Search for a Member Record
Basic Search
To search for a member record, access Members from the left-hand drop-down menu under Administration, from the screen below there are various ways to search for records. The most common is the Basic Search.
Depending on the data known there can be a combination of entries. Person ID is the National Insurance Number and member/dependant/import ID are all unique identifiers on Mantle, if a letter has been issued the member/dependant ID will be at the bottom of the cover letter. Once an identifier has been entered, click on Refresh Results and any matches will display in the Search Results.
Click on Show to access the member record. Once a record has been selected or viewed, the check box will display with a tick, undoing this will clear it from the results history if another member is searched for.
Overview
Alternatively, there are other search options through the drop down list in the top left.
Status Search - search at scheme level and / or member status i.e. all active members
Audit Search - search at scheme level and / or specific audit failures i.e. those who fail the TPR common data test
Retirements Search - search for forthcoming retirement within x months based on a specific date
Custom Search - search for specific benefit items
Member Portal Search - search for members on the web portal (no longer in use)
MPP Search - search for members in terms of the MPP app, by status i.e. members who have registered a device
All search results can be viewed on screen or downloaded.