step by step guide to using axise
TRANSCRIPT
AXISe Internet Member Self Service
Table of contents 1 Introduction 4 2 Warning Page 5 3 Password request 7 4 Validation entry Error! Bookmark not defined. 5 Security Password Entry 9 6 Navigation Bar Error! Bookmark not defined. 7 Personal Details – Active/Deferred/Pensioner 10 8 Membership Details – Active/Deferred 11 9 Transfer Details – Active/Deferred 12 10 Financial Details – Active/Deferred 13 11 AVC/Added Years Details – Active/Deferred 14 12 Benefit Projector 15 13 Options - Active/Deferred/Pensioner 20
13.1 Change of Password 20 13.2 Change Lifestyle questions 21 13.3 Beneficiary Nomination 22
14 Pensioner Specific Page Details 24 14.1 Pension Details 24 14.2 P60 End of Year Information 25 14.3 Pensioner Payslip History 26 14.4 Pensioner Payslip Details 27
AXISe Internet Member Self Service
AXISe Internet Member Self Service
1 Introduction AXISe Internet Member Self Service provides internet facilities to enable active scheme members, deferred beneficiaries and pensioners to access their own data. It enables 24 hour access for members and provides greater and faster access to more information.
Access to this system is currently not available to pensioner members but will be developed as part of the Integration Programme LPFA is running with Hertfordshire CC. The website and this guide will be updated once this service is available.
To benefit from AXISe Internet Member Self Service you will need to use Microsoft Internet Explorer 5.0 or later.
AXISe Internet Member Self Service
2 Warning Page After clicking on the link to AXISe Internet Member Self Service from the homepage, registered and unregistered members will be presented with the Warning page:
The page includes a warning regarding unauthorised access and a ‘Password Request’ button for first time users or those who may have forgotten their existing password.
Previously registered members who have forgotten their password and select the Password Request option are forced to select two new lifestyle questions when they login with their new password.
AXISe Internet Member Self Service
3 Password Request
Members who logon to Axise Internet Member Self Service and request a password for the first time have to complete a registration process.
The yellow fields are mandatory and you will need to complete your Surname, Forename, DOB, address and NI number correctly, as if this information does not match the data held on our system the password will not be created.
When you click enter an email is issued to LPFA and they will set up your password. If you have provided an email address your password will be emailed to you. If you have left the email section empty you will receive a letter in the post.
PLEASE NOTE: The average turnaround time for passwords is 10 days – the system does not instantly generate passwords.
AXISe Internet Member Self Service
4 Validation Entry – Usual entry Once you have your password you can simply click enter on the front screen. You will then be asked to provide your Surname, NI Number and Password.
The error message ‘Details Do Not Provide A Correct Match’ is displayed if an invalid combination of Surname, NI Number and Password is entered.
If invalid credentials are entered 3 times the login will be disabled and the member will need to contact their administering authority to have their login re-enabled.
The contact details for any problems are:
.
When logging on for the first time you will also be asked to select two lifestyle questions and confirm a relevant response. You will also be prompted to create a new (more relevant) password, which will be case sensitive.
AXISe Internet Member Self Service
5 Security Password Entry On each subsequent access to the system, AXISe Internet Member Self Service will randomly display one of the lifestyle questions after the member has completed the Validation Entry page. If the member inputs an incorrect response three times their login will be disabled.
If this happens you should contact [email protected]
AXISe Internet Member Self Service
6 Navigation Bar The navigation bar is present on each page of AXISe Internet Member Self Service. The list of options is dynamic and changes depending on the member’s status and their available data views.
Simply select the corresponding icon to navigate to the relevant page. The help icon can be selected at anytime to view help on the page being viewed.
AXISe Internet Member Self Service
7 Personal Details – Active/Deferred/Pensioner The first page to be displayed you logs on to AXISe Internet Member Self Service is the basic details page. Your full name and status is displayed on the banner at the top of the page. The following member information is also displayed:
Surname
Initials
NI Number
Status
Date of Birth
Sex
Marital Status
The basic details page also displays the member’s latest address, telephone number, email and address stored on AXISe.
PLEASE NOTE: You are currently unable to change your address details and can only view information at this stage.
AXISe Internet Member Self Service
8 Membership Details – Active/Deferred The Membership Details page displays your current employer service history. It also includes whether you are currently full or part time.
In addition, service history lines are displayed showing:
Employer
Dates of service
Service in years and days
Whether the service was full, part time, transferred in or other.
AXISe Internet Member Self Service
9 Transfer Details – Active/Deferred The Transfer Details page displays the name of your current employer, the latest date that your current employment conditions apply, whether you are currently full or part time and your hours worked.
In addition the page displays details of up to three transfer values with the following information:
Transferring scheme
Date it was received
Amount of the transfer value
Period of service credited in the local government scheme
AXISe Internet Member Self Service
10 Financial Details – Active/Deferred
This page displays the following financial information:
Current employer
Start Date of current employer conditions
Basic Contribution Rate as a percentage
Date to which pensionable remuneration has been calculated and associated annual value , which is normally calculated by contributions paid in the financial year
Any additional contributions in respect of additional voluntary contributions (AVC’s) or added years are accessed through the AVC and Added Years page.
