Omni XL Reports – Pension Input Period Notices

Some administrators issue Pension Input Period notices on the last working day of each tax year, for members

· whose first post A day contribution to the arrangement was made during that tax year and

· a Pension Input Period has not been selected by the member.

The list is found on the Members tab in XL reports. It produces a list of members where:

1. a contribution was received during the tax year and

2. the ‘pension input year’ in Members, Member Details, Contributions tab is blank

The data included for each member is:

1. Member title

2. Member initials

3. Member name

4. Scheme name

5. Client Ref:

6. Agent/introducer/IFA (company name in full – not abbrev)

7. date of first contribution after A day

8. contribution amount

9. contribution type (‘Employer’ etc)

10. address fields

The data can be merged to a Word template from the spreadsheet. The data range in Excel is called ‘MergeData’, including the title row.