Ministries
The Committee is
responsible for the Ministry of Word and Sacraments, Church Related Community
Work and Lay Preaching. It is concerned with central care and conditions of
service, chaplaincies in industry, higher and further education and in the armed
forces and ‘special category’ ministry. It has concern for the pastoral support
of ministers, church related community workers and lay preachers, including
supervision, appraisal, self-evaluation and counselling. It oversees the work of
the Assessment Board. It is assisted by five sub-committees.
Accreditation
Sub-Committee
Maintaining the roll of
ministers, this sub-committee accredits those applying for inclusion after
training and those coming from other denominations. It is concerned with numbers
and recruitment. It also deals with applications for Special Category
Ministries.
Church Related
Community Work Programme Sub-Committee
It is responsible for
supporting the Church Related Community Work Ministry and Programme under the
terms agreed in the Church Related Community Work Covenant. This includes the
accreditation of Churches-in-Community
Lay Preaching Support
Sub-Committee
It is responsible for the
advocacy of lay preaching and support of lay preachers in the United Reformed
Church.
Maintenance of the
Ministry Sub-Committee
Advises on the level of
stipend and ministers’ conditions of service through the Plan for Partnership.
It is also concerned for pensions through its associated Pensions Executive.
Retired Ministers
Housing Sub-Committee
Works in Association with
the United Reformed Church Ministers Housing Society Ltd.
Committee Members
Convener: Mr John
Ellis
Secretary: Revd
Christine Craven
Members: Mrs
Joanna Morling, Mrs Joan Trippier, Revds Pauline Barnes, Alan Evans, Terry
Oakley, Paul Whittle, Prof David Cutler (Convener of the Assessment Board)
The Big Picture
1. After the Committee’s
last general report to Assembly in 2004, our initial focus was on the report
Equipping the Saints and the feedback received. We were delighted with the
response from the 2005 Assembly to the proposals we formulated. The Assembly
took bold decisions in favour of spreading best practice amongst all Elders’
Meetings, deploying ministers (paid and unpaid) with imagination and creativity,
and expanding the Special Category Ministry scheme.
2. Of course the Assembly
was not talking to itself. These challenges are actually for the Church at local
level to tackle. We observe that in some places they appear not yet to have been
noticed. We would urge all members of Assembly to play their part in ensuring
that these ideas become embedded in the life of the United Reformed Church.
Meanwhile we are exploring what additional resources the Committee might produce
to help the process.
Forecasting Minister
Numbers
3. Our more recent
contributions to the Catch the Vision process have included detailed work on
minister numbers. Although the name of our committee underlines that we are not
just about ministers, there are some key issues about paid ministers that the
Church has to face. The current Assembly policy is to change paid minister
numbers in line with the trends in membership, which at the moment means a
decline of 3% a year, but this may not be sustainable.
4. Predicting paid
minister numbers in the future is not a precise science, but the main factors
are clear. Changes in overall numbers are mainly driven by the number of
ministers retiring, the numbers coming out of training, and the amount of money
local churches are willing to give via the Ministry and Mission Fund (the M&M
assessment) to pay for training, stipends and pensions.
5. All the current trends
suggest that over the next ten years the number of paid ministers will decline
markedly. It is quite possible the numbers could almost halve from around 550
today to about 300. This underlines the importance of taking seriously the
challenges in Equipping the Saints about the ways we ask our ministers to work.
6. If the Church wants a
significantly larger number of ministers in the future than we currently
predict, then two trends will have to change. First, the financial giving of our
members needs to rise nearer to the standard set by Assembly: a norm of giving
5% of take home pay to the Church. This standard is derived from the Biblical
principles of tithing by cheerful givers.
7. The second necessary
change would be that either far more of our members hear a Call to enter the
ministry or we attract into United Reformed Church work large numbers of
ministers from other denominations. But perhaps first we need to ask what God is
saying to us in the low number of ministerial candidates.
Honouring Retired
Ministers
8. A different major
challenge facing the Church is to maintain our record of providing housing for
ministers in retirement. Over the years the number of houses under management
for retired ministers and their widow(er)s has increased from less than 200 in
the late seventies to 372 at the end of 2005. This increase was financed partly
by transfers of houses and funds from Synods and The Memorial Hall Trust but
most significantly by legacies and donations from individuals. Many of these
were inspired by a major appeal launched in 1980, which has been repeated in
reports to Assembly ever since.
9. In the period of five
years up to 2000 the number of houses stabilised, although the cost of
purchasing new houses tended to exceed the proceeds of house sales. In this
situation the income from legacies at about £500,000 per annum was sufficient to
finance the gradually increasing investment in houses. However, since 2001 the
proportion of retiring ministers who require assistance with housing has
increased and, with ministers and their spouses living longer, the number of
houses for sale has diminished. This change in the pattern of purchases and
sales resulted in an increase of 35 houses which, at an average cost of
£125,000, created an additional financing requirement of over £4m which has had
to be met by loans from general United Reformed Church funds.
10. Forecasting future
housing requirements is very difficult but calculations based on the numbers of
retirements expected over the next ten years and continuing increases in house
prices suggest that the extra funding requirement over that period will continue
at about £1m per annum. With the finances of the Church at full stretch, it is
not realistic to expect to meet the whole of this financing requirement by way
of further loans from general funds. We have considered approaching external
financial institutions for loan finance but have, at this stage, rejected this
course as the rental income from properties would not cover the interest cost on
additional borrowings.
11. We have concluded
that the time has come to raise the profile of the Retired Ministers’ Housing
Society and its need for extra support. We are delighted that the Revd Bill
Wright has accepted an invitation to assist in the advocacy of the financial
needs of the retired ministers housing operation. It is planned that this
advocacy will be targeted at individuals with a particular emphasis on the value
of legacies, which have been such a significant source of support in the past.
Responding to the
Government
12. Over the past year, a
large amount of staff time has been devoted to responding to requests and
concerns from the Government. This seems likely to continue to be a demanding
part of the Committee’s work. While the Government’s objectives may often be in
line with Church priorities, their style and timetables do not always fit easily
with other Church work.
13. Some of the
Resolutions we offer to Assembly are in response to Government policies. In
addition we have prepared, and Mission Council has agreed, a summary of United
Reformed Church policies to assist the Department of Trade and Industry in its
consideration of the terms and conditions under which clergy work. The full
document is available on the Church’s website.
