# Whirl the World - Retiring Employees

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Whirl the World wishes to ensure that the transition from work to retirement is as simple as it can be. The following checklist is designed to cover most of the matters that need to be dealt with. If you identify anything else that would help you, then please let Human Resources know.

## Advance matters

Item | Action
Pension arrangements | You need to consider whether you want to receive your pension immediately or defer it until some future date. It is strongly recommended that you consult your own financial advisor before making this decision. The company needs to know your decision no later than one month before your retirement date.
Leaving events | Normally all employees will be taken to dinner by their line manager. A social occasion will also be funded by the company for all employees with over five years service. It is recognized that some people prefer not to have such events. The company asks that two months notice is given of your wishes. In the event that you do not wish to have such an event, a donation can be made to a charity of the employees choice.
Meetings with Line Manager | Meet with your line manager three months and two months before you leave to discuss what information needs to be known by whoever will take over your responsibilities. Start preparing suitable documentation. At one month before you leave, the meetings should become weekly. At this meeting you should also discuss any matters that are concerning you so that the company can address these matters.
Customers | If your role involves close customer contact, you should liaise with your line manager regarding when your retirement is announced.

## On the day

Item | Action
Computers / phones / other company property | Return to the appropriate department or your line manager. Ensure that you are given a receipt indicating the item was returned in good condition or noting any damage.
Building / car park passes | Return to Facilities Department.
Expenses | Ensure that you have submitted a claim for all outstanding expenses.
Work station | Clear all personal items.
Phone message | Ensure the message is changed by your successor. If no one has been appointed, leave a message advising who callers should contact.
Email | IT will ensure your emails are forwarded to your successor if appointed or a person nominated by your line manager.

## After you leave

It is not the end of our association! We really would like to assist where we can so do contact us where you think there is something that can be done to help you.

Employees who have worked for the company for more than ten years will continue to receive the full travel discounts enjoyed by working employees. This applies to your spouse / partner and is lifetime for both of you.