We work in partnership with our clients to make the administration of our Defined Contribution (DC) and Additional Voluntary Contributions (AVC) pension schemes as simple as possible. Our goal is 'right first time, right every time'.
We provide the following scheme services to our clients as standard:
Company Pension Scheme & New Pension Member set up services
- Transfer of records from a previous arrangement
- Set up new entrants records
- Issuing of welcome pack and our member-friendly booklet
- Registration with Pensions Authority as Registered Administrator (where required)
- Request Revenue approval
Payment Processing Services
- Application of payroll software
- Collection & processing of payments
- Issue tax certificates (where required)
Pension Investment Fund Services
- Apply up to 6 free switches a year
- Management of lifestyle strategies
- Provide monthly investment reports
Online Pension Services
- Provide online access for members, trustees & employers through our unique Pension Planet Interactive system
- Supply regular pension investment information through our online monthly and weekly investment updates
Pension Member Communication
- Carry out work-site member communication sessions
- Conduct one-to-one sessions with pension members to ensure full understanding of their company pension scheme details and contribution levels
- Issuing of Statements of Reasonable Projections and Annual Benefit Statements
Retirement Benefit Services
- Issue options for members who are retiring or leaving
- Process death & disability claims
Trustee Support Services
- Prepare draft trustee report and audited accounts
- Complete Abridged Trustee report
- Attend & participate in trustee meetings
- Provide trustee training
- Deliver trustee administration reports
- Report to clients, brokers and trustees on the 21-day rule
Legal Services
- Provide regular legislative and regulatory updates
- Record and liaise with solicitors on Pension Adjustment Orders