Maintaining the
Machinery
14. A glance at the
Resolutions that follow this report will show that not all of the Committee’s
work is glamorous. In addition to the work covered there, a new document called
The Movement of Ministers gathers into one place guidance and advice for Elders,
Interim Moderators, District Pastoral Committees and others involved in the
practical processes when churches find themselves in ministerial vacancy. This
is available on the Church’s website or in hard copy on request from the
Ministries office.
15. Behind these
projects, and many other tasks not mentioned, are the hardworking staff of the
Ministries office, the sixty people who give their time to the work of the
Committee and its Sub-Committees, and the unnumbered colleagues in Districts,
Areas and Synods who implement faithfully the Assembly policies in relation to
all our recognised ministries. We record our gratitude to them all.
Accreditation Sub-Committee
Convener: Revd
Gwen Collins
Members: Mrs
Judith Booth, Mr Rod Morrison, Mr Simon Rowntree, Revd Howard Sharp, Revd Tony
Wilkinson
Secretary: Revd
Christine Craven
Certificates of
Eligibility
1. The 2003 General
Assembly asked the Ministries Committee to track the number of Ministers in
stipendiary service so that the trend was in line with the current rate of
increase or decrease in membership figures for the United Reformed Church. One
consequence is that a decision is taken each year as to whether the
Accreditation Sub-Committee may issue Certificates of Eligibility to Ministers
of other Churches so that they may serve in the United Reformed Church and
transfer onto our Roll of Ministers, thereby adding to our Minister numbers.
2. Membership continues
to decline at an average rate of 3% per annum. This has left no room for adding
extra numbers onto the Roll of Ministers from outside the United Reformed
Church. Therefore during the period since our report to Assembly 2004 the
Accreditation Sub-Committee has issued no Certificates of Eligibility either for
stipendiary or non-stipendiary service. One Certificate of Eligibility issued
pre–2002 received an extension and three Certificates of Limited Eligibility
were granted. This last category of certificate gives permission for Ministers
of other Churches to serve in a United Reformed church for periods up to twelve
months whilst retaining their status as a Minister of another Church.
Special Category
Ministry (SCM)
3. Since General Assembly
2005 agreed to expand the SCM scheme, two appointments of Ministers of other
Churches have been made. These have been to posts that would not otherwise have
been filled. It is too early to report anything further on the impact of the
extension of Special Category Ministry.
The Roll of Ministers
4. Admissions to the Roll of Ministers
(from 1st April 2005 to 31st March 2006)
By Ordination and induction: –
Sarah Hall, Timothy
Richards, Alison Termie, Peter Lyth, Richard Bradley, John Cook, Kay Cattell,
David Morgan, Elizabeth Shaw, Lucy Brierley, Yvonne Tracey, Claire Callanan,
David Moss
By reinstatement:-
Phillip Jones.
5. Changes within the
Roll of Ministers
(from 1st April 2005 to 31st March 2006)
Non-stipendiary to stipendiary service:-
Sue Macbeth, John Piper
6. Deletions from the
Roll of Ministers
(from 1st April 2005
to 31st March 2006)
by Resignation and/or
Transfer to other Churches:
Martin Knight, Christian
Vermeulen (to Church of Scotland), Richard West (to Church of Scotland),
Geoffrey Rodham, Gillian Jones, David Dean (to USA), Martha McInnes (to USA)
Church Related
Community Workers
7. Admission to the
List of Church Related
Community Workers
(from 1st April 2005 to 31st March 2006)
By Commissioning:-
Alison Dalton
Assembly Accredited
Lay Preachers
8. The following members
have successfully completed their course of study and have been accredited
between 1st April 2005 and 31st March 2006.
| Northern Synod |
Christine Eddowes |
| North Western Synod |
Sally Watson, Joanne
Shaw |
| Mersey Synod |
Sally Buttifant,
George Ryan, Wilma Prentice |
| Yorkshire Synod |
- |
| East Midlands Synod |
David Todd, Jonathan
Parish-West |
| West Midlands |
Peter Murphy, John
Desmond |
| Eastern Synod |
Daphne Savage, James
Taylor |
| South Western Synod |
Michele Gard |
| Wessex Synod |
Elaine Wood, Philip Maddocks |
Assessment
Board
Convener:
Professor David Cutler
Secretary: Revd
Christine Craven
Members: Mr Hugh
Abel, Mrs Tina Ashitey, Revd Lesley Charlton, Dr Peter Clarke, Revd Diana Cullum-Hall,
Miss Sarah Dodds, Revd Roy Fowler, Mrs Wilma Frew, Mrs Judy Harris, Revd Tom
Heggie, Revd Dr Irene John, Mrs Barbara Lancaster, Mrs Pat Poinen, Revds Peter
Poulter, Edward Sanniez, Nigel Uden, Simon Walkling, Hilma Wilkinson, Dr Cameron
Wilson
1. The Board provides the
Assessors for the Assessment Conferences held for candidates for the ministry.
In 2002/3 the number of candidates attending these Conferences dropped and the
numbers have remained fewer than those prior to 2002. Although one reason for
the reduction in numbers may be the increasing age of many congregations who
therefore have no members who could be challenged to consider ministry, there is
a continuing need for ministerial vocation to be identified and encouraged. Such
encouragement begins naturally in the local church where people are known and
their gifts first recognised.
2. Six Assessment
Conferences were held during the academic years 2003-5. The table summarises the
attendance and outcomes.
| |
2003/2004 |
2004/2005 |
|
Applied |
Accepted |
Applied |
Accepted |
|
Training for Stipendiary service |
19 |
15 |
8 |
7 |
| Training for
Non-stipendiary service |
7 |
3 |
10 |
7 |
| Training for Church
Related Community Work |
2 |
2 |
3 |
2 |
| Transfer from
non-stipendiary to stipendiary service |
4 |
4 |
7 |
7 |
3. The annual November
consultation at Windermere organised by the Ministries office on behalf of the
Assessment Board continues both to provide training for those involved with the
interviews of candidates in Synods and from the Assessment Board. It also
provides a valuable point of contact between the Board and the Synods.
4. There continues to be
concern about the financial difficulties experienced by some students. The Board
wishes to repeat the recommendation made in 2004, that each Synod appoint a
person who could have an informal discussion with each candidate about his/her
financial obligations in order to try to avoid problems during training.
5.The whole Board meets
together annually and at the meeting in 2004 began to research the reasons why
some students withdraw or are withdrawn from ministerial training. The Board was
concerned to know whether such termination of training indicated a lack of
rigour on the part of the Board at the assessment Conference or in the
assessment process as a whole. In pursuing this matter the research was extended
to those who had resigned from ministry during the first three years after
ordination or commissioning. In 2005 the Board discussed the findings of this
research. By and large the results showed few common factors. However, in some
cases the assessment process had been pushed through with some sense of urgency.
