{"id":5604,"date":"2019-10-07T13:02:50","date_gmt":"2019-10-07T12:02:50","guid":{"rendered":"https:\/\/singlepensionscheme.gov.ie\/?page_id=5604"},"modified":"2019-10-07T13:02:50","modified_gmt":"2019-10-07T12:02:50","slug":"purchase-transfer","status":"publish","type":"page","link":"https:\/\/singlepensionscheme.gov.ie\/ga\/for-employers\/administrator-tools\/standard-forms-and-checklists\/purchase-transfer\/","title":{"rendered":"Purchase & Transfer"},"content":{"rendered":"

<\/a>Purchase<\/span><\/span><\/h1>\n
\n

Context:<\/strong> 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.<\/p>\n

Templates:<\/strong> The templates provided in the tables below are intended to assist organisations in the administration of the purchase facility.<\/p>\n

Note:<\/strong>\u00a0The 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.<\/p>\n

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.<\/p>\n

 <\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Descriptor<\/th>Type<\/th>Link<\/th>\n<\/tr>\n<\/thead>\n
1.Purchase - Process Map<\/a><\/td>Process Map<\/a><\/td>\"PDF<\/td>\n<\/tr>\n
2.Purchase - Process Guidelines<\/a><\/td>Process Guidelines<\/a><\/td>\"PDF<\/td>\n<\/tr>\n
3.Circulars and Legislation<\/a><\/td>Website Page<\/a><\/td>\"Link<\/a><\/td>\n<\/tr>\n
4.Processing a Purchase or Transfer Application<\/a><\/td>Summary Note<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
5.Purchase Worked Examples<\/a><\/td>Examples<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
6.Purchase - Expression of Interest<\/a><\/td>Template Form<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
7.Member Purchase Cost Calculation Tool<\/a><\/td>Calculation Tool<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
8. Retained Single Scheme Benefits (Purchase)<\/a><\/td>Template Form<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
9.Administrator Purchase Calculation Tool<\/a><\/td>Calculation Tool<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
10.Ineligibility to Purchase<\/a><\/td>Template Letter<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
11.Purchase Cost Quotation<\/a><\/td>Template Letter<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
12.Purchase Contract<\/a><\/td>Template Contract<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n

 <\/p>\n

<\/a>Transfer\u00a0<\/span><\/span><\/h1>\n
\n

Context:<\/strong> 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.<\/p>\n

Templates:<\/strong> The templates provided in the tables below are intended to assist organisations in the administration of the transfer facility.<\/p>\n

Note:<\/strong>\u00a0The 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.<\/p>\n

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.<\/p>\n

 <\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Descriptor<\/th>Type<\/th>Link <\/th>\n<\/tr>\n<\/thead>\n
1.Transfer - Process Map<\/a><\/td>Process Map<\/a><\/td>\"PDF<\/td>\n<\/tr>\n
2.Transfer - Process Guidelines<\/a><\/td>Process Guidelines<\/a><\/td>\"PDF<\/td>\n<\/tr>\n
3.Circulars and Legislation<\/a><\/td>Website Page<\/a><\/td>\"Link<\/a><\/td>\n<\/tr>\n
4.Processing a Purchase or Transfer Application<\/a><\/td>Summary Note<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
5.Transfer - Worked Examples<\/a><\/td>Worked Examples<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
6.Transfer - Expression of Interest<\/a><\/td>Template Form<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
7.Member Purchase Cost Calculation Tool<\/a><\/td>Calculation Tool<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
8. Retained Single Scheme Benefits (Purchase)<\/a><\/td>Template Form<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
9.Administrator Purchase Calculation Tool<\/a><\/td>Calculation Tool<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
10.Ineligibility to Transfer<\/a><\/td>Template Letter<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
11.Transfer Value Quotation<\/a><\/td>Template Letter<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n
12.Transfer Contract<\/a><\/td>Template Contract<\/a><\/td>\"Microsoft<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n","protected":false},"excerpt":{"rendered":"

Purchase Context: A facility for the purchase of retirement benefits in the Single Scheme has been established by Regulations (S.I. …<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":385,"menu_order":60,"comment_status":"closed","ping_status":"closed","template":"content-template.php","meta":[],"categories":[10],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/pages\/5604"}],"collection":[{"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/comments?post=5604"}],"version-history":[{"count":13,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/pages\/5604\/revisions"}],"predecessor-version":[{"id":5618,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/pages\/5604\/revisions\/5618"}],"up":[{"embeddable":true,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/pages\/385"}],"wp:attachment":[{"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/media?parent=5604"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/categories?post=5604"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/singlepensionscheme.gov.ie\/ga\/wp-json\/wp\/v2\/tags?post=5604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}