WorksheetsPKT Feb 2023
Total questions: 10
Worksheet time: 5mins
Mr Smith has provided us with incomplete forms to start for his Early Retirement settlement from the ABC Scheme. As per the procedure a letter was issued explaining same and case was pended for 1 month. After 1 month the case had unpended what action we will take?
DOR – 10/11/2022 and NRD – 02/02/2023 –
Complete the case
Issue another Chaser
Pend again for 1 more month without any action
Which of the following notes are not available on guidance site which relates to Retirement procedure
Triavial Commutation
DB Retirements
Pend Guidance
System Updated
Mrs Harris joined ABC Scheme on 10/01/2022 and left on 25/04/2022. The options available to the member are 1. Cash transfer sum and 2. Refund. What is the disclosure deadline to provide the options?
2 months from date of notification
3 months from date of notification
2 months from date of leaving
3 month from date of leaving
All members who have paid DC contributions or have accrued DB benefits since 6 April 2006 are subject to ………………………………
AA
PIA
LTA
GMP
Can we accept a scanned version of Letter of Authority
Yes
No
What is the fee charged for second transfer value? (Generic Scheme)
360 + VAT
432
432 + VAT
360
Which of the following is a mandatory data item that a Letter of Authority should contain to enable us to correctly identify the member and to carry out our usual DPA checks.
Address
DOB
Scheme Name
Full name
Which of the following cannot be sent on reduced checking:
Quotation Holding letter
Resending previous correspondence
No projection letter
Deferment letter
Mr Taylor’s service is from 1/8/1886 to 28/3/1990. Member also has GMP benefits. While preparing letter in Transfer Quotation using Doc Prod what option we will select for GMP Inequality dropdown:
Included
Not Included
No 90 to 97 GMP benefits for member
What are the 2 imporatant Point in a valid LOA
Member name and Scheme Name
Member Name and DOB
Address and DOB
DOB and NINO
