Retirement Planning Toolkit

Welcome to the University of Sheffield's Retirement Planning Toolkit.

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

Planning For Retirement Toolkit Index

Policies and Procedures

Retirement, Flexible Retirement and Late-Career Planning Procedure
Manager Briefing on Changes to Age and Retirement Legislation (October 2011)

Tools for Staff

Looking Forward to Retirement: Staff Toolkit Overview

Guidance: Up to 10 years until Retirement
Guidance: Up to 5 years until Retirement
Guidance: Up to 6 months until Retirement

Flowcharts: Early Retirement
Flowcharts: Flexible Retirement
Flowcharts: Planned Retirement

Guidance: Discussing your retirement plans
Guidance: Flexible Working

Change and Transition Overview
Guidance: PICTURE: How do I visualise my retirement?
Guidance: PLAN: What do I want from my retirement and how can I influence this?
Guidance: PROCESS: What steps should I expect to take during my transition into retirement?
Guidance: PART: What part will you and others play within your transition into retirement?

Services for Retired Staff

Leaving the University

Tools for Managers

Planning for Retirement: Management Toolkit Overview

Guidance: Workplace Discussions
Staff Review & Development Scheme (SRDS)
Guidance: Preventing Age Discrimination (Age Discrimination & Retirement)
Equal Opportunities Policy
Guidance: Managing Performance
Guidance: Succession Planning
Flowchart: Flexible Retirement
Flexible Working
Guidance: How to support staff during their transition into retirement
Guidance: PROCESS: What steps should I expect to take during my transition into retirement?

Sources of Support

Looking Forward to Retirement: Sources of Support

Juice, Everyday Health & Wellbeing
HelpU
Human Resources
Pensions Team
Retired Staff Association
NHS Choices
Age UK
Money Advice Service
Pensions Advisory Service
Relate UK