Revision of Pension and other related benefits consequent on revision of Pay Scales from 01/07/2019 in accordance with the recommendation of the 11th Pay Revision Commission
GOVERNMENT OF KERALA
Abstract
Pension – Revision of Pension and other related benefits consequent on revision of Pay Scales from 01/07/2019 in accordance with the recommendation of the 11th Pay Revision Commission – Orders Issued.
FINANCE (PENSION – B) DEPARTMENT
G.O.(P)No.30/2021/Fin.
Dated, Thiruvananthapuram, 12/02/2021
Read: 1) G.O (P) No.146/1986/Fin. Dated 11/12/1986
2) G.O (P) No.405/1992/Fin. Dated 21/05/1992
3) G.O (P) No.59/2019/Fin. Dated 22/05/2019
4) G.O (P) No.89/2019/Fin. Dated 17/07/2019
5) 11th Pay Revision Commission Report.
6) G.O (P) No. 27/2021/Fin dated 10/02/2021.
ORDER
In the Government Order read 6th above, Government have issued orders revising existing scales of pay with effect from 01/07/2019. Government are pleased to order the revision of Pension and other retirement benefits of following categories
Part I : Service Pension & Family Pension
1. Basic Principles
1.1. The present system of computation of pension at 50% of the last ten months average emolument, subject to the satisfaction of the condition of earning full pension or part thereof (depending on the length of qualifying service) will continue. The normal rate of family pension will continue as 30% of last pay.
1.2. The minimum basic pension/family pension will be enhanced to ₹11,500/- per month. The maximum pension will be ₹83,400/- (i.e. 50% of the maximum of the highest scale of pay under State Government ₹1,66,800/-). The maximum family pension (normal rate) will be ₹50,040/- (i.e. 30% of ₹1,66,800/ – maximum of the highest scale of pay under State Government.)
2. Revision of Pension/Family Pension in respect of those who retire/expire while in service on or after 01/07/2019
2.1. In respect of those who retire/expire while in service on or after 01/07/2019, the pensionary benefits will be calculated with reference to the revised pay introduced with effect from 01/07/2019, applying the normal formulae/ rules as existing now.
2.2. In the case of employees who retired from service on or after 01/07/2019 and whose pre-revised pay forms part of average emoluments for pension, their pay in the pre-revised scale shall be enhanced notionally by adding DA at 28%. In the case of those having the eligibility of full pension, and if the pension calculated at the time of retirement is less than 50% of the revised scale of pay from which they retired, 50% of the minimum of the revised scale of pay (Minimum Assured Pension) will be ensured. For those who are not eligible for full pension, the proportion of full pension based on the length of qualifying service shall be ensured. The above provision is applicable in respect of whom pre-revised pay forms part of average emoluments consequent on availing LWA upto four months during the last ten months of service except those who avail LWA under Appendix XIIA, XIIB and XIIC.
2.3. In order to revise the pensionary benefits of employees who retain pre revised scale and retire/expire while in service on or after 01/07/2019, their pay shall be revised as per GO read 6th above and then the pensionary benefits shall be revised accordingly.
3. Revision of Pension in respect of those who retired/expired prior to 01/07/2019
3.1. Pension in respect of those who retired/expired prior to 01/07/2019 shall be revised, in accordance with the principles laid down herein.
(a) Consolidated Pension = Existing Basic Pension (as on 30/06/2019) x 1.38
(rounded to next ten Rupees)
Personal allowance if any received shall be included in the existing basic pension.
(b) Minimum Assured Pension = 50% of minimum of the corresponding
revised scale of the post from which the pensioner retired X Qualifying Service / 30
3.2. The consolidated pension or minimum assured pension arrived in either Para 3.1(a) or (b), whichever is beneficial, will be the revised pension.
3.3. If, in any case, the revised pension (Para 3.2) so arrived at is less than the minimum pension of ₹11500/-, it shall be enhanced to the level of the revised minimum pension.
3.4 While fixing pension as per para 3.2 above, if any drop occurs to any pensioner on the total amount (basic pension + DR @ 28%) he has been drawing before revision of pension, such drop shall not be recovered and shall be protected as personal allowance from time to time till the drop vanishes. DR shall be given to such personal allowance vide Government Orders read 3rd and 4th above. No protection will be allowed if the pension drawn in excess is consequent on erroneous fixation.
