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.
Training Resources: Administrators can access a soft-copy of the “Leaving Employment and Annual Administration Activities” training booklet provided at workshops delivered as part of the Single Scheme Project Team programme of training for Relevant Authorities. Please click here to access this page.