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Our administration specialist help over 250 clients administer pensions schemes of all types, including DB (Defined Benefit), DC (Defined Contribution), CARE (Career Average Revalued Earnings) and Hybrid/Master Trust).
Find out more about our pensions scheme administration services:
The service offers a high degree of innovation delivered via the award winning Compendia administration system.
From a governance perspective, our Internal Controls are accredited against ISO9001:2008 and AAF01/06(ISAE 3402) audit requirements.
Our service is completely flexible and can be tailored to suit your requirements.
Our range of services include the following:
Day-to-day pension scheme administration
Member data maintenance and all related benefit calculations
Pension and benefit payments
Pension scheme accounting and cash management
Pensioner payroll services
Data audit and benefit review services
Assisting with schemes transitioning into the PPF
Scheme Wind-up administration
Administration process review
Auto-enrolment – assessment and fulfilment
Flexi Access drawdown
We offer a full range of communication services, including on-line services, allowing members to securely access/view:
Their data, including full service/contribution history, address details. etc
Up to date DC fund values
Perform “What-if” projections, i.e. leaver, early or normal retirement
Initiate DC switches on-line
Initiate Flexi Access drawdown
Annual benefit statements/Scheme information including Scheme booklet, newsletters, Report and Accounts
Display client and scheme specific contact details
Email links to the relevant parties, such as the Administration team and Help desk
Update member contact details.
Our on-line services also allow secure access for clients and trustees.
Bespoke member communications - annual benefit statements, newsletters, scheme booklets
We also offer the following services:
Presentations, workshops and retirement counselling
Stewardship reports to trustees and/or sponsoring employer
Regular updates on pensions topics and current issues
Stewardship and Governance
Benefit Audits and Data Cleansing
Process Engineering Reviews
Lifetime Allowance and Annual Allowance issues
Keeping you up-to-date with legislative and pension issues.