| Description: |
Financial planing,individual/group employee benefit schemes and individual/group life and disability plans,personal and financial information(Fact-find).Scheme name,contact details for Employer(name job title e-mail phone numbers etc.Trustee's names and contact details.Contact details of service providers,payment details(sort code and bank account number)Employee employment details (Salary ,staff number,pps number,date joined company,employment status,maternity leave),personal details (name dob,gender,marital status,address,e-mail,phone number,),beneficiary information(Name relationship to member,title gender,DOB.full address,contact details.Employer contribution,Employee contribution,AVC Contribution,Member investment fund choices.Contributions split by member.type and investment fund units split by member and type over time.details of transfers in:Details of medical history may be passed to insurer during the underwriting process or arising through claims for the following benefits: death, disability, serious illness, personal accident insurance and enhanced annuities.Further information on members' beneficiaries may be required in the event of a pensions adjustment order being granted.Voice recording of support lines.client employee survey data. The names of employees and where appropriate their dependants their age and address may be requested and passed to insurers when setting up group healtcare plans. |
| Disclosees: |
Trustees of pension schemes,data subjects themselves, relatives,guardians or beneficiaries appointed in relation to the data subject,insurers,product producers,investment managers,other companies auditors and legal advisors within the Mercer group(where permitted) external auditors, legal advisors, employer and regulatory bodies (e.g. Pensions Board and the Revenue Commissioners), service providers bound by service / confidentiality agreements who must have access to personal data to perform their services. |
