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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to settlement agreements.

Letter

Letter proposing Settlement Agreement - existing formal discipline, performance or redundancy issue
Letter proposing Settlement Agreement - existing formal discipline, performance or redundancy issue
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This letter proposes a settlement agreement where there is an existing formal discipline, performance or redundancy issue, outlining the terms of the offer.
Letter proposing Settlement Agreement - no prior disciplinary, performance or redundancy procedure followed
Letter proposing Settlement Agreement - no prior disciplinary, performance or redundancy procedure followed
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Previously modified

This letter proposes a settlement agreement where no prior disciplinary, performance or redundancy procedure has been followed, outlining the terms of the offer.

Letter to invite an employee to a Settlement Agreement meeting
Letter to invite an employee to a Settlement Agreement meeting
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Previously modified

Use this letter to invite an employee to a settlement agreement meeting. The letter outlines the date, time and place of the meeting and who will be in attendance. The letter also explains that the employee has the right to be accompanied at the meeting by a work colleague or trade union official.

Template

Settlement agreement template and drafting guidance
Settlement agreement template and drafting guidance
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Use this as a template to draft a settlement agreement. Guidance notes are included advising you on how to draft such an agreement.