In considering retirement matters, staff and managers are encouraged to read all relevant guidance on retirement and pensions. As noted in the Introduction, further details are available on our website here and on the Pensions Office website here

In addition, both staff and managers may find it helpful to attend training on retirement matters. The following section outlines relevant training opportunities.

For staff 

  • Stepping forward with confidence into retirement: This course, offered by the Oxford Learning Institute, is available to all employees at the University who are considering or approaching retirement. It explores the ways in which individuals can navigate the transition to retirement. For further details, please visit the OLI website here

For managers

Each of the courses below has a wide syllabus, of which retirement processes form a part. Your local HR team or HR Business Partners in Personnel Services will be able to discuss any individual situation with you in detail, including how to manage a discussion with a member of staff about their plans.

  •  Induction for Heads of Department and Faculty Board Chairs: The Oxford Learning Institute co-ordinates an annual programme of induction and development for new Heads and Department Faculty Board Chairs. The programme includes a focus on personnel matters, including the Head of Department’s role in the retirement process for staff. Further information available here.
  •  Developing Leadership and Management Practice: This course, also run by the Oxford Learning Institute, is geared towards departmental, faculty and divisional administrators at grades 8 to 10. Further information is available here.

In addition, departments are encouraged to include general discussions about future plans as part of Personal Development Reviews (PDR).The Oxford Learning Institute offers a range of resources and specific training about PDR. For further details, please visit the OLI website here.