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Step 1: On your home page dashboard, select Start a process Step 2: Select Employer Retirement Calculations then select the type of quote you wish to run.
Step 1: Search for the relevant member by surname, folder reference or National Insurance number Please note: you can search using part of a name if you include an asterisk (*) on either side of your search. For example *Surname*. Step 2: Once the correct members details are displayed, select submit Within the quote, you can open the member’s history by selecting the arrow next to their name. From here, you can: Select View Member Data under Actions in the left-hand navigation menu to confirm the member’s hours are correct.
Enter the date of retirement and select Submit Please use either the following format dd/mm/yyyy if entering direct, or use the date picker. If the leaving date is 31/03/YYYY please input 30/03/YYYY - the reason being if you enter 31/03/YYYY the benefits will include pensions increase for the year and over-inflate the figures. For all other leaving dates, please enter the required date.
Enter the members CARE and Final Salary figures, and select submit Please note: the Final Pensionable Salary is the full time equivalent estimated pay for the 365 days prior to the last day of service. Projected Pensionable Pay is the estimated annual CARE pay (it is the actual pay and should not be scaled up if the member is part time). If the member does not have any final salary pension, you may not be asked for this figure. The projected Pensionable Pay: Annual Pensionable Pay figure is the projected CARE pay for the period 01 April to 31 March.
Please note: If you select yes to, do you want to run another quote, the document will not be saved to the member file.
If you would like to view a copy of the estimate, search for the member and the estimate will be under their documents.