Document Template (Reports Member Movement Report)

A document template with a Process Type of REPORT and a template type of MEMBER MOVEMENT must be set up.

Document Template Elements for the items to be included in the report must be set up.

Create the Document Template as per the table below:

Membership Movements
Active Members
		‘SCHEME NAME’
‘REPORTFROMDATE’		‘LIVEMEMSTART’	‘TOTALALLSCHEMES’
Plus Leavers Options Pending at the end of the previous period		‘OPTIONPENDSTART’	‘TOTALALLSCHEMES’
		‘LIVE&PENDSTART’	‘TOTALALLSCHEMES’
Retirements:	Normal	‘NORMALRETPEN’	‘TOTALALLSCHEMES’
	Early	‘EARLYRETPEN’	‘TOTALALLSCHEMES’
	Ill-health enhanced	‘ILLPENENHANCED’	‘TOTALALLSCHEMES’
	Ill-health reduced	‘ILLPENREDUCED’	‘TOTALALLSCHEMES’
	Commuted due to triviality	‘TRIVIALPENCOMM’	‘TOTALALLSCHEMES’
	Open market annuity	‘PURCHASEDPEN’	‘TOTALALLSCHEMES’
	Tax free cash option	‘RETCASHOPTION’	‘TOTALALLSCHEMES’
	Flexible	‘FLEXIBLERET’	‘TOTALALLSCHEMES’
Deaths		‘DEATH’	‘TOTALALLSCHEMES’
Leavers:	Under 2 years	‘W/DRAWAL<2YEARS’	‘TOTALALLSCHEMES’
	Over 2 years	‘W/DRAWAL>2YEARS’	‘TOTALALLSCHEMES’
Joiners		‘NEWENTRANTS’	‘TOTALALLSCHEMES’
Joiners under Pensions Review 2009		‘NEWENTRANTPP’	‘TOTALALLSCHEMES’
Leavers Options Pending		‘OPTIONPENDING’	‘TOTALALLSCHEMES’
‘REPORTTODATE’		‘LIVEMEMSEND’	‘TOTALALLSCHEMES’
Pensioners
‘REPORTFROMDATE’		‘PENSIONERSSTART’	‘TOTALALLSCHEMES’
Deaths		‘PENSIONERDEATHS’	‘TOTALALLSCHEMES’
Retirements		‘RETIREMENTS’	‘TOTALALLSCHEMES’
Deferreds (into payment)		‘DEFERREDTOPEN’	‘TOTALALLSCHEMES’
Personal Pension Reinstatements		‘PERPENREINSTATE’	‘TOTALALLSCHEMES’
‘REPORTTODATE’		‘PENSIONERSEND’	‘TOTALALLSCHEMES’
Spouse/Dependants
‘REPORTFROMDATE’		‘SPOUSE/DEPSTART’	‘TOTALALLSCHEMES’
Deaths		‘SP&DEPDEATHS’	‘TOTALALLSCHEMES’
Child pensions discontinued		‘DEPPENDISC’	‘TOTALALLSCHEMES’
New spouses		‘NEWSPOUSEPENS’	‘TOTALALLSCHEMES’
New children		‘NEWDEPPENSIONS’	‘TOTALALLSCHEMES’
‘REPORTTODATE’		‘SPOUSEDEPEND’	‘TOTALALLSCHEMES’
Deferred Pensions
‘REPORTFROMDATE’		‘DEFERREDSSTART’	‘TOTALALLSCHEMES’
Deaths		‘DEFERREDDEATHS’	‘TOTALALLSCHEMES’
Transfers		‘DEFERREDTRANFRS’	‘TOTALALLSCHEMES’
Deferreds into payment		‘DEFSINTOPAYMENT’	‘TOTALALLSCHEMES’
Trivial benefits commuted		‘DEFSTRIVIALCOMM’	‘TOTALALLSCHEMES’
Open market annuity		‘DEFPENPURCHASED’	‘TOTALALLSCHEMES’
Active to Deferreds		‘NEWDEFERREDS’	‘TOTALALLSCHEMES’
Personal Pension Reinstatement		‘DEFPPREINSTATE’	‘TOTALALLSCHEMES’
‘REPORTTODATE’		‘DEFERREDSEND’	‘TOTALALLSCHEMES’
Total Membership
‘REPORTFROMDATE’		‘TOTMEMBERSSTART’	‘TOTALALLSCHEMES’
Actives	‘REPORTTODATE’	‘LIVEMEMSEND’	‘TOTALALLSCHEMES’
Pensioners & Spouses/Dependants	‘REPORTTODATE’	‘PENS&SP/DEPSEND’	‘TOTALALLSCHEMES’
Deferreds	‘REPORTTODATE’	‘DEFERREDSEND’	‘TOTALALLSCHEMES’
Total	‘REPORTTODATE’	‘TOTMEMBERSEND’	‘TOTALALLSCHEMES’