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(1) This Order may be cited as the National Insurance and Industrial Injuries (Bermuda) Order 1969.
(2) The rules for the construction of Acts of Parliament contained in the Interpretation Act 1889 shall apply in relation to this Order as they apply in relation to an Act of Parliament.
The provisions contained in the Agreement set out in the Schedule to this Order shall have full force and effect, so far as the same relate to England, Wales and Scotland and provide by way of agreement with the Government of Bermuda for reciprocity with the said Government in any matters specified in either section 105(1) of the National Insurance Act 1965 or section 84(1) of the National Insurance (Industrial Injuries) Act 1965; and the National Insurance Acts 1965 to 1969 and the National Insurance (Industrial Injuries) Acts 1965 to 1969 shall have effect subject to such modifications as may be required therein for the purpose of giving effect to any such provisions.
For the purposes of this Agreement, unless the context otherwise requires—
(a) “ benefit ” means any pension, allowance, or other benefit payable under the legislation of one (or the other) Contracting Party, and includes any increase payable for a dependant ;
(b) “ competent authority ” means , in relation to the United Kingdom, the Secretary of State for Social Services, the Ministry of Health and Social Services for Northern Ireland, the Isle of Man Board of Social Services, the Social Security Committee of the States of Jersey or the States of Guernsey Insurance Authority, as the case may require, and, in relation to Bermuda, the Insurance Officer of Bermuda ;
(c) “ dependant ” means a person for whom an increase of benefit is payable under the legislation which is being applied ;
(d) “ legislation ” means , according to the context, the legislation specified in Article 2 in force in any part of the territory of one (or the other) Party ;
(e) “ old age pension ” means , in relation to the United Kingdom, a retirement pension or old age pension payable under the legislation of the United Kingdom, and, in relation to Bermuda, a contributory old age pension payable under the legislation of Bermuda ;
(f) “ territory ” means , in relation to the United Kingdom, England, Scotland, Wales, Northern Ireland, the Isle of Man, and the Islands of Jersey, Guernsey, Alderney, Herm and Jethou, and, in relation to Bermuda, the Bermudas or Somers Islands ;
(g) “ widow's benefit ” means , in relation to the United Kingdom, widow's benefit payable under the legislation of the United Kingdom, and, in relation to Bermuda, a widow's allowance payable under the legislation of Bermuda .
(1) The provisions of this Agreement shall apply—
(a) in relation to the United Kingdom, to—
(i) the National Insurance Act 1965, the National Insurance Act (Northern Ireland) 1966, the National Insurance (Isle of Man) Act 1948 , and the legislation which was consolidated by, or repealed by legislation consolidated by those Acts;
(ii) the National Insurance (Industrial Injuries) Act 1965, the National Insurance (Industrial Injuries) Act (Northern Ireland) 1966 and the National Insurance (Industrial Injuries) (Isle of Man) Act 1948;
(iii) the Insular Insurance (Jersey) Law 1950; and
(iv) the Social Insurance (Guernsey) Law 1964;
(b) in relation to Bermuda, to the Workmen's Compensation Act 1965 and the Contributory Pensions Act 1967.
(2) Subject to the provisions of paragraph (3) of this Article, the Agreement shall apply also to any law, order or regulation which amends, supplements or consolidates the legislation specified in paragraph (1) of this Article.
(3) The Agreement shall apply, only if the Contracting Parties so agree, to laws, orders or regulations, which amend or supplement the legislation specified in paragraph (1) of this Article for the purpose of giving effect to any reciprocal agreement on social security between one (or the other) Party and a third party.
(1) An employed person shall be subject, in relation to his employment, to the legislation of only one Contracting Party.
(2) If an insured person is liable to pay contributions as an employed person for any period under the legislation of one Party, he shall not be liable to pay contributions as a self-employed person or as a non-employed person for that period under the legislation of the other Party.
(1) Subject to the provisions of paragraphs (2) and (3) of this Article, where a person is employed in the territory of one Party, the legislation of that Party shall apply to him, even if he resides in the territory of the other Party or if his employer's principal place of business is in that territory.
(2) Where a person, who is insured under the legislation of one Party and is employed by an employer who has a place of business in the territory of that Party is sent by that employer to the territory of the other Party, that legislation shall continue to apply to him as if he were employed in the territory of the former Party, provided that his employment in the territory of the latter Party is not expected to last for more than twelve months or such longer period as may be agreed by the competent authorities of the two Parties in any particular case.
(3) The provisions of paragraphs (1) and (2) of this Article shall not apply to members of Her Majesty's regular forces or to any person to whom any of the provisions of Articles 5, 6 and 7 of this Agreement apply.
