We have made updates to the partial retirement factsheet and form based on feedback. You can download the updated partial retirement supplementary form from the Employer forms section of our Employer hub.
The changes to the pension benefits section of the form make it clearer what percentage of benefits a member wishes to claim. This will enable more claims to be processed first time without the need for further information. Claims submitted using an earlier version of the form will still be processed. Both the member and the employer partial retirement factsheets have also been updated in response to feedback. You should read the partial retirement factsheet before completing the form.
- The updated member factsheet is available on the partial retirement page of the Member Hub.
- The updated Employer factsheet is available in the retirement section of our Technical Guidance page on the Employer Hub.
The employer factsheet now contains guidance on:
- members who have more than one employment
- pay protection for members who decide not to take 100% of their 1995 Section pension through partial retirement
- how partial retirement may affect the benefits payable to dependants in the event of death