3.5 However, those who were sanctioned minimum pension as per special orders of the Government, pension shall be fixed as minimum pension i.e. ₹11,500/-. The provisions contained in Para 3.1 to 3.4 will not apply to such pensioners.
3.6 As per the Government Order read 2nd above, Dearness Relief on pension has been granted to pro-rata pensioners on their final quittance from the absorbed service. Therefore, consolidation of pension as contemplated in paragraph 3.1(a) is only applicable to them subject to a minimum basic pension of ₹11,500/-.
3.7 In respect of those who are in receipt of compassionate allowance, consolidation, contemplated in para 3.1(a) is only applicable.
3.8 If the post held by the pensioner at the time of retirement/death while in service is no longer in existence in the department from which he retired or if the designation of the post has changed in such a way that it is no longer possible to ascertain as to which is the revised scale corresponding to the post from which the pensioner/ employee retired/expired while in service, the revised basic pension shall be fixed, based on the corresponding scale of pay, over successive pay revisions, as indicated in Schedule I to this order.
4. Revision of Family Pension in respect of those who retired/expired while in service prior to 01/07/2019
4.1. Family pension in respect of those who retired/expired while in service prior to 01/07/2019 shall be revised from 01/07/2019 in accordance with the principles laid down herein.
(a) Consolidated Family Pension
= Existing Basic Family Pension (as on 30/06/2019) x 1.38
(rounded to next ten Rupees)
(b) Minimum Assured Family Pension = 30% of minimum of the corresponding
revised scale of the post from which the pensioner retired
4.2. The consolidated family pension or minimum assured family pension arrived in either Para 4.1(a) or (b), whichever is beneficial, will be the revised family pension.
4.3. If, in any case, the revised family pension (Para 4.2) so arrived at is less than the minimum family pension of ₹11500/-, it shall be enhanced to the level of the revised minimum family pension.
4.4 However, those who were sanctioned minimum family pension as per special orders of the Government, family pension shall be fixed as minimum family pension i.e. ₹11,500/-. Also in the case of those drawing family pension at the minimum rate as per Government Order read 1st above and in cases where the required details are not available for revised calculation, it shall be fixed at the revised minimum family pension viz. ₹11,500/- per month. The provisions contained in Para 4.1 to 4.3 will not apply to such family pensioners.
4.5. The revision as above is applicable to both normal and higher rates of family pension.
5. Commutation of Pension and Restoration of Commuted Portion of Pension
The existing rate of 40% of the basic pension for commutation of pension will continue. The entitlement to commute pension admissible on revised pay is applicable in the case of retirement on or after 01/07/2019. The existing commutation factor and the period of restoration will be continued. The pension calculated as per para 3 is not commutable.
6. Ceiling on Death-Cum-Retirement Gratuity
The ceiling on maximum amount of DCRG will be raised from ₹14,00,000/- to ₹17,00,000/- with effect from 01/04/2021.
7. Medical Allowance to Pensioners & Family Pensioners
Medical Allowance to pensioners and family pensioners shall be enhanced to ₹500/- per month w.e.f 01/04/2021 and be continued till the implementation of a Medical Insurance scheme for pensioners and family pensioners.
8. Applicability
8.1. In general, these orders shall apply to all State service pensioners.
8.2. These orders are applicable to Part time teachers also.
8.3. Aided college/aided school staff governed by Chapter III of the Pension Statute/ Chapter XIV. B of Kerala Education Rules shall also be entitled for pension and family pension as in the case of state government employees.
8.4. These orders are not applicable to the following categories and orders regarding the revision of pension of these categories shall be issued separately.
(a) Re-employed Pensioners
(b) Ex-personal staff of Ministers, Leader of Opposition,
Government Chief Whip etc.
(c) Pensioners coming under UGC/AICTE/Medical Education Scheme(MES).
(d) In respect of public sector undertakings, autonomous institutions and statutory corporations/boards, grants-in-aid institutions including universities where state pension scheme is in operation.
Part II: Part Time Pension & Part Time Family Pension
9. Basic Principles
9.1. The present system of computation of pension at 50% of the last ten months average emolument, subject to the satisfaction of the condition of earning full pension or part thereof (depending on the length of qualifying service) will continue. The normal rate of family pension will continue as 30% of last pay.