(1) Where a person, employed in the Government service of one Contracting Party and insured under the legislation of that Party, is sent to the territory of the other Party, the legislation of the former Party shall continue to apply to him as if he were employed in its territory.
(2) Where a person in the Government service of one Party is employed in the territory of the other Party, having been engaged for that employment in that territory, the legislation of the latter Party shall apply to him.
(3) The competent authorities of the Parties may provide by agreement that, where a person, employed by a public corporation or official body of one Party and insured under the legislation of that Party, is sent to the territory of the other Party, the legislation of the former Party shall apply to him as if he were employed in its territory.
If a person is employed as master or a member of the crew of any ship or vessel belonging to Her Majesty which is stationed in Bermuda and he is not a member of any of the naval, military or air forces of the Crown, he shall be insured in relation to that employment—
(a) under the legislation of the United Kingdom if he is ordinarily resident in the United Kingdom;
(b) under the legislation of Bermuda if he is ordinarily resident in Bermuda.
(1) For the purpose of this Article, “ ship ” means , in relation to a Contracting Party, a ship or vessel (other than a ship or vessel belonging to Her Majesty) which is owned in the territory of that Party, or any other ship or vessel which is registered in that territory and not owned in the territory of the other Party; and a ship or vessel shall be deemed to be owned in one (or the other) territory if the owner or, where there is more than one owner, the managing owner or manager resides or has his principal place of business in that territory .
(2) Subject to the provisions of paragraphs (3) and (4) of this Article, if a person, ordinarily resident in the territory of one Party, is employed on board a ship of the other Party, then, in relation to that employment, the legislation of the latter Party shall apply to him as if he were ordinarily resident in the territory of that Party.
(3) If a person, ordinarily resident in the territory of one Party, is employed as master or a member of the crew of a ship of the other Party which is registered in the territory of the former Party or calls regularly at ports of that Party, then, in relation to that employment, the legislation of the former Party shall apply to him as if he were employed as master or a member of the crew of a ship of the former Party.
(4) If a person, ordinarily resident in the territory of one Party, is employed on board a ship of the other Party, and is in the service of an employer having a place of business in the territory of the former Party and not being the owner of the ship, then, in relation to that employment, the legislation of the former Party shall apply to him as if he were employed on board a ship of that Party.
Where a person ordinarily resident in Bermuda is employed as a member of the crew of an aircraft registered in the United Kingdom, the legislation of the United Kingdom shall apply to him as if any conditions relating to residence or domicile in the United Kingdom were satisfied in his case.
(1) The provisions of this Article shall apply only to old age pensions and widow's benefit, payable under the legislation of one (or the other) Contracting Party.
(2) Where a person would be entitled to receive benefit under the legislation of one Party if he were in the territory of that Party, he shall be entitled to receive that benefit while he is in the territory of the other Party, provided that, if he is not ordinarily resident in the territory of the former Party, then, subject to the provisions of paragraph (3) of this Article, the rate of his benefit shall be determined in accordance with any provisions of that legislation which concern the payment of benefit to persons who are not ordinarily resident in the territory of the former Party.
(3) Any increase of benefit rates which, after the entry into force of this Agreement, is awarded under the legislation of one Party to beneficiaries in the territory of that Party shall apply also to beneficiaries who are ordinarily resident in the territory of the other Party.
(4) Where a person who is entitled to receive benefit under the legislation of one Party would be entitled to receive an increase of that benefit if a dependant of his were in the territory of that Party, he shall be entitled to receive that increase if the dependant is in the territory of the other Party.
(1) Where a person would be entitled to receive any benefit under the legislation of one Contracting Party in respect of an industrial accident or an industrial disease if he were in the territory of that Party, he shall be entitled to receive that benefit while he is in the territory of the other Party.
(2) The provisions of paragraph (1) of this Article shall apply also to any increase of the benefit specified in that paragraph and any additional allowance payable therewith, other than a special hardship allowance payable under the legislation of the United Kingdom.
(3) Where a person who is entitled to receive benefit under the legislation of one Party in respect of an industrial accident or an industrial disease would be entitled to receive an increase of that benefit if a dependant of his were in the territory of that Party, he shall be entitled to receive that increase if the dependant is in the territory of the other Party.
(1) If a person has been insured under the legislation of both Contracting Parties, then—
(a) for the purpose of determining whether he is entitled to receive an old age pension under the legislation of one Party, any contribution paid by him or credited to him under the legislation of the other Party shall be treated as if it were a contribution, respectively, paid by him or credited to him under the legislation of the former Party; and
(b) if he is entitled to receive an old age pension under the legislation of the former Party, the rate of that pension shall be a part of the rate of the pension which would have been payable to him under that legislation if every contribution paid by him or credited to him under the legislation of the latter Party had been a contribution, respectively, paid by him or credited to him under the legislation of the former Party, namely, that part which bears the same relation to the whole as the number of contributions paid by him or credited to him under the legislation of the former Party bears to the total number of contributions paid by him or credited to him under the legislation of both Parties.
