You can send letters via email or print them from Send Pension Correspondence. Alternatively, if you've sent them outside of your software or your pension provider has sent them, you can mark the letters as sent. Click the option below to view the steps.
Select the checkbox to the left of each employee whose letter you're sending.
If required, amend the Sent On date. NOTE: It's important to use the correct Sent On date when you send the letters to the employee, to set their active membership date correctly.
Under the Sent by column, select User then Send.
The Format column confirms if letters will print or email for each employee:
To send the letters using these formats, select Send letter using specified format
Alternatively, to print letters for all employees, select Print all letters
Select Print a duplicate of each letter, to keep a copy of the letters, then click Send.
Select the checkbox to the left of the required employees.
Under the Sent On column, enter the date you originally sent each letter.
Under the Sent By column, select Provider if the pension provider sent the letters, or select User if you sent them.
Click Show as sent.
To print copies, select this option then click Show as sent.
You've now completed the process to produce your pension correspondence for this pay period.
Enhance your pension knowledge
In addition to your current support options, you can purchase tailored Pension training sessions with a product expert, to help you process pensions accurately and confidently.
TIP: To email pension correspondence to an employee, first, set this up in their record. 
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