The Board is of the opinion that a sense of vocation that will sustain an
individual in long term ministry is one that persists for years rather than
months and so a hasty response to the request to become a candidate for training
is neither necessary nor desirable. The Board also decided that changes should
be made to the question asked of medical referees. What the Church really needs
to know is whether a person is medically strong enough for the task of ministry
not just a period of training.
6. As a result of the
resolutions on restructuring passed at General Assembly 2005, the Convener and
Secretary of the Assessment Board met with Synod representatives in January 2006
to discuss the future pattern of the assessment process should the Church ratify
the resolution to dissolve District Councils. Ideas exchanged were helpful to
all concerned and will be valuable in the planning of procedures after 2007.
Church
Related Community Work Programme Sub-Committee
Convener: Revd Bob
Day
Secretary: CRCW
Development Workers
Members: Revd John
Burgess, Mrs Janet Holden, Revd Tracey Lewis, Mrs Maureen Thompson, Mr Peter
Twilley
1. The Church Related
Community Work (CRCW) programme provides a valuable ministry but remains small
and still has capacity for expansion. We are glad that several Synods with
little experience of CRCWs have been proactive in exploring opportunities for
new posts. This contributes towards the target of having at least two CRCWs
operating in each Synod. The CRCW pages of the URC website provide information
about the programme.
2. We need more people to
hear God’s Call to this work in a stipendiary or non-stipendiary capacity. An
attractive new publicity leaflet about the Faith in Living programme at the
Partnership for Theological Education in Manchester is available. It can be used
to raise awareness of the training opportunities for CRCW ministry. The Assets
for Life resources are proving popular and are still available.
3. Valuing Community
Experiences is a new Training, Learning & Serving (TLS) programme designed for
the committed volunteer who works in a church or community context. It will
value and develop the participants’ community work skills and knowledge and
enable her or him to explore the faith-based motivation for this work. The first
programme will be offered from January 2007 and hopes to provide a bridge to
further training.
Lay
Preaching Support Sub-Committee
Convener: Dr Phil
Theaker
Secretary: Miss
Jenny Andrews
Members: Mr
Bernard Bentley, Mrs Jan Harper, Mr Derek Marsh, Miss Ann Simcock
1. Over the last two
years the Committee has organised two Lay Preaching Commissioners Consultations
and considered issues related to Lay Preachers and the local leadership of
worship. We share one issue here and the Ministries Committee is bringing a
resolution on another.
Lay Preachers’
Expenses
2. It has long been a
concern that Lay Preachers are not all recompensed on the same basis across the
United Reformed Church. The covering of expenses for Lay Preachers ranges from
nothing to a realistic reimbursement of travelling expenses and a gift. A number
of schemes exist within the United Reformed Church involving Districts, a Lay
Preachers’ Association and most commonly on a personal basis with the local
church. We have concluded for a number of reasons that no one system will fit
all situations. However, whilst we realise that some churches are better able to
reimburse expenses than others, we consider it a matter of principle that out of
pocket expenses should be offered by the churches Lay Preachers serve. It is
proper that each Lay Preacher should be reimbursed for the entire amount of the
travelling expenses incurred.
3. The expenses incurred
by Lay Preachers are not just travelling expenses specific to a particular
service but also longer term expenses relating to the purchase of materials and
books. The latter add a significant outlay for a Lay Preacher. We recommend,
therefore, that each church should offer each Lay Preacher expenses that
generously cover travelling expenses and in so doing offset an average portion
of their other expenses.
4. Adopting this approach
might mean that total payments of £20 and more would be appropriate in many
cases where substantial journeys are involved. Such sums are already paid out
frequently by many churches.
5. We of course assume
that all Lay Preachers are open with the Inland Revenue in dealing with all
aspects of their personal finances, including declaring any payments they
receive which are not clearly attributable to relevant expenses.
Maintenance of the Ministry Sub-Committee
Convener: Revd
Geoffrey Roper
Secretary: Mr
David Taylor
Members: Mrs Lyn
Allford, Mr David Hayden, Mr Maurice Dyson (Convener of Pensions Executive), Mr
Eric Chilton (Honorary Treasurer)
1. This Sub-Committee
does not deal with the Ministry and Mission (M&M) Fund but with the terms and
conditions of service of Ministers and Church Related Community Workers.
Individual concerns are addressed. In addition, the Sub-Committee deals with
policy matters relating to stipends, the Plan for Partnership and Ministers’
pensions. There are Resolutions this year on the latter two areas.
2. Mr David Taylor was
appointed Secretary to the Sub-Committee as from January 2006. He works two days
a week and deals with all enquiries connected with the Plan for Partnership. Mrs
Judy Stockings remains the staff member dealing with all queries on ministerial
pensions.
Retired
Ministers Housing Sub-Committee
Convener: Revd
David Bedford
Secretary: Mr Tony
Bayley
Members: Revd
Elizabeth Caswell, Mrs Pauline Mewis, Revd Michael Spencer, Mrs Liz Tadd
1. This committee is
responsible for policy in matters of the provision of retirement housing for
ministers and their spouses. It uses the United Reformed Church Retired
Ministers Housing Society Limited as its agent for the implementation of policy
and the practical steps associated with the provision of housing.
2. During 2005 20
properties were acquired and 13 were sold increasing the number of properties
under management to 372 at the year end.
3. The properties are
normally purchased in the name of the Society, but in all cases are managed by
the officers of the Society. Where tenants have a financial stake in the
property this is recognised by means of a Declaration of Trust.
4. The maximum
contributions made by the Society are determined annually on a county by county
basis by reference to average semi-detached house prices during the preceding
year.
5. In 2005 the standard
rent payable was £100 per calendar month. Existing tenants will pay £105 per
calendar month in 2006, while new tenants since the beginning of 2004 will pay
between £105 and £175 per calendar month depending upon the amount of capital
employed by the Society. Widows/widowers are in receipt of a rent reduction
(usually £10 per calendar month).
6. The Committee is
particularly grateful for the donations and legacies received during the year
which amounted to approximately £475,000.
7. It is expected that
during 2006 assistance will be required for 15 retiring ministers. After
allowing for re-housing and the needs of widows/widowers it would be prudent to
anticipate up to 22 applicants in all. This could involve an outlay of up to
£2.5million and thus the importance of a continued high level of receipts from
donations and legacies cannot be over-emphasised.
