Based on your feedback, we’ve been working on improving the member print to make it clearer, much easier to understand and provide more relevant information. We are also looking to replace the ‘appointment statement’ with the member print so for consistency there will only be one report instead of two.

We’ll advise you in advance of the date it’s planned to go live and we’ll also be providing you with a set of guidelines to show section by section what’s changed.

Here is a basic overview of the changes:-

General

• Easier to understand, more relevant details, clearer layout
• Consistency – only have 1 form instead of two – the appointment statement will be replaced by the member print
• Detailed guidance provided on the member print
• It will only show information which is relevant

Personal details

• All members personal details (eg. name, date of birth, address, TP reference number)

Scheme arrangement

• Which scheme arrangement a member falls under, if they are tapered and their transition date
• Identifies Normal Pension Age for career average members as well as final salary members

Average salary

• For those with final salary benefits, details of how their average salary is calculated

Types of service

• Breakdown of their service in each of the arrangements
• Multiple service broken down into separate lines for each employer
• Easier to identify types of service on a members record – eg. opted out, transferred, reckonable service

Elections

• Details of all elections a member may have including new flexibilities – broken down individually

Death Grant nomination

• Identify if a member has made a death grant nomination

Opting information

• Shows all opting information

Events

• If a member has retired, it will show on what grounds they’ve retired (eg. Age, Actuarially Adjusted Benefits)
• Clearer information on re-employment for members who have previously retired and returned to work