Processing leavers and retirements
These pages are for employer use only. Member information can be found on the home page.
Processing leavers before retirement
What happens to a member’s benefits if they leave or opt out, depends on how long they've been in the scheme. If they've been in the scheme for more than three months you must fill in a leavers form.
Apart from Shropshire Council, there is no need to send the fund leavers forms for retirements or deaths.
Processing retirements and deaths
You're responsible for working out if and what benefits are due.
If a member is retiring, you must identify which type retirement applies on the leavers form. Your options will be:
- Normal retirement
- Early retirement
- Flexible retirement
- Redundancy/efficiency retirement
- Ill-Health retirement
When should you tell us about a retirement?
If a member is retiring, you should let us know their final pay as soon as it is available. Once we have this information we'll be able to work out their benefits and give them their options.
