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Across
  1. 3. This was formerly known as a benefit
  2. 6. To make searching for an Employer account by name easier, select this radio button.
  3. 8. This tab on an Employer account will enable you to identify if the Employer pays via Superstream
  4. 11. This is the only place where you will be able to locate the Member's occupational rating.
  5. 12. Where in Central can you view a member's pending investment switch?
  6. 13. These will pop up on an account acting as an alert and can be closed when no longer needed
  7. 14. Money coming in/ Money going out/ Money moving sideways can be viewed here
  8. 17. Duplicate Merges/ GCC/ LISC and SGC can all be easily found in Transactions when this is selected via filter.
  9. 21. This option in Gateway enables you to filter by Active or Terminated employees
  10. 22. In Central click the Employer button/ Contacts to view these
  11. 23. This can now be viewed via a button located in the account summary tab. Go to period balances button, select the review period and press the OMC button.
  12. 24. This portal in Gateway allows you to view correspondence that has been sent to the Member or Employer
  13. 25. This Gateway tab will show direct debit, bpay or eft details depending on the type of account.
Down
  1. 1. the new term for a member number
  2. 2. The new MSS password reset/ maintenance tool.
  3. 4. The clean skin system replacing CRM
  4. 5. You can identify this type of pension account via the yearly minimum and maximum percentages visible.
  5. 7. This will confirm if a Member or Employer account is active or active deemed
  6. 9. When running a Benefit Quote, the payee type will always be this.
  7. 10. This used to be known as an unregistered account.
  8. 15. the new term to describe Executive, Industry and Public Offer accounts.
  9. 16. This system is replacing R2
  10. 18. Frequently requested by Financial Planners, this historical item of member information can only be located on Central via Enquiry TrackingFullCommutation, The term you need to select to run a benefit quote for a pension account.
  11. 19. This date was known in the past as “Cash”
  12. 20. This is important to include in your call wrap notes when you have sent a service request.