Pension Setup Wizard

The Pension Setup Wizard enables quicker and easier on-boarding of clients. This Wizard has been designed to pave way for significant speed improvements in implementing pensions.

Prerequisites

• No prerequisites.

Rules and Guidelines

• Fields that are marked with red asterisks (*) are mandatory.
• As the user moves to the next screen, the data is saved and the progress item changes to Green. Items that have not yet been navigated are in color Grey. Colors do not change back (i.e. from Green to Grey or Green to Red) if the user navigates Back.
• The items are not selectable as the Next and Back buttons will navigate through the Wizard.
• Clicking Cancel will close the Wizard after confirmation (where a warning message is displayed) but any saved data will remain if the user has gone past the first screen.

 

Select Start Wizard to initiate the process.

For more information, click on the specific pages included in the wizard:

• Pension Scheme Creation and/or Selection
• Pension Details
• Qualifying Earnings
• Pensionable Pay
• Pension Code
• Contributions
• Salary Sacrifice
• Employees