Checklist ✔ - Pensions

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Use the Pensions Check List to keep track of your pension tasks within Cintra iQ.


Please note, this list will be update without notice, so keep coming back to see what has been added.


Set Up Pension Provider Files 

Task Link
Define the Pension Scheme Provider 
Set up File Type
Enter Pension Scheme Reference
Assign the Pension Provider to the Pension Scheme
Create Pension Groups
How Do I Create a Pension Group?
Assign Pension Groups to Pension Members


Send Pension Provider Files 


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