In our last e-bulletin we told you of our plans to improve the member print to make it clearer and easier to understand. The updated version would also replace the existing appointment statement. We’re pleased to announce that this will go live on Monday 5 October. 

The changes include:

• A new member print named MEMPRNTxxx.PDF for specific requests
• A new member print named TR6MEMPRNTxxx.PDF – for prints generated as the result of a TR6 submission (therefore replacing the appointment statement)
• The ‘Appointment Statement’ folder on the Employer Portal re-named as “Historical Documents”, which will house old style appointment statements generated in the last three months.

We’ll issue further communications shortly along with a set of guidelines about the new member print; however the changes include:-

General

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

Scheme arrangement

• Provides the scheme arrangement the member is in and if they have tapered protection their transition date
• Identifies Normal Pension Age for members in the career average arrangement as well as those remaining in final salary

Average salary

• For those with final salary benefits, their average salary and the method used to calculate it

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 member’s record – e.g. opted out, transferred, reckonable service

Elections

• Details of all elections a member has taken, including new flexibilities

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’ll show on what grounds they’ve retired (e.g. Age, Actuarially Adjusted Benefits)
• Clearer information on re-employment for members who have previously retired and returned to work