Purchase and Transfer 


Context: A facility for the purchase and transfer 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 table below are intended to assist organisations in the administration of the purchase and 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.Circulars and LegislationWebsite PageLink icon
2.Processing a Purchase or Transfer ApplicationSummary NoteMicrosoft Word Document icon
3.Purchase and Transfer Worked ExamplesExamplesMicrosoft Word Document icon
4.Administrator Purchase Calculation ToolCalculation ToolMicrosoft Excel document icon
5.Member Purchase Cost Calculation ToolCalculation ToolMicrosoft Excel document icon
6.Purchase ContractTemplate ContractMicrosoft Word Document icon
7.Transfer ContractTemplate ContractMicrosoft Word Document icon

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