Planning to retire

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If you’re affected by Transition Protection changes and planning to retire, you’ll need to:

  • Complete your retirement application through your My Pension Online account (for some circumstances you’ll need to apply by post, using the appropriate retirement form)
  • If you’re still in employment, once you’ve completed your application it’ll go to your employer to complete and then be returned to us
  • If you’ve overtime contributions, excess teaching service and/or flexibilities, you’ll need to make decisions on these as part of your retirement application. We’ll issue you with a Rollback Choices Statement and form to ask you to make your decision. More information on rollback can be found in our factsheet.
  • Once your rollback choices are made, or for those without these choices to make, you’ll be sent information via your Remediable Service Statement on the options you must make regarding service during the remedy period. Please return the form to complete your retirement application.
  • Once your application is completed, you’ll receive your Award Papers.
Last Updated: 09/10/2023 14:47

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