Normal Retirement


Context: In advance of retirement, a member must be issued with formal documents confirming their entitlements under the Single Pension Scheme.

Resource Toolkit: The resources provided in the table below may be used when a Scheme member retires at Normal Retirement Age. 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.Normal Retirement - Process MapProcess MapPDF icon
2.Normal Retirement - Process GuidelinesProcess GuidelinesPDF icon
3.Circulars and Legislation Website PageLink icon
4.Retirement Options Request FormTemplate Form Microsoft Word Document icon
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)Template FormMicrosoft Word Document icon
6.Verification Form - Retained Single Scheme Benefits from prior employmentsTemplate FormMicrosoft Word Document icon
7.Retained Single Scheme Benefits Verification Form Cover LetterTemplate LetterMicrosoft Word Document icon
8.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
9.Referable Amounts Calculation ToolCalculation ToolMicrosoft Excel document icon
10.Normal Retirement - Interim Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
11.Normal Retirement - Interim Retirement Benefit Statement Cover Letter TemplateTemplate LetterMicrosoft Word Document icon
12.Member Retirement Acknowledgement FormTemplate FormMicrosoft Word Document icon
13.Normal Retirement - Final Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
14.Normal Retirement - Final Retirement Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon

Cost Neutral Early Retirement


Context: In advance of retirement, a member must be issued with formal documents confirming their entitlements under the Single Pension Scheme.

Resource Toolkit: The resources provided in the table below may be used when a Scheme member avails of Cost-Neutral Early 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.CNER - Process MapProcess MapPDF icon
2.CNER - Process GuidelinesProcess GuidelinesPDF icon
3.Circulars and LegislationWebsite PageLink icon
4.Retirement Options Request FormTemplate FormMicrosoft Word Document icon
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)Template FormMicrosoft Word Document icon
6.Verification Form - Retained Single Scheme Benefits from prior employmentsTemplate FormMicrosoft Word Document icon
7.Retained Single Scheme Benefits Verification Form Cover LetterTemplate LetterMicrosoft Word Document icon
8.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
9.Referable Amounts Calculation ToolCalculation ToolMicrosoft Excel document icon
10.CNER - Interim Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
11.CNER - Interim Retirement Benefit Statement - Cover Letter TemplateTemplate LetterMicrosoft Word Document icon
12.Member Retirement Acknowledgement FormTemplate FormMicrosoft Word Document icon
13.CNER - Final Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
14.CNER - Final Retirement Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon

Ill-Health Retirement


Context: In advance of retirement, a member must be issued with formal documents confirming their entitlements under the Single Pension Scheme.

Resource Toolkit: The resources provided in the table below may be used when a Scheme member retires on ill-health grounds. 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.Ill-Health Retirement - Process MapProcess MapPDF icon
2.Ill-Health Retirement - Process GuidelinesProcess GuidelinesPDF icon
3.Circulars and LegislationWebsite PageLink icon
4.Retirement Options Request Form Template FormMicrosoft Word Document icon
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)Template Form Microsoft Word Document icon
6.Verification Form - Retained Single Scheme Benefits from prior employmentsTemplate Form Microsoft Word Document icon
7.Retained Single Scheme Benefits Verification Form Cover LetterTemplate LetterMicrosoft Word Document icon
8.Scheme Vesting Calculation ToolCalculation ToolMicrosoft Excel document icon
9.Referable Amounts Calculation ToolCalculation ToolMicrosoft Excel document icon
10.Ill-Health Retirement - Interim Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
11.Ill-Health Retirement - Interim Retirement Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
12.Ill-Health Retirement - Interim Short-Service Gratuity Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
13.Ill-Health Retirement - Interim Short-Service Gratuity Statement Cover LetterTemplate LetterMicrosoft Word Document icon
14.Member Retirement Acknowledgement FormTemplate FormMicrosoft Word Document icon
15.Ill-Health Retirement - Final Retirement Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
16.Ill-Health Retirement - Final Retirement Benefit Statement Cover LetterTemplate LetterMicrosoft Word Document icon
17.Ill-Health Retirement - Final Short-Service Gratuity Benefit Statement TemplateTemplate StatementMicrosoft Word Document icon
18.Ill-Health Retirement - Final Short-Service Gratuity Statement Cover LetterTemplate LetterMicrosoft Word Document icon

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