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The 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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