|
Index |
Book |
Sub-book |
Topic |
Details of change |
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CC252 |
Introduction |
|
Navigation Principles |
The "IN.pensions Main Menu" screen image has been changed, and in the explanatory table below it, changes have been made to the references for the "Member" button. A "Debit Orders" button and explanation has been added to the explanatory table. |
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|
System Setup |
Global Data |
Default Benefit Disclaimers |
A correction has been made to the cross-reference at the end of the topic. |
|
CC260 |
System Setup |
Batch Runs |
Maintain Batch Schedule |
An item has been added to the first note within the section headed "Report Criteria". |
|
CC252 |
System Setup |
|
Overview |
Under the heading "Infrastructure", the IN.pensions Main Menu screen image has been changed. |
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CC252 |
System Setup |
Infrastructure |
Overview |
The IN.pensions Main Menu screen image has been changed. A section headed "Intermediary Client" has been inserted. |
|
CC252 |
System Setup |
Infrastructure |
Administrator Structure |
Minor wording errors have been corrected. |
|
CC252 |
System Setup |
Infrastructure |
Corporate Client |
Minor wording errors have been corrected. |
|
CC252 |
System Setup |
Infrastructure |
Intermediary Client |
This new topic has been added. |
|
CC252 |
System Setup |
Infrastructure |
Bank Structure |
A minor wording error has been corrected. |
|
CC227 |
Security |
External User Registration |
Overview |
Minor layout change to the cross-reference. An additional item has been added to the table within the section headed "Employer role". |
|
CC257 |
Security |
External User Registration |
Pending Registration |
A cross-reference has been added at the end of the topic. |
|
CC257 |
Security |
External User Registration |
Functional Security |
A section headed "Link permissions to roles" has been added at the start of the topic, and surrounding text has been rearranged where necessary. A correction has been made to the cross-reference at the end of the topic. |
|
CC252 |
Security |
External User Registration |
Data Level Security |
The IN.pensions Main Menu screen image has been changed. |
|
CC236 |
Security |
Web Access Maintenance |
Member Registration Validations |
Changes have been made to the tables under the heading "Logon details". |
|
CC252 |
Scheme Launch Process |
Infrastructure Requirements |
New Corporate Client |
The IN.pensions Main Menu screen image has been changed. |
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|
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Maintain Scheme Benefit Rules |
Corrections have been made to cross-references. |
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|
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Account Rule Set |
A correction has been made to the first cross-reference. |
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|
Scheme Launch Process |
Scheme Update |
Scheme Update Type: Bank Account Rule |
A correction has been made to the cross-reference at the end of the topic. |
|
CC227 |
Scheme Launch Process |
Additional Menu Options |
Benefit Disclaimers |
The screen image has been changed. |
|
CC261 |
Monthly Member Data and Contribution Cycle |
Capturing Membership Data |
Investment Splits |
Text has been added to the wording below the first screen image. |
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|
Monthly Member Data and Contribution Cycle |
Transferring Members between Pay Centres |
Pending Transfers |
Corrections have been made to the cross-references at the end of the topic. |
|
CC261 |
Switching Process |
|
Overview |
A Note has been added after the first paragraph. |
|
CC261 CC252 |
Switching Process |
|
Switching |
The name of this topic has changed to "Switching (GUI)", and wording has been inserted before the first paragraph. The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC261 |
Switching Process |
|
Switching (web) |
This new topic has been added. |
|
CC252 |
Switching Process |
|
Member Switch History |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
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CC226 CC252 |
Switching Process |
|
Member Investment Switches |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. Items have been added to the list of columns below the Excel spreadsheet. |
|
CC261 |
Switching Process |
|
Bulk Switches |
The "New Bulk Switch" screen image has been changed, and relevant wording has been changed in the table of field descriptions below it. |
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CC227 |
Benefit Payment Processing |
|
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
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CC227 |
Benefit Payment Processing |
|
Overview |
A correction has been made to a cross-reference. |
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CC227 |
Benefit Payment Processing |
|
Claim Results |
The name of this topic has changed to "Claim Enquiry", which appears in the new sub-book called "Capturing of Exit Notifications". |
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CC227 |
Benefit Payment Processing |
|
Capturing of Exit Notifications |
This topic has been restructured to form a sub-book. |
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CC227 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
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CC255 |
Benefit Payment Processing |
Capturing of Exit Notifications |
Complete a Claim |
