the United Reformed Church?
I will, and all these things I profess and promise in
the power of the Holy Spirit.
Or: VERSION II
1. A.B., will you confess anew your faith?
I confess anew my faith in one God, Father, Son and
Holy Spirit.
I believe that the Word of God in the Old and New Testaments,
discerned under the guidance of the Holy Spirit, is the supreme
authority for the faith and conduct of all God's people.
I believe that Jesus Christ, who was born of Mary, lived our common
life on earth, died upon the cross, and
who was raised from the dead and reigns for evermore, is
the gift of God's very self to the world.
I believe that through him God's love, justice and mercy
are revealed and forgiveness, reconciliation and eternal
life are offered to all people.
And by the grace of God I promise to proclaim this gospel faithfully.
I believe that the Church is the people gathered by God's
love to proclaim the reconciliation of the world to God
through Jesus Christ.
2. What leads you to this ministry?
So far as I know my own heart,
I believe that zeal for the glory of God,
love for the Lord Jesus Christ,
obedience to the Holy Spirit
and a desire for the salvation of the world,
are the chief motives which lead me to enter this ministry.
Relying on the strength of Christ,
I promise to live a holy life,
and to maintain the truth of the gospel,
whatever trouble or persecution may arise.
3. Will you faithfully fulfil the duties of
your charge?
By the grace of God I promise to care for, to
challenge and to pray for the community,
to discern with others God's will for the wellbeing of the community.
I promise to take my part in the councils of the Church and to enable
the church to live out its calling to proclaim the love and mercy of
God through working with others in both church and community for peace
and justice in the world.
As a church related community worker of the United Reformed Church I
promise to seek its well-being, purity, and peace,
to cherish love towards all other churches,
and to endeavour always to build up the one holy, catholic
and apostolic Church.
I undertake to exercise my ministry in accordance with the
statement concerning the nature, faith and order of the
United Reformed Church.
All these things I profess and promise in the power of the Holy
Spirit.
1. The ministry of Church Related Community
Workers was recognised by the following resolution of the General
Assembly in 1987:
"The Assembly acknowledges that in Church Related
Community Workers (CRCWs) properly trained and appropriately employed,
the Lord Jesus Christ is giving particular gifts for a particular
ministry and is calling such individuals to exercise them in an office
which is duly recognised in His Church"
2. Since then, Church Related Community Work
ministry in the United Reformed Church has been supported and
financed, and those called to it have been appropriately trained.
3. However, the decision taken by Assembly in
1987 has never been incorporated in the Basis of Union, where the
"particular ministries" recognised by the United Reformed Church are
described. The above resolution therefore seeks to put the seal on
the decision taken 15 years ago and followed in practice ever since.
4. At the same time it is proposed that the
affirmations to be made by Church Related Community Workers should be
put in a schedule to the Basis of Union, alongside those made by
church members, elders and ministers of Word and Sacraments.
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Resolution 35 Lay Preaching Strategy Proposal
General Assembly commends the Strategy Proposal
of the Lay Preaching Support Committee to District and Area Councils
and local churches and urges them to implement the strategy proposal
as soon as may be practicable.
1 Introduction
1.1 There can be no doubt that many people are
finding great benefit from the Training for Learning and Serving
courses, and that these are standing the Church in good stead for the
future. However, the report on TLS given to Mission Council in the
autumn of 2000 raised some important questions. Not least, is TLS
delivering the number of new lay preachers the Church requires?
1.2 As no one seemed to know the answer to that
question and a number of those present had a feeling that the United
Reformed Church is about to fall into a black hole, Ministries asked
the Lay Preaching Support Sub-Committee to commission an urgent survey
into lay preacher numbers and future needs. An analysis of the results
shows that there is a shortfall but that it varies from synod to synod
and district to district. The figures indicate the need to recruit,
train and have in active ministry about 850 new lay preachers by the
end of the decade. This is a formidable challenge to our churches, and
Ministries asked the Lay Preaching Support Sub-Committee to prepare a
strategy to be brought to General Assembly in 2002.
