This report displays details of members nearing retirement age, as well as members who have passed retirement age.
From the Reports menu, select Members NRD from the sub-menu on the left.
The Reports - Members with 6 months to NRD and over screen will be displayed.
By default, members who are within 6 months of their normal retirement date will be shown. This parameter can be changed to display any period from 1 to 60 months. Select the required period from the drop-down box.
The following fields will be displayed:
- Surname
- Initials
- Client Structure
- Reference Number
- Date of Birth
- Normal Retirement Date
Click the hyperlinked name to view information about the member.
The Reports - Member's Details screen will be displayed.
Click RETURN to return to the Reports - Members with (xx) months to NRD and over screen.