Enables you to maintain detailed information about a transfer-in. Besides showing detailed transfer information, this window also gives access to separate windows for transfer-in amounts that were accrued before and after 6 April 1997.

Transfer Details

Date Transferred

Enter the date the transfer in of pension rights took place.

Total Transfer Amount

Display only. Total transfer value received. The amount is the total of the pre-97 and post-97 transfer value amounts.

Transferring Scheme

Enter the name of the pension scheme from which the transfer of pension rights is being made.

Date Established

Enter the date when the scheme from which pension rights are to be transferred was established.

IR Regime

Enter HMRC regime applicable to the transfer, or select one from the drop-down list. The options are set up in the IRREG narrative category.

Transfer Co.

Date Joined Transferring Company

Enter the date when the member joined the organisation from which the pension rights are being transferred.

Date C.O.E. Started

Enter the date when the member started contracted out employment in the organisation from which pension rights are being transferred.

Date Joined Transferring Scheme

Enter the date the member joined the pension scheme from which the pension rights are being transferred.

Date Left Transferring Scheme

Enter the date when the member left the previous scheme.

Buttons

Pre 97 Detail

Click this button to display Pre 6/4/1997 Transfer In Detail, where you can enter details of any pension rights accrued prior to 6 April 1997.

Post 97 Detail

Click this button to display Post 5/4/1997 Transfer In Detail, where you can enter details of any pension rights accrued later than 5 April 1997.

User Fields

Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

MD606G19