(2) For the purpose of applying the provisions of paragraph (1) of this Article—
(a) no account shall be taken of any graduated contributions paid under the legislation of the United Kingdom or of any graduated retirement benefit payable under that legislation, but any such benefit which is payable by virtue of such contributions shall be paid in addition to the old age pension which is calculated in accordance with those provisions;
(b) in those cases where, under the legislation of one (or the other) Party, the person concerned is—
(i) a woman claiming an old age pension by virtue of her husband's insurance; or
(ii) a woman whose husband's contributions are taken into account in determining her right to receive an old age pension by virtue of her own insurance, her marriage having been terminated by the death of her husband or otherwise;
any reference to a contribution paid by a person or credited to a person shall be construed, for the purpose of ascertaining her husband's yearly average of contributions, as including a reference to a contribution paid by her husband or credited to him;
(c) where a person has reached pensionable age, as prescribed in his case under the legislation of the United Kingdom, no account shall be taken under that legislation of any subsequent contributions which he pays under the legislation of Bermuda or has credited to him under that legislation.
(3) For the purpose of determining, in accordance with the provisions of paragraph (1) of this Article, whether a person is entitled to receive benefit under the legislation of Bermuda and for the purpose of determining, in accordance with those provisions, what benefit would have been payable under that legislation if every contribution paid by a person or credited to him under the legislation of the United Kingdom had been a contribution respectively paid by him or credited to him under the legislation of Bermuda, no account shall be taken of any contribution paid or credited under the legislation of the United Kingdom for any week before the week beginning on 5th August 1968.
(4) For the purpose of applying the provisions of sub-paragraph (b) of paragraph (1) of this Article, no account shall be taken of any contribution which a person has paid or had credited to him under the legislation of the United Kingdom if, in the calculation of the yearly average of contributions paid by him or credited to him under that legislation, no account is taken of that contribution.
(5) The provisions of the foregoing paragraphs of this Article shall not apply in relation to the legislation of one (or the other) Party in any case where a person qualifies for an old age pension under that legislation solely by virtue of contributions paid or credited under that legislation.
(1) The provisions concerning old age pensions contained in Article 11 of this Agreement shall apply (with such modifications as the differing nature of the benefit shall require) to claims for widow's benefit under the legislation of one (or the other) Contracting Party.
(2) Where, under the legislation of one Party, a woman would be entitled to receive widow's benefit if a child or young person were in the territory of that Party, she shall be entitled to receive that benefit while the child or young person is in the territory of the other Party.
(3) Where a woman is receiving widow's benefit for any period under the legislation of one (or the other) Party in accordance with the provisions of paragraph (1) of this Article and her benefit has been calculated under the provisions of paragraphs (1), (2) and (4) of Article 11 of the Agreement, contributions shall be credited to her under that legislation only for the part of that period which bears the same relation to the whole as that specified in respect of her claim under that legislation in sub-paragraph (b) of paragraph (1) of that Article.
(1) Subject to the provisions of paragraphs (2) and (3) of this Article, where a person who is resident in Bermuda claims a non-contributory old age pension under the legislation of Bermuda, any period during which he has been ordinarily resident in the United Kingdom shall be treated, for the purposes of his claim, as a period during which he has been ordinarily resident in Bermuda.
(2) Where a person is entitled to receive a retirement pension under the legislation of the United Kingdom and would be entitled, but for the provisions of this paragraph, to receive also a non-contributory old age pension under the legislation of Bermuda, he shall not receive more by way of the latter pension than any amount by which the former pension is less than the standard rate of the latter pension.
(3) The provisions of paragraph (2) of this Article shall not apply to anyone who, before 5th August 1973, qualifies for a non-contributory old age pension under the legislation of Bermuda, otherwise than by virtue of the provisions of paragraph (1) of this Article.
(1) Where a person is employed in the territory of one Contracting Party and the legislation of the other Party applies to him in accordance with any of the provisions of Articles 4 and 5 of this Agreement, he shall be treated for the purpose of any right to receive benefit under that legislation for an accident happening or an industrial disease contracted in the course of that employment as if the accident had happened or the disease had been contracted in the territory of the latter Party.
