Transition to Retirement Pension commencing part way through financial year - actuarial certificate needed

Graeme Charles

• 04 October 2025 12:25

Hi

A Transition to Retirement Pension was commencing part way through financial year.

The fund already has the other member in pension mode.

To do the CE i need an actuarial certificate up to the day before the TRIS.
I previosly used Heffron, but can't work out how to do this for part of the year.

 

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• Official comment

  

  Andre Jones

  • 06 October 2025 05:11

  Hi James, 

  Thank you for reaching out and creating a Community Post.

  You’re correct, since the TRIS is starting partway through the year, you’ll need an actuarial certificate covering the period up to the day before the pension commenced. Heffron requires Create Entries to be processed to year-end before you can request a certificate, which can make it tricky in situations like this.

  In this case, I’d suggest using another actuarial provider without requiring Create Entries to be processed first. You can find a list of actuarial providers and their requirements in the following article: Summary of Actuarial Certificates in Simple Fund 360.

  Please let me know if you have further questions.   

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