Retiring members

We’ve recently updated the wording for the Retiring Members file and the email that informs you of it. Following feedback, both have been changed to make it clear what we need you to do. You should also find this useful if a member hasn’t informed you that they’ve submitted their retirement application form.

The email now includes the following wording:

‘This file lists members who have recently applied for their pension and we ask that you check to see if there have been any changes to their circumstances since the application was made, such as a change in service and salary information which could impact their pension.’

The file includes the same wording as above with the addition of:

‘All changes can be completed by providing an update line via Monthly Data Collection or via a TR28 template.’

Your help with these cases is appreciated and will ensure that more accurate member records are held on our system, which will enable us to provide an improved experience for members of the Scheme who are approaching retirement.

Last Updated: 24/09/2019 09:01