SCHED5

APPROPRIATE FUNDS

PART I

GENERAL RULES

1. (1) The appropriate fund for a member is the fund specified in column 2 of the following Table for a member of his description.

(2) But where a member falls into paragraph 5 of that Table or paragraph 3 of the Table in Part II of this Schedule, the Secretary of State may by direction substitute another fund ("the substituted fund").

(3) Before doing so he must consult with any bodies appearing to him to be affected by the proposed direction.

(4) The direction may require the making of financial adjustments between the funds, whether by way of a payment to the substituted fund or of a transfer of assets or both.

(5) It may also contain provision as to the transfer of liabilities to the substituted fund and any other consequential and incidental matters.

(6) Where an administering authority have established an admission agreement fund under regulation 75-

(a) references in this Schedule and in regulation 74 to the fund are to the fund maintained by that authority under regulation 73, and

(b) in relation to a member employed by a body specified in the notice required by regulation 75(3), the appropriate fund is the admission agreement fund.

TABLE

Member	Appropriate fund
1. An employee of an administering authority (other than a London member).	Fund maintained by that authority.
2. A London member	Fund maintained by the London Pensions Fund Authority
3. A Welsh member.	Appropriate regulation 3 fund.
4. A Part II member.	Fund specified for him in Part II of this Schedule.
5. An employee of a company under the control of a Scheme employer specified in Schedule 2.	Fund which is the appropriate fund for employees of that Scheme employer
6. An admission agreement employee.	Fund maintained by the administering authority with whom the admission agreement making him eligible for membership was made.
7. Members for whom no fund is specified by paragraphs 1 to 6, being- (a) members whose employing authority is specified in column 1 of the Table in Part III of this Schedule; (b) members whose employing authority's area is situated wholly or mainly in the local government area of another employing authority which is specified in column 1 of the Table in Part III of this Schedule.	(a) Fund maintained by the administering authority specified for that authority in column 2 of the Table in Part III of this Schedule; (b) Fund maintained by the administering authority specified for that other authority in column 2 of the Table in Part III of this Schedule.
8. Members for whom no fund is specified by paragraphs 1 to 7.	Fund maintained by the administering authority within whose local government area all or most of his employing authority's area lies.

Notes

1.-(1) A London member is a member to whom sub-paragraph (2), (3) or (4) applies.

(2) This sub-paragraph applies to an employee of a London borough council or of the Common Council who-

(a) immediately before 1st April 1974 was by virtue of article 14 or 15 of the London Authorities (Superannuation) Order 1965 entitled to participate in the benefits of the superannuation fund maintained under Part I of the Act of 1937 by the Greater London Council,

(b) became a pensionable employee (within the meaning of the 1986 regulations) on 1st April 1974, and

(c) has since 1st April 1974 continued in the employment of the same London borough council, or, as the case may be, of the Common Council.

(3) This sub-paragraph applies to a person who-

(a) is eligible to be a member by virtue of regulation 127(3), and

(b) immediately before 1st April 1974 was entitled to participate in the benefits of the superannuation fund maintained under Part I of the Act of 1937 by the Greater London Council.

(4) This sub-paragraph applies to a person who-

(a) is eligible to be a member by virtue of regulation 127(5),

(b) is an employee of-

(i) the probation committee for any area in Greater London other than the City of London probation area,

(ii) the London Residuary Body established by section 57(1)(a) of the Local Government Act 1985,

(iii) the Lee Valley Regional Park Authority,

(iv) the London Fire and Civil Defence Authority established by section 27 of that Act,

(v) the London Waste Regulation Authority, the West London Waste Authority, the North London Waste Authority, the East London Waste Authority or the Western Riverside Waste Authority (all of which authorities were established by the Waste Regulation and Disposal (Authorities) Order 1985)), or

(vi) the Commission for Local Administration in England, and

(i) within one month and a day after ceasing to be an employee of the Inner London Education Authority established by section 18 of the Local Government Act 1985, became an employee of a London borough council or of the Common Council, or

(ii) at any time after 31st March 1990 ceased to be an employee of the London Residuary Body, and within one month and a day after so ceasing became an employee of a London borough council or of the Common Council.

2.-(1) A Welsh member is a member whose appropriate fund was determined immediately before the commencement date by regulation 3 of the Local Government Pension Scheme (Local Government Reorganisation in Wales) Regulations 1995 and who continues to be employed by the same employing authority.

