To add an ASC Refund in PeopleXD Pension, you need to make adjustments on the Record Pension Options screen. To to this, follow the steps below in back office.
Click CorePension then click Maintenance.
Click Record Pension Option.
In the Employee Ref field, enter the employee number.
From the Chosen Pension Option drop-down menu, select the relevant option.
From the Scheme Exit Category drop-down menu, select the relevant option.
Manually enter the following refund values:
Gross Refund
Tax Deducted
Nett Refund
Date Refunded Save
To save, click the save
icon.