8. During 2005 visits
were made by the officers of the Society to 95 applicants, tenants and other
properties. In addition, we continue to rely heavily upon, and are grateful for,
the commitment of those members of local congregations who generously give
oversight to our retirement properties and who assist those who live in them. We
would like to hear from anyone who would be prepared to volunteer their
assistance in this respect.
9. Retirement Housing
continues to figure prominently in the Pre-Retirement Courses run at the
Windermere Centre by Ministries. In 2005 two courses were run and three more are
planned for this year. The housing sessions are designed to be of benefit to
all, regardless of whether or not financial assistance with housing will be
needed. In addition, private discussions on individual needs are provided.
Resolution 24
Revised Remit of the Lay Preaching Support Sub-Committee
General Assembly
i) agrees that the
Lay Preaching Support Sub-Committee should be renamed the Leadership in Worship
Committee and be given the following remit:
a) To support Lay
Preachers
b) To support other
lay people involved in leading worship
c) To encourage
members of congregations to become more involved in leading worship
ii) requests the
Nominations Committee to propose, as soon as possible, an initial list of names
to serve on this Sub-Committee, including at least one Assembly Accredited Lay
Preacher.
1.1 One of the main
topics of discussion at the 2005 Lay Preaching Commissioners Consultation was
how Lay Preachers fit in to the wider vision of Equipping the Saints. Following
the Consultation, the Lay Preaching Support Sub-Committee has come to the view
that its present remit will not serve the best interests of the United Reformed
Church in the future. While continuing to support Lay Preachers, the
Sub-Committee also wants to encourage collaborative forms of worship leadership.
In particular, it wishes to provide resources for those engaged in leading
worship without any formal training. The Sub-Committee wants to remove any
lingering sense of Lay Preachers being defensive about their traditional role
and instead see them contribute joyfully, with others, to the many patterns of
worship within the Church.
1.2 The Ministries
Committee therefore proposes that the Sub-Committee be renamed the Leadership
in Worship Committee. We propose that the Sub-Committee should have a
widened remit to support all lay people involved in leading worship alongside
Ministers of Word and Sacrament, eg Lay Preachers, worship leaders and worship
teams. It would then promote good practice in all aspects of leading worship.
1.3 At present members of
the Sub-Committee are elected by the Lay Preaching Commissioners. With a wider
remit, we believe that in future the Nominations Committee should select the
committee members as it does for all other standing Sub-Committees of the
Ministries Committee.
Resolution 25
Changes to Ministerial Service
General Assembly
approves the following procedures in respect of changes to ministerial service:
1. Statement of
Reasons
A Minister/CRCW who
decides to move or resign should be asked by the Synod Moderator to make a
written statement about the reasons for that course of action. A copy of this
statement should be sent by the Moderator to the Secretary for Ministries.
2. Move from one
pastorate or post to another within the United Reformed Church
a) Where a Minister
is moving from one pastorate or post to another, they should discuss with the
Moderator whether there are particular reasons behind the move which should be
shared with the local church/post that is entering a vacancy.
b) In the case of
termed appointments for CRCWs and those in Special Category Ministry, most moves
come at the recognised end of that appointment. The same procedure should
nonetheless be followed to help with reflection on the ministry.
c) When a Minister is
changing pastorates because of difficulties, some form of counselling or
debriefing should be offered through the Moderator.
3. Move away from
ministerial service in the United Reformed Church without resignation from the
Roll of Ministers/list of CRCWs
a) Some Ministers and
CRCWs move out of posts under the auspices of the United Reformed Church in
order to exercise another form of service. If the Minister/CRCW wishes to remain
on the Roll/list, their move should be subject to the concurrence of the Church.
b) In such a case,
the Minister/CRCW should provide a copy of their stated reasons for wishing to
move out of URC ministerial service to the appropriate Council of the Church
(currently District Council) and seek concurrence with the proposed move.
c) If concurrence is
granted, the Minister/CRCW would remain on the Roll of Ministers/list of CRCWs
and his/her name would continue to appear in the Yearbook. He/she would be under
the oversight and care of the Synod in which they reside. The Minister/CRCW
would be eligible to seek a future pastorate/post within the United Reformed
Church upon request to the Moderators.
d) If concurrence is
not granted and the Minister/CRCW proceeds with the move, the District should
send a report of the District decision to the Accreditation Sub-Committee. This
report should:
i) set out details of
the post the Minister/CRCW has accepted;
ii) the reasons why
the District did not consider it appropriate to give concurrence.
If the Accreditation
Sub-committee gives approval for the move, the Minister’s/CRCW’s status would
remain as in (c) above.
If the Accreditation
Sub-Committee upholds the decision of the District, the Minister/CRCW would be
deemed to have resigned from the Roll of Ministers/list of CRCWs. His/her name
would no longer appear in the Yearbook. If a Minister/CRCW does not receive
concurrence and was removed from the Roll/list, he/she would have the right of
appeal to the Ministries Committee.
e) The Ministries
Committee copy of the Minister’s/CRCW’s statement should be added to their file,
together with a record of whether the move was with or without the concurrence
of the Church.
f) If a Minister/CRCW
is already outside a post under the auspices of the United Reformed Church and
moves to a fresh sphere of service, the same procedure should be followed if
they wish to remain on the Roll/list.
4. Resignation from
the Roll of Ministers/list of CRCWs
a) When the
resignation of a Minister/CRCW from the Roll/list is accepted, his/her written
statement should be added to his/her Ministries Committee file.
b) This statement
should be consulted if the former Minister/CRCW seeks reinstatement to the
Roll/list at some future date.
c) If a Minister/CRCW
were not prepared to give reasons for their resignation this fact should be
noted on their file.
1.1 At the end of a piece
of ministerial service, Ministers of Word and Sacraments and Church Related
Community Workers (CRCWs) may:
a) move from one
pastorate/post to another within the United Reformed Church;
b) move into secular
employment or other appointment not funded by the Church but without resigning
from the Roll of Ministers or list of CRCWs;
c) resign from the Roll
of Ministers or list of CRCWs.
1.2 There is no call for
a procedure for moves and resignations that would in any way mirror the
elaborate procedures for assessment, call or reinstatement. But whilst the
United Reformed Church has taken great care over beginnings, it has spent less
time considering endings – even though these will affect the next beginning for
local churches and for individuals. Concern has been expressed to the Ministries
Committee that the standing of Ministers moving in situation (b) becomes unclear
and that generally the Church is not learning all that it should from the
experiences of those moving. The Ministries Committee agrees that clearer
procedures should apply to changes in ministerial service.
