IHTM29072 - Yield: PC&S – where to record yield

Death cases

If you work in PC&S you will use ERS ( IHTM29100) to record any yield that you get on death cases as a result of your work. You will also need to record any interest yield. To be able to do this you will need to register the case as an enquiry on ERS, even though the case is not being worked as an enquiry ( IHTM29013). You should use ERS to record the adjustments to yield (IHTM29071) and adjustments to interest yield ( IHTM29090) and ignore the parts of the system that relate to reviewing and quality scoring.

The enquiry procedures were introduced in 1999. If your case was opened before 1999 you will not be able to create an ERS record for it. Instead you will need to use Unit 3 ( IHTM29102) to record the information and send this to the Product and Process Team (PPT).

Lifetime & Settlement cases

You should use form Unit 4 ( IHTM29103) to record any adjustments to yield on lifetime and settlement cases and send this to the PPT