Enables you to look up and change summary information about a member’s pension scheme details. The information held includes the member’s pension scheme status history, retirement dates and retirement ages. You must update member’s details in the event of retirement or death.

Note: To view or change member details you must have created a membership period and membership scheme details. These functions provide some of the information that is displayed on the Member Details screen.

General

Alternate Number

Enter an alternative membership number if one exists. For example, if a previous scheme has been consolidated into the present scheme and you want to retain references to the old scheme.

Retirement Dets.

Minimum Retire Date, Age

Enter the Statutory Minimum Retirement Date applicable to the member as follows. This is initially calculated according to the member's date of birth.

• Enter a retirement date in the Minimum Retire Date field; the Age field is calculated automatically for you, based on the member’s date of birth.
• Enter an age in years and months in the Age field. The Minimum Retire Date field is completed automatically using the members age and date of birth.

State Retirement Date, Age

Display only. The system holds current state retirement ages for males and females. A member’s state retirement date and age is calculated automatically using this information, the member’s date of birth and the member's legislation type.

Actual Ret Date, Age

When a member retires, enter the retirement date. This date is used in the calculation of their retirement benefits.

Date of Birth

Display only. This information is taken from the member personal detail record.

Verified?

Enter Y if the member’s date of birth has been verified by inspection of their birth certificate. The default value to this field is N.

Current Age

Display only. It shows the member’s age in years and months as of today.

Death Date

When a member dies the date of death is needed by the system for death in service, death in retirement or death in deferment calculations.

When a member’s date of death is recorded at the Personal Detail screen, this date is displayed in this field.

Verified?

Enter Y if the member’s date of death has been verified by inspection of their death certificate. The default value of this field is N. This field can only be entered if a Death Date is present.

Structure Unit

Click WINDOW to display Structure Units in Hierarchy, which displays the different structure units within the pension’s hierarchy.

Pens Incr Date

Enter the pensions increase date which indicates whether a full or proportionate increase is to be paid to the employee.

Buttons

User Fields

Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

Account Details

Click this button to display Bank Account Maintenance where you can enter account details for a member if you are not using Pensions in conjunction with the Payroll module.

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