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Retirement Policies & Letters

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Also included in Staff Handbook

Retirement Policy Free Samples PDF | Word

This document includes two separate retirement policies and letters to go with each policy.

Standard Retirement Policy
Details the latest procedures for retirement, whereby the employee (not the employer) gives notice of when they wish to retire. This policy complies with the changes under The Employment Equality (Age) Regulations 2006 and The Employment Equality (Repeal of Retirement Age Provisions) Regulations 2011.

Letter 1
Letter from the employee to the employer informing employer of the employee's intended retirement date.

Letter 2
Letter from the employee to the employer requesting permission to withdraw notice of retirement.

Letter 3
Letter from employer to employee refusing the employee's request to withdraw their retirement notice.

Letter 4
Letter from employer to employee accepting the employee's request to withdraw their retirement notice.

Retirement Policy with a justified retirement age
This policy should be used where the employer has a "justified retirement age" because of the nature of the work undertaken by the employees. For example where a job requires a certain level of fitness, such as the emergency services or mental ability, for example air traffic controllers.

Letter 1
Letter informing employee of their retirement date.

Letter 2
Letter informing employee of a meeting to discuss their request not to be retired.

Letter 3
Letter following refusal of an employee's request not to be retired.

Letter 4
Letter following acceptance by an employer of an employee's request not to be retired.

Letter 5
Letter to an employee notifying them of the result of appeal against decision to be retired.

The law now allows for two different retirement procedures. It is very important that employers use the correct procedure.

This is a fundamental change from the previous retirement procedures, now (for most businesses) the employee will be able to decide when to retire, rather than being informed of their retirement date.

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