Section 3 of the Superannuation Act 1956, and the Superannuation (Allocation of Pension) Regulations 1957 (S.I. 20/1957), enables an established civil servant to surrender (or allocate) part of their pension to provide a separate pension for one nominated beneficiary. The beneficiary may be a spouse or a dependent relative nominated from among the following: father, mother, step-father, step-mother, son, daughter, grandson, grand-daughter, step-son, step-daughter, brother, sister, half-brother, half-sister, uncle, aunt, nephew, niece, son-in-law or daughter-in-law.
Allocation of pension is available only where an individual is retiring on grounds other than ill health (for example, on age grounds). A medical examination by a doctor nominated by the Minister for Public Expenditure, NDP Delivery and Reform is required to be completed not earlier than four months prior to the individual’s retirement.
Payment of the allocated portion of the member’s pension is also subject to additional criteria, for example, an upper limit of one third of pension is permitted and the individual must declare their intention to allocate a portion of their pension at least 6 months before their retirement.
Allocation of pension was introduced at a time when there were no provisions for the award of survivor’s benefits on the death of a serving or retired civil servant. Following the introduction of the civil service Spouses’ and Children’s Pension Schemes, allocation of pension became less relevant and applications have been rare. It is not envisaged that such requests will arise often. However, further information on allocation may be requested from the Pension Policy Unit of Department of Public Expenditure, NDP Delivery and Reform if required.