EJRA FAQs

EJRA FAQs

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The University operates an Employer-Justified Retirement Age (EJRA) for all staff at grade 8 and above. Information about how the policy currently works is available here.

A Review Group to carry out the 10-year review of the EJRA was established by Council in Trinity term 2021. It reported to Personnel Committee and Council in Trinity term 2022. The full report of the Review Group is available here, and papers from the Group’s meetings are available on the review webpage.

Personnel Committee and Council approved the Review Group’s recommendations, and those proposals requiring legislation will be put to Congregation in Michaelmas term 2022. Draft legislation was published in the Gazette on 21 July (pp. 503 and 514-15). 

  • Grades 8-10 and clinical equivalents and ALC6 should be removed from the EJRA with effect from the date of the Congregation decision.
  • The age at which the EJRA is set for those staff for whom it is retained (Vice-Chancellor, Statutory Professors, Associate Professors and RSIV and clinical equivalents) should be raised by one year to 30 September preceding the 70th birthday with effect from 1 October 2023 (i.e. age 69).
  • The Professor of Poetry and employed visiting professors should be removed from the EJRA with effect from 1 January 2023.

Age and retirement status restrictions on committee members have already been removed from Council Regulations 14 of 2002 with effect from 5 August 2022.

The proposals are scheduled for the Congregation meeting on the 18th October 2022.  If there are no objections to the proposed changes, they will take effect as set out above and the meeting may be cancelled.

Communications regarding the arrangements for any Congregation meeting will be published in the Gazette ahead of the meeting. Further information about Congregation is available from https://governance.admin.ox.ac.uk/congregation#tab-1275006

All staff who are approaching the EJRA should have been reminded of their EJRA date no later than 2.5 years before it, and anyone who wanted an extension should have already applied (the deadline for applications for extensions is two years before the EJRA). The EJRA website carries a banner reminding staff that current EJRA policy remains in place while the review is ongoing. 

Implications for individuals if the proposals are approved by Congregation

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The proposed changes will not affect you and you will retire as planned on 30 September.

If the proposal is approved you would no longer have a fixed retirement date and would be able to retire at a time of your choosing by giving due notice. The HR Policy Team would write to you to confirm this.

If the proposal is approved you would retire as expected on 30 September 2023. The HR Policy Team would write to you to confirm that your retirement dates remains at 30 September 2023.

If the proposal is approved you would be able to delay retirement by up to one year but would have to retire at the latest on 30 September 2025, which would be your new EJRA. The HR Policy Team would write to you to confirm your new retirement date.

You should make sure that you check your annual pension scheme member statement carefully to ensure that the additional year’s contributions would not take you over your Lifetime Allowance. If you are still unsure about your individual situation please contact the Pensions Office.

If the proposal is approved you would retire as expected on that date. The HR Policy Team would write to you to confirm your retirement date.

If the proposal is approved the terms of your fixed-term contract would continue to apply, you would retire as expected at the end of your current extension and the HR Policy Team would write to you to confirm your retirement date. You could, however, apply for a further extension provided that you meet the criteria (see section VII of the EJRA Policy and Procedure).

Normally extensions should be applied for two years before the EJRA, so staff whose EJRA is currently 30 September 2024 and who want to apply for an extension would normally do so by 30 September 2022. Congregation will not have made a decision on the proposals by then, but the HR Policy Team plans to run an application round with a closing date of 5 December 2022 if Congregation decides to retain the current EJRA of 30 September before the 69th birthday.

If you would like to discuss the implications of the proposals for your particular circumstances, please consult your local HR Manager in the first instance