Looking Forward to Retirement: Retirement Planning Toolkit for Staff

This toolkit should be read in conjunction with the Retirement, Flexible Retirement and Late-Career Planning Procedure.

Planning ahead for your retirement

The University recognises the importance of early and effective planning for retirement.  To support you in making appropriate and timely plans, the guidance below provides an overview of important questions to consider at various stages leading up to your retirement.

Up to 10 years until Retirement

It is never too early to begin planning!

This section will help you to consider:

  • When and how you would like to retire?
  • What lifestyle you would like in retirement?
  • What changes you are able to make now to ensure you have the income you need?

Up to 5 years until Retirement

There is still plenty of time to plan!

This section will help you to consider:

  • When you should approach your manager about retirement?
  • What support you may need for your transition into retirement?
  • What you would like to do in your retirement?

Up to 6 months until Retirement

It is nearly time to implement your retirement plans!

This section will help you to consider:

  • What your final pension forecast is?
  • What support you need for your transition into retirement?
  • What happens next?

Coffee Mornings

These informal events will provide you with the opportunity to meet other University staff preparing for retirement, to share information and experiences to support you in planning for your retirement. Each coffee morning, scheduled for around an hour, will focus on one of the following themes: Flexible Retirement, Early Retirement, and Normal and Late Retirement. The coffee mornings will be attended by representatives from Human Resources and the Pensions Office, who will be on hand to answer any questions you may have in relation to retirement.  These coffee mornings are a great opportunity to meet new people, share information and to develop your own retirement plans.

Please book your place through the Learning Management System

We will be running future sessions in this series so please express your interest if there are no spaces available.


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: www.sheffield.ac.uk/hr/guidance/index

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