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Adjustments for referable amounts aren't showing on the benefit statement

Adjustments for referable amounts from previous employment aren't showing on the employee's benefit statement.

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Written by Charlotte Alderson
Updated over 2 months ago

If referable amounts from previous employment aren’t showing on an employee’s pension benefit statement, you need to check the dates linked to their pension scheme.

For adjustments relating to a time before the employee joined your organisation, the pension scheme dates need to reflect that period correctly.

To update the dates, follow the steps below in back office.

  1. Click CorePension then click Maintenance.

  2. Click Employee Pension Details.

  3. In the Employee Reference field, enter the employee reference number.

  4. Press Tab on your keyboard then click Edit.

  5. Check the following fields:

    • Original Date of Joining: Displays the date they joined the scheme with their previous employer.

    • Date of Joining: Displays the date they joined the scheme with your organisation.

  6. To save this, click the save image.png icon.

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