Often, member’s feel excited but sometimes nervous approaching retirement. They may come to you with questions that you don’t have the answers for and when this happens our Retirement toolkit page is here for you.

We’ve collated a range of helpful resources you can use to help make a member’s retirement journey smoother by guiding them in the right direction.

Please ensure staff are checking their service history as they go through their career and especially in the lead up to retirement. Find out how you can support staff with missing service.

Webpages

• Planning for Retirement
• Applying for Retirement
• Once Retired

FAQs

• Planning retirement

Blogs

• Am I saving enough for retirement?
• About your retirement application
• Pension scam awareness

Guides

• Retirement Planning (PDF, 15.3 MB) (This link opens in a new window)

Factsheets

• Phased Retirement (This link opens in a new window)
• Hypothetical calculations (PDF, 76 KB) (This link opens in a new window)
• What you need to know before you retire (PDF, 87 KB) (This link opens in a new window)
• Retirement lump sum (PDF, 57 KB) (This link opens in a new window)
• Returning to work after claiming benefits (PDF, 70 KB) (This link opens in a new window)

Videos

• Planning for Retirement (This link opens in a new window)
• Retirement Process and Transitional Protection (This link opens in a new window)

Case Studies

• Planning Retirement - Louise
• Planning Retirement -Helen
• Phased - Julie
• Phased - Sarah