Retirement Guidance Bundle of Templates

This Retirement Guidance Bundle includes guidance for managers on how to manage discussions with employees who are considering retirement in line with the Equality Act 2010 and letter templates to use during the process to provide employees with the information they need to help them plan for retirement. Documents included are:
Employee Template to Provide Formal Notification of Retirement
Letter Template to an Employee Retiring re Pension, Holiday Pay and Returning Equipment
Letter Template to an Employee Who Has Enquired About Retirement
Letter Template to an Employee Who Has Given Notice to Retire
Manager's Checklist for Employee Retirement
Retirement Policy and Procedure Template
 
New November 2025