Retirement

No normal retirement age: dismissal before 65130ZA

1

This Article applies to the dismissal of an employee if—

a

the employee has no normal retirement age, and

b

the operative date of termination falls before the date when the employee reaches the age of 65.

2

Retirement of the employee shall not be taken to be the reason (or a reason) for the dismissal.

No normal retirement age: dismissal at or after 65130ZB

1

This Article applies to the dismissal of an employee if—

a

the employee has no normal retirement age, and

b

the operative date of termination falls on or after the date when the employee reaches the age of 65.

2

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

the contract of employment terminates on the intended date of retirement,

retirement of the employee shall be taken to be the only reason for dismissal by the employer and any other reason shall be disregarded.

3

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, but

b

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

4

In a case where—

a

the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

there is an intended date of retirement in relation to the dismissal, but

c

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

5

In all other cases where the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, particular regard shall be had to the matters in Article 130ZF when determining the reason (or principal reason) for dismissal.

Normal retirement age: dismissal before retirement age130ZC

1

This Article applies to the dismissal of an employee if—

a

the employee has a normal retirement age, and

b

the operative date of termination falls before the date when the employee reaches the normal retirement age.

2

Retirement of the employee shall not be taken to be the reason (or a reason) for the dismissal.

Normal retirement age 65 or higher: dismissal at or after retirement age130ZD

1

This Article applies to the dismissal of an employee if—

a

the employee has a normal retirement age,

b

the normal retirement age is 65 or higher, and

c

the operative date of termination falls on or after the date when the employee reaches the normal retirement age.

2

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

the contract of employment terminates on the intended date of retirement,

retirement of the employee shall be taken to be the only reason for the dismissal by the employer and any other reason shall be disregarded.

3

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, but

b

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

4

In a case where—

a

the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

there is an intended date of retirement in relation to the dismissal, but

c

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

5

In all other cases where the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, particular regard shall be had to the matters in Article 130ZF when determining the reason (or principal reason) for dismissal.

Normal retirement age below 65: dismissal at or after retirement age130ZE

1

This Article applies to the dismissal of an employee if—

a

the employee has a normal retirement age,

b

the normal retirement age is below 65, and

c

the operative date of termination falls on or after the date when the employee reaches the normal retirement age.

2

If it is unlawful discrimination under the 2006 Regulations for the employee to have that normal retirement age, retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

3

Paragraphs (4) to (7) apply if it is not unlawful discrimination under the 2006 Regulations for the employee to have that normal retirement age.

4

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

the contract of employment terminates on the intended date of retirement,

retirement of the employee shall be taken to be the only reason for dismissal by the employer and any other reason shall be disregarded.

5

In a case where—

a

the employer has notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, but

b

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

6

In a case where—

a

the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, and

b

there is an intended date of retirement in relation to the dismissal, but

c

the contract of employment terminates before the intended date of retirement,

retirement of the employee shall not be taken to be the reason (or a reason) for dismissal.

7

In all other cases where the employer has not notified the employee in accordance with paragraph 2 of Schedule 5 to the 2006 Regulations, particular regard shall be had to the matters in Article 130ZF when determining the reason (or principal reason) for dismissal.

Reason for dismissal: particular matters130ZF

1

These are the matters to which particular regard is to be had in accordance with Article 130ZB(5), 130ZD(5) or 130ZE(7)—

a

whether or not the employer has notified the employee in accordance with paragraph 4 of Schedule 5 to the 2006 Regulations,

b

if the employer has notified the employee in accordance with that paragraph, how long before the notified retirement date the notification was given,

c

whether or not the employer has followed, or sought to follow, the procedures in paragraph 7 of Schedule 5 to the 2006 Regulations.

2

In paragraph (1)(b), “notified retirement date” means the date notified to the employee in accordance with paragraph 4 of Schedule 5 to the 2006 Regulations as the date on which the employer intends to retire the employee.

Retirement dismissals: fairness130ZG

1

This Article applies if the reason (or principal reason) for a dismissal is retirement of the employee.

2

The employee shall be regarded as unfairly dismissed if, and only if, there has been a failure on the part of the employer to comply with an obligation imposed on him by any of the following provisions of Schedule 5 to the 2006 Regulations—

a

paragraph 4 (notification of retirement, if not already given under paragraph 2),

b

paragraphs 6 and 7 (duty to consider employee’s request not to be retired),

c

paragraph 8 (duty to consider appeal against decision to refuse request not to be retired).

Interpretation130ZH

In Articles 130ZA to 130ZG—

• “the 2006 Regulations” means the Employment Equality (Age) Regulations (Northern Ireland) 2006;

• “intended date of retirement” means the date which, by virtue of paragraph 1(2) of Schedule 5 to the 2006 Regulations, is the intended date of retirement in relation to a particular dismissal;

• “normal retirement age”, in relation to an employee, means the age at which employees in the employer’s undertaking who hold, or have held, the same kind of position as the employee are normally required to retire;

• “operative date of termination” means—

  1. a

     where the employer terminates the employee’s contract of employment by notice, the date on which the notice expires, or

  2. b

     where the employer terminates the contract of employment without notice, the date on which the termination takes effect.

Dismissals

b

any one or more of the following—

i

the Sex Discrimination (Northern Ireland) Order 1976;

ii

the Disability Discrimination Act 1995;

iii

the Race Relations (Northern Ireland) Order 1997;

iv

the Employment Equality (Sexual Orientation) Regulations (Northern Ireland) 2003;

v

the Employment Equality (Age) Regulations (Northern Ireland) 2006.