If the scheme uses the flexible benefit rules, the Claim Menu will display the Life Time Allowance Details option for selection.
Life Time Allowance Details makes provision for the capture of values from external sources including other funds within the UK, at the time when a claim is processed.
Select Life Time Allowance Details from the sub-menu on the left. The JU3ME Life Time Allowance Details screen will be displayed.
Capture details as follows:
|
Other Pensions in Payment |
Pensions that are currently being paid to the member. |
|
Pension Provider |
The name of the Institution that currently pays the pension. |
|
% of LTA / Pension |
The Life Time Allowance (LTA) percentage of the Pension. |
|
Other Pensions Coming into Payment |
Any other pensions that may come into payment for the member at the same time as the pension payment being processed |
|
Pension Provider |
The name of the Institution that will be paying the pension. |
|
% of LTA / Pension |
Percentage of Life Time Allowance (LTA) or Pension. |
Click OK when all of the data has been captured.
The JU3ME Life Time Allowance Details screen will be displayed with the captured data.
