Basics
- Minimum and Maximum Calculation for Allocated Pensions
- How to combine multiple pension accounts
- Pension Dashboard
- Commutations / Pension Reset / Pension Rollback
- How to Enter Pension Payments
- Pensions commencing partway through the year
Common Transactions
- Deleting Locked Pension Accounts
- Partial commutation not counting towards minimum pension paid.
- How to process Early Access to Super?
- ECPI when no pension payment was paid
- How to start a reversionary pension
- How to create a pension from a contribution received on the same day?
Members
- Member Account not appearing on the Member List
- Member Account not available for Commutation
- Capped Defined Benefit Income Streams and Special Value
- Edit the Tax Free Proportion
- Death Benefit Nomination Form
- Add custom fields to the Members Statements