Group Schemes - Transfers In

There will be occasions where a company moves their schemes from one provider to another, or perhaps stops their Final Salary schemes and starts a Group Personal Pension.  There is a spreadsheet which can be used to show the transfers between Providers or types of scheme.  This is a Transfer in spreadsheet, which can be found in Admin > Schemes.









If a new scheme has been set up and the member spreadsheet used to record all the members, once done this spreadsheet can then be completed and imported to update all the member records with the recorded information.