Enables you to view, in summary form, the various transfers in that a member may have made. There may be several transfers in where a member has belonged to several previous pension schemes.

General

Membership Period Start Date, End Date, Scheme

Display only. The membership period start and end dates within which the transfer in took place and the scheme into which the member transferred.

Transferred

Display only. The date the pension rights were transferred in.

Transfer Detail

Click Window to display one of the following windows where you can maintain detailed information about a transfer-in, depending on legislation type:

Additional

Click EXPAND to display the following display-only fields:

Amount

The monetary value of the pension rights transferred in. This would normally be converted to a service entitlement in the new scheme.

Added Service

The value of any service granted in lieu of the transfer value.

Added Pens

The value of any additional pension the transfer has provided.

Transferred From

The scheme from which the member transferred.

MD606S4