If you need to refund an employee's pension contributions, for example, because they're exiting the single pension scheme (SPS), you need to generate a pension benefit statement on the date they're leaving the scheme and after they've left the scheme.
To do this, follow the steps in each section below, in back office.
Generate a pension benefit statement
First, you need to generate a pension benefit statement on the date the employee is leaving the SPS.
Click CorePension then click Maintenance.
Click Generate Employee Pension Benefits.
Fill in the following fields:
Employee Ref: Leave blank if generating employee benefits for all employees
Pension Scheme: To select a pension scheme, click the list
icon.Calculation date: The date the pension benefit will be based on.
Click OK then click the exit icon.
Click Maintenance then click Single Scheme Adjustment Centre.
Click the Adjustments tab then enter the values generated in step 2.
Adjust contributions, setting the superannuation refund paycode to zero.
Adjust pensionable pay to zero by work pattern.
Click the save
icon then click the exit 
icon.
Generate a new pension benefit statement
Once the employee has left the pension scheme, you need to generate a new pension benefit statement for them, to reflect their final pension details based on their exit date.
📌Note: You need to run the calculation using the same date you're processing the refund. This ensures the employee becomes dormant in the Pension module and is excluded from future calculations.
Click CorePension then click Maintenance.
Click Generate Employee Pension Benefits.
Enter the relevant data, ensuring the pensionable pay and contributions are zero.
Click Maintenance then click Employee Pension Details.
In the Employee Reference field, enter the employee number.
Press Tab on your keyboard.
In the End Date field, enter the pension leave date.
Click the save
icon then click the exit icon.Click Maintenance then click Record Pension Option.
In the Employee Reference field, enter the employee number.
Under Chosen Pension Option, select Refund of Contributions.
Check the benefits are correct.
If required, click Text then enter a memo.
To save this, click the save
icon.