Moving onto the Provisions tab, the clients existing pensions can be manually added, or can be pulled through from the Holdings section using:
The following is then displayed. This section only needs to have any Personal Pensions included, there are additional tabs for Money Purchase and Final Salary schemes.
Use the + against the Pension to be added and it will then appear as below.
Once the Personal Pension information is recorded, Occupational Scheme’s can also be recorded.
This report shows the gross level contribution that the client will need to pay into a pension to attain the income they want in retirement.