1.3 The success of any strategy will depend on
the ability of every district and synod to identify, train and support
new lay preachers from within their local churches. The Church needs
to develop a culture in which churches, ministers and lay preachers
work closely together. Lay preachers are a valuable resource and it is
important that ministers and churches recognise their value. Equally
lay preachers should demonstrate that their ministry is important by
not over-committing themselves in the life of their own church, and
the churches should support them in this. In this way full
encouragement will be given to the ministry of Word and worship
exercised by lay people, and the hope that the considerable number of
lay preachers needed will be raised up from within our local churches
may be realised.
2 Strategy
2.1 Alongside the ministry of Word and
Sacraments, the Church recognises the importance of the lay ministry
of Word and worship, where some are called to be lay preachers, some
to be worship leaders and some to be members of worship teams. It is
important to recognise the current resources in the district for
leading worship and for equipping others. The Lay Preaching Support
Sub-Committee therefore recommends that each district appoint a group
to identify the needs of their district in order to support and
maintain this ministry.
2.2 These resources will include Nationally
Accredited and District Recognised lay preachers, as well as others
with gifts and training in leading worship, and ministers of Word and
Sacraments. It is essential to explore new ways of developing
people's gifts by encouraging existing worship groups to include young
people and to use the groups as 'seed beds' for growing worship
leaders.
2.3 In response to the needs identified the Lay
Preaching Support Sub-Committee strongly recommends that districts:-
2.3.1 Encourage local churches to challenge
people of all ages to recognise and respond to the call to be involved
in the ministry of Word and worship.
2.3.2 Encourage the setting up of worship teams
in individual churches, groups of churches or the district as a whole,
including young people wherever possible.
2.3.3 Identify training programmes appropriate to
different people at different stages of experience and development,
which could be delivered by district or in co-operation with synod
training officers or ecumenical partners.
2.3.4 Support and encourage all those involved in
this ministry by putting a support system in place and, where
possible, encouraging churches to release those in training from other
church tasks.
2.3.5 Identify and encourage the ongoing
development of gifts as worship leaders or lay preachers through
regular training opportunities.
2.3.6 Accept responsibility for testing and
affirming the calling of those coming forward for the lay ministry of
Word and worship.
3 Method
3.1 The strategy could be implemented through
such things as:-
A district enquirers day covering all aspects
of the Lay Ministry of Word and Worship
A 'roadshow' visiting churches and
encouraging questions and discussion
A 'taster' day led by enthusiastic advocates.
3.2 The pattern of worship teams in a district
would vary depending on a number of different factors such as number
and size of churches, geography, availability of people able to train
and lead teams but sharing between congregations would be seen as an
important element to avoid a sense of isolation. In some situations
sharing across district and synod boundaries should also be considered
as many lay preachers already cross these boundaries in the course of
their ministry.
3.3 A number of training programmes already
exist at various levels and the Training Committee and Studies Panel
are considering these with a view to validating them with an
indication of the level both at the start and on completion. These
programmes include such things as 'Starting to lead worship',
'Step-up', the Wimbledon district programme and others. The Lay
Preaching Support Sub-Committee is not suggesting that districts or
synods should all devise their own programmes. In certain areas
ecumenical schemes may be appropriate. The Lay Preaching Support
Sub-Committee will continue to work with the Training Committee in
developing training opportunities for lay preachers. (Information
about courses may be obtained from Training or Ministries at Church
House)
3.4 Various forms of support might be used,
e.g. mentoring - pairing an 'apprentice' with an experienced leader of
worship, feedback sessions after leading worship, group support.
Districts and synods will need to recognise that support will also
involve ongoing in-service training and the consequent financial
implications. The Lay Preaching Support Committee recognises with
pleasure that some districts already provide their lay preachers with
financial support and would encourage other districts and synods to
adopt this practice.
