The pension account cannot be deleted.
New pension account
- Check if there is any period review/s processed
- If yes, delete them before removing the pension account
Navigating to Fund Level > Members > Browse Members > Pension Account > Period Review Details
Existing pension account
If active transactions are attached:
- Remove all the transactions attached to the pension account you want to delete
- Delete the pension account
Refer to our knowledge article, How do I review historical member transactions? to track existing member transactions.
If these transactions are within the closed financial year, this pension account should not be deleted. Consider exhausting the balance in it and suspending it. Refer to How to Exhaust a Pension on Class for detailed steps.