Administration is the most visible aspect of a pension scheme for its members and tends to be the barometer by which the quality of the scheme is assessed by them.  It’s also one of our core services.

We can provide day-to-day scheme administration for you, as well as the operation of trustee bank accounts, pension plan accounts and pensioner payroll functions for both defined benefit and defined contribution schemes.  And we’ll do so within a framework of high customer service standards and strong risk management processes.

We have a state-of-the-art systems platform capable of monitoring and tracking virtually every administrative aspect of each scheme.  This gives us the flexibility to respond rapidly to detailed requests for information, from sponsoring employers, trustees or members.

We never forget that the members are our ultimate customer - and that pensions can often be a little daunting to them.  This is why we employ a range of communication techniques to ensure customers understand what they need to know, without becoming bogged down in detail.

Our approach to risk management is to focus on the efficiency of workflow processes in the key areas of administration.  This requires an integrated administration and workflow system feeding from the same records and database, managed by staff trained both in operational procedures and technical pensions knowledge.

The result is what every trustee would hope for: administrative accuracy, timeliness and the highest standards of customer service.

OUR SERVICES

• Day-to-day administration and record maintenance
• Preparation and distribution of communication literature
• Online access to membership records and calculations
• Operation of pension scheme bank accounts and cash management functions
• Preparation of schemes’ annual financial statements and accounts 
• Preparation of annual trustee reports 
• Pension payroll and associated services
• Strategic administration consulting