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Running Estimates

This site is for employers

Retirement Quotes


The following guidance notes have been prepared to help you through the process of producing individual member quotes and employer costs for various retirement types.
Start the Process

Step 1: On your home page dashboard, select Start a process

The employerHub Dashboard menu

Step 2: Select LG Employer Calculations and then select 1 of the 3 estimate options

The employerHub Retirement quote option

Search for the member

Step 1: Search for the relevant member by surname, folder reference or National Insurance number

The employerHub member search

Please note: you can search using part of a name if you include an asterisk (*) on either side of your search. For example *Surname*.

Step 2: Once the correct members details are displayed, select submit

The employerHub member details

Run the Estimate

Enter the date of retirement and select Submit

Please use either the following format dd/mm/yyyy if entering direct, or use the date picker.

If the leaving date is 31/03/YYYY please input 30/03/YYYY - the reason being if you enter 31/03/YYYY the benefits will include pensions increase for the year and over-inflate the figures. For all other leaving dates, please enter the required date.

The employerHub retirement quote, enter date of leaving

Enter the members CARE and Final Salary figures, and select submit

The employerHub Type of retirement selection

Please note: the Final Pensionable Salary is the full time equivalent estimated pay for the 365 days prior to the last day of service. Projected Pensionable Pay is the estimated annual CARE pay (it is the actual pay and should not be scaled up if the member is part time).

If the member does not have any final salary pension, you may not be asked for this figure.

The projected Pensionable Pay: Annual Pensionable Pay figure is the projected CARE pay for the period 01 April to 31 March.


Members document area to view saved quotes

Please note: If you select yes to, do you want to run another quote, the document will not be saved to the member file.

View Saved Quotes

If you would like to view a copy of the estimate, search for the member and the estimate will be under their documents.

Members Documents area, displaying quote results



Employers are reminded that they have the ability to produce individual member quotes and employer costs for the following retirements:

  • Redundancy/interest of Efficiency
  • Early Retirement – with the option to switch on the 85 year rule protection
  • Flexible retirement
  • Compassionate grounds – reduction waived
Please note the retirement quote will not generate a quote if a member is not eligible for retirement i.e. under age 55.

Employer retirement quote facility is available through employer hub, please use the guidance notes to help you through the process. Where possible the quote will pre-populate with information we hold on member records - such as pay details from monthly remittances, with the ability to overwrite these details if necessary.

An important point to note is that member benefits/employer costs are based on the information input into the quote. Actual benefits/employer costs will be calculated using the final pay details received on the Termination Form.

Please continue to direct any bulk redundancy figures to us here at HQ. Bulk quote is for 20+ members.

As always if you experience any problems or require any training, please email employersupport@sypa.org.uk

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South Yorkshire Pensions Authority,
Oakwell House,
2 Beevor Court,
Pontefract Road,
Barnsley,
S71 1HG


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Tel: 0300 303 6160

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