STATEMENT OF ENTITLEMENT Flashcards

1
Q

Statement of Entitlement - info Reqd

A
Date of Joining and leaving scheme
The guarantee date
The transfer value
Amount of TV that is guaranteed
The deferred benefits TV is based upon
Normal Pension Age / Early Retirement factor
Details of deferred pension - pension tranches / revaluation and escalation rates
How PCLS is provided
Any guarantee period / spouses pension
Funding position
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