Under the heading "Payment allocation", wording changes have been made to the definition of "Payment Method" in the table of fields. |
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CC255 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Payment Details |
Wording changes have been made to the definitions of "Payment Method" in the table of fields, and a Note has been inserted below it. |
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CC255 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Prior Claims |
Wording changes have been made to the definition of "Payment Method" in the table of fields, and a Note has been inserted below it. |
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CC227 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Notes |
Cross-references have been changed. |
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|
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Adjust Benefit |
A correction has been made to the cross-reference in the second paragraph. |
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CC227 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Prior Claims |
The cross-reference has been changed. |
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CC227 |
Benefit Payment Processing |
Claims Administration |
Benefit Payment Update Type: Tax Dir Request |
The first cross-reference has been changed. |
|
CC255 CC252 |
Benefit Payment Processing |
Benefit Payment Authorisation |
|
A Note has been inserted at the start of the section headed "Authorise benefit payment". The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
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Benefit Payment Processing |
Defined Benefits |
Benefit Payment Update Type: Annuity |
The cross-reference has been corrected. |
|
CC225 CC252 |
Benefit Payment Processing |
|
Member Reinstatement |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. A screen image "Paycentre Error" has been included below the first "Benefit Claim Request" screen image. |
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CC252 |
Benefit Payment Processing |
|
Benefit Revision |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
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CC227 |
Annuities |
Annuity Payments |
Web Processes |
Screen images have been changed, and relevant wording has been changed where necessary. In the table of definitions under the heading "New", wording for the descriptions of "Employer" and "Membership Group" has been amended, "Months Payment Type" has been removed, and some items in the list have been resequenced. Wording has been added to the footnote at the end of the section headed "Schedules". A wording error has been corrected under the heading "Authorised". |
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Annuities |
Annuity Payments |
Pension Payment Advances |
A correction has been made to the first cross-reference. |
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CC227 |
Annuities |
Annuity Payments > Schedules |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
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|
Annuities |
Annuity Payments > Schedules |
Payment Schedule |
An item has been added to the list of columns. |
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|
Annuities |
Annuity Payments > Schedules |
Annual Tax Certificates |
The explanation of printing certificates has been reworded. Under the heading "Tax file" within the section headed "Additional information", changes have been made to the paths. |
|
CC255 |
Accounting |
Accounting Set Up |
Bulk Payment Control |
This new topic has been added. |
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|
Accounting |
Accounting Enquiries |
Trial Balance |
A correction has been made to the first cross-reference. |
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CC255 |
Accounting |
Accounting Enquiries |
Unpaid Creditors Extract |
This new topic has been added. |
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CC255 |
Accounting |
Transactions |
Manual Accounting Transactions |
A correction has been made to a field name in the table within the section headed "Create an accounting activity journal". Wording changes have been made to the definition of "Payment Method" in the table of fields. A correction has been made to a cross-reference. |
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|
Accounting |
Transactions |
Allocations |
A correction has been made to a cross-reference. |
|
CC255 |
Accounting |
Transactions |
Bulk Payments |
This new topic has been added. |
|
CC227 |
Accounting |
|
Closing a Financial Year |
Under the heading "Produce a trial balance", the screen image and the wording preceding it has been changed. The last cross-reference has been changed. |
|
CC252 |
Member |
|
Various |
The "List of Members for a Scheme/Pay Centre" screen images have been replaced. |
|
CC252 |
Member |
|
Member Investment Enquiries |
A cross-reference has been changed. |
|
CC252 |
Member |
|
Member Switching Enquiries |
A cross-reference has been changed. |
|
CC252 |
Member |
|
Payment Details |
This new topic has been added. |
|
CC252 |
Member |
|
Beneficiaries |
This new topic has been added. |
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|
Member |
|
Note |
A correction has been made to the cross-reference at the end of the topic. |
|
CC259 CC260 |
Reporting |
|
Overview |
Additional reports have been added to the listing (Audit - Member Data, Trustee Report). |
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|
Reporting |
