Retirement checklist form template
If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.
- 1 page / 120 words.
- Last updated 29/01/2023.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Retirement checklist form
Formal confirmation
Submit a retirement letter reminding the company of your upcoming retirement to your manager or supervisor who will forward it to the HR department. Please include your forwarding address in your letter.
Holiday
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This Retirement checklist form template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
It is usually delivered to the Employee by the Employer / HR.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Retirement checklist form template, to understand the workflow.
Retirement arrangements meeting invitation letter
Our Retirement Arrangements Meeting Invitation Letter template invites employees to discuss retirement plans, providing a supportive and organised approach to the transition.
Retirement announcement script
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.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Retirement checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