1.3 Behind each ending is
a story of successful or difficult ministry, joys and problems. Currently, the
reasons for the move do not reach the Ministries Committee, which therefore has
no overview of emerging trends or any common factors which lead to moves and
resignations. Such an overview might help the Church to address problems before
they lead to the emotional and financial costs that flow from people ending
ministerial service prematurely. It would also highlight examples of good
practice.
1.4 When a Minister or
CRCW leaves the direct service of the United Reformed Church, we believe a
conscious decision needs to be made about their future status. This has not
always been satisfactorily addressed in the past. There should be an option to
remain on the Roll of Ministers or list of CRCWs when the individual and the
relevant Council of the Church share a conviction that the new work continues to
be an expression of the person’s ministry. Equally, names should not remain on
the Roll when, for example, key personal convictions expressed at ordination
have disappeared.
1.5 Explanatory Notes to
Paragraphs in the Resolution:
Para 1:
Accompanying most, if not
all, moves and resignations there will already be a conversation with the Synod
Moderator.
Para 2(a):
There is no presumption
that a move hides a problem. The reason for the move might be the recognition
that it comes at the right time for Minister and church so that new gifts and
visions can be explored; or the Minister may simply have felt an overwhelming,
unexpected Call to move elsewhere. Where the ministry has been harmonious and
effective the Minister may wish to offer insights upon which the church might
reflect. It might be, however, that some difficulty has prompted the move and
therefore the local congregation and the wider Church should reflect on the
outgoing Minister’s perspective.
Para 2(c):
The Committee suggests
this is good practice that should always be followed since such support might
prevent eventual resignation from ministry. The Ministerial Counselling Service
can provide expert help.
Resolution 26
Duty to consider extension of full-time stipendiary service
General Assembly
approves the adoption of the following procedure for the duty to consider
extension of full time stipendiary service by a Minister of Word and Sacraments
or a Church Related Community Worker beyond the retirement age set by the United
Reformed Church.
1. In the month of a
Minister’s 64th birthday the payroll office shall confirm the expected date of
retirement as the end of the month in which he/she is 65.
2. If a Minister does
not wish to retire on that date he/she must apply for an extension of full time
service for a maximum of three years.
3. He/she shall speak
to the Synod Moderator and thereafter submit an application for an extension of
full time service to the appropriate Council of the Church (currently District
Council).
4. On receipt of the
application, the Council shall consult with the Minister, Moderator, Elders of
the Church/es/post and the Church Meeting(s), where the Minister is in a
pastorate, to see whether or not the individual circumstances warrant an
extension of full time stipendiary service. The circumstances to be considered
shall include:
-
a Minister
drawing near to the end of a particular project or piece of work who might
need to spend a year or two to bring it to a conclusion;
-
plans for a new
grouping of churches in a particular area where it is felt desirable for the
Minister to remain for a short while to see plans through to fruition;
-
a Minister,
coming into ministry later in life, who might have just a short time to go
before qualifying for retired ministers’ housing;
-
a Minister whose
spouse has a short period to go before retirement.
5. If the Council
agrees with the request, the Minister’s application, together with an account of
the particular circumstances and a record of both the local church’s/post’s
support and that of the appropriate Council, will be sent to the Secretary for
Ministries for a decision by the Accreditation Sub-Committee. In reaching this
decision the Accreditation Sub-Committee shall consider the individual
circumstances alongside the overall responsibility of the United Reformed Church
to monitor Minister numbers so that:
a) the financial
responsibility to support the ministerial work force is not threatened; and
b) the introduction
of newly ordained and commissioned ministers is not curtailed.
6. The Secretary for
Ministries shall inform the appropriate Council and the Minister of the decision
of the Accreditation Sub-Committee. If the decision is to accept an extension
then a new date of retirement shall be agreed.
7. A year before the
revised date of retirement, the payroll office shall once again write to the
Minister and if a further extension of full time stipendiary service is
requested the United Reformed Church must consider the request. The procedure
set out above will therefore be repeated.
1. The General Assembly
in 1997 resolved that:-
-
Ministers should
normally retire from full time stipendiary service not later than six
calendar months from the date on which they attain the age of 65.
-
In exceptional
circumstances a minister may remain in full time service for a maximum of
three years beyond the age of 65. The application shall be supported by the
pastorate, and receive concurrence of District Council before the agreement
of the Accreditation Sub-Committee is sought. Ministers should make
application for such an extension by the date of their 64th birthday.
2. In 2002 General
Assembly resolved that;
However the option to
stay in full time service for a maximum of three years beyond the age of 65
remained.
The ‘exceptional
circumstances’ were set out in Reports to Assembly 1997 (Paragraph 3.7) as
follows:
As we bring this
resolution however we are aware that there are sometimes circumstances in which
it may be desirable for a minister to continue, albeit for a limited period. For
example a minister might be drawing near to the end of a particular project or
piece of work and need to spend a year or two to bring it to conclusion; or a
District Council might be planning a new grouping of churches in a particular
area and it might be felt desirable for a minister to remain for a short while
to see plans through to fruition; or a minister, coming into ministry later in
life, might have just a year to go to qualify for retired ministers’ housing; or
a minister’s spouse might have a short period to go to retirement.
3. Under the draft
Employment Equality (Age) Regulations 2006 the United Reformed Church is
expected to have a duty to consider applications to remain in paid service after
the Church’s normal retirement age. In addition, the 2005 Assembly asked for
attention to be given to issues relating to age discrimination in the policies
of the Church and the proposers of the relevant Resolution specifically referred
to the age of ministerial retirement. The Ministries Committee therefore
proposes a revision of the existing procedure.
4. It is proposed that
any Minister/CRCW who so chooses may apply to continue in full time stipendiary
service after their 65th birthday and receive sympathetic consideration. We also
propose the removal of the upper age limit for final retirement. The factors set
out in 1997 will still be deemed relevant. We believe however that the Church
should also have regard to the impact of requests for later retirement on its
finances and the potential opportunities for Ministers and CRCWs preparing for
service. A very large surge of requests for later retirements could potentially
have significant impacts in these areas.
5. Some former
Congregational Union of Scotland Ministers have different retirement
arrangements from other United Reformed Church Ministers and these would remain
in place.
Resolution 27
Return to work after ill-health retirement
General Assembly
adopts the following procedure for return to work after ill-health retirement of
Ministers and Church Related Community Workers.
