Scheme’s Retirement and Leaving the scheme

Intended Audience: Employers dealing with members leaving or exiting the scheme

Duration: 2 Hours

Delivery: Online

Do you have members leaving or exiting the scheme

Our Scheme’s Retirement and Leaving the scheme session introduces the full range of retirement options available to members. This session provides a broad overview of an employer’s responsibilities when a member retires or exits the scheme, ensuring you are prepared and confident to support members through the various steps and processes.

Support your members who are leaving the Civil Service with confidence

Agenda

  • Retirement options: normal, early, partial & late
  • How pension benefits are calculated
  • Key eligibility and considerations
  • Understanding abatement and contribution refunds
  • Preserved awards: what to know
  • Exit process and timelines

By the end of this session, you will be able to

  • Explain the different types of retirement options
  • Produce calculations and examples relating to different retirement options
  • Understand abatement, when it's applied with examples
  • Confirm the retirement process and timeline
  • Know what forms are required
  • Check for common mistakes on a retirement form
  • Refund contributions where necessary
  • Options for preserved awards including transfers

​​Costs per attendee

Open Workshop delivered online £150 plus VAT

Book your place

​Group In-house sessions please email: training@civilservicepensionscheme.org.uk
(In-house sessions require a minimum of 24 attendees).

Delivery

Online is via Microsoft Teams and a guide is provided when you book your session to assist you with the App. If online delivery is not suitable please email: training@civilservicepensionscheme.org.uk

If you would like to tailor your learning experience, our training team may be able to create a bespoke session by combining topics.