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CCH Software User Documentation

Step 2. Add Personal Pension Plans (PPP) and Stakeholder

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Step 2 of 4

  1. Click the PPP and Stakeholder tab.

  2. Select PPP or Stakeholder from the Pension Type drop-down.

  3. Click clipboard_ec8ecc4458cc6902fc06c3e77c8b1ecd0.png  in Provider Name to link to a pension provider.


 4. In Contract Number enter the policy number.

 5. Enter the total of qualifying contributions excluding tax in Net qualifying payments.

 6. Tick the box if this is a One-off payment.



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