(2) If an accident happens to an employed person after he leaves the territory of one Party to go, in the course of his employment, to the territory of the other Party and before he arrives in the latter territory, then, for the purpose of any claim to receive benefit in respect of that accident—
(a) the accident shall be treated as if it had happened in the territory of the Party whose legislation was expected to apply to him in the latter territory; and
(b) his absence from the territory of either Party shall be disregarded in determining whether that legislation applied to him at the time of the accident.
(1) Where, but for the provisions of this Article, a person would have been entitled to receive benefits under the legislation of both Contracting Parties for the same period, an adjustment shall be made, subject to the provisions of this Article, under the legislation of one Party, namely—
(a) that Party—
(i) in whose territory he is at the beginning of the period; or
(ii) in whose territory he is ordinarily resident, if he is not in the territory of either Party at that time; or
(iii) in whose territory he was last ordinarily resident before that time, if at that time he is not in or ordinarily resident in the territory of either Party; or
(b) if the competent authorities so agree, the other Party.
(2) For the purpose of the adjustment specified in paragraph (1) of this Article, the benefit which would otherwise have been payable under the legislation of the Party specified in that paragraph shall be reduced by any amount by which the sum of the two benefits exceeds the amount which would have been payable under that legislation if the benefit payable under the legislation of the other Party had been the corresponding benefit payable under the legislation of the former Party.
(3) The provisions of paragraph (1) of this Article shall not apply in any case—
(a) where one of the benefits is a non-contributory old age pension payable under the legislation of Bermuda;
(b) where one of the benefits is an old age pension payable to a woman by virtue of her husband's insurance and the other is widow's benefit;
(c) where both the benefits are old age pensions payable to a man;
(d) where both the benefits are old age pensions payable to a woman by virtue of her own insurance; or
(e) where both the benefits are widow's benefits.
The competent authorities—
(a) shall make such administrative arrangements as may be required for the application of this Agreement;
(b) shall communicate to each other information regarding any measure taken by them for the application of the Agreement;
(c) shall furnish assistance to one another with regard to any matter relating to the application of the Agreement;
(d) shall communicate to each other, as soon as possible, information regarding any change in their legislation which may affect the application of the Agreement.
Where, under the provisions of this Agreement, any benefit is payable by the competent authority of one Contracting Party to a person who is in the territory of the other Party, the payment may, at the request of that authority, be made by the competent authority of the latter party as agent for the competent authority of the former Party.
No benefit paid under the legislation of one Contracting Party by virtue of this Agreement shall be reimbursed out of any fund established under the legislation of the other Party.
Where a person becomes entitled, under the legislation of one Contracting Party, to receive arrears of benefit for any period, the competent authority responsible for the payment of these arrears may, at the request of a competent authority of the other Party, deduct from these arrears any amount by which the latter authority has paid sums by way of benefit for that period under the legislation of the latter Party in excess of the benefit which was actually due to the person for that period under that legislation, and may transmit this amount to the latter authority.
Any exemption from, or reduction of, legal dues, charges and fees, provided for in the legislation of one Contracting Party in connection with the issue of any certificate or document required to be produced for the purposes of that legislation, shall be extended to certificates and documents required to be produced for the purposes of the legislation of the other Party.
Any claim, notice or appeal which should, for the purposes of the legislation of one Contracting Party, have been presented within a prescribed period to a competent authority of that Party, but which is in fact presented within the same period to the corresponding authority of the other Party, shall be treated as if it had been presented to the authority of the former Party. In such cases, the authority of the latter Party shall, as soon as possible, arrange for the claim, notice or appeal to be sent to the competent authority of the former Party.
In the event of the termination of this Agreement, any right acquired by a person in accordance with its provisions shall be maintained, and negotiations shall take place for the settlement of any rights then in course of acquisition by virtue of those provisions.
(1) No provision of this Agreement shall diminish any rights which a person has acquired under the legislation of either Contracting Party before the date of the entry into force of the Agreement.
(2) The provisions of this Agreement, in so far as they modify the legislation of either Party concerning industrial injuries insurance or workmen's compensation, shall have effect only from a date to be agreed by the competent authorities of the two Parties after the entry into force of the Agreement.
(3) Subject to the provisions of paragraphs (1) and (2) of this Article, the Agreement shall enter into force on 1st November 1969 and shall remain in force for a period of one year from that date. Thereafter, it shall continue in force from year to year unless notice of termination is given in writing by either Party at least three months before the expiry of any such yearly period.
In witness whereof the undersigned, duly authorised thereto by their respective Governments, have signed this Agreement.
Done in duplicate and signed at London on the 13th day of October 1969 and at Hamilton on the 23rd day of October 1969.
The National Insurance and Industrial Injuries (Bermuda) Order 1969 (legislation.gov.uk, OGL v3.0). Retrieved via LawPlayer, https://lawplayer.com/uk/act/uksi-1969-1686
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