Certain scheme provisions, such as Ill Health Retirement, require medical advice. The exclusive provider of scheme medical advice is, currently, Capita Health & Wellbeing.
Employers and pensions administrators must use Capita Health & Wellbeing when dealing with Ill Health Retirement requests from staff or when considering them for Ill Health Retirement.
Capita Health & Wellbeing have a dedicated helpdesk for employers:
Email: ReferralsIHR@capita.co.uk , telephone 0845 601 1994. (This number is not for members. Members who have medical related questions should raise them via their employer.)
The Ill Health Retirement – Procedural Guidance for Employers [PDF 153KB - Updated May 2012] provides guidance on the medically related benefits of the Civil Service pension arrangements, the criteria for award and the evidence required so that cases can be processed as effectively and efficiently as possible (This guidance will form Annex 6J of the Employers’ Pension Guide). In addition there is also a spreadsheet showing the new process for any IHR cases affected by the HMRC annual allowance restrictions - It has not been incorporated into the main document due to it’s size and you should note that this document is set to print in size A3
- Ill Health Retirement process spreadsheet [EXCEL 87KB - across 2 worksheets]
- Ill Health Retirement process spreadsheet [PDFversion 24KB]
The Medical Reviews and Appeals Guide provides guidance on appeals. We have provided a range of order forms for each type of standard referal. You can view the full range on our Employer Forms page, please also refer to EPN309.
Capita reports
Capita Health & Wellbeing produce quarterly management information reports.
- Annual Report 2009-2010 [PDF 323KB]