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Ill health retirement and serious ill health retirement forms271436

Ill health retirement and serious ill health retirement forms

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Can I retire early due to ill health?

  • This is not a claim for your pension, but a request to see what you would be granted if you were to go on to make a claim.
  • The Ombudsman can only investigate and give a decision on any complaints or disputes relating to interpretation of the law or maladministration.
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  • First stage appeals are handled by the disputes officer, and additional medical evidence is considered by a different medical officer to the one who made the initial decision.
  • The platform employs a range of security measures to ensure that your personal information and financial data are safe.
  • You should not rely on evidence being provided only by your GP, as the scheme’s medical advisers are unlikely to accept this as sufficiently robust evidence of permanent incapacity for work.

Members must provide detailed personal information, medical reports supporting their health condition, and relevant employment details. This form is integral in determining eligibility for different tiers of benefits, helping assess whether a member’s health condition severely limits their ability to perform their role. Ill health retirement and serious ill health retirement formsWhat can I do if my ill health application has been rejected?

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The Ombudsman can only investigate and give a decision on any complaints or disputes relating to interpretation of the law or maladministration. This time limit may place additional pressure on you as there is almost always a need to submit additional/new medical evidence with an appeal. (Please see the Country-specific links section below for links to the relevant forms for each country.)

What is considered ill health?

If you become too ill to work, and have not reached normal pensionable age, you may be able to retire and take your pension benefits. Find out more about pensions abatement in our general pensions guide. If you are in receipt of Tier 2 IHR benefits and you take further employment and you are then earning more than the Lower Earnings Limit, your benefits will be reduced to Tier 1. Any earnings you have from employment will be taxable, this includes your pension if you receive one. Second stage appeals are handled by a scheme manager and, once again, additional medical evidence is considered by a different medical adviser to the one previously involved in earlier decisions. First stage appeals are handled by the disputes officer, and additional medical evidence is considered by a different medical officer to the one who made the initial decision.

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