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One practical step

Money

Check your workplace fund statement

Contributions and membership details match supporting records.

  • Time: Not specified
  • Cost: Not specified
  • Impact: Not specified
  • Difficulty: Not specified
  • Evidence not rated

Done when

Contributions and membership details match supporting records.

Contributions and membership details match supporting records.

Who this is for

Workplace fund members; skip if no such scheme applies.

Why this matters

Discrepancies can be raised with supporting records.

How to do it

An original activity to try, adapt or skip for your circumstances; outcomes are not guaranteed.

  1. Open the member statement and payslips for the same period.
  2. Compare contributions, member details and entries explained by scheme rules.
  3. Ask HR or the fund manager about mismatches and retain the response.

Evidence and references

There are no references for this item yet.

Last reviewed: · Version 2