Pre Valuation Date Revaluation

Select from the drop-down list how to revalue the excess pension between date of leaving and valuation date. The options are:

• No
• Fixed Rate
• s52 index

Use No where the excess pension already includes revaluations to the valuation date.

Use Fixed Rate where a single rate of revaluation applies between date of leaving and date of valuation. The value can then be entered in the Pre Valn Date Rate.

Uses s52 Index where a table of revaluation rates between date of leaving and date of valuation should be applied. The table can be entered in the Pre Valn Date Factor Set.