Ill health retirement

Pensions

  • The Teachers’ Pension Scheme and Local Government Pension Scheme are Contributory Schemes administered by Teachers’ Pensions and Oxfordshire County Council respectively.
  • The Schemes pay guaranteed retirement benefits, the value of which is protected against inflation. The benefits are an annual pension and tax-free lump sum. Other benefits include ill-health, death and family benefits.
  • The Schemes are Final Salary Schemes. This means that the benefits are calculated by using salary at retirement and not the salary on which contributions have been paid during service.
  • For further information on both schemes please refer to the Directorate of Human Resources.
  • If a manager has a member of staff likely to leave on ill-health retirement grounds they should contact the Directorate of Human Resources. The following steps will then take place:

Local Government Pension Scheme

  • Employee receives information from Directorate of Human Resources regarding ill-health retirements benefits
  • Employee examined by Occupational Health Physician
  • OHP provides information regarding the employee's fitness for work to Occupational Health
  • The University decides whether to retire the employee on health grounds andwhich tier of retirement is appropriate
  • The University notify the employee and the scheme administrators of the retirement
  • Usual leavers procedure should then be followed e.g. collection of keys.

Teachers' Pensions

  • Statement of service obtained from Teachers' Pensions
  • Employee receives information from Directorate of Human Resources regarding ill-health retirement benefits
  • Employee asks their own GP or Specialist to complete the appropriate form
  • Employee and Human Resources complete the appropriate form
  • Usual leavers procedures should then be followed e.g. collection of keys.