When a Minister or
CRCW who has previously retired on grounds of ill-health wishes to return to
work:
i) The Minister/CRCW
will inform the Moderator of the Synod in which they are living.
ii) The Moderator
will:
a) Inform the
Secretary for Ministries
b) Arrange for a
Synod interview with the Minister/CRCW to assess personal and spiritual
readiness to return to work and assess any further training needs. The council
of the Church that gave concurrence for retirement of that Minister/CRCW should
be consulted, as well as the Moderator of the Synod.
iii) The Secretary
for Ministries will arrange for medical references to be gathered. These will
include a report from the Minister’s/CRCW’s own doctor and if applicable his/her
consultant and an independent medical/psychiatric assessment paid for by the
United Reformed Church. The United Reformed Church’s medical referee, or
whomsoever the referee names as a specialist in each individual case, will
conduct this assessment.
iv) A recommendation
will be sent by the Synod to the Secretary for Ministries following the Synod
interview.
v) The Secretary for
Ministries will take the medical and Synod reports to the Accreditation
Sub-Committee who will then take the decision as to whether the Moderators may
introduce the Minister’s/CRCW’s name to a local church or post, subject to the
completion of any agreed training programme.
vi) The local church
or post will be made aware by the Moderator that the individual is returning to
work after retirement on the grounds of ill health.
vii) The Minister
will remain in receipt of the pension and, where applicable, in Church housing
until he/she receives a call.
viii) If there has
been no call by a local church after a year the situation will be reviewed. This
review will involve a meeting between the Minister and the Moderator in the
first instance. Following that meeting the Moderator will advise the
Accreditation Sub-Committee as to whether the Minister’s name should remain
available for introduction to a pastorate.
ix) Should the
original health problem recur to the point where early retirement on the grounds
of ill health becomes necessary, there should be a streamlined procedure for
approving retirement on the grounds of ill-health. There will normally be no
further opportunity to return to ministerial service.
1.1 A number of Ministers
and CRCWs retire from stipendiary service early on the grounds of ill-health.
Some may request a return to work because they have recovered from the illness
and believe themselves fit for work. At present there is no procedure to deal
with such a request.
Resolution 28
Amendments to The Plan for Partnership
General Assembly
agrees the following changes to the Plan for Partnership in Ministerial
Remuneration.
Deletions are shown
in [square brackets] and additions are shown in italics.
5.4.1 Those in
full-time service over the age of 65 years [and 6 months], except those approved
by the Ministries Committee (para 5.2.2)
6.1.3
Maternity/Adoption/Paternity provisions: details of arrangements for [maternity
pay and] parental leave and pay can be obtained from the MoM office.
6.1.4 Jury Service:
ministers who are called for Jury Service should inform the MoM Office as soon
as possible to enable the loss of earnings declaration to be completed in
advance.
6.1.[4]5 Pulpit
supply fees: when the MoM Office has been advised that a minister remunerated
under the Plan in unable to work due to ill-health or is on [maternity] parental
leave or is on Jury Service or is absent on a sabbatical term which lasts for a
period of more than four weeks or is suspended under the Section O Process or is
the Moderator of the General Assembly, the actual pulpit supply costs incurred
by the church arising because of the absence will be reimbursed to the limit
shown in Appendix A. In group pastorates and part-time pastorates, reimbursement
will only be in respect of services which would have been conducted by the
absent minister. Claim forms for the reimbursement of pulpit supply costs can be
obtained from the MoM Office.
Existing Paragraphs
6.1.5, 6.1.5.1, and 6.1.5.2 are re-numbered 6.1.6, 6.1.6.1, and 6.1.6.2
respectively.
Existing Paragraphs
6.1.6 and 6.1.6.1 are re-numbered 6.1.7 and 6.1.7.1 respectively.
7. HOLIDAY
[PROVISION] ENTITLEMENT
7.1 Ministers/CRCWs
are entitled to 5 weeks holiday in each calendar year and one further Sunday
away from the pastorate. When a minister/CRCW only serves for part of a year the
holiday provision should be pro rata. One week of holiday may be carried forward
to the following year. Holiday entitlement is not affected by sick leave,
parental leave, Jury Service, in-service training courses or sabbatical leave.
Such periods of leave/absence may result in more than one week’s holiday being
carried forward into the following year.
APPENDIX A – APPROVED
RATES UNDER THE PLAN
6.1.1 [Maximum
part-time stipend 75% of full time]
1.1 The Plan for
Partnership is a substantial document which sets out the entitlements of
Ministers and Church Related Community Workers, as agreed by past Assemblies.
This Resolution tidies up some drafting and updates the Plan for existing
practices, including the new eligibility of Ministers for Jury Service.
Resolution 29
Pension Fund Changes re Civil Partnerships
General Assembly
resolves to amend the Rules of the United Reformed Church Ministers’ Pension
Fund, with effect from 5 December 2005, so that the following definition is
added to the definitions section of the Rules:
‘Civil Partner: in
respect of a member, a person who has entered into a civil partnership with the
member which is recognised under the Civil Partnership Act 2004 (and which has
not been dissolved or annulled by a court).’
The following Rule is
also added as a new Rule 49:
‘A member’s Civil
Partner shall be treated for the purposes of the Rules as if he or she were the
member’s spouse but only in respect of:
benefits that are
attributable to Pensionable Service from 5 December 2005, including that day,
or, in the case of money purchase AVCs, to contributions payable on or after
that date; and
benefits that are not
attributable to Pensionable Service and are payable as a result of the member’s
death on or after 5 December 2005.
The pension sharing
appendix shall be deemed to be amended to the extent required to comply with the
Civil Partnership Act 2004.’
1.1 This amendment to the
Pension Fund rules reflects the changes introduced under the Civil Partnerships
Act 2004. These require pension schemes to treat civil partners in the same way
as spouses in respect of benefits attributable to pensionable
service/contributions made since 5 December 2005. The proposed wording reflects
the statutory requirement in full but does not go beyond it. Mission Council has
discussed and endorsed this approach.
Resolution 30
Pension Fund Rule on Ill-health Retirement
General Assembly
resolves to amend the Rules of the United Reformed Church Ministers’
Pension Fund, with
effect from the date of this resolution, so that the Rule 20 is deleted in its
entirety and replaced with the following:
‘Ill-health
Retirement
1.1 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 in accordance with the requirements of
Rule 20.2, he/she shall be entitled to an immediate pension which shall be
calculated as provided in Rule 18 but by reference to the member’s full
prospective Pensionable Service up to normal pension age.
1.2 An ill-health
pension shall only be put into payment if the Pension Trustee has received
evidence from a registered medical practitioner that the member is, and will
continue to be, unable to carry on his or her occupation because of physical or
mental impairment.
