Purchase


Context: A facility for the purchase of retirement benefits in the Single Scheme has been established by Regulations (S.I. 252/2019). Details of the facility are set out in Department of Public Expenditure and Reform Circular 15/2019.

Templates: The templates provided in the tables below are intended to assist organisations in the administration of the purchase facility.

Note: The templates and calculation tools below are suggested resources and their use is not mandatory. Organisations are free to use their own 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, they have been contracted to undertake on your behalf.

 

DescriptorTypeLink
1.Purchase - Process MapProcess MapPDF icon
2.Circulars and LegislationWebsite PageLink icon
3.Processing a Purchase or Transfer ApplicationSummary NoteMicrosoft Word Document icon
4.Purchase Worked ExamplesExamplesMicrosoft Word Document icon
5.Purchase - Expression of InterestTemplate FormMicrosoft Word Document icon
6.Member Purchase Cost Calculation ToolCalculation ToolMicrosoft Excel document icon
7. Retained Single Scheme Benefits (Purchase)Template FormMicrosoft Word Document icon
8.Administrator Purchase Calculation ToolCalculation ToolMicrosoft Excel document icon
9.Ineligibility to PurchaseTemplate LetterMicrosoft Word Document icon
10.Purchase Cost QuotationTemplate LetterMicrosoft Word Document icon
11.Purchase ContractTemplate ContractMicrosoft Word Document icon

 

Transfer 


Context: A facility for the transfer of certain Revenue approved benefits into the Single Scheme has been established by Regulations (S.I. 252/2019). Details of the facility are set out in Department of Public Expenditure and Reform Circular 15/2019.

Templates: The templates provided in the tables below are intended to assist organisations in the administration of the transfer facility.

Note: The templates and calculation tools below are suggested resources and their use is not mandatory. Organisations are free to use their own 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, they have been contracted to undertake on your behalf.

 

DescriptorTypeLink
1.Transfer - Process MapProcess MapPDF icon
2.Circulars and LegislationWebsite PageLink icon
3.Processing a Purchase or Transfer ApplicationSummary NoteMicrosoft Word Document icon
4.Transfer - Worked ExamplesWorked ExamplesMicrosoft Word Document icon
5.Transfer - Expression of InterestTemplate FormMicrosoft Word Document icon
6.Member Purchase Cost Calculation ToolCalculation ToolMicrosoft Excel document icon
7. Retained Single Scheme Benefits (Purchase)Template FormMicrosoft Word Document icon
8.Administrator Purchase Calculation ToolCalculation ToolMicrosoft Excel document icon
9.Ineligibility to TransferTemplate LetterMicrosoft Word Document icon
10.Transfer Value QuotationTemplate LetterMicrosoft Word Document icon
11.Transfer ContractTemplate ContractMicrosoft Word Document icon

Latest Updates