NHS PENSIONS RETIREMENT ON GROUNDS OF INTEREST OF

INFORMATION PENSIONS TAXATION ANNUAL ALLOWANCE HM REVENUE
INFORMATION PENSIONS TAXATION LIFETIME ALLOWANCE HM REVENUE
20 41 ACCOUNTING FOR PENSIONS AND POSTRETIREMENT BENEFITS

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A GUIDE TO THE CALCULATION OF PENSIONS UNDER THE
AN BORD PINSEAN – THE PENSIONS BOARD JOB DESCRIPTION

NHS Pensions factsheet template V1

NHS Pensions

Retirement on grounds of Interest of Efficiency (IOE)

Eligibility checklist

This form should only be completed in circumstances where the reason for retirement on the AW8 has been completed as ‘Early Retirement (IOE)’.

Please confirm the following criteria have been met through the relevant business case to enable NHS Pensions to validate the retirement claim and process the award entitlement.

	Evidence that suitable alternative employment or reduced hours/grade has been considered but not available/appropriate.
	Evidence on business case that REMCOM is satisfied that this option is the best value available.
	As resignation, ordinary redundancy or ordinary early retirement were not options available to the Board.
	The employment contract references Section 16 of Agenda for Change Terms and Conditions of service, or has explicit terms in their contract that qualifies them for Interest of Efficiency.
	The business case has been signed by the accountable officer of the organisation.

Please send this form as an electronic attachment to [email protected] if the AW8 has been completed through POL. If the AW8 has been completed on paper then attach this checklist to the form.

Completed by: Position:

Date:

BEHANDLUNG DER PENSIONSZUSAGE AN EINEN BEHERRSCHENDEN GESELLSCHAFTER DER BFH
CAISSE PROVINCIALE DES PENSIONS PENSIONS DE RETRAITE ET DE
CARE PENSIONS – AND HOW THEY COMPARE TO FINAL

Tags: grounds of, retirement, interest, grounds, pensions