3.5 Appropriate training is the route to
obtaining District Recognition and/or National Accreditation as a lay
preacher. In some synods the training officer could assist with this.
People will be ready at different times for different types of
training and recognition depending on circumstances. Ways of affirming
and developing gifts also need to be found.
3.6.1 The Lay Preaching Support Sub-Committee
will develop guidelines to help districts test and affirm the calling
to lay preaching.
3.6.2 In order to achieve these aims the Lay
Preaching Support Sub-Committee envisage the district will need a
co-ordinator to liaise between churches, worship teams, lay preachers,
the lay preaching commissioner, synod training/ development officer,
and the TLS regional organiser. This could be the existing
commissioner.
3.6.3 The Lay Preaching Support Sub-Committee
will continue to work in every way it can to encourage and support lay
preachers, districts and synods and will produce as quickly as
possible information about running Enquirers/Taster Days or Roadshows.
4 Conclusion
4.1 These proposals are all offered in the
belief that God continues to call people to worship and praise.
It will be an ongoing challenge and needs to be undergirded by
prayer.
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Resolution 36 Plan for Partnership in Ministerial
Remuneration
General Assembly approves and adopts the Plan for
Partnership in Ministerial Remuneration as set out in Appendix 5.
1.1 The Plan for Partnership in Ministerial
Remuneration (Plan) was first approved by General Assembly in 1980 and
has been revised from time to time. The Plan has now been updated and
is presented to Assembly for approval. Some amendments are merely to
rearrange paragraphs for ease of understanding or to amend wording for
clarity. Some revisions are more fundamental and need to be
highlighted.
1. The objects remain the same (Plan para.1).
2. The principles do not change but the
practicalities of operation e.g. the change to the Ministry and
Mission Fund and the budget procedure, are more clearly defined (Plan
para.2).
3. The administration of the Plan is clarified
(para.3 & 6) to confirm the responsibilities of Ministries Committee.
4. Throughout, the Plan has been amended
to give full recognition of the ministry
undertaken by CRCWs.
5. Allowances previously incorporated within
the body of the Plan are shown in Appendix A, to enable annual rate
changes to be made more easily.
6. A significant change is made to equate the
treatment of part-time ministers in manse accommodation with that of
part-time ministers in their own property. This relates to churches
meeting a proportion of the charges in respect of manses occupied by
part-time ministers and part-time CRCWs (Plan para. 6.3.2.2).
7. Following the recommendations made in the
Report, the Fixed Car Allowance should be paid at the rate shown in
Appendix A.
8. Holiday provision, previously in Note 2,
has been included in the body of the Plan (para. 7)
9. The calculation for the retirement
resettlement grant Ð the ten year rule, not previously set out in the
Plan, is now included (para. 9.1.2).
10. The upper limit applied to the retirement
removal grant has been removed (Plan para. 9.3).
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Resolution 37 Ministers' Pension Fund
General Assembly amends the definitions of the
Rules and the Rules of the URC Ministers' Pension Fund by the deletion
of the words in square brackets and the addition of the words in
italics in the Rules shown, and adds an Appendix to the Rules:
Amend Definition 11 to read
11. Participating Bodies
means such United Reformed Churches or any other
body admitted to membership of the Fund, and the participating body in
relation to any [minister] member means that participating body he/she
is serving.
Add a new Definition 27 to read
27. CRCW
means any commissioned Church Related Community
Worker.
Add a new rule 12.6 to read
12.6 Commissioned Church Related Community
Workers (CRCWs).
Add a new rule 14.1.1.4 to read
14.1.1.4 From 1 August 2002 any CRCW under the
age of fifty five years at the date of commissioning to stipendiary
service remunerated under the Plan for Partnership in Ministerial
Remuneration, may become a contributing member of the Fund. His/her
contribution shall commence from the first day of the month following
such commissioning.
