Modular administration system for efficient and compliant management of occupational pension schemes, with data analytics, workflow, member portals, and integration with treasury and investment platforms.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems
More Pension and Investment Management ...
|
Member Record Creation Ability to create and store individual pension participant profiles. |
Product documentation and website state that individual participant/member records can be created and maintained. | |
|
Data Validation Rules Enforcement of data integrity through required fields and format checks. |
Data validation and compliance are highlighted for ensuring data integrity. | |
|
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
P3 supports bulk data upload via standard file formats (CSV, Excel) per product documentation. | |
|
Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Audit trails and change logs for all changes are referenced in marketing and compliance documentation. | |
|
Document Storage Capability to attach and store participant documents (IDs, forms). |
Document storage for participant supporting documents is a listed capability (forms, IDs, etc). | |
|
Data Encryption at Rest Participant data is encrypted on storage media. |
Product states use of encryption at rest for all sensitive participant data. | |
|
Automated Duplicate Detection Automatic identification and alert for duplicate records. |
No information available | |
|
Flexible Data Fields Customizable fields for additional participant data. |
Custom data fields can be added as per client-specific configuration. | |
|
Self-Service Portal Participants can access and update their own information. |
Participant self-service portal for updates and communication is a prominent feature. | |
|
Annual Statement Generation Automatically generate and distribute annual account summaries. |
System can generate and distribute annual benefit statements as part of annual cycle. | |
|
Data Export/Import Ability to export and import participant data in multiple formats. |
Export/import via multiple file formats (Excel, CSV, etc.) is standard for integration. | |
|
Data Retention Policy Support Implement configured rules for retention and deletion of records. |
System supports data retention/deletion rules to comply with GDPR and similar standards. |
|
Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
Defined benefit (DB) plan support is explicit: calculations, modelling, and compliance. | |
|
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
Defined contribution (DC) plan support, including investment tracking and contributions. | |
|
Projection Tools Allows users to model future benefits under various scenarios. |
Projection/modelling tools available as part of platform analytics. | |
|
Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
Handles early retirement and special factor calculations per plan rules. | |
|
Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Multiple formulas for multiple schemes/groups are managed in configuration. | |
|
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
No information available | |
|
Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Self-service benefit estimator for members/participants is in the member portal. | |
|
Multi-Currency Calculations Performs calculations in various currencies as required. |
No information available | |
|
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
Auto-recalculation of benefits when salary or service data are updated is described (dynamic modelling). | |
|
What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
Scenario/what-if analysis is covered in the analytics and projection tools. | |
|
Speed of Calculation Time taken to perform a standard benefit calculation. |
No information available |
|
Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
Automated regulatory updates for pension and tax rules are emphasised under compliance features. | |
|
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Generation of statutory compliance reports (5500, SFAS, etc.) is available out-of-the-box. | |
|
Electronic Filing Integration Ability to file reports electronically with regulators. |
Electronic filing integration, explicitly cited for regulatory bodies. | |
|
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
Product description includes reliable tax engine for UK and multi-jurisdictional rules. | |
|
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
Compliance alerts and deadline notifications are built-in. | |
|
Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
Audit logs specifically referenced for compliance reporting. | |
|
Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
No information available | |
|
Plan Document Management Stores historical and current plan documents for reference. |
Manages and stores plan documents and histories. | |
|
Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Role-based controls for sensitive data are standard part of the administration suite. | |
|
Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
|
Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Automated payment scheduling for pensions, lump sums and other payments is described. | |
|
Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Direct deposit integration with UK BACs and international payments mentioned. | |
|
Check Printing Capability Generates and prints paper checks for disbursement. |
Check and letter printing supported for those requiring paper disbursements. | |
|
Multi-batch Processing Handles multiple payment batches concurrently. |
Multi-batch payment processing is supported for large schemes/clients. | |
|
Payment Status Tracking Monitors payment statuses and failures. |
Payment status and error/failure monitoring included in disbursement module. | |
|
Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Tax withholding is handled for all disbursements according to regional rules. | |
|
Payment Notification Emails Notifies recipients of incoming payments or issues. |
Payment notification emails and alerts are part of the standard workflow. | |
|
Suspense Account Handling Manages undeliverable payments & remediates issues. |
No information available | |
|
Disbursement Approval Workflow Multi-level approval before releasing payments. |
Multi-level approval workflow for payments noted in process documentation. | |
|
Manual Payment Override Allows authorized users to override or reissue payments. |
Manual payment override feature supported for exception cases. | |
|
Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
|
Custodian Integration Connects directly to asset custodian banks/platforms. |
Integration with asset custodians/treasury platforms (interfaces for custodians). | |
|
Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
NAV updates from investment platforms are integrated in standard offering. | |
|
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocations can be set and rebalanced for participants/members. | |
|
Investment Switching Support Supports participants moving funds between investment options. |
Investment switching and fund reallocation described for DC and AVC accounts. | |
|
Performance Reporting Provides detailed investment return and risk analytics. |
No information available | |
|
Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
No information available | |
|
Real-Time Data Feeds Displays up-to-date investment valuations. |
Investment valuations and data feeds can be near real-time via integration. | |
|
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
No information available | |
|
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
Handles broad asset classes for multi-asset support. | |
|
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
No information available | |
|
Max Allocation Options Supported Number of investment options the platform can handle. |
No information available |
|
Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
Exports for actuarial and regulatory reporting are supported. | |
|
Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
Libraries for actuarial mortality tables are referenced as configurable. | |
|
Assumption Management Tools Manage and update economic/demographic assumptions. |
Assumption configuration/management is available for actuarial valuations. | |
|
Internal Valuation Engine Calculates liabilities and required contributions internally. |
Internal valuation engine provided for liability and funding calculations. | |
|
Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
Scenario/stress modelling tools are part of actuarial analytics. | |
|
Funding Ratio Calculation Calculates and displays funded status of the plan. |
Funding ratio and funded status calculation available in analytics. | |
|
Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
No information available | |
|
GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
Supports UK, EU and other global standards (GASB, IFRS), per compliance section. | |
|
Valuation History Storage Archive of historical valuations and assumptions. |
Historical valuation and assumption records are maintained. | |
|
Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
No information available |
|
Custom Workflow Designer Visual or logic-based workflows for business processes. |
Custom workflow/process design included; described among platform highlights. | |
|
Case Tracking Assign, track, and escalate participant cases or requests. |
Case management and tracking noted for member requests, cases, and queries. | |
|
Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
Email and dashboard notifications for workflow events are baked into the system. | |
|
SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
No information available | |
|
Document Workflow Integrates document approval, review, and archival. |
Document approval/review processes are present in workflow features. | |
|
Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
Tasks and cases can be assigned/routed to appropriate teams automatically. | |
|
Role-Based Access Control Workflow and tasks access restricted by user roles. |
Role-based access control for tasks and workflow assignments implemented. | |
|
Process Analytics Metrics and analytics on workflow efficiency and processing times. |
Process analytics and reporting on workflow duties are available. | |
|
Parallel & Sequential Processes Supports multiple process routing methods. |
Supports both parallel and sequential routing of tasks/workflows. | |
|
Average Case Resolution Time Mean time to handle a standard participant case. |
No information available |
|
Multi-factor Authentication Requires an additional verification step for user login. |
Multi-factor authentication required for sensitive operations, per security features. | |
|
Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
Single Sign-On (SSO) integrates with enterprise identity providers (Okta, AD, etc). | |
|
Granular Permission Management Highly specific permissions for user roles and groups. |
Granular permissions configurable for access by user/group/role. | |
|
Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Audit trails include logins, data changes, and user actions. | |
|
Data Encryption in Transit Encrypts all data exchanged with the system. |
Data encryption enforced for all communication channels. | |
|
Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
No information available | |
|
Field-level Security Can mask or hide sensitive personal information. |
Field-level data masking/hiding cited in privacy and compliance documentation. | |
|
Automated Session Timeout Sessions end automatically after a period of inactivity. |
Session timeouts can be configured to comply with security best practices. | |
|
IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
No information available | |
|
Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
Product claims SOC 2/ISO 27001 compliance for ITM Group solutions. | |
|
Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Password policies configurable for complexity and rotation as part of security section. |
|
API Availability Supports REST/SOAP APIs for real-time system interaction. |
API support (REST/SOAP) is core for integration with payroll, investment, banks, etc. | |
|
Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Standard data formats including XML, CSV, JSON are listed for data import/export. | |
|
Payroll System Integration Imports salary/contribution data from payroll systems. |
Integration with payroll systems (salary, contribution, leaver/joiner feeds) described. | |
|
Active Directory Integration Synchronizes users and groups with directory services. |
Active Directory/LDAP connection for user provisioning and role management. | |
|
HRIS Integration Interacts with human resources information systems. |
HRIS integrations (SAP, Workday, etc.) are referenced in system architecture. | |
|
Batch File Processing Handles scheduled upload/download of files. |
Batch file processing for scheduled imports/exports is standard. | |
|
Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
Webhooks and event triggers available for near real-time integration. | |
|
Bank Integration Direct integration for fund transfer and confirmation. |
Direct bank integration for payment/confirmation noted in payment module. | |
|
Legacy System Data Migration Assisted migration and validation of historical records. |
Assisted migration services for legacy systems described in project delivery. | |
|
Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
|
Custom Report Builder Users can build custom reports from system data. |
Custom report builder available for administrators and advanced users. | |
|
Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboards provided for real-time analytics. | |
|
Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
Trend analysis and data insights highlighted in analytics suite. | |
|
Scheduled Report Distribution Automatic report distribution to stakeholders. |
Scheduled/automatic report distribution to users and stakeholders. | |
|
KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPI dashboards and automatic monitoring are included in admin dashboards. | |
|
Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Predictive analytics cited for cashflows, projected membership and risk analysis. | |
|
Data Visualization Tools Charts, graphs, and other visualization formats. |
Data visualization tools (graphs, charts) central in dashboard design. | |
|
Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
Export to third-party BI platforms (Power BI, Tableau) is available. | |
|
Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
|
Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Responsive web design for desktop/mobile/tablet is a standard UI feature. | |
|
Contextual Help Help or tooltips provided throughout the UI. |
Contextual help and support available throughout the UI. | |
|
Multi-language Support System can operate in multiple user-selectable languages. |
Multi-language UI support (UK, EU languages) mentioned in admin features. | |
|
Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
No information available | |
|
User Training Resources Access to guides, videos, and documentation. |
User training resources are provided—guides, videos, and documentation. | |
|
Service Desk Integration Integrated or linked to IT support ticketing systems. |
No information available | |
|
Knowledge Base Online, searchable repository of FAQs and solutions. |
Searchable knowledge base and support center is described as available. | |
|
In-app Guidance Step-by-step walk-throughs for processes. |
No information available | |
|
System Uptime SLA Guaranteed system availability. |
undefined System SLA and uptime commitments mentioned in product datasheet. |
|
|
Average Response Time for Support Time to first response from support for user queries. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.