Pension Planet Interactive

ID	Batch Name	Record Type	Status	Created	Last Updated
No items to display

ID	Batch Name	Record Type	Status	Created	Last Updated
No items to display

Formal Scheme Name: {formalSchemeName}

Scheme Summary Scheme Library Scheme Activities View Members

Payment Frequency:

{paymentFrequency}

Risk Benefits:

{additionalBenefits}

Review Date:

{reviewDate}

Last Contribution Amount:

{lastContAmount}

Last Contribution Date:

{lastContDate}

Team ID:

{teamCode}

Scheme No	Scheme Name		Status	Active Members	Broker Code	Product Type	Payment Method								Last Contribution Amount

Account Details Account Value Transactions Member Activities Member Library

Contributions:

{contributionsAmount}

Payroll No.:

{payrollNumber}

Claims:

{withdrawalsAmount}

Gender:

{genderDescription}

Member Refno	Surname	Forename	Date of Birth	Scheme No	Scheme Name

content

Search

Search for PRB members
Click into this section to search for existing PRB members.

Add Member

Add a PRB member
Use this part of the application to add a single new PRB member. The add process will allow you to specify all of the members pension and risk details where appropriate.

Bulk Add Member

Use PRB Bulk Upload Facility
If you have a spreadsheet containing a list of new PRB members to be added, use this part of the site to automate quickly adding all of the members.

Manage Batches

Manage Existing PRB Batches
Click into this section to see and manage the list of batches that you have previously loaded containing bulk new PRB members.

Download Template

Download Template
If you would like to automate adding member to the system, click here to download a sample template that you can complete and use with the 'PRB Bulk Upload Facility.

Scheme Name:	Scheme No:
Status:	Product Type:
Available to Clients:	Available to Members:

Scheme ID:	Member Refno:
Forename:	Surname:
Date of Birth:
PPI Sign-up Status: Warning: using this feature will affect the performance of your search.