If you’re being made redundant, this page explains the steps you need to take.
Your employer can visit our Employer Hub's Redundancy page for more information about their own steps.
Getting an estimate of your pension benefits
You cannot request an estimate yourself. Your employer can send us a request up to 12 months before your planned retirement date.
They can do this by:
- submitting an estimate request form, if fewer than 10 members are being made redundant
- submitting a bulk redundancy spreadsheet, if more than 10 members are being made redundant
- using Pensions Online
We’ll calculate your estimate and email it to your employer. They will then show you the estimate.
We aim to process all requests as soon as possible.
Applying for your pension on the grounds of redundancy
If your redundancy is voluntary, you need to decide if you will go ahead with the redundancy after reviewing your estimate.
Whether your redundancy is voluntary or involuntary, you need to complete a Retirement benefits claim form (AW8) (PDF: 780KB). You should do this no more than 3 months before your retirement date.
Once completed, send the form to your employer. Your employer will then complete their part of the form and send it to us along with some other information. You should not send us the form yourself.
Once we’ve processed your application, we’ll send you a letter confirming your pension benefits.
You can find out more about completing this form on our Applying for your pension page.
Receiving your payments
We aim to start paying your pension within 30 days of your redundancy date.
If you’re eligible for a lump sum, we’ll also aim to pay this within 30 days.