Ill health retirement referrals

The criteria for ill health retirement are that the employee is permanently incapable of their current employment and either:

• Tier One - are unlikely to be capable of undertaking gainful employment before their normal pension age or
• Tier Two - are unlikely to be capable of undertaking any gainful employment within three years of leaving but are likely to be capable before their normal pension age or
• Tier Three - provides a reviewable pension for a member whose Scheme employer terminates their employment because they are permanently incapable of their current job but are likely to be capable of undertaking gainful employment within three years or before their normal pension age, if earlier. These tiers are for the Local Government Pension scheme, however similar tiers are used for other pensions schemes - for example Fire and Teachers

An Independent Registered Medical Practitioner (IRMP) will assess if the employee meets one of the above tiers. In the Occupational Health Service this role is the Occupational Health Physician.

If the employee does not meet one of the above tiers them ill health retirement will not be granted. Their absence will be managed through the absence management process.

Managers should ask the individual to complete the consent form below and then complete the ill health retirement questionnaire on the Occupational Health portal and attach the completed consent form to the ticket. They will then be referred to the Independent Medical officer for a medical assessment.

Medical Consent Form (document)

YPS Employer Ill Health Certificate Active Member (document)

IHR What to Expect (document)