Amend Rule 14.1.2 to read
14.1.2 If a contributing member serving
full-time reduces his/her commitment to that of part-time service
whilst under normal pension age, the Pension Trustee may raise the
Pensionable Service to the level applicable to a full-time minister or
CRCW having regard to the length of any previous full-time service, to
the age and health of the [minister] member, to the fraction of basic
stipend being paid and to the purpose and pensionability of any other
employment and shall in such cases allow full membership of the
Pension Fund, contributions then being payable on the full basic
stipend.
14.2 Every [minister] member who has
ceased to be a contributing member under Rule 13.3 and who whilst
under normal pension age is re-admitted to full-time or part-time
service in the URC may become a contributory member of the Fund as is
provided in the previous Rule. At the time of re-admission the
Pension Trustee shall have discretion to aggregate for the purposes of
Rules 18-23 that [minister's] member's previous period or periods of
membership with the [minister's] member's latest period of membership
PROVIDED that the [minister] member waives his/her right to any
deferred pension and surviving spouses pension under Rule 29 in
respect of such previous period or periods of membership and repays to
the Fund an amount equal to the sum of
Add a new Rule 17.4 to read
17.4 Notwithstanding anything to the contrary in
the Fund documentation the options in Parts I, II and III of Appendix
XII dated 08/2001 of the Inland Revenue document IR 12 (2001) may be
applied to the benefits of Fund members with the consent of the
Pension Trustee.
Amend the first paragraph of Rule 20 to read
20. Ill-health Retirement
In the event that a member retires before normal
pension age on account of incapacity to undertake the duties of a
stipendiary minister or CRCW due to ill-health duly certified to the
satisfaction of the Pension Trustee, he/she shall be entitled to an
immediate pension which shall be calculated as provided in Rule 18 but
with the substitution of the date of retirement for the attainment of
normal pension age provided always that when the period of pensionable
service completed up to the date of retirement is less than twenty
years, the amount of pension will be calculated on the basis of:
Add a new Rule 30.4 to read
30.4 Following receipt of a Pension Sharing
Order pursuant to the Welfare Reform and Pensions Act 1999 the Pension
Trustee will transfer the defined proportion of the value of a
member's pension benefit to an appropriate policy with an insurer of
the Ex-spouse's choosing. If not chosen by the Ex-spouse within the
specified period, the default option of the Pension Trustee arranging
an appropriate policy with an insurer will operate. Appendix 1 hereto
contains provisions relating to Pension Sharing under the said Welfare
Reform and Pensions Act 1999.
Add an Appendix to the Rules to read
Appendix 1 - Pension Sharing On Divorce
Rule 1
Definitions
'Ex-Spouse' means an individual to whom
Pension Credit Rights have been or are to be allocated following a
Pension Sharing Order, agreement or equivalent provision.
'Insurance Company' is as defined in
Section 659B of the 1988 Act.
'Negative Deferred Pension' means the
amount by which the member's pension or deferred pension under the
Fund which arose/arises from service with the URC is reduced at the
Relevant Date by s.31 of the Welfare Reform and Pensions Act 1999
following a Pension Sharing Order, agreement or equivalent provision.
For this purpose, service with the URC includes all periods of service
with other employers which have been treated as if they were service
with the URC where a transfer payment has been made to the Fund in
respect of that other service.
'Pension Credit' means a credit under
s.29(1)(b), Welfare Reform and Pensions Act 1999.
'Pension Credit Benefit' in relation to a
Fund, means the benefits payable under the Fund to or in respect of a
person by virtue of rights under the Fund attributable (directly or
indirectly) to a Pension Credit.
'Pension Credit Rights' means right to
future benefits under a Fund which are attributable (directly or
indirectly) to a Pension Credit.
'Pension Debit' means a debit under
s.29(1)(a) of the Welfare Reform and Pensions Act 1999.
