How do I create a membership schedule for a corporate client?

This article will explain how to create a membership schedule for your corporate clients schemes. This may be useful as a review document or to be issued to the employer for record keeping purposes.

Select your corporate client, select Holdings from the left hand menu and the Schemes tab:
Select the relevant scheme and select Membership from the menu on the left hand side.  A list of current members will be displayed:
Select the link at the bottom of the screen -  Create a member review schedule:
The document can be printed or saved as 'PDF'