1.3 The Pension
Trustee shall review the state of health of any member who receives a pension
under this Rule 20 at regular intervals and at least once every five years,
except where the Pension Trustee considers this inappropriate (for example, in
cases of severe ill-health or when the time for review is within twelve months
of the member reaching normal pension age); and the member shall submit to any
medical examinations which the Pension Trustee may require in order to carry out
such a review.
1.4 If any member who
has been granted an ill-health pension recovers sufficiently and undertakes
remunerated employment, that member must advise the Pension Trustee accordingly.
1.5 The Pension
Trustee may vary or suspend any pension payable under this rule if the Pension
Trustee considers that the member no longer satisfies the condition described in
sub-rule 20.2 for the payment of an ill-health pension.
1.6 Provision for
dependent children may be payable (see Rule 48).’
1.1 The proposed new
Pension Fund rule provides that all ill-health pensions shall be calculated to
include prospective pensionable service. This reflects the decision of the 2005
Assembly.
1.2 It also reflects the
requirements of the Finance Act 2004 in relation to the payment, and cessation,
of ill-health pensions.
Resolution 31
Pension Fund Rule changes Part I
General Assembly
resolves to make the following amendments to the Rules of the United Reformed
Church Ministers’ Pension Fund, with effect from 6 April 2006.
1.Early Leavers
To add the following
definition to the definitions section of the Rules, as follows:
‘Cash Transfer Sum:
means the cash equivalent of the member’s benefits calculated by the Actuary in
accordance with the statutory provisions prevailing from time to time.’
Rule 29 shall be
amended so that the words ‘If a member leaves the qualifying service of the URC’
are deleted and replaced with: ‘If a member leaves Pensionable Service’.
In addition, Rule
29.1.1 shall be amended so that a further sentence is added, as follows:
‘Where a member has
at least three months but less than two years qualifying service he/she shall
also be entitled to the option of taking a Cash Transfer Sum which may be
transferred to any other pension scheme or arrangement duly authorised by law to
receive such payment provided that such a transfer would not be an unauthorised
payment. A receipt from the receiving pension scheme or arrangement shall be a
full discharge of the Pension Trustee’s liabilities in respect of the pension.’
A new sub-rule 29.1.3
shall be added as follows:
‘The Pension Trustee
must notify the member of the right to make an election for a Cash Transfer Sum
and must inform the member that if he or she does not make an election by the
reply date specified in the notification, the Trustee will pay a cash refund (as
described in sub-rule 29.1.1). If the member makes an election for a Cash
Transfer Sum before the reply date (or any later date allowed by the Pension
Trustee), the Pension Trustee must give effect to it. Otherwise, the Pension
Trustee must pay a cash refund (as described in sub-rule 29.1.1) to the member.’
2. Commutation
Rule 17.3
(prohibiting the commutation of pension attributable to AVCs made on or after 8
April 1987) shall be deleted, and sub-rule 17.4 shall be renumbered 17.3 and any
references to it shall be replaced accordingly.
Rule 26.2 (also
prohibiting the commutation of any pension attributable to AVCs made under
arrangements first entered into by the member after 7 April 1987) shall be
deleted sub-note 26.3 shall be renumbered 26.2 and any references to it shall be
replaced accordingly.
3. Pensions for
dependent children
Rule 48 shall be
amended so that the words ‘PROVIDED THAT a pension shall be paid only until the
child attains age 23 if the pension would otherwise be an unauthorised payment
under the Finance Act 2004’are added immediately after the words ‘whichever is
the earlier’ at the end of the first paragraph.
In addition, Rule 48
shall be amended so that the first line of the third paragraph shall be deleted
and replaced as follows:
‘From January 2006
the initial level of the pension in respect of a dependent child or children
shall be £929pa for the first dependent child and £471pa per child for any
further dependent children.’
4. Other Dependants
The definition of
‘Dependant’ in the definitions section of the Rules shall be deleted and
replaced with the following:
‘Dependant: a person
who:
(a) was married to
the member at the date of the member’s death; or
(b) is a child of the
member as described in rule 48; or
(c) in the opinion of
the Pension Trustee, at the date of the member’s death, was financially
dependent on the member, had a financial relationship with the member of mutual
dependence or was dependent on the member because of mental or physical
impairment.’
5. General Finance
Act 2004 amendments
The schedule
summarising the Inland Revenue limits shall be amended so that it is in two
parts, with the wording in the current schedule being entitled ‘Part II’ and the
following wording added as an introduction to the schedule and as Part I:
‘This schedule is
divided into 2 parts:
Part I sets out the
overriding tax rules that apply to the Fund with effect from 6 April 2006, and
Part II summarises the Inland Revenue Limits that applied to the Fund before 6
April 2006, and which shall be deemed to continue to apply on and after 6 April
2006, subject to the modifications described in Part I.
Part I – Tax Rules
1. Definitions: In
this Part I the following words and phrases have the following meanings:
A-Day: 6 April 2006
Authorised Payment: a
payment authorised in accordance with section 164 of the Finance Act 2004 (an
authorised member payment) or section 175 of that Act (an authorised employer
payment).
Finance Act: Finance
Act 2004
HMRC: Her Majesty’s
Revenue and Customs.
Inland Revenue
Limits: the limits which in the opinion of the Pension Trustee would have
applied to benefits and contributions, if the tax regime in force before A-Day
had continued to apply on and after A-Day, in order not to prejudice the Fund’s
exempt approved status under that tax regime, assuming that HMRC practice (as
summarised in the practice note IR12 and in HMRC Updates) and any concessions
granted in relation to the Fund by HMRC would have continued on the same basis
as applied immediately before A-Day. Inland Revenue Limits are summarised in
Part II of this schedule.
Unauthorised Payment:
an unauthorised payment as defined in section 160(5) of the Finance Act.
2. Overriding effect:
This Part I of the schedule overrides any other provisions of the Trust Deed and
Rules of the Fund that are inconsistent with it except clause 9 of the Trust
Deed (power of amendment) and any other provision conferring a power to modify
the Fund.
3. Registered pension
scheme: The Fund is intended to be a registered pension scheme for the purposes
of Part 4 of the Finance Act. The Pension Trustee shall not be required to take
any action if in its opinion doing so could jeopardise the status of the Fund as
a registered pension scheme.
4. Unauthorised
Payments: Any provision of the Trust Deed and Rules which would require the
Pension Trustee to make an Unauthorised Payment shall be construed as conferring
discretion upon the Pension Trustee or managers to make that payment. However,
if immediately before A-Day, the consent of the URC, a Participating Body, or
any other person, would have been required before the Pension Trustee could make
a payment, then the discretion conferred by this paragraph to make a payment of
that type may be exercised only with the consent of that person.
