Leavers (other than Retirement or Death)


Context: When a member ceases pensionable employment, they must be issued with formal documents outlining their Scheme entitlements.

Resource Toolkit: The resources provided in the table below may be used to confirm and communicate a member’s entitlements on leaving service (other than death or retirement). Please note that the Process Map should be read with the Process Guidelines.

Note: The items below are suggested resources and their use is not mandatory. Organisations are free to continue to use their own, existing resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, (if any), that they have been resourced to undertake on your behalf.

 

DescriptorTypeLink
1.Process MapProcess MapPDF icon
2.Process GuidelinesProcess GuidelinesPDF icon
3.Circulars and LegislationWebsite PageLink icon
4.List of Single Scheme Relevant AuthoritiesWebsite PageLink icon
5.Referable Amounts Calculation ToolCalculation ToolMicrosoft Excel document icon
6.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
7.Leaver Statement TemplateTemplate StatementMicrosoft Word Document icon
8.Template Letter A1 - Cover Letter to Leaver (Not vested & still in scheme)Template LetterMicrosoft Word Document icon
9.Template Letter A2 - Cover Letter to New SPS Employer (Not vested & still in scheme)Template Letter Microsoft Word Document icon
10.Template Letter B - Cover Letter to Leaver (Not Vested & eligible for refund)Template LetterMicrosoft Word Document icon
11.Refund of Contributions Application Form TemplateTemplate FormMicrosoft Word Document icon
12.Template Letter C1 - Cover Letter to Leaver (vested & still in scheme)Template LetterMicrosoft Word Document icon
13.Template Letter C2 - Cover Letter to New SPS Employer (Vested & still in scheme)Template LetterMicrosoft Word Document icon
14.Template Letter D - Cover Letter to Leaver (Vested and left public service)Template LetterMicrosoft Word Document icon

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