9.2. The minimum basic pension will be enhanced to ₹5,750/- per month(ie., 50% of ₹11,500/-, the minimum of the lowest scale of pay) and maximum pension will be ₹11,485/- (ie., 50 % of ₹22,970/-, the maximum of the highest scale of pay). The maximum family pension (normal rate) will be ₹6,891/- (ie.,30% of ₹22,970/- ie, maximum of the highest scale of pay) and the minimum family pension will be ₹3,450/- (ie., 30 % of ₹11,500/-, the minimum of the lowest scale of pay)
10. Revision of Pension/Family Pension in respect of those who retire/expire while in service on or after 01/07/2019
10.1. In respect of those who retire/expire while in service on or after 01/07/2019, the pensionary benefits will be calculated with reference to the revised pay introduced with effect from 01/07/2019, applying the normal formulae/ rules as existing now.
10.2. In the case of employees who retired from service on or after 01/07/2019 and whose pre-revised pay forms part of average emoluments for pension, their pay in the pre-revised scale shall be enhanced notionally by adding DA at 28%. In the case of those having the eligibility of full pension, and if the pension calculated at the time of retirement is less than 50% of the revised scale of pay from which they retired, 50% of the minimum of the revised scale of pay (Minimum Assured Pension) will be ensured. For those who are not eligible for full pension, the proportion of full pension based on the length of qualifying service shall be ensured.
10.3. In order to revise the pensionary benefits of employees who retain pre revised scale and retire/expire while in service on or after 01/07/2019, their pay shall be revised as per Government Order read 6th above and then the pensionary benefits shall be revised accordingly.
11.Revision of Pension in respect of those who retired/expired prior to 01/07/2019
11.1. Pension in respect of those who retired/expired prior to 01/07/2019 shall be revised, in accordance with the principles laid down herein.
(a) Consolidated Pension = Existing Basic Pension (as on 30/06/2019) x 1.38
(rounded to next ten Rupees)
Personal allowance if any received shall be included in the existing basic pension.
(b) Minimum Assured Pension = 50% of minimum of the corresponding
revised scale of the post from which the pensioner retired X Qualifying Service / 30
11.2. The consolidated pension or minimum assured pension arrived in either Para 11.1(a) or (b), whichever is beneficial, will be the revised pension.
11.3. If, in any case, the revised pension (Para 11.2) so arrived at is less than the minimum pension of ₹5,750/-, it shall be enhanced to the level of the revised minimum pension.
11.4 While fixing pension as per para 11.2 above if any drop occurs to any pensioner on the total amount (basic pension + DR @ 28%) he has been drawing before revision of pension, such drop shall not be recovered and shall be protected as personal allowance from time to time till the drop vanishes. DR shall be given to such personal allowance. No protection will be allowed if the pension drawn in excess is consequent on erroneous fixation.
11.5 However, those who were sanctioned minimum pension as per special orders of the Government, pension shall be fixed as minimum pension i.e. ₹5750/-. The provisions contained in Para 11.1 to 11.4 will not apply to such pensioners.
12. Revision of Family Pension in respect of those who retired/expired while in service prior to 01/07/2019
12.1. Family pension in respect of those who retired/expired while in service prior to 01/07/2019 shall be revised from 01/07/2019 in accordance with the principles laid down herein.
(a) Consolidated Family Pension
= Existing Basic Family Pension(as on 30/06/2019) X 1.38
(rounded to next ten Rupees)
(b) Minimum Assured Family Pension = 30% of minimum of the corresponding
revised scale of the post from which the pensioner retired
12.2. The consolidated family pension or minimum assured family pension arrived in either Para 12.1(a) or (b), whichever is beneficial, will be the revised family pension.
12.3. If, in any case, the revised family pension (Para 12.2) so arrived at is less than the minimum family pension of ₹3,450/-, it shall be enhanced to the level of the revised minimum family pension.
12.4 However, those who were sanctioned minimum family pension as per special orders of the Government, family pension shall be fixed as minimum family pension i.e. ₹3,450/-.
12.5. The revision as above is applicable to both normal and higher rates of family pension.
13. Ceiling on Death-Cum-Retirement Gratuity
The ceiling on maximum amount of DCRG will be raised from ₹2,80,000/- to ₹3,25,000/- with effect from 01/04/2021.
