Pensions Management

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Pension Information Assets

Our Pension Information Assets database management systems can help manage your pension documents. Typically, our document management systems incorporate cataloguing criteria, such as:

  • AVCs
  • Contributions
  •  Data Reconciliation
  • Death
  • Dependents
  • Divorce
  • Estimates
  • Ill Health
  • Leaving
  • Lifetime and Annual Allowance
  • Retirement
  •  Salaries and Service
  • Severance
  • Transfers in and out
  • Welfare

Actual Members Information

All of the following fields can be sorted and searched: Surname, Forename, NI Number, DOB, Scheme, Payroll number, Scheme Reference (SS/SA/SM etc), SD number (NHS only), and Membership number (USS only).

Other Pension Departmental Systems

Not only can we provide an efficient document management system for the pension member files, but also for the General Departmental documents too. These can of course all be organised into financial years, and include sorting and management by a number of optional criteria, including: Bank deposits and statements; college contributions; opt outs; scheme CA forms to HMRC; Scheme invoices, payments, monthly receipts or quarterly payments, and many more.

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