Checklist ✔ - Pensions

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

 

  Important

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	How Do I Set up Pension Provider Details?
Set up File Type	How Do I Generate the Pension Provider File Format?
Enter Pension Scheme Reference	How Do I Enter the Pension Scheme Reference Details?
Assign the Pension Provider to the Pension Scheme	How Do I Assign Pension Providers to Pension Schemes?
Create Pension Groups	How Do I Create a Pension Group?
Assign Pension Groups to Pension Members	How Do I Assign Pension Groups to Pension Scheme Members?

Send Pension Provider Files 

 

Task	Link
Generate Membership Files	How Do I Generate Pension Provider Membership Files?
Generate Contribution Files	How Do I Generate Pension Provider Contribution Files?