(2) The appropriate regulation 3 fund for such a member is the fund determined under that regulation for him.

3. A Part II member is a member falling within column 1 of the Table in Part II of this Schedule.

PART II

MISCELLANEOUS AUTHORITIES

TABLE

Member	Appropriate fund
1. Employee of the Commission for Local Administration in Wales.	Fund maintained by Cardiff County Council.
2. Person who- is eligible to be a member by virtue of regulation 127(3), and immediately before1st April 1974 was entitled to participate in the superannuation fund maintained under Part I of the Act of 1937 by Newham London borough council.	Fund maintained by Newham London borough council.
3. Member employed by a further education corporation, a higher education corporation, a designated institution or the governing body of a grant-maintained school which is- (a) an ILEA employer; (b) a metropolitan county employer; (c) another employer.	(a) Fund maintained by the London Pensions Fund Authority; (b) Fund maintained by the authority specified in column 2 of paragraph 4 of this Part of this Schedule in relation to the area in which the whole or greater part of the school, corporation or institution is situated; (c) Fund to which the local authority contributes.
4. Employee of a body the greater part of whose area falls within- Greater Manchester Merseyside West Midlands Tyne and Wear West Yorkshire South Yorkshire.	Fund maintained by- Tameside district council Wirral district council Wolverhampton district council South Tyneside district council Bradford district council South Yorkshire Pensions Authority.
5. Employee of the Residuary Body for Wales.	Fund maintained by Cardiff County Council.

Notes

1. An ILEA employer is an institution or school formerly assisted or maintained by the Inner London Education Authority, or a corporation which has been established for the purpose of conducting an institution or school formerly assisted or maintained by that Authority.

2 A metropolitan county employer is a school, corporation or institution, the whole or greater part of which is situated in a metropolitan county.

3. A further education corporation and a higher education corporation are to be treated as situated where the institution conducted by the corporation is situated.

PART III

MEMBERS AFFECTED BY LOCAL GOVERNMENT REORGANISATION

TABLE

Section A

Employing authority

Administering authority

Denbighshire County Council

Wrexham County Borough Council

Cardiganshire County Council

Pembrokeshire County Council

Blaenau Gwent County Borough Council

Caerphilly County Borough Council

Monmouthshire County Council

Newport County Borough Council

Aberconwy and Colwyn County Borough Council

Anglesey County Council

Bridgend County Borough Borough Council

Merthyr Tydfil County Borough Council

The Vale of Glamorgan County Borough Council

Neath and Port Talbot County Borough Council

North Somerset District Council

South Gloucestershire District Council

City of Bristol Council

Kingston upon Hull

North Lincolnshire District Council

North East Lincolnshire District Council

Redcar and Cleveland Borough Council

Hartlepool Borough Council

Stockton-on-Tees Borough Council

York District Council

Luton Borough Council

Milton Keynes Borough Council

Derby City Council

Bournemouth Borough Council

Poole Borough Council

Darlington Borough Council

Brighton and Hove District Council

Portsmouth City Council

Southampton City Council

Stoke-on-Trent City Council

Thamesdown Borough Council

Leicester City Council

Rutland District Council

Flintshire County Council

Carmarthenshire County Council

Torfaen County Borough Council

Caernarfonshire and Merionethshire County Council

Rhondda, Cynon, Taff County Council

Cardiff County Council

Swansea County Council

Bath and North East Somerset Council

East Riding of Yorkshire District Council

Middlesborough Borough Council

North Yorkshire County Council

Bedfordshire County Council

Buckinghamshire County Council

Derbyshire County Council

Dorset County Council

Durham County Council

East Sussex County Council

Hampshire County Council

Staffordshire County Council

Wiltshire County Council

Leicestershire County Council

Section B

Employing authority

Administering authority

Bracknell Forest Borough Council

Newbury District Council

Reading Borough Council

Slough Borough Council

Wokingham District Council

Peterborough City Council

Halton Borough Council

Warrington Borough Council

Plymouth City Council

Torbay Borough Council

Southend-on-Sea Borough Council

Thurrock Borough Council

Medway Towns District Council

Blackburn with Darwen Borough Council

Blackpool Borough Council

Nottingham City Council

The Wrekin District Council

Herefordshire District Council

Royal Borough of Windsor and Maidenhead

Cambridgeshire County Council

Cheshire County Council

Devon County Council

Essex County Council

Kent County Council

Lancashire County Council

Nottinghamshire County Council

Shropshire County Council

Worcestershire County Council