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Bold leap into retirement

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  • Pat38493
    Pat38493 Posts: 3,332 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Hello everyone 

    My partner put in a request last month to move to 4 days from the end of June, to tie in with my early retirement. He was asked to complete a business case to do this (?), and after chasing, his manager told him she has ‘pencilled’ in a meeting with him to discuss this at the end of next month. He’s not happy.

    The usual shambolic diary management, and lack of care shown to him and fellow employees has now left him thinking he would also like to be able to step away. We have gone over and over the figures and it would be feasible. 

    I am a little surprised that he is seriously considering fully retiring, as there are still many aspects of his job he likes. Honestly, I think they have just ground him down, and he is exhausted by it all.

    I also suspect that he can see that with my early retirement looming, I have a light at the end of my tunnel, and this has made him reconsider what he really wants to do.

    We also have 2 members of our immediate family (aged 25 and 41) with a terminal cancer diagnosis, and it really puts everything into perspective.

    I’m sorry if this is a downbeat post, I don’t intend it to be. It’s an overused phrase, but life is too short, we enjoy each others company, but we are also very open to finding new things to explore, adventures to embark on and hobbies to try (individually and jointly), to fill our time and I’m excited about this next phase of our life.

    Please keep posting and sharing
    The request for a business case to moving on 4 days is because the employer is viewing the request under the flexible working time legislation, and therefore think that they have the right to refuse if they want to by concocting a valid reason.  I suspect that if he makes it clear that he is going to leave completely if they say no, they will then see that the boot is not on the foot that they think it is, and they will change their tune quite quickly if they value him as an employee.
  • Smudgeismydog
    Smudgeismydog Posts: 340 Ambassador
    100 Posts Second Anniversary Photogenic Mortgage-free Glee!
    Thanks Pat38493, that’s very helpful 
    I’m a Forum Ambassador and I support the Forum Team on the Pension, Debt Free Wanabee, and Over 50 Money Saving boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.
  • @Smudgeismydog I’m so sorry to hear about your family members. That’s just awful news and I can understand how it’s making your OH reevaluate things. 

    He’s not being treated very well. I am sure the law in flexible working is changing next month and employees don’t have to say how the company are expected to cover their work if they reduce their hours. Worth looking into? But I think if you can manage him going, then go for it! It’s hard working for a company that treats you like that. 
  • @MallyGirl I’m so sorry to hear your news too. It’s making me appreciate how lucky I am ❤️
  • Sarahspangles
    Sarahspangles Posts: 3,239 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Hello everyone 

    My partner put in a request last month to move to 4 days from the end of June, to tie in with my early retirement. He was asked to complete a business case to do this (?), and after chasing, his manager told him she has ‘pencilled’ in a meeting with him to discuss this at the end of next month. He’s not happy.

    I wouldn’t read too much into the fact he’s been asked to produce a business case. Managers have to follow whatever process the business has agreed, and apply it consistently, otherwise they’re wide open to claims of discrimination.

    But I also think it’s worth him having a proposal ready for a staged retirement!
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  • barnstar2077
    barnstar2077 Posts: 1,650 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper Photogenic
    edited 14 March 2024 at 11:31PM
    I too think it is worth giving some thought to how the business might cover his absence should he drop down in days.  Having an ailment that would benefit from reduced hours would also be useful.

    When I dropped down to four days I told them it was to reduce my stress and anxiety, as well as to help me with a couple of physical ailments.  I also said that as I work alongside agency workers, my absence could be covered by offering an agency worker more hours.  It was approved on the day I put the request in. 
    Think first of your goal, then make it happen!
  • Rich1976
    Rich1976 Posts: 695 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    edited 15 March 2024 at 7:46AM
    It does seem unfair that an employer should expect an employee to put together a business case as to why they want to reduce their hours. We have exactly the same written into our contracts and explains that before they would consider it the business case should include things like the tasks that the employee does and how it would impact their department if they did reduce their hours.

    surely that is the problem for the department manager/company to sort out and shouldn’t be on the head of the employee. 
  • Sarahspangles
    Sarahspangles Posts: 3,239 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Rich1976 said:
    It does seem unfair that an employer should expect an employee to put together a business case as to why they want to reduce their hours. We have exactly the same written into our contracts and explains that before they would consider it the business case should include things like the tasks that the employee does and how it would impact their department if they did reduce their hours.

    surely that is the problem for the department manager/company to sort out and shouldn’t be on the head of the employee. 
    Actually it’s a statutory requirement, and I see some of the process is about to change.

    https://www.gov.uk/flexible-working/applying-for-flexible-working
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  • Rich1976
    Rich1976 Posts: 695 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    Rich1976 said:
    It does seem unfair that an employer should expect an employee to put together a business case as to why they want to reduce their hours. We have exactly the same written into our contracts and explains that before they would consider it the business case should include things like the tasks that the employee does and how it would impact their department if they did reduce their hours.

    surely that is the problem for the department manager/company to sort out and shouldn’t be on the head of the employee. 
    Actually it’s a statutory requirement, and I see some of the process is about to change.

    https://www.gov.uk/flexible-working/applying-for-flexible-working
    It still puts it back on the employee though to justify how it will impact the business. The fact that people on here talk about wanting to do reduce their hours in the rundown to full retirement doesn’t seem to be justified from an employer point of view as that person still needs to consider how the workload will be impacted.
    at my place for example I doubt anyone would be granted part time hours especially in my department as we struggle as it is when someone is on holiday for a week or two, let alone potentially having some of their work redistributed to the rest of us permanently .
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