This article shows the process for viewing and editing member details in Class.
Navigate to Fund Level > Members > Browse members
- Click relevant Member name
- Select which tab you require to edit within (you can type in the fields on each of the tabs to make any changes)
- Click Save
- Click on Personal Transfer Balance Cap to view member's Personal transfer balance cap related information:
What's Next?
Learn more about pensions set up by reading Adding & Establishing a New Pension