Financial > Trial Balance |
Reports |
A correction has been made to a cross-reference. |
|
CC263 |
Reporting |
Exits |
Claims Tracking |
The "Claims Tracking Report" screen image has been replaced, and relevant changes have been made to the list of columns below it. |
|
CC252 |
Reporting |
Member |
Upload Bulk Switch File |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC223 |
Reporting |
Payroll |
Overview |
The first two paragraphs have been reworded. A section headed "Selecting cycle month" has been added. |
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CC223 |
Reporting |
Payroll |
New Entrants |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Exits |
The first two screen images have been replaced, and a cross-reference has been added. |
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CC223 |
Reporting |
Payroll |
Investment Splits |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Duplicates |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Members NRD |
The wording below the first screen image has been changed. |
|
CC223 |
Reporting |
Payroll |
Amendments |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Transferred In |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Pending Transfers |
The first two screen images have been replaced, and a cross-reference has been added. |
|
CC223 |
Reporting |
Payroll |
Custom Report Export |
The second screen image has been replaced, and a cross-reference has been added. |
|
CC262 |
Reporting |
Management |
Contribution Reconciliation Status |
A word has been inserted in the second paragraph. The first screen image under the section headed "View" has been replaced, and relevant wording changes have been made to the list of columns below it. |
|
CC259 |
Reporting |
Management |
Audit - Member Data |
This new topic has been added. |
|
CC260 |
Reporting |
Management |
Trustee Report |
This new topic has been added. |
|
CC227 |
Preservation |
Preservation Funds |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC227 |
Preservation |
Retirement Funds |
Various |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC261 |
Preservation |
Retirement Funds |
Overview |
A paragraph has been added. |
|
CC252 |
Contribution Collection |
|
|
This new book has been added. |
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CC252 |
Auxiliary Activities |
Adding a New Income Type |
Overview |
The IN.pensions Main Menu screen image has been changed. |
|
CC225 |
Auxiliary Activities |
Adding a New Pay Centre |
Overview |
Wording changes have been made in the first paragraph, and a cross-reference has been removed. |
|
CC252 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (GUI) |
The IN.pensions Main Menu screen image has been changed. |
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CC225 |
Auxiliary Activities |
Adding a New Pay Centre |
Adding a new Pay Centre (web) |
The heading "Data setup wizard" has been removed. The section relating to the data setup wizard has been removed. Introductory wording has been added to the section headed "Pay centre settings". |
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|
Auxiliary Activities |
Data Conversion Utility |
Validation Errors |
A correction has been made to the cross-reference at the end of the topic. |
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|
Auxiliary Activities |
Data Conversion Utility |
Archive Flow |
A correction has been made to the cross-reference at the end of the topic. |
|
CC258 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Annuity Payment |
In the detail record, the attribute for "GN18-INDICATOR" has changed to M (mandatory). |
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CC252 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Liabilities |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC252 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Member Financial |
The "List of Members for a Scheme/Pay Centre" screen images have been replaced. |
|
CC252 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Notes |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC252 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Pensionable Service Dates |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC252 |
Auxiliary Activities |
Data Conversion Utility > Annexures |
Annexure C: Salary History |
The "List of Members for a Scheme/Pay Centre" screen image has been replaced. |
|
CC227 |
Auxiliary Activities |
Setting up Calculations |
Setting up Calculations |
Screen images have been changed, and relevant wording has been changed where necessary. |
|
|
Supplements |
Accounting Transaction Examples > Income Process |
Example 1 |
A correction has been made to the first cross-reference. |
|
|
Supplements |
Accounting Transaction Examples > Distribution Process |
Example 7 (management fee) |
Minor correction to the cross-reference. |
|
|
Supplements |
Accounting Transaction Examples > Distribution Process |
Example 8 (retirement fund tax) |
Minor correction to a cross-reference. |
|
|
Supplements |
Bank Interfaces |
Overview |
Minor correction to a cross-reference. |
|
|
Supplements |
Scheme Conversion Checklist |
Overview |
Minor layout changes to the cross-references. |
|
Index |
Book |
Sub-book |
Topic |
Details of change |
|
CC261 |
Member Web Site |
|
Various |
All topics have been restructured to form separate sub-books. Screen images have been changed, and relevant wording has been changed where necessary. |
|
CC261 |
Member Web Site |
Investments |
Various |
Topics have been rewritten to include new functionality. |