AXISe Internet Member Self Service
11 AVC/Added Years Details – Active/Deferred
The AVC’s/Added Years Details page displays your Current Employer, Start Date and Basic Contribution Rate at the top of the page. Any additional contracts (up to a maximum of 10) are displayed in the table immediately below, this includes the following information:
Type of contract
Percentage rate of additional contribution
Date started
Date finished or due to finish
Service purchased in years and days, if applicable
AXISe Internet Member Self Service
12 Benefit Projector Benefits are automatically calculated using the standard AXISe legislatively compliant benefit calculations. The benefits displayed are for illustration purposes only and members should not make decisions on the results without first contacting their pensions section for a formal quotation.
12.1 Initial Benefit Calculation For all calculations, the initial Final Pay figure will use the latest pay on record. For part time members, this will be the full time equivalent figure.
AXISe Internet Member Self Service
12.2 Subsequent Benefit Calculations A member can process further benefit calculations by inputting a new date of leaving and/or pay figure. Members who are part-time should input their actual rate of pay, AXISe will automatically convert the actual rate of pay to the full time equivalent (using the current part time hours from the Basic Details data view) before performing the calculation.
12.3 Formal Estimate Request – Active Members Only A member can select the ‘Request Estimate’ button at the bottom of each page to request a formal estimate from the pensions section:
12.4 Local Government Pension Scheme - Active Members
AXISe Internet Member Self Service
On selection of the Benefit Projector navigation button the member will see a sub menu listing all the available benefit calculation options:
Deferred Benefits
Death in Service
Voluntary Retirement
12.4.1 Deferred Benefits Calculation The calculation is initially performed with the Event Date set to the current date. Deferred Benefits will be displayed as payable at either the earliest date the member can retire without a reduction, or age 65.
12.4.2 Death Calculation The Death calculation will also display the Death Grant applicable, based upon the same pay figure as the pension.
Member’s and spouse’s benefits will be displayed as payable from the day after the Event Date.
12.4.3 Voluntary Retirement The calculation is initially performed with the Event Date set to either the earliest date the member can retire without a reduction, or age 65.
AXISe Internet Member Self Service
12.5 Local Government Pension Scheme - Deferred Beneficiaries On choosing the Death in Service option, AXISe will display the results of the calculation:
Any Death Grant applicable will also be displayed.
Spouse’s benefits will be displayed as payable from the day after the Event Date.
If the member changes the date for the calculation, it cannot be before the current date or greater than age 65.
AXISe Internet Member Self Service
13 Options - Active/Deferred/Pensioner
The page displays up to 4 options dependent upon the status of the member:
Option Active Deferred Pensioner Dependant Change of Password
Change lifestyle responses
Beneficiary Nomination Form
Estimate Request
Any of the options can be selected by highlighting the radio button and selecting the ‘Enter’ key.
AXISe Internet Member Self Service
13.1 Change of Password The ‘Change of Password’ page allows a member to change their current password:
The member enters their existing password in the ‘Enter Current password’ field, followed by their new password, before finally confirming their new password.
A message of “New Password Accepted” is returned to confirm that the member has successfully amended their password.
AXISe Internet Member Self Service
13.2 Change Lifestyle Responses
A member may create new lifestyle questions or amend their existing responses by selecting this option.
AXISe Internet Member Self Service
Beneficiary Nomination
A member can nominate who should receive any lump sum payable as a result of death. A form is produced that must be printed, signed and returned hard copy to the address on the form.
13.3 Contact us
By selecting contact us from the left hand option bar you are able to send a query. There is a category drop down menu with a selection of questions.
AXISe Internet Member Self Service
14 Pensioner Specific Page Details The following pages are available for Pensioners only. Pensioners to the fund are able to view their P60 and payslips
14.1 Pension Details
The pension details page displays
Date that pension commenced,
Annual amount of the member’s gross pension
Contingent Long Term Spouse’s Pension
AXISe Internet Member Self Service
14.2 P60 End of Year Information AXISe Pensioner Payroll Users Only
This page displays the information that appeared on the member’s last P60 and includes the following: -
The financial year end date of the P60 information
Gross earnings for that year
Tax paid in the year
Gross earnings for the previous tax year
Tax paid in respect of the previous year
Gross this employment
Tax this employment
Name of the Tax Office
Tax District / Ref No.
Individual’s Payroll Number
Final Tax Code
AXISe Internet Member Self Service
The following warning message is displayed:
‘WARNING – ALTHOUGH THIS INFORMATION APPEARED ON YOUR P60 IT IS NOT A SUBSTITUTE P60’.
14.3 Pensioner Payslip History AXISe Pensioner Payroll Users Only
The payslip selection page shows the annual gross pension, the amount of tax to date and a summary table of the member’s last 6 payments, which includes:
Payment date
Pay period
Payment type
Net pension
A detailed view of any payslip from the list can be selected by clicking the ‘Select’ option on the line of the relevant payslip. This action will return the page ‘Payslip details’ as shown on the next page.
AXISe Internet Member Self Service
14.4 Pensioner Payslip Details
The payslip page displays the following information:
Date of Payment
Tax Code
Gross Pension
Tax
Other Deductions
Net Pension
Method of Payment
Sort Code
Bank Account
Building Society Reference
Account Name
AXISe Internet Member Self Service
Member’s can navigate through their payslip history by selecting the ‘Previous Payslip’ and ‘Next Payslip’ icons at the bottom of the page.
AXISe Internet Member Self Service