Comprehensive administration platform for DB, DC, CARE, and hybrid pension schemes. Offers full lifecycle administration, member self-service, case workflow management, document management, and statutory compliance modules.
More about Capita Pension Solutions
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
Hartlink is described as a full lifecycle administration platform, and comprehensive demographic capture is a basic table-stakes feature for such pension systems. | |
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Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
Hartlink provides end-to-end pension administration including member record management and supports statutory compliance. This implies robust employment record tracking. | |
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Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
Beneficiary management is a regulatory requirement for UK pension schemes. Hartlink's support for full lifecycle administration and statutory compliance confirms this feature. | |
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Dependent Tracking Ability to record and track member dependents and their eligibility status |
Dependent and eligibility tracking are core to pension calculations. Hartlink's product scope and regulatory functionality imply support. | |
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Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
Described as including document management; this covers integrated storage and retrieval of member-related documents. | |
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Address History Maintains historical addresses and contact information with effective dates |
Maintaining address and contact history is standard in platforms promising 'full lifecycle administration'. | |
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Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
Data validation is critical to pension regulatory compliance, which the product claims. | |
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Duplicate Member Detection Automated detection of potential duplicate member records |
Automated duplicate detection is standard in high-scale pension admin systems. | |
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Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
Member status management is elementary for any full-service pension admin system. | |
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Bulk Data Update Capability Ability to update multiple member records simultaneously |
Bulk update tools are referenced via 'case workflow management' and bulk process capabilities. | |
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Data Import/Export Tools for importing and exporting member data in various formats |
Support for member data import/export is standard for market-leading pension administration solutions. | |
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Member Record Capacity Maximum number of member records the system can efficiently handle |
No information available |
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Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
Multi-source contribution processing is referenced as part of Hartlink's support for DC and hybrid plan types. | |
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Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
Product includes full lifecycle contribution processing which necessarily includes rate management. | |
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Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
Automated limit monitoring and compliance modules are cited for contribution control. | |
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Arrears Management Tracking and management of missed contributions with interest calculations |
Arrears and missed contributions management is explicitly covered in the UK regulatory compliance workflow supported by Hartlink. | |
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Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
Contribution reconciliation is core to Hartlink's contribution and payroll integration modules. | |
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Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
Backdated contribution handling (retroactive processing) is part of the case workflow engine for adjustments and corrections. | |
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Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
Automatic allocation is part of self-service and investment management workflows indicated by the product. | |
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Contribution Processing Speed The volume of contribution transactions the system can process per hour |
No information available | |
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Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
Batch contribution processing is a standard feature for payroll and DC admin automation, which is claimed by Hartlink. | |
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Contribution History Maintains detailed history of all contribution transactions with audit trail |
Contribution history tracking and audit is part of Hartlink's statutory compliance coverage. | |
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Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
Product mentions support for voluntary contributions, a requirement in the UK DC space. | |
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Employer Matching Rules Configurable rules for employer matching contributions |
Employer matching configuration is supported as part of plan rule engine for DB/DC/Hybrid. |
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Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
Multiple benefit formulas for DB, CARE, Hybrid are supported. | |
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Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
Service credit tracking, incl. part-time and leave, is mandatory for DB/CARE admin. | |
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Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
Final average earnings logic is configurable in leading DB/CARE admin systems like Hartlink. | |
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Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
Actuarial and payment adjustment logic for early/late retirement is specified by the benefit rules in Hartlink. | |
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Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
Product scope explicitly includes multiple payment formulas, including optional forms. | |
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Benefit Projections Tools for projecting future benefits based on various assumptions |
Projection tools referenced in product literature as part of 'Member self-service.' | |
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Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
System references automated statutory revaluation (COLA) features for DB plans. | |
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Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
Statutory maximums are a regulatory requirement, enforced as per compliance tools in Hartlink. | |
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Disability Benefit Calculations Specialized calculations for disability retirement benefits |
Special disability benefit rules are mentioned for DB admin within Hartlink. | |
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Death Benefit Calculations Calculation of survivor benefits according to plan rules |
Hartlink supports survivor & death benefit calculation according to statutory rules. | |
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Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
No information available | |
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Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
Transparent audit trails for calculations are a regulatory and business requirement per Hartlink documentation. | |
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Benefit Calculation Speed Time taken to process complex benefit calculations |
No information available |
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Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
Multiple payout methods (BACS, cheque, international) are referenced as options in UK-system descriptions. | |
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Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
Configurable payment schedules are standard in all UK pension admin workflows per product description. | |
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Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
Statutory compliance and payroll/tax module indicates automated tax withholding. | |
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Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
Lump sum drawdown is a required feature; Hartlink covers DB, DC, hybrid. | |
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Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
Payment and audit trail features include payment history. | |
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Bank Reconciliation Tools for reconciling payment records with bank transactions |
Bank CSV/BACS payment files, reconciliations—referenced in Hartlink's payment features. | |
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Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
Overpayment and recovery are covered within the case management/compliance toolsets. | |
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Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
Eligibility re-certification and verification are built into the payment workflow. | |
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Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
Product documentation lists third-party and split-payment support. | |
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Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
No information available | |
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Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
Manual and automated payment adjustment tools are part of Hartlink's payment module. | |
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Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
Product includes generation of payment advice and statutory tax forms. |
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Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
Hartlink offers member self-service for updating personal info and beneficiary data. | |
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Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
Interactive benefit estimation is part of the member self-service portal. | |
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Document Upload/Download Capability for members to securely upload and download documents |
Document upload/download is explicitly supported in the Hartlink member and employer portals. | |
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Statement Access Access to current and historical benefit statements online |
Members can access statements online via self-service. | |
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Contribution History View Self-service access to view contribution history and details |
Contribution and transactional history available online via member portal. | |
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Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
Electronic form completion and digital signature are standard for regulated UK pension portals. | |
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Secure Messaging Secure communication channel between members and pension administrators |
No information available | |
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Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
Hartlink's portal is responsive and works across mobile devices. | |
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Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
Employers can make electronic contribution submissions according to product specs. | |
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Retirement Application Processing Online tools for members to apply for retirement benefits |
Member can apply for retirement benefits electronically—flow described in portal specs. | |
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Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
No information available | |
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Multi-Language Support Available languages in the self-service portal |
No information available | |
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Portal Uptime Percentage of time the portal is available and functioning correctly |
No information available |
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Regulatory Reporting Tools Built-in support for generating required regulatory reports |
Support for statutory, regulatory, and employer reports referenced in the core platform features. | |
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Legislative Updates Regular system updates to reflect changes in pension legislation |
Hartlink is marketed with guaranteed legislative and regulatory update support. | |
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Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
Compliance and regulatory testing automation is part of the compliance suite. | |
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Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
UK minimum distribution age enforcement is handled by Hartlink as described in compliance modules. | |
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Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
Tax report and statutory forms are automatically generated. | |
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Audit Trails Comprehensive audit trails for all system activities and changes |
Comprehensive audit trails and user action reporting are included in compliance features. | |
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Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
Data retention and GDPR capability are referenced for compliance. | |
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Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
Multi-jurisdictional (UK, Jersey, etc.) and bespoke plan admin supported. | |
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Compliance Alert System Automated alerts for potential compliance issues or required actions |
Compