Letter to employee: Departments should write to employees at or around their 55th birthday in order to remind staff of their retirement options, to update them about information and support available, and to encourage them to consult with teams like Pensions if necessary. It is recommended that another retirement letter is sent to the employee every 5 years thereafter to remind them of the above. There is a template letter available in Templates.
Retirement report: Departments can use the Retirement Report in Discoverer (PERDEP07) to determine who should receive a letter.
Employee’s responsibility: when a member of staff wishes to retire they must write to their department, providing the appropriate period of notice (as specified in their contract) of their intention to retire.
Notifying the Pensions Office: once an employee has advised their department of their intended retirement date, departments should notify the Pensions Office as soon as possible. An 'Advance notification of employee retiring' form is available from the Pensions Office, who require three months' notice in advance to ensure benefits are paid in a timely fashion.