Record a defined-benefit pension with the client's income information. Do not treat it as an investment-account balance.
Record the pension
Open the client's Evaluation.
In Preliminary, select the applicable income choice if it is shown.
Open Income.
Add the pension using the fields displayed for the client.
Use the client's pension documents as the source for each entry.
Save the form.
Review the saved information
Open the intended Financial Insights scenario and record the scenario, year, and pension row shown in Details. Compare that row with the saved Evaluation entry; do not infer an indexing, commencement, survivor, or tax rule from the result.
If a required field is missing, or the saved information and displayed row cannot be reconciled, contact Planworth Support with the pension label, source document date, saved entries, scenario, year, and displayed value.