Member Record Structure
Overview
The following should act as an overview of a generic member record structure – scheme specific variations may apply however this is intended to aid an administrator in navigating a member record on Mantle.
Main Member Record
When viewing a member record, the top of the display will detail the member and scheme name of the record you are viewing. On the top right-hand side are several icons.
Clicking this icon will hide/unhide any hidden data on the record.
Clicking this icon will download any available data in excel.
This is more commonly used for reports and bulk data downloads rather than individual member records.
Clicking this icon will print screen.
Clicking this icon will refresh the screen – any unsaved changes will be lost.
Clicking this icon will return you to the previous screen.
Clicking this icon will take you to the settings screen.
Clicking this icon will log you out of your current session.
Also at the top of the member record will be a general information box – this may contain scheme specific details but will also be an area where any outstanding two step approvals for data items or documents will be displayed.
Clicking on the Show tab on the left-hand side of the record will expand a navigation menu to move around the record without scrolling up / down the screen you are viewing.
Similarly clicking on the Workflow tab on the right-hand side of the record will expand the workflow checklist panel.
You will then see tables for Messages, TeleNotes, Documents and Workflows. These are covered in more detail in other Solution Articles.
From here you will be presented with a range of tables namely:
Personal Data
Address Data
Link to a Dependant Record
This will either be a dependant in payment if the member record you are viewing is deceased, a dependant for information i.e. the member record you are viewing is active/deferred/pensioner and the dependant data is held for information only at this time or blank if no dependant data is known.
Status History
A full chronological history for the member from joining though to deferment, refund, transfer, retirement, or death. This will include any changes in accrual/category and part time working hours.
By clicking on an event you will be taken into that screen and see if the information in respect of that event only.
Quotations
History of any quotations that have been saved to the record.
New Events and Service
Functionality to add or change the category/accrual or hours for an active member or to add/change the status of a member i.e. move from active to pensioner.
This is also where quotations are created on an individual member by clicking the relevant event and selecting the option for quote on the pop-up box rather than event.
Payroll Elements and Pension Payment Details
If the member is a pensioner or dependant in payment the record will also show a payroll element table which will contain payroll specific data for each payment made to the member including tax codes and net amount if applicable.
The pension payment details table will contain the payee details and would be used to change a member’s bank account details.
Audit Records
History of the audit data on the record and timestamp functionality to view the record at a previously saved point.
Event Specific Data
Each different event can be accessed by clicking on the event from the Status History table. The data contained in each will relate to that event only. The following is a generic breakdown of the expected data items per event.
Join Scheme
Key Dates such as but not limited to
Date Joined Employer
Date Left Employer
Date Contracted Out Started
Date Contracted Out Ceased
Target Retirement Date
Normal Retirement Date
GMP Payment Date
State Pension Date
Key Indicators such as but not limited to
Employer Code/Location
Employee Number
Part Time
AVC's Paid
Nominated Received
Divorce Settlement
Contributions
Salaries
Contracted Out Details
Other Benefits
Transfer In Data
Pension Sharing Order Debits
Nomination Details (may be displayed on main member record)
AVC Data
Final Pensionable Salary
Display FPS once event has been generated which calculates this
Active Withdrawal to Deferred
Deferred Benefit Total
Deferred Benefit Tranches
Contribution Total
Spouse Death in Deferment Total
AVC Fund Value
Indicator if member opted out
Deferred Pension Post Debits
As above - reflecting any PSO debit
Refund Event
Refund Event
Gross Refund Amount
Tax Deducted 20%
Tax Deducted 40%
Net Refund Amount
Payment Date
Transfer Out Event
IFA Details
IFA Name
IFA Company
Firm Reference Number
Registered Company Number
Advice Provided
Date FCA Check Completed
Due Diligence Checks
Condition one met
Amber Flags
Receiving Scheme Details
Receiving Scheme
Receiving Scheme Address
Receiving Scheme Postcode
Policy Number
Payment Reference Number
SCON
ASCON
PSTR
QROPS
Transfer Payment Amount
Scheme Transfer Amount
AVC/DC Transfer Amount
Trivial Commutation Event
Trivial Commutation Event
Trivial Commutation Lump Sum (Gross)
Trivial Commutation Lump Sum (Net)
Date of Trivial Commutation
Tax Free Amount
Taxed Amount
Tax Paid
Retirement Event
Key Dates
Date of Retirement
Date Pension Ceased
GMP Payment Date
Ill Health Review Date
Bridging Pension Cessation Date
Pre Commutation
Tranches
Total
Cash Commutation
Max Cash
AVC/DC Fund Value
AVC/DC Taken as Cash
AVC/DC Taken as Pension
Scheme Cash
PCLS Chosen by Member
Post Commutation
Tranches
Total
Lifetime Allowance
LTA % Used
Initial Pension (i.e. Payroll Set Up)
First Payment Date
Normal Payment Amount
First Payment Adjustment
First Payment Amount
Pension Payments
Per Tranche - monthly amount
Pre Commutation/Spouses pension
Per Tranche - monthly amount
Insured Pension Data
Death Event
Key Data
Guarantee Period Ends
Member Date of Death
Young Spouse Reduction
Spouses Pension Payable for Life
Child Pension Payable
Lump Sum Benefits
Life Assurance Lump Sum
Refund of Contributions Lump Sum
AVC/DC Fund Lump Sum
Lump Sum Death Benefit
Pension Payments (Spouse)
Per Tranche
Addressee Contact Details (if dependant unknown)
Title
Forename
Surname
Address
Postcode