'Pension Debit member' means a member
whose benefits have been permanently reduced by a Pension Debit. Such
a member will either be:-
(i) a member who is a Controlling Director of a company which is
his/her employer if he/she is a director of the company to whom
paragraph (b) of Section 417(5) of the 1988 Act applies either at the
date on which the marriage was dissolved or annulled, or at any time
within the period of 10 years before that date, or
(ii) a member whose earnings at the date at which his/her marriage
was dissolved or annulled exceeded 1/4 of the Permitted Maximum for
the year of assessment in which the dissolution or annulment
occurred. Earnings for these purposes shall be taken to be the total
emoluments -
(a) which were paid to the member in consequence of Pensionable
Service to which the Fund relates during the year of assessment before
the year of assessment in which the marriage was dissolved or
annulled, and
(b) from which tax was deducted in accordance with the Income Tax
(Employments) Regulations 1993.
'Pension Sharing Order' means any order or provision as is
mentioned in s.28(1) of the Welfare Reform and Pensions Act 1999.
Rule 2
Assignment
Rule 30 is amended by the insertion of Rule 30.4,
to permit the assignment as therein provided of part or all of the
member's retirement benefits or rights to benefits under the Fund to
his/her Ex-spouse to the extent necessary to comply with a Pension
Sharing Order, agreement or equivalent provision.
Rule 3
Notwithstanding any other provisions of the
Rules, the benefits for a Pension Debit member are additionally
subject to the following limits, subject to compliance with Social
Security legislation:
(i) The pension shall not exceed the Aggregate
Retirement Benefit in Part 1 of the Schedule less the Negative
Deferred Pension in this Fund and the Negative Deferred Pension in any
Associated Scheme and, furthermore in the case of a Class A member the
Negative Deferred Pension in any Connected Scheme.
(ii) The lump sum from this and any Associated
Scheme shall not exceed:
(a) for Pension Debit members who are Class A
members or Class B members, an amount determined by 2.25 x the initial
annual pension payable;
(b) for Pension Debit members who are Class C
members, an amount of the greater of:
(I) 2.25 x the initial annual
pension payable or,
(II) an amount determined in
accordance with Part I of the Schedule as if there had been no Pension
Debit, less 2.25 x the Negative Deferred Pension.
For the purposes of this Rule, the initial annual
pension should be calculated on the following bases:
(aa) if the pension payable for the year
changes, the initial pension payable should be taken;
(bb) it should be assumed that the
Pension Debit member will survive for a year
(cc) the effect of commutation
should be ignored.
(iii) On the death of the Pension Debit member,
any pension for a Dependant shall not exceed 2/3 x an amount
determined in accordance with Part 4 of the Schedule as if there had
been no Pension Debit, less the Negative Deferred Pension and the
Negative Deferred Pension in any Associated Scheme and, furthermore in
the case of a Class A member the Negative Deferred Pension in any
Connected Scheme. Where more than one pension is to be paid the total
of all the pensions cannot exceed 100% of an amount determined in
accordance with Part 4 of the Schedule as if there had been no Pension
Debit, less the Negative Deferred Pension and the Negative Deferred
Pension in any Associated Scheme and, furthermore in the case of a
Class A member the Negative Deferred Pension in any Connected Scheme.
Rule 4
The Pension Trustee must give full details of the
Pension Debit and a lump sum certificate specifying the maximum
permissible lump sum, to the receiving scheme/arrangement where the
fund underlying the benefits for a Pension Debit member is transferred
to another retirement benefits scheme approved under Chapter I Part
XIV of the 1988 Act or a scheme approved under Chapter IV Part XIV of
the 1988 Act.
