Retirement applications

Members who are wanting to retire are advised to submit their retirement application six months before their proposed retirement date, to allow those affected by Transitional Protection to make and receive their choices.

If you have employees who haven’t sent in their application, please encourage them to do so as soon as possible. 

To also prevent any hold up with retirement applications, that you complete your section of any application as soon as you receive them. We can’t pay any benefits to members until you’ve completed this. 

When completing the form, you will need to split any data for the month of April over two lines, one covering 1-5 April and the other covering 6-30 April.

If your employee works for a Multi Academy Trust and at more than one establishment within the trust, they need to complete a retirement application for each employer they’re retiring from. 

If you’d like to find out more about how the retirement application works, visit our planning retirement member web page.