5. Pension for life:
A pension payable to a member under the Fund must be payable for life and must
not reduce in payment, except in circumstances permitted under paragraph 2(4) of
schedule 28 of the Finance Act 2004.
6. Inland Revenue
Limits: If in the opinion of the Pension Trustee a payment otherwise due from
the Fund would cause Inland Revenue Limits to be exceeded, it shall be reduced
to the extent necessary to prevent it from doing so in the manner decided by the
Pension Trustee. Accordingly, benefits shall not unless the Pension Trustee
decides otherwise with the consent of the Assembly exceed the Inland Revenue
Limits as summarised in Part II of this schedule. If a combination of payments
would cause Inland Revenue Limits to be exceeded, the Trustees shall reduce all
or any of them in any manner which they think fit but only to the extent
necessary to satisfy the Pension Trustee that Inland Revenue Limits are not
exceeded.
7. Approval: Any
provision of the Fund that refers to a requirement that Approval must not be
jeopardised or prejudiced (whether expressed in those terms or not) or to a
requirement that consent or approval must be obtained from the Board of the
Inland Revenue as a condition of any payment or action shall be interpreted as
follows. The Pension Trustee shall decide whether in its opinion the condition
would probably have been met had similar circumstances arisen before A-Day, and
if so, the condition will be treated as met. Otherwise, the condition will be
treated as not met.
8. Cash sums: The
Pension Trustee shall have the power to permit any member or a dependant
(including members whose pensionable service ended before A-Day and their
dependants) to exchange the whole or part of any benefit otherwise payable under
the Fund (including, in the case of the member, benefits payable in respect of
his/her dependant) for a lump sum, on terms decided by the Trustee having
consulted the Actuary (except to the extent if any) that the Rules provide,
separately from this Schedule, for a cash sum to be payable in the circumstances
that apply to the member, whether of the same or a different amount, and for a
method of determining the terms on which pension is exchanged, in which case the
relevant provisions of the Rules shall apply), so long as:
8.1 the cash sum is
an Authorised Payment (see in particular Schedule 29 to the Finance Act 2004);
8.2 the exchange is
not prohibited by section 91 of the Pensions Act 1995;
8.3 the exchange does
not cause a breach of the preservation, revaluation or contracting-out
requirements of the Pension Schemes Act 1993.
Subject to paragraphs
8.1 and 8.3, the Pension Trustee may decide to pay benefits as a cash sum
without the member’s or dependant’s consent, if it would have had the power to
do so under the Rules as they applied on 5 April 2005 or the pension is
attributable in the opinion of the Pension Trustee to qualifying service on or
after 6 April 2006.
Any restriction in
the Rules on the amount of benefit that may be paid as a cash sum shall be
ignored and this provision overrides paragraph 6 (Inland Revenue Limits) and
paragraph 7 (Approval).’
1.1 These amendments to
the Pension Fund rules arise from recent legislation and particularly the
Finance Act 2004, which changed the tax rules for pension funds with effect from
6 April 2006.
Resolution 32
Pension Fund Rule changes Part II
General Assembly
resolves to make the following amendments to the Rules of the United Reformed
Church Ministers’ Pension Fund, with effect from the date of this resolution.
1. Participating
Bodies
The current
definition of ‘Participating Bodies’ in the Rules shall be amended by the words:
‘in accordance with
rule 14A’, after the words:
‘means such United
Reformed Churches or any other body admitted to membership of the Fund’.
A new Rule 14 A shall
be added as follows:
14A Participating
Bodies
14A.1 A church or
other body may participate in the Scheme and so become a Participating Body if
it agrees by deed to be bound by the Definitive Deed and Rules as a
Participating Body. Participation may take place only if Approval is not
prejudiced and with the consent of the Assembly which must also execute the
deed. Participation shall start when the deed is executed or on such earlier or
later date as may be specified in the deed. The new Participating Body must,
unless the URC directs otherwise, agree to nominate the Principal Employer to
make decisions for it which relate to the Pensions Act 1995 (in particular the
operation of section 16 to 21and section 35) or to the Pensions Act 2004 and any
regulations made under either of those Acts under which it is envisaged that one
employer in a multi-employer scheme may act for all the employers participating
in the scheme.
14A.2 A Participating
Body (other than the URC) withdraws from the Fund on the withdrawal date which
is the earlier of the following dates:
14A.2.1 the date
specified in a written notice from the Participating Body to the Pension Trustee
that the Participating Body is terminating its liability to contribute to the
Fund and withdrawing from membership of the Fund;
14A.2.2 the date
specified in a written notice from the URC to the Trustees, copied to the
Participating Body, that the Participating Body is to terminate its
contributions to the Fund and to withdraw from the Fund; or
14A2.3 the date that
the Participating Body goes into liquidation, is dissolved or ceases to carry on
business.
14A.3 If there is any
doubt if and when the Withdrawal Date has occurred, this is decided by the
Pension Trustee. The Participating Body has no further liability under the Trust
Deed and Rules of the Fund after the Withdrawal Date (except for paying any
arrears of contributions due before the Withdrawal Date) but this does not
affect any continuing liability imposed by the Pension Schemes Act 1993, the
Pensions Act 1995, the Pensions Act 2004 or the Finance Act 2004 or any other
legislation or legal requirement.
14A.4 Effect on
Members in Pensionable Service: Each Member employed by the withdrawing
Participating Body and who is in service in membership of the Fund on the
Withdrawal Date is deemed to have left service on the Withdrawal Date and his or
her benefits are calculated accordingly under the Trust Deed and Rules.
14A.5 Pension
Trustee’s powers: On, or at any time following, the Withdrawal Date, the Pension
Trustee may make a transfer payment under Rule 36 to secure benefits from an
Assurance Company for all or any of the Members who are or were employed by the
Participating Body which has withdrawn from membership of the Fund. Otherwise,
benefits are payable under the Fund in accordance with the Trust Deed and Rules.
Rule 15.2 shall be
amended by the addition of the following words after the first sentence:
‘The Participating
Bodies shall contribute to the expenses of administering the Fund including such
share of the Fund’s Pension Protection Fund levy as the Assembly shall determine
from time to time on the advice of the Actuary.’
2. Winding-up
Rule 35.1 shall be
amended so that the following words are added at the end of it as follows:
‘On the determination
of the Fund, the Fund shall be wound up in accordance with Rule 35.2 except if,
and to the extent, any statutory priority order overrides it.’
1.1 These changes clarify
some aspects of the Pension Fund rules in ways that are consistent with current
legislation.
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