Normal Retirement Cost Neutral Early Retirement Ill Health Retirement
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Normal Retirement

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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.

 

Descriptor	Type	Link
1.Normal Retirement - Process Map	Process Map
2.Normal Retirement - Process Guidelines	Process Guidelines
3.Circulars and Legislation	Website Page
4.Retirement Options Request Form	Template Form
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)	Template Form
6.Verification Form - Retained Single Scheme Benefits from prior employments	Template Form
7.Retained Single Scheme Benefits Verification Form Cover Letter	Template Letter
8.Scheme Vesting Calculation Tool	Calculation Tool
9.Contributions and Referable Amounts Calculation Tool	Calculation Tool
10.Normal Retirement - Interim Retirement Benefit Statement Template	Template Statement
11.Normal Retirement - Interim Retirement Benefit Statement Cover Letter Template	Template Letter
12.Member Retirement Acknowledgement Form	Template Form
13.Normal Retirement - Final Retirement Benefit Statement Template	Template Statement
14.Normal Retirement - Final Retirement Benefit Statement Cover Letter	Template Letter

Cost Neutral Early Retirement

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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.

 

Descriptor	Type	Link
1.CNER - Process Map	Process Map
2.CNER - Process Guidelines	Process Guidelines
3.Circulars and Legislation	Website Page
4.Retirement Options Request Form	Template Form
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)	Template Form
6.Verification Form - Retained Single Scheme Benefits from prior employments	Template Form
7.Retained Single Scheme Benefits Verification Form Cover Letter	Template Letter
8.Scheme Vesting Calculation Tool	Calculation Tool
9.Contributions and Referable Amounts Calculation Tool	Calculation Tool
10. CNER - Calculation Tool	Calculation Tool
10.CNER - Interim Retirement Benefit Statement Template	Template Statement
11.CNER - Interim Retirement Benefit Statement - Cover Letter Template	Template Letter
12.Member Retirement Acknowledgement Form	Template Form
13.CNER - Final Retirement Benefit Statement Template	Template Statement
14.CNER - Final Retirement Benefit Statement Cover Letter	Template Letter

Ill-Health Retirement

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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.

 

Descriptor	Type	Link
1.Ill-Health Retirement - Process Map	Process Map
2.Ill-Health Retirement - Process Guidelines	Process Guidelines
3.Circulars and Legislation	Website Page
4.Retirement Options Request Form	Template Form
5.Verification Form - Other Retained Benefits Form (Non-Single Scheme)	Template Form
6.Verification Form - Retained Single Scheme Benefits from prior employments	Template Form
7.Retained Single Scheme Benefits Verification Form Cover Letter	Template Letter
8.Scheme Vesting Calculation Tool	Calculation Tool
9.Contributions and Referable Amounts Calculation Tool	Calculation Tool
10.Ill-Health Retirement - Interim Retirement Benefit Statement Template	Template Statement
11.Ill-Health Retirement - Interim Retirement Benefit Statement Cover Letter	Template Letter
12.Ill-Health Retirement - Interim Short-Service Gratuity Benefit Statement Template	Template Statement
13.Ill-Health Retirement - Interim Short-Service Gratuity Statement Cover Letter	Template Letter
14.Member Retirement Acknowledgement Form	Template Form
15.Ill-Health Retirement - Final Retirement Benefit Statement Template	Template Statement
16.Ill-Health Retirement - Final Retirement Benefit Statement Cover Letter	Template Letter
17.Ill-Health Retirement - Final Short-Service Gratuity Benefit Statement Template	Template Statement
18.Ill-Health Retirement - Final Short-Service Gratuity Statement Cover Letter	Template Letter