List Pension funds

Brendan Curran

• 15 June 2026 22:54

Can I get a report that shows all funds that have pensions?

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  Andre Jones

  • 17 June 2026 23:42

  Hi Brendan,

  Thank you for reaching out.

  Yes, you can generate a report showing all funds with pensions.

  From the Insights Dashboard, you can use the tables on the left-hand side to filter and identify funds that have pensions. Alternatively, this information is also available from the Analytical Insights screen.

  Once you have applied the required filters, select Download Excel to export the results to Excel.

  Please let me know if you have any further questions. 

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