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Pension estimate request

Employer Pension Estimate Request Form

Step 1 of 3

Name*
First Last
National Insurance Number*
Payroll Reference*
Date of Birth
DD slash MM slash YYYY

Please insert as dd/mm/yyyy
Employer
Department
Actual Retirement*

Pay Details
Full Time Equivalent Pensionable Pay*

(obtained from your payroll provider) Full time equivalent pay for last 365 days required for calculation of Pre 2014 benefits (if previous years pay to be used please supply copy of the calculation).
Career Average Pay/Assumed Pensionable Pay from 1st April to Date of Leaving (MAIN SCHEME)
Career Average Pay/Assumed Pensionable Pay from 1st April to Date of Leaving (50/50)
Career Average Pay/Assumed Pensionable Pay to previous 31/03 (If not already posted) (MAIN SCHEME)
Career Average Pay/Assumed Pensionable Pay to previous 31/03 (If not already posted) (50/50)

Details of Career Average Pay and Assumed Pensionable Pay can be found in our factsheets, available on our website www.cheshirepensionfund.org.
Current hours*

Please state if less than a 52 week per annum contract
Date of last hour change
DD slash MM slash YYYY

Please insert as dd/mm/yyyy
Previous hours

Please state if less than a 52 week per annum contract
Anticipated Date of retirement (Requests for more than one date must be made on individual forms)*
DD slash MM slash YYYY

Please insert as dd/mm/yyyy
Reason for Retirement
Reason for retirement*
If Ill Health Please Indicate
Flexible (Reduction Waived)
For age 60 plus retirements the reduction on benefits which are accrued before 1st April 2014 can only be waived on compassionate grounds, in all cases save Flexible retirement. Reductions on benefits accrued after 31st March 2014, or paid on Flexible retirement grounds, can be waived for any reason, at the employers discretion. For retirees before age 60, reductions prior to the members 85 year rule protected date can only be waived on compassionate grounds, or for any reason after this date. Please contact the Pension Fund for more information. There is a cost to the employer in all cases for waiving benefit reductions.
Age 60 + (Reduction Waived)
- Pre 2014 (Compassionate)
- Post 2014
- No
For age 60 plus retirements the reduction on benefits which are accrued before 1st April 2014 can only be waived on compassionate grounds, in all cases save Flexible retirement. Reductions on benefits accrued after 31st March 2014, or paid on Flexible retirement grounds, can be waived for any reason, at the employers discretion. For retirees before age 60, reductions prior to the members 85 year rule protected date can only be waived on compassionate grounds, or for any reason after this date. Please contact the Pension Fund for more information. There is a cost to the employer in all cases for waiving benefit reductions.
Age 55 - 59 (Reduction Waived)
- Pre Protected Date (Compassionate)
- Post Protected Date
- No
For age 60 plus retirements the reduction on benefits which are accrued before 1st April 2014 can only be waived on compassionate grounds, in all cases save Flexible retirement. Reductions on benefits accrued after 31st March 2014, or paid on Flexible retirement grounds, can be waived for any reason, at the employers discretion. For retirees before age 60, reductions prior to the members 85 year rule protected date can only be waived on compassionate grounds, or for any reason after this date. Please contact the Pension Fund for more information. There is a cost to the employer in all cases for waiving benefit reductions.
Age 55 - 59 ( Rule of 85)
If the ’85 year’ rule is switched on for retirees between age 55 and 59, there will be a cost to the employer. This enables full protection. If the member retires post age 60 full protection is automatic at no cost to the employer.
If redundancy or efficiency is the estimate for costing purposes only?
The following section should only be completed if your pensions discretion policy allows this.
Additional Pension Benefits to be granted
If ‘Yes’ please attach copy of Additional Pension Benefit calculation
Drop files here or

Max. file size: 4 MB.
Additional Pension Benefit (APB) calculator can be found at: (Currently under Review) Please note that redundancy compensation and APB cannot both be awarded.

Address to which estimate is to be returned
Street Address Address Line 2 City Postal Code Country
Email to*
Enter Email Confirm Email
Submission Date*
DD slash MM slash YYYY

Please insert as dd/mm/yyyy
The estimate calculated by Cheshire Pension Fund is as accurate as possible using the information provided but is intended as a guide and not a guarantee of benefits.

Pension estimate request

Employer Pension Estimate Request Form

Step 1 of 3

Pay Details

Reason for Retirement

The following section should only be completed if your pensions discretion policy allows this.