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  • Personal Retirement Bond
Date Requested Requested By Sche or Memb #Documents Description Date Produced Status Actions
ID Batch Name Record Type Status Created Last Updated
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ID Batch Name Record Type Status Created Last Updated
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Activity Selection

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'.

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