# Retirement Policy : flowchart text alternative

This text alternative provides an accessible summary of the Retirement Policy visual flowchart [PDF].

## Overview of chart structure

Chart begins when an employee has an initial conversation with manager. Then the question is asked, is the employee looking for partial retirement?

If the employee is looking for partial retirement, they are referred to the Flexible Work Pattern Policy. If a flexible work pattern is agreed upon, the employee submits an NHS pension application form, and the process ends.

If the employee is not looking for partial retirement, there are 3 steps:

- Employee submits NHS pension application form and formal notification of termination of employment.
- Employee and manager discuss arrangements for retirement.
- Then the question is asked, does the employee wish to retire and return?

If the employee wishes to retire and return, they must submit an application form to their manager. If their request is granted, they may be able to access phased retirement, if eligible. The manager confirms retirement arrangements, and then the employee retires.

The employee can appeal if their retire and return request is not agreed upon.

If the employee does not wish to retire and return, they may be able to access phased retirement if eligible. The manager confirms retirement arrangements, and then the employee retires.

## Retirement Policy flowchart

Chart begins when an employee has an initial conversation with manager, then the question is asked, is employee looking for partial retirement?

If the answer is yes to the question, is employee looking for partial retirement, then employee referred to Flexible Work Pattern Policy.

Then if flexible work patterns agreed, employee submits NHS pension application form. Then the process ends.

If the answer is no to the question, is employee looking for partial retirement, then there are 3 steps:

- Employee submits NHS pension application form and formal notification of termination of employment.
- Employee and manager discuss arrangements for retirement.
- Then the question is asked, does employee wish to retire and return?

If the answer is no to the question, does employee wish to retire and return, then the flow connects to the question, does employee wish to access phased retirement? To go to this question, follow the next link otherwise skip the next link. Jump to the question, does employee wish to access phased retirement?

If the answer is yes to the question, does employee wish to retire and return, then employee submits retire and return application form to manager. Then manager confirms outcome of request. Then the question is asked, retire and return request agreed?

If the answer is yes to the question, retire and return request agreed, then the flow connects to the question, does employee wish to access phased retirement? To go to this question, follow the next link otherwise skip the next link. Jump to the question, does employee wish to access phased retirement?

If the answer is no to the question, retire and return request agreed, then the question is asked, employee appealed decision?

If the answer is no to the question, employee appealed decision, then the flow connects to the question, does employee wish to access phased retirement? To go to this question, follow the next link otherwise skip the next link. Jump to the question, does employee wish to access phased retirement?

If the answer is yes to the question, employee appealed decision, then the question is asked, appeal upheld?

If the answer is no to the question, appeal upheld, then the flow connects to the question, does employee wish to access phased retirement? To go to this question, follow the next link otherwise skip the next link. Jump to the question, does employee wish to access phased retirement?

If the answer is yes to the question, appeal upheld, then outcome changed.

Then the question is asked, does employee wish to access phased retirement?

If the answer is no to the question, does employee wish to access phased retirement, then manager confirms retirement arrangements. Then employee retires, then the process ends.

If the answer is yes to the question, does employee wish to access phased retirement, then the question is asked, eligible for phased retirement?

If the answer is no to the question, eligible for phased retirement, then manager confirms retirement arrangements. Then employee retires, then the process ends.

If the answer is yes to the question, eligible for phased retirement, then employee accesses phased retirement. Then manager confirms retirement arrangements. Then employee retires, then the process ends.

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Relates to a framework that supports employees transitioning from work to retirement or returning to employment after they retire.