Pensions

Welcome to the pensions resource section of our website. The work of the ETBI Pension Task Group has resulted in this resource area for ETBs. It will provide ETBs with up to date information on developments in the area of pensions and clarifications as they are received from the Department of Education and Skills or the Department of Public Expenditure and Reform. There are also many tools to assist ETBs in the day to day operation of pensions including templates for calculation, application forms, query log etc. Please refer any queries in relation to the pension resource area of our website to hr@etbi.ie.

Single Public Service Pension Scheme Information

• Link to dedicated D/PER Single Scheme website:  www.singlepensionscheme.gov.ie
• Single Public Service Pension Scheme – General Outline of Standard Terms
• D/PER Circular 11/2017 – Death in Service Payments and related Survivor’s and Children’s Pension issues under the Single Scheme
• Circular 13 of 2016 Single Public Service Pension Scheme – Notification of Consumer Price Index (CPI) Up-rating of Referable Amounts and Pensions
• Circular 28 Circular 28 of 2016 Employer Contributions
• Letter to Personnel Officers dated 31 October 2012 includes the Section 51 declaration form
• FAQ Document issued 9 November 2016
• Circular 02/2017: Single Public Service Pension Scheme – Notification of Position on Consumer Price Index (CPI) Uprating of Referable Amounts and Pensions
• Circular 03-2017:  Accrual of Referable Amounts under the Single Public Service Pension Scheme while on Sick Leave
• S.I. No 16 of 2017 Single Public Service Pension Scheme (Accrual of Referable Amounts while on Sick Leave) Regulations 2017
• Single Scheme Guidance Note 01/2017:  Enhancement of Benefits in cases of Retirement on Medical Grounds under the Single Public Service Pension Scheme
• SI No 15 of 2017:  Single Public Service Pension Scheme (Retirement on Medical Grounds) Regulations 2017

General

• Education Sector Superannuation Scheme 2015 Explanatory Booklet – Officers
• Education and Training Board Teachers Superannuation Scheme-2015 explanatory booklet
• Education and Training Board Teachers Superannuation Scheme (S.I. No. 292 of 2015)
• Education Sector Superannuation Scheme (S.I. No. 290 of 2015)
• Admissibility Guidelines to ETB Pension Schemes
• ETB Clarifications – A to Z Index
• Public Service Transfer Network – Members at 17 February 2014
• £’s d old values converted to £’s and €’c
• Contributory Old Age Pension Weekly Values (1964 – 2017)
• PTG Query Form
• Employee Start-up Pensionability Form

Application Forms

• RET D1 Teachers Application Form Pension & Lump Sum
• Teachers Preserved Benefits
• Teacher’s Cost Neutral Scheme
• Teacher’s Notional Service Purchase Quotation Request
• Staff other than Teachers Retirement Benefits
• Staff other than Teachers Preserved Benefits
• Staff other than Teachers Cost Neutral Early Retirement
• Staff other than Teachers Notional Service Purchase Quotation
• Refund of Pension Contributions
• Query Form
• Application for Benefits under a Pensions Adjustment Order
• Application for Survivor’s/Children’s Benefits
• Survivors Pension
• Internal Appeal Form to CE
• Appeal Form to DES
• PRD12A Pension Related Deduction
• Supplementary-pension-application-form-explanatory-note
• Supplementary-pension_certificate-from-department-of-social-protection

Ill-Health Section

• Application ill health retirement – all staff ret ih1
• Explanatory leaflet for form ih1
• Tmed1 form (academic)
• Ihr info (academic)
• Tmed1 form (non academic)
• Ihr info (non academic)
• Application ill health retirement – all staff ret ih1
• Sample acknowledgement letter of application
• Sample approved application letter
• Sample approved application letter to principal/head of centre
• Sample refused application letter
• Sample approved ill-health on appeal letter
• Sample approved ill-health on appeal letter to head of centre/principal
• Sample letter refused on appeal
• Sample letter refused on appeal to head of centre/principal

Divorce Section

• Cover Letter
• Guidelines to completing Family Law Statements
• Family Law Statement – Active member (not members of SPSPS)
• Family Law Statement – preserved pensioners with no benefit in payment
• Letter to accompany Family Law Statement – staff other than teachers
• Letter to accompany Family Law Statement – teachers
• Model Pensions Adjustment Order_Divorce
• Model Pension Adjustment Order Family Law
• Letter re acknowledge Draft PAO
• Notes to accompany Family Law Statement – active member
• Notes to accompany Family Law Statement – preserved pensioners with no benefit in payment
• Acknolwedgement Notice to Trustees
• Final PAO Adjustment Acknowledgement
• Letter to Member on receipt of PAO by the Court
• Letter to Non Member re approved PAO
• Letter to Member & Non-member on Service of NIL PAO by the Court
• Family Law – Sample Register

AVC Transfer Documents

• AVC Transfering Fund Sample
• Private Transfering Fund Sample
• Advance Notification Form (EFT) Stencil
• Bank Account Details Stencil for AVC Letter

Circular Letters

• Pre 1990
• 1990’s
• 2000-to-2003
• 2004-to-2005
• 2006-to-2010
• 2011-to-2015

Part-Time Templates

• Academic Officer Template
• Non Academic Officer Template
• Non Officer part time Template
• Tutor Template

Sample Worked Templates

• Sample Academic Officer Template
• Sample Non Academic Officer Template
• Sample Non Officer Part Time Template
• Sample Tutor Template

Other relevant documents

• Sample Electronic Query Log
• Sample Letter on Resigning Before Pension Age