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  • Scheme Name ABC1 [60ABC1]
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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Update Member Details

Personal Details

(Allows you to update Personal and Contact details for the member)

Update Options Personal Details Contact Details Marital Status
Name BARRY Bloggs
Date of Birth
30/12/1969
Gender
Male
Marital Status Married
PPS No
8100425K
Phone No Unknown
Mobile No Unknown
Email Address Unknown
Address Building 28
Street 95
Road B
Cork
Internal: This information can only be changed by Corporate Business.

Employment Details

(Allows you to change the Employment, Transfer In and Salary details for the member)

Update Options Employment Details Salary Change Retirement Date Service Details Transfer In Details
Payroll or Member Number 1234567
Employer Name Joe Bloggs Ltd
Date Joined Company 11/05/2000
Date Joined Scheme
01/01/2008
Override Retirement Date
11/01/2031
Occupation Accountant
Internal: This information can only be changed by Corporate Business.
Read-only: This information cannot be changed using Pension Planet Interactive.

Risk Benefits

(This allows risk benefits to be added or removed and the benefit levels to be amended)

Update Options Risk Benefits
Member's current risk benefits Life Cover
Premium Cover
Personal Cover

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