Enables you to record the Primary and Enhanced Protection factor and reference if a member has been given exemption, and the maximum tax-free cash sum, if applicable.

General

Value of Pension Rights

The total value of the pension rights as of the effective date.

Primary Protection Enhancement Factor

Enter the Primary Protection Factor, if you have been given exemption.

Primary Protection Certificate Reference

Enter the Primary Protection Certificate Reference, if you have been given exemption.

Date Received

Enter the date when you received exemption.

Enhanced Protection Certificate Reference

Enter the Enhanced Protection Certificate Reference, if you have been given exemption.

Date Received

Enter the date when you received exemption.

Fixed Protection 2012

This check box is not enabled if there are any Primary Protection or Enhanced Protection details present. Select this check box if the member's Pension Benefits have been valued at £1.8 million on 6th April 2012.

Fixed Protection 2014

Select this check box to indicate the employee has applied for, and successfully been granted Fixed Protection 2014.

Individual Protection 2014

Select this check box to indicate the employee has applied for, and successfully been granted Individual Protection 2014.

Maximum Tax Free Cash Sum

Enter the maximum tax-free cash sum allowable, if applicable.

MD651S2