Enables you to view a summary of the annual calculations carried out, to determine if the annual allowance has been exceeded.

Note: This screen is populated when benefit statements are processed for deferred and active members.

Paging Area

Date

Display only. The date on which the calculation occurred.

Tax Year

Display only. The tax year to which the calculation relates.

Benefit Calculation

Display only. The type of benefit calculation used.

Detail

Click WINDOW to display Annual Allowance Details, where you can view details of the annual allowance calculations.

MD651S3