Retirement Planning


Retirement Planning Toolkit

This toolkit, which should be read in conjunction with the Retirement, Flexible Retirement and Late-Career Planning Procedure, has been designed to guide staff and managers through the planning process, by providing a concise overview of what to consider when planning for retirement.

Financial and Pension Education Seminars

Whatever age or career stage you are at, planning your financial future is extremely important. To help aid your understanding and take control of your financial future, we are running a programme of free financial education seminars for staff which are delivered on site.

The seminars are delivered by financial education specialists, Wealth at Work and cover key information on the University’s pensions schemes and a range of broader financial topics. There are different seminars to choose from depending on what stage of your career you are in and what pension scheme you are contributing to.

Please note, the seminars will provide information only and will not include nor constitute financial advice.

We hope that you take advantage of this opportunity and look forward to seeing you there. Please click here for further information on the range of seminars available and to book a session and should you have any queries regarding your booking, please contact The Deal helpdesk at

Retirement Procedure

The purpose of this procedure is to set out a transparent process for employees who wish to retire. It also describes the process for employees wishing to take flexible retirement, and the support available to employees to inform their retirement planning.


The Pensions Office are able to provide support to staff throughout their planning for retirement. Further information about the main schemes operated by the University can be found via the links below:

Flexible Working

The University values flexibility within its workforce and recognises the importance of helping its employees to balance their work and personal life.  Staff may wish to consider requesting flexible working to support their transition into retirement.

Retired Staff Association

You may wish to consider continuing to support the University following your retirement by joining the University's Retired Staff Association (RSA), who host monthly events. Representatives from the RSA will also be in attendance at the Planning for Retirement Coffee Mornings, should you wish to find out more.  Alternatively, please email

Leaving the University

Information, guidance and support for staff leaving the University of Sheffield.

Services for Retired Staff

When you retire we hope that you will retain a link with the University through the services we offer. Whether it's continuing to receive the latest University news or becoming involved with the Retired Staff Association there are lots of reasons for you to stay in touch.

You may also be interested in...

Staff Development

If you're interested in developing yours or others personal and professional skills then use these staff development webpages to discover the development opportunities available.


Details of the benefits, offers and discounts available to all staff at the University of Sheffield.

Staff Wellbeing

The Staff Wellbeing programme helps you take care of your everyday health and wellbeing at work, bringing together a range of services, guidance and activities, creating a remarkable place to work.

Honorary, Visiting & Academic Titles

Details of the Academic titles awarded by the University.

Looking for something else?

There is a wealth of information, guidance and support available from Human Resources relating to all aspects of employment and supporting policies and procedures. An index of information can be found at:

Alternatively, if you are unable to find the information you require, please contact your HR Team contact