Enter the date of retirement and select Submit

Please use either the following format dd/mm/yyyy if entering direct, or use the date picker.

If the leaving date is 31/03/YYYY please input 30/03/YYYY - the reason being if you enter 31/03/YYYY the benefits will include pensions increase for the year and over-inflate the figures. For all other leaving dates, please enter the required date.

Enter the members CARE and Final Salary figures, and select submit



Please note: the Final Pensionable Salary is the full time equivalent estimated pay for the 365 days prior to the last day of service. Projected Pensionable Pay is the estimated annual CARE pay (it is the actual pay and should not be scaled up if the member is part time).

If the member does not have any final salary pension, you may not be asked for this figure.

The projected Pensionable Pay: Annual Pensionable Pay figure is the projected CARE pay for the period 01 April to 31 March.

Ill Health Retirement Quotation: Tier Selection Guide

When processing an ill health retirement quotation, you must select the appropriate Tier type based on the member's condition and work capability. Here's a breakdown of each Tier:

Tier 1 – Highest Level Benefit

• Enhancement: 100% from date of retirement until Normal Pension Age (NPA)

• Eligibility: Member is unable to undertake any form of work

• Benefit Duration: Payable for life

• Enhancement: 25% from date of retirement until Normal Pension Age (NPA)

• Eligibility: Member is capable of gainful employment between 3 years and NPA

• Benefit Duration: Payable for life

• Enhancement: None

• Eligibility: Member is capable of gainful employment within 3 years

• Benefit Duration: Payable for a maximum of 3 years, with a review after 18 months

Please note: If you select yes to, do you want to run another quote, the document will not be saved to the member file.