Self-Service functionality

Our award-winning Compendia solution was the first browser-based thin client platform for pensions administration to be developed and released in the UK.  Administrators, managers, trustees, HR and payroll staff – and above all members themselves – can gain permission-based access to the system from an internet browser. Flexible working opportunities for pensions staff, real-time information for key stakeholders and the extensive self-service visibility that members increasingly demand can be achieved.

One of our latest developments have been a revised self service web access module including a DC investment modeller for members and access to key service reporting to aid governance for trustees. These are available as ready-to-use modules which allow schemes to get functionality off the ground quickly without considerable investment. Once ‘switched on’ they can be easily integrated to reflect a client’s own website branding.

Customer Quote

We are delighted that we are now able to offer our members such a leading technology solution in communication and pensions modelling. With a scheme membership with differing levels of financial and technological sophistication, it was essential that we could cut through the complexities to deliver fast, easy to understand 'live' information about their pensions benefits.

Vincent Gordon, CEO ITB Pension Funds

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