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Sickness Absence Policy - Appendix G: Ill-Health/Incapacity Retirement

Ill-health/incapacity retirement

Introduction

1.If an employee becomes incapable of carrying out the duties of their post, due to ill health or incapacity and is a member of a Pension Scheme provided by Ïã¸ÛÁùºÏ²Ê, they may be able to retire early. In all cases this would be subject to providing satisfactory medical evidence and meeting the eligibility conditions of the Pension Scheme.

2. If a Manager is concerned about an employee’s ill health or incapacity, a referral should be made to Ïã¸ÛÁùºÏ²Ê Workplace Health Service (WH) Ìýfor advice in the first instance.Ìý Please see Appendix H: Workplace Health.

Process

3. Applications for ill-health/incapacity early retirement need to be made to Ïã¸ÛÁùºÏ²Ê Pension Services whilst the individual is still a Ïã¸ÛÁùºÏ²Ê employee and an active member of the pension scheme.

4. It should be noted that because there are third parties involved in the process, it can take approximately 3 months or more from the point of application to the time approval is provided and benefits are eventually put into payment.

5. Ïã¸ÛÁùºÏ²Ê Pension Services will initiate the claims process and co-ordinate with WH for the gathering of the information required in order to submit the application to the Pension Scheme administrators. Similarly, Pension Services will liaise with HR Business Partnering, particularly where there is or has been involvement in individual cases relating to long-term sickness absence.

Pension Scheme Requirements

6. Each Pension Scheme has its own individual requirements relating to;

  • eligibility conditions
  • benefit entitlements
  • the application process
  • medical evidence required
  • forms that need to be completed
  • criteria to be met following the payment of benefits (in accordance with the scheme rules) ÌýÌý

7. This information is available from the individual Pension Schemes:

Ìý

General Information

8. Further Information and guidance is also available from Ïã¸ÛÁùºÏ²Ê Pension Services:

Website:ÌýÌýÌýÌýÌýÌýÌý

Email:ÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýpensions@ucl.ac.uk

Telephone:Ìý +44 (0)20 3108 7166Ìý(Internal: 57166)