Retiring from the HSE (HR107a): The Process, Step by Step
Retirement from the HSE is a process you start months in advance — pensions take time to set up, and the paperwork matters. Here’s the sequence.
Before anything: know your scheme
Your minimum and normal retirement ages — and how your pension is calculated — depend on when you joined the public service (pre-2004, 2004–2012, or the post-2013 Single Scheme). Our HSE pension guide covers the schemes, the lump sum, and how to boost benefits with AVCs before you go.
The process
- Give plenty of notice — start the conversation with your manager and pensions/HR several months out (three months is a common working minimum; longer is smoother).
- Request a pension estimate from your pensions administrator so you know your lump sum and pension figures before you commit dates.
- Submit form HR107a (retirement) from the official HSE HR forms page; HR107b covers pension dependants and HR114 the pension rate of pay.
- Use up or resolve outstanding leave — untaken annual leave is typically taken before the date or paid per policy.
- Confirm your final pay and pension start — your last salary payment, the lump sum, and the first pension payment dates.
Considering going earlier? Cost-neutral early retirement and ill-health retirement are separate routes with their own rules — talk to pensions before assuming. See our guide to every HSE HR form.
Scheme rules and retirement ages are set by your pension scheme's terms — always work from a written pension estimate, not assumptions.
Frequently asked questions
- How do I retire from the HSE?
- Give months of notice, request a pension estimate from your pensions administrator, submit form HR107a (with HR107b for dependants), resolve outstanding annual leave, and confirm your final pay, lump sum and first pension payment dates.
- What age can I retire from the HSE?
- It depends on your scheme: joiners before 2004, 2004–2012 joiners, and post-2013 Single Scheme members have different minimum and normal retirement ages. Work from a written pension estimate for your own scheme.
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