You can add, edit or delete retirement planning for a person.
Go to the person you'd like to view, add, edit or delete retirement planning for.
See this article for help on how to view or search for a person: View or Search for a person.
Click the retirement planning tab as shown by clicking More and then Retirement Planning from the list displayed:
If no Retirement has been added it will be shown as below:
If Retirement has been added previously it will be shown as below:
To remove or edit retirement planning click the button next to the line you wish to edit or delete
If you wish to Add new retirement planning for a person then click the grey Add button to the top right of your screen for the person you wish to add it for.
The following screen will be displayed: Complete all required fields and click the green Save button.