XL Reports - Addresses

Address Lists Across Schemes.

The next screen gives options of:

1. Property Addresses: A list of all the property addresses for those properties that have not been sold and the scheme status is 'Live', 'Property' or 'Pensioners'. The contact address of the pension scheme is also provided.

2. Adviser Addresses: Select addresses of one group, e.g. all accountant addresses or all solicitor addresses, etc.

3. Contact Addresses: A list of addresses for all trustees that receive correspondence and all addresses for scheme contacts who are not trustees. Features include:

o The ‘Business’ address is shown if the ‘Scheme Correspondence’ field is set to ‘Business’.

o Otherwise the Home Address is shown.

o There is an option to Include ‘Scheme Correspondence’ = None which only affects pension fund contacts, and not trustees. This option will be ticked by default so that all pension fund contacts are included but if you untick that box, the report will ignore all pension fund contacts that don’t have the Scheme Correspondence field set to Home or Business.

4. All Trustees: Addresses for all trustees even if they are not scheme contacts.

Archived address records are not shown.

List All Contacts and Advisers by Group

For each type of firm or adviser in the address book (Banks, solicitors etc), a separate worksheet is produced listing the addresses for all firms of that type (the list is not related to any schemes). Archived address records are not shown.

Schemes With No Contact Address

A list of all schemes where the contact address has not been stored, also showing the date the scheme started

See also – Scheme Addresses and Global Address Book