A new Projected Pension Calculation Summary Report has been added to the Letters/Minutes section of the Reports screen. This report will display the calculation of the minimum and maximum pension details for the next financial year.
The report will detail:
- Member names
- Pension Type
- Pension Start Date
- Age (as at 1/7 of next financial year)
- Opening Balance (as at 1/7 of next financial year)
- Minimum and Maximum Amounts
- Tax Free %
Create year end entries for the fund prior to generating the report to ensure that the member's opening balance for the projected period is up to date.
How to Prepare
|From the Main Toolbar, go to Reports.
To download an individual report in PDF, Word or Excel format:
- On the left hand side of the Reports screen, Add the Projected Pension Calculation Report from the Letters/Minutes list.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.