Medical Fitness to Work as an SNAs | Pre-Employment Medicals | Occupational Health Assessment | Ill Health Retirement Assessments

Ill Health Retirement Assessments

What is an ill health retirement assessment?
An ill health retirement assessment is a meeting / review to establish if an individual is eligible to retire early due to being permanently medically unfit for the job that they were hired to do.

Who is entitled to apply for ‘ill health retirement’?
A SNA who believes s/he is permanently medically unfit for work has the option to apply for early retirement on the grounds of ill health.

Who should I contact with regard to ill health retirement?
If a SNA wishes to apply for ill health retirement they must contact the pensions section of the Department of Education and Skills and request an application form.

How should the SNA apply for ill health retirement?
There are two forms, to be completed when making an application for Ill Health Retirement, both of which are available from the pensions section of the Department or VEC as appropriate:

• RET.D.2. to be returned to the Department/VEC and
• TMED2 to be returned to the Occupational Health Service

A sample of form RET.D.2 is located on page 17 of the Standard Operating Procedures Manual and a sample of form TMED2 is located on page 21 of this same manual.

The procedure is as follows:

• An application for retirement on ill-health pension must be completed on the prescribed Application Form RET.D.2. and submitted to the employer.
• Once the declaration is signed by the employer, this Application Form must be forwarded to the Department/VEC.
• Simultaneously Form TMED2 and all medical evidence from the SNA’s treating Physician must be sent to the Occupational Health Service. It is essential that the medical evidence submitted is comprehensive and include all relevant clinical details. It must address diagnosis, treatment and prognosis.
• The compilation of reports is the responsibility of the SNA who will bear the cost of any such reports.
• Upon receipt of the necessary reports the Occupational Health Service will contact the SNA to arrange an appointment.
• The SNA will attend for a medical assessment, part of which will involve completing an assessment form. A sample assessment form (OHA2) is located on page 16 of the Standard Operating Procedure Manual.
• Following medical assessment, a report will be filed by the Occupational Health Service and a recommendation will issue to the Department/VEC.
• The decision to approve or reject an application for ill-health retirement pension is made by the Department in its role as pension provider (or in the case of VEC SNAs by the relevant VEC). The decision is made following consideration of the recommendation on the case from the Occupational Health Service and will issue directly to the SNA.

In exceptional cases it may be possible to make a decision without calling the SNA to attend for an assessment. For instance, in a case where overwhelming evidence exists in support of an application or where a SNA has recently attended the Occupational Health Service for an assessment.

The appeals process: how to appeal a decision?
In cases where an application for ill-health retirement is not recommended the issue of an appeal may arise. A panel of medical referees is comprised of registered medical practitioners who are suitably qualified to assess medical fitness for work.

In cases where an application for ill-health retirement is not recommended the SNA may request a copy of the medical assessment report from the Occupational Health Service.  The Occupational Health Service will make available the report and the list of medical referees to assist the SNA in the event of an appeal.

This is the procedure to be followed when it is decided to make an appeal:

• The appeal must be made to the Department/VEC in writing within 30 days of the date of the letter informing the SNA of the outcome of his/her application for ill health retirement. This notification must indicate the name of the medical referee chosen from the approved list.
• The Department/VEC will notify the Occupational Health Service of the appeal and the name of the medical referee chosen.
• The Occupational Health Service will forward all relevant medical reports to the medical referee.
• The applicant will contact the medical referee and arrange a suitable time for this assessment.
• The SNA will bear the cost of this assessment. If the appeal is successful the cost of the assessment is refunded to the SNA.
• The medical referee will send a report to the Occupational Health Service for record purposes and a recommendation to the Department/VEC for action.
• The decision to approve or reject an ill-health retirement pension appeal is made by the Department in its role as pension provider or in the case of VEC SNAs by the relevant VEC following consideration of all the facts.
• The Department makes a final determination and issues a notification to the SNA concerned.
• The determination will include a statement that the determination is not binding upon any person unless the SNA agrees in writing to be bound by it and a statement that the SNA may wish to refer the dispute or complaint to the Pensions Ombudsman.

Withdrawal of Recognition on Medical Grounds