• Start
  • Type of retirement
  • Strain on the Fund
  • Employee details
  • Employment details
  • Financial information
  • Additional information
  • Declaration
  • Preview

You can use this service to prepare the estimate form needed for an employee over age 55 leaving with redundancy or efficiency retirement.

Please consider a Strain on the Fund Calculation quotation before completing this form.

What you need to know

  • The Strain cost implications of the Redundancy or efficiency retirement.
  • Personal details of the employee.
  • Employment details including Pay reference and Post number.
  • Estimated date of leaving employment.
  • Remuneration (Full Time Equivalent pay).
  • Estimated final pay date (Best of the last three years).
  • CARE Scheme pay to the estimated date of leaving.
  • Any information needed to support the estimate form submission can be added to the additional comments section.
  • Confirm where the completed estimate should be sent to.
  • The PDF output of this form will need to be uploaded to the employee record using i-Connect.