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
• DPER-Circular-24-2020: Deferral of Increase in State Pension Age
• DPER Circular 15-2019: Purchase and Transfer of Retirement Benefits under the Single Public Service Pension Scheme
• DPER Circular 12-2019 Guidance on the Vesting Period in the Single Public Service Pension Scheme
• DPER Circular 03/2019: Single Public Service Pension Scheme – Notification of Position on Consumer Price Index (CPI) Uprating of Referable Amounts and Pensions
• Circular 03/2018: Single Public Service Pension Scheme – Notification of Position on Consumer Price Index (CPI) Uprating of Referable Amounts and Pensions
• D/PER Circular 18/2017 Single Public Service Pension Scheme Cost Neutral Early Retirement
• D/PER Circular 11/2017 - Death in Service Payments and related Survivors and Childrens Pension issues under the Single Scheme
• Circular 13 of 2016Single 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 26th October 2017
• £'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
• Statement of Service

Application Forms

• RET-D1-Teachers-Application-Form-Pension-Lump-Sum
• Teachers-Preserved-Benefits
• Teachers-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-Survivors-Childrens-Pension 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
• Verification of Teaching Service for Pension Purposes
• Application Form for Added Years for former SOLAS/FÁS Staff

Ill-Health Section

• Application for Ill-Health Retirement all staff IH1-
• IHR info - Procedures for Ill Health (Staff other than Teachers)
• IHR Info - Procedures for ill-health (Teachers)
• Letter - Acknowledgement on Receipt of Application
• Letter - Applicant Approved
• Letter - Applicant Approved following Appeal
• Letter - Applicant Refused following Appeal
• Letter - Applicant Refused
• Letter - Principal_Mgr - Award following Appeal
• Letter - Principal_Mgr - Award
• Letter to Applicant notifying Refusal of Ill-Health application
• Letter to Principal_Mgr - Refusal following Appeal
• Tmed1 Form (Non-Academic)
• Tmed1 Form (Teachers)

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
• Model Pension Adjustment Order Single Scheme
• 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