The Incentivised Scheme of Early Retirement (ISER) was announced by the Minister for Finance in his Budget Statement of the 7th April 2009. The terms and conditions of the scheme are governed by Department of Finance Circular 12/2009. The purpose of the scheme is to facilitate the permanent, structural reduction in the numbers of staff serving in the civil service, local authorities, health sector and non-commercial state bodies, with associated restructuring of organisation and operations, in as timely a manner as possible.
Employees, 50 years of age and over by 1 September 2009 who had already accrued entitlement to preserved superannuation benefits under a public service scheme and who had not yet reached normal preserved pension age were eligible to apply for retirement under the scheme. The scheme was open to applications from 1 May 2009 until 23 October 2009. No categories of staff employed at my Department were excluded from applying under the scheme. In my Department, twenty eight members of staff applied and were approved under the scheme. Two of these subsequently withdrew their applications, resulting in twenty six retirements under the scheme (23.23 WTE).
In relation to the Health Service Executive, the terms and conditions of the ISER scheme were set out in Circular 8/2009 issued by my Department on 15 May 2009. This scheme did not apply to grades exempted from the moratorium on recruitment and promotions under the 2009 Employment Control Framework for the Public Health Sector in order to meet relevant requirements of integrated health care delivery and, in particular to address needs in the community in respect of care of the elderly and people with disabilities. Members of all other grades who met the eligibility criteria had access to this scheme provided the grades/staff groups concerned co-operated with the requirements in relation to redeployment, mobility, skill mix and flexibility. Because staff who availed of this scheme were not to be replaced (save in very exceptional cases), employers paid particular attention, when considering applications, to the scope that existed within the organisation for reorganising and restructuring work in order to minimise the impact on essential service delivery. Staff cooperation and flexibility in that regard was essential. The closing date for applications was 23 October 2009.
My Department was informed that the health service trade unions had issued a directive instructing their members not to co-operate with redeployment and reassignment requests from management. This instruction from the unions severely restricted the ability of management to organise/restructure work practice and contravened the qualification criteria for these schemes. As a result, the HSE suspended the ISER scheme on 18 June 2009.
In February 2010 sanction was received from the Department of Finance for the implementation of the ISER in the public health sector for those applicants (employed in both the HSE and in voluntary service providers funded by it) who applied before the final closing date (23 October 2009) under the scheme and who were or would be approved under its terms. The HSE has advised that at the end of August there have been 633 applications and 260 of these have been approved. My Department has recently informed the HSE that a review of eligible applications which were refused/refused on appeal for stated business reasons may now take place. Reviews must be completed and all decisions communicated no later than 31 December 2010 and applicants approved under this process must retire no later than 31 January 2011. In relation to the non-commercial state agencies that come within the remit of my Department, one application was received and approved under the Incentivised Early Retirement Scheme.