Member Print

By default, the latest 3 entries of most elements are printed. Clicking the ‘Full History’ box will print all records.

Main Details

The member’s address is shown if a link to address book has been added.

The telephone number, fax number and email address are shown if they are present.

The details from the trustee screen are shown if a common address is linked to both member and trustee.

Other Schemes

All records for other schemes are always printed, unless the fund value for a scheme is zero.

Schemes stored before April 2006 as ‘retained funds’ are amalgamated with ‘other schemes’.

Fund splits- ‘Pre 2006 Fund’ shows the part of the vested fund that was derived from funds that were vested before 5^th April 2006.

Income and Outgo – all transfers received from other schemes are amalgamated (including pre 2006 transfers from retained benefits).

Contributions – pension input year.