14. Medical Allowance to Pensioners & Family Pensioners
The Medical Allowance to pensioners and family pensioners shall be enhanced to ₹300/- per month w.e.f 01/04/2021 and be continued till the
implementation of a Medical Insurance scheme for pensioners and family pensioners.
15. Invalid Pension
Invalid pension shall be granted based on last pay and qualifying service as in the case of State service employees with effect from 01/07/2019 subject to conditions laid down in KSRs Part III.
16. Commutation
The part time contingent pensioners are not eligible for commutation.
Part III: Ex-Gratia Pension & Ex-Gratia Family Pension
17. Ex-gratia pension is revised with effect from 01/07/2019 as follows:
| Completed Year of Qualifying Service | Existing rate of exgratia pension | Revised rate of exgratia pension | Existing rate of Family Pension | Revised Rate |
|---|---|---|---|---|
| 9 years | 7650 | 10600 | 2295 | 3200 |
| 8 years | 6800 | 9400 | 2040 | 2850 |
| 7 years | 5950 | 8250 | 1785 | 2500 |
| 6 years | 5100 | 7050 | 1530 | 2150 |
| 5 years | 4250 | 5900 | 1275 | 1800 |
| 4 years | 3400 | 4700 | 1020 | 1450 |
| 3 years & below | 2550 | 3550 | 765 | 1100 |
Part IV: Other Conditions
18. Arrears of pension for Pensioners under Part I, II and III
Orders regarding distribution of arrears of Pension, Family Pension, DCRG, Commutation and Terminal Surrender to these categories shall be issued separately.
19. Dearness Relief
The rate of dearness relief admissible for pensioners/family pensioners under Part I, II and III from 01/07/2019 onwards will be as shown below:
| Date | Rate of DR | Total |
|---|---|---|
| 01.07.2019 | 0 | 0 |
| 01.01.2020 | 4% | 4% |
| 01.07.2020 | 3% | 7% |
20. Authorisation of revised pensionary claims
20.1. The revised pensionary claims on account of fixation of pay in the revised scales of pay sanctioned from 01/07/2019 will be authorised by the Accountant General. In the case of non-gazetted officers (retiring after 01/07/2019), pension sanctioning authorities will forward all cases of pension requiring revision to the Accountant General (A&E) on the basis of fixation statement and a calculation statement showing the revised pensionary benefits. In case of Gazetted Officers, the Accountant General will revise pensionary benefits based on their pay fixed in the revised scale in terms of these orders. The revised pensionary claims in the revised scales of pay sanctioned from 01/07/2019 will be disbursed by the Pension Disbursing Authority.
20.2. All pensioners/family pensioners retired prior to 01/07/2019 including those who received provisional pension should apply to the Treasury in the form appended herewith in triplicate (Appendix I) for revising pension. The Treasury Officer shall verify the records and fill up column of the form in Appendix II and certify the same after revision of pension/family pension, the Treasury shall prepare a statement in the form appended to this Order (Appendix II) in triplicate and send one copy of the same to the pensioner, and one copy to the Accountant General (A&E), Kerala, Thiruvananthapuram.
20.3. In the case of pensioners who are drawing pension/family pension from Banks situated outside the State, they shall submit their application to the Director of Treasuries, Kerala for revising the pension.
20.4 In the case of pensioners whose pension transferred to other States, they shall submit their application to their respective Pension Disbursing Authorities (Treasury/ Bank) for revising the pension.
21. Miscellaneous
21.1. In the case of those who do not submit the application for the revision of pension to the treasuries on or before 31/12/2021, the Director of Treasuries shall disburse pension (existing pension as on 30/06/2019) with DR on revised rate to them from 01/01/2022 onwards.
21.2 In the case of those who haven’t applied for the revision of pension as per the previous pension revision orders and submit application for the pension revision as per this order, their pension shall be revised notionally as per the Pension Revision orders issued from time to time and arrears shall be disbursed from 01/07/2019 only.
21.3 Formal amendments to the Kerala Service Rules on the basis of these orders will be issued separately.
21.4. A few illustrations of re-fixation of pension/family pension on the above basis are given in Schedule III to this order.
By Order of the Governor,
RAJESH KUMAR SINGH IAS
ADDITIONAL CHIEF SECRETARY (FINANCE)