Rule 5
Where the Pension Trustee accepts a transfer
payment and is informed by the transferor of the details of a Pension
Debit relating to the transfer payment, the Pension Trustee must take
account of the Pension Debit, if appropriate, in the calculation of
any limit on benefits for that member. If a transfer of the fund
underlying the benefits for the member is made to a scheme approved
under Chapter I Part XIV of the 1988 Act or a scheme approved under
Chapter IV Part XIV of the 1988 Act, the Pension Trustee must give
full details of the Pension Debit to the receiving scheme/arrangement.
Rule 6
If the Ex-spouse dies after a Pension Sharing
Order, agreement or equivalent provision is made but before it is
acted upon by the Pension Trustee, the following benefits may be paid:
A lump sum death benefit may be paid to any
person at the discretion of the Pension Trustee.
The lump sum is limited to 25% of what would have
been the cash equivalent of the fund which would have provided the
Pension Credit Rights for the Ex-Spouse. The balance of the fund may
be used to provide a non-commutable pension to a Dependant of the
Ex-Spouse.
The amount of pension payable to a Dependant is
limited to a maximum of 2/3rds of the amount of pension that could
have been paid to the Ex-Spouse at the date of death if the whole of
what would have been the cash equivalent of the fund which would have
provided the Pension Credit Rights had been used to purchase an
annuity at an available market rate. Where more than one pension is
to be paid the total of the pensions cannot exceed the amount of
pension that could have been paid to the Ex-Spouse.
Such pensions must be payable for life, except
that any pension paid to children must cease on
the attainment of age 18 or, if later on the
cessation of full time education. Such pensions may be fully
commuted, however, for a lump sum on the grounds of triviality at the
time such a pension becomes payable.
1.1 Church Related Community Workers - in 1987
the General Assembly decided that CRCWs should be as fully integrated
as possible. The development of the CRCW programme now requires
further movement to achieve this. The Resolution provides for the
inclusion of CRCWs as members of the URC Ministers' Pension Fund.
1.2 Additional Voluntary Contributions (AVCs) -
last year's Report drew attention to the change in Inland Revenue
practice making it possible to have flexibility in the timing for
drawing the benefit from AVCs. The Pension Fund Trustees indicated
their intention to change the rules of the fund to accommodate this,
allowing members to defer the drawing of AVC benefits up to the age of
75 (the limit permitted by the Revenue) if they so wish. The
Resolution seeks to add this provision as Rule 17.4 following advice
from the Actuary and Legal Advisers.
1.3 Pension Sharing on Divorce - again this
issue was included in last year's Report. Following a change in the
law the courts can now direct, as at the date of a divorce, that a
transfer value be calculated and split between the member and
ex-spouse in specified proportions. The member's benefit is then
reduced and the ex-spouse must secure a pension benefit elsewhere.
There are administrative difficulties in allowing the benefit to the
ex-spouse of a member to be provided through the URCMPF and it is not
proposed to allow this.
For this provision to be incorporated into the
Rules of the URCMPF there is a minimum wording requirement for the
purposes of obtaining Revenue approval. The relevant wording, as
slightly amended, is set out in Rule 30.4 and Appendix 1 of the Rules
of the URCMPF.
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Resolution 38 Ministers' Pension Fund
General Assembly gives its consent for the
additional pensions of members of the URC Ministers' Pension Fund to
be augmented under Rule 44, on condition that there are no adverse
funding implications.
1.1 Augmentation and Provision of Further
Benefits - under Rule 44 of the URC Ministers' Pension Fund, the
augmentation & provision of further benefits may be considered by the
Pension Trustee, after having taken the advice of the Actuary and
having obtained the consent of the Assembly.
1.2 It is not usual to augment members'
pensions. However, on occasion, the local church or participating
body may wish to pay an additional contribution towards the provision
of extra pension for the member. This extra pension is secured on a
money purchase basis through the Additional Voluntary Contribution (AVC)
scheme. The Fund Actuary has confirmed that the provision of benefits
in this way does not have any adverse funding implications.
1.3 The Assembly is asked to give this consent
for the augmentation of members' additional pension in situations as
outlined above.
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