Retirement templates toolkit

£ 35

Our Retirement Templates Toolkit facilitates smooth retirements, offering user-friendly templates for seamless transitions.

This Retirement Templates Toolkit is an essential resource for any organisation looking to ensure a smooth transition for retiring employees. Our toolkit includes a range of customisable templates to help you manage the retirement process effectively.

Our retirement templates cover a variety of topics, including retirement announcement letters, retirement checklists, and retirement policy templates. With our Retirement Templates Toolkit, you'll have access to templates for communicating with retiring employees, managing their benefits and entitlements, and ensuring a smooth handover of their responsibilities.

We also have budget-friendly bundles featuring this toolkit:

What is Retirement?

Retirement is the phase in an individual's life when they voluntarily withdraw from the workforce, typically after reaching a certain age or meeting specific criteria. During retirement, individuals cease regular employment and often rely on accumulated savings, pension plans, and government benefits to support themselves financially.

Employers' power to retire employees has been limited since the default retirement age (established at 65 in 2006) was removed on October 6, 2011.

Employers can no longer require employees to retire and must instead allow them to stay on until they choose to retire, unless they can identify legitimate business reasons why a specific retirement age is justified, necessary, and appropriate for their organisation and can defend this retirement age in the event of a discrimination claim.

Successive governments have pushed people to continue working (in light of shifting demographics and the cost of supporting retirees or the "economically inactive") on the idea that it helps older employees and allows firms to retain experienced and competent workers.

Retirement templates toolkit
retirement templates toolkit
retirement templates toolkit

What legal and best practice aspects should employers be aware of?

  • There is no longer a mandatory retirement age.

  • Employers should not put employees under pressure to leave because they are approaching retirement age, even those who are at or beyond the state or company pension age.

  • Employees should notify their employer of their plan to retire in line with their employment contract's notice terms.

  • Compulsory retirement is only conceivable if the employer can objectively justify it, based on social policy goals in the public interest that go beyond the interests of the business, and if forced retirement at a specific age is a proportional method of attaining them.

  • Regular workplace dialogues should take place to investigate senior individuals' career aspirations, inquire about when they may choose to retire, and allow the organisation to manage resources and finances.

  • Employers must avoid assuming that an employee's performance would deteriorate due to ageing.

  • Employers must refrain from discriminating against employees based on their age.

Retirement templates toolkit contents

Guide to navigating employee retirements

Our Guide to Navigating Employee Retirements aids seamless transitions, supporting both employees and management during crucial career shifts.

£ 20
Retirement policy template

Use this if you require a robust and practical Retirement policy template.

£ 20
Retirement acknowledgement letter template

This letter acknowledges an employees decision to retire, and provides essential information such as pension arrangements, final payments due and list the company property they are requested to return.

£ 15
Retirement arrangements meeting invitation letter template

Our Retirement Arrangements Meeting Invitation Letter template invites employees to discuss retirement plans, providing a supportive and organised approach to the transition.

£ 15
Retirement notification letter template

This letter is for employees to notify the company of their wish to retire, the proposed date on which they wish to retire, and any request for a phased wind-down.

£ 15
Retirement thank you and gift letter template

Our Retirement Thank You and Gift Letter Template helps express gratitude to retiring employees and accompanies a thoughtful retirement gift.

£ 15
Retirement checklist form template

If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.

£ 15
Retirement announcement script template

Our Retirement Announcement Script template respectfully informs the team about an employee's retirement, celebrating their contributions and wishing them well in their next chapter.

£ 15
Retirement plan for employers template

Our Retirement Plan for Employers template outlines strategies and options to support employee retirement, ensuring a secure and positive transition for your workforce.

£ 15
Why buy our Retirement templates toolkit?
  • You save time and effort with our professionally written, editable HR documents that are tailored to meet best practice.
  • You ensure compliance with applicable ACAS Codes of Conduct and other legal requirements.
  • You get process flowcharts to help you adhere to best practice.
  • You stay up-to-date with our email alerts that notify you whenever a new template or supporting resource is added or updated in this toolkit.
  • You enjoy 12 months of unlimited access with no hidden fees or extra costs.
  • You unlock a 25% discount on all future purchases or renewals of our libraries, toolkits, and templates.

What do our customers say about us?

I have been using the service now for around 6 months and it has been really useful in developing and updating polices and processes.

- Jamie Allan, Armstrong Craven ★★★★★

Armstrong Craven logo

Read full review on Google

Excellent library of resources and templates which have made my job in my small business so much easier to manage HR for my employees...

- Emma Hunt ★★★★★

Read full review on Google

Great value and the site contains an extensive library of essential HR documents. I access the site probably once a week...

- Laura Alliss-Etty ★★★★★

Read full review on Google

A great source of information and advice. I can highly recommend hrdocbox.

- Georgina Loom, The Hygiene Bank

The Hygiene Bank logo

HRDocBox is a great resource. It is incredibly good value, providing a large selection of HR guidance materials as well as...

- Emma Beauchamp ★★★★★

Read full review on Google

Enhancing Employment Opportunities for Autistic Individuals - A Government Review
Wed, 28 Feb 24

Enhancing Employment Opportunities for Autistic Individuals - A Government Review

The government has recently unveiled a comprehensive review aimed at improving support for autistic individuals in the workplace...