Multiple Benefit and Pension card getting created while running Pension Automatic — Cloud Customer Connect
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Multiple Benefit and Pension card getting created while running Pension Automatic

Hello Team,

We have received an issue from our client related to the Benefit and Pension (BnP) card:

When an employee already has a pension scheme attached to them and undergoes a transfer or backdated transfer, the system automatically creates a new Benefit and Pension component instead of updating the existing Benefit and Pension card details. The newly created BnP card is then attached to the PAE calculation card.

Could you please help us understand the following points related to this issue?

  1. If an employee is enrolled in a pension scheme from December 2024 and now needs to be transferred to another pension scheme in January 2025 or February 2025, should we select Transfer or Backdated Transfer in this case?

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