An ill health retirement requires:
Our S18 form is used by medical practitioners on our approved list to determine if an employee qualifies for an ill health retirement.
If they do, their benefits can take account of some (a tier 2 ill health) or all (a tier 1 ill health) of prospective service to state pension age (min 65) depending on whether the employee is likely to be capable of working again.
No enhancement to actual service is granted if the employee has previously received a tier 1 enhancement or an enhancement under LGPS regulations prior to 1 April 2009.
If you are having a discussion with your employee about their retirement, you can use these pdfs to explain our calculations:
If your employee is paying AVCs, you may also like to make them aware that:
Use these forms:
Note: please check the parts completed by the member. For example, are the account details in the name of the member or a joint account which bears their name?
Once we have received your forms we:
If you need to update us on the retiring member's pay use Post pay award revised figures.