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Generate the pension benefit statement

Generate a pension benefit statement for an employee.

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Written by Charlotte Alderson
Updated over 2 months ago

To generate a pension benefit statement that outlines the details of an individual's retirement benefits in Core Pension, follow the steps below in back office.

  1. Click CorePension then click Maintenance.

  2. Click Generate Employee Pension Benefits.

  3. Fill the following fields:

    • Employee Ref: Leave blank if generating employee benefits for all employees

    • Pension Scheme: To select a pension scheme, click the list Display List icon icon.

    • Calculation date: The date the pension benefit will be based on.

  4. Click OK.

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