Can I complete at the Business Level?
Once the financial year is closed (and only when it is closed), you can complete pension reviews at the Business or Fund level.
The faster way to complete Pension Reviews is at the Business Level:
Navigate to Business Level > Members > Member Console
- Select the "Pension Limits" radio button
- Sort by "Requiring Action" column
- Click on the menu icon on the right
- Select "Pension Review Details" to complete pension review in the fund