Lateral Transfer Letter Request Template for England and Wales

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Key Requirements PROMPT example:

Lateral Transfer Letter Request

"I need a Lateral Transfer Letter Request for my move from the Finance department to the Operations department at the same grade level, with the transfer to take effect from March 1, 2025, including details about maintaining my current benefits package."

Document background
The Lateral Transfer Letter Request is a crucial document in the internal mobility process under English and Welsh employment law. It is used when an employee seeks to move to a different role at the same level within their organization. The document typically includes details about the current position, proposed new role, rationale for the transfer, and any impact on employment terms. This formal request initiates the process and ensures compliance with employment regulations while maintaining clear communication between all parties involved.
Suggested Sections

1. Current Position Details: Current role, department, and reporting line

2. Proposed Transfer Details: New role, department, and reporting line

3. Reason for Transfer: Business justification for the lateral move

4. Timing: Proposed transfer date and transition period

5. Impact on Terms: Confirmation of any changes to employment terms

Optional Sections

1. Training Requirements: Details of any necessary training for new role

2. Transitional Arrangements: Temporary arrangements during handover period

3. Location Changes: If transfer involves change in work location

Suggested Schedules

1. Current Job Description: Details of current role and responsibilities

2. New Job Description: Details of proposed role and responsibilities

3. Organization Chart: Showing new reporting structure

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries
Relevant Teams
Relevant Roles
Industries

Employment Rights Act 1996: Primary legislation governing employment rights in England and Wales, particularly relevant for sections relating to changes in employment terms and conditions and protection of employment continuity during lateral transfers

TUPE Regulations 2006: Transfer of Undertakings (Protection of Employment) Regulations that protect employees' rights when their employment transfers to a new employer, applicable if the lateral transfer involves a business transfer or service provision change

Equality Act 2010: Ensures the transfer process doesn't discriminate based on protected characteristics and requires consideration of reasonable adjustments where necessary

Contract Law Principles: Common law principles governing contract formation, variation, and enforcement, including consideration of existing employment contract terms and requirements for contract variation

Data Protection Framework: Includes GDPR and Data Protection Act 2018 requirements for handling and transferring employee personal data during the lateral transfer process

Working Time Regulations 1998: Legislation governing working hours and patterns, relevant if the lateral transfer involves changes to working arrangements

National Minimum Wage Act 1998: Ensures continued compliance with minimum wage requirements following the transfer

Pensions Act 2004: Governs pension arrangements and transfers, requiring consideration of pension implications in the lateral transfer process

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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