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Pensions Administration service includes a wide range of functions,
the extent of which is dependent on the client's requirements and
type of scheme. We offer a completely bespoke service and as such
customise all documents and procedures for each individual scheme.
All pensions administration staff have specialist pensions knowledge
enabling them to carry out day to day functions efficiently and accurately.
Clients
chose from the extensive array of services we offer:
- Day
to day maintenance of computerised member records
- Quarterly
Administration reports for Trustees
- Update
of payroll data
- Annual
listings of forthcoming retirements
- Annual
provision of data for Group Life Assurance purposes
- Calculation
of benefits including Inland Revenue limits and projections
- Flexible
Benefit Statements in electronic and hard copy format
- Membership
statistics
- Provision
of data for actuarial purposes
- Administration
guide
- Member
helpline
For
Defined Contribution schemes we also provide:
- Monthly
update, allocation and reconciliation of contributions
- Lifestyle
investment profiling and self-select switching facility
- Provision
of data for annuity purchase purposes
Our
sister Company, Origen, an Independent Financial Adviser
specialising in retirement planning, inheritance taxation and investment
advice, can also provide advice on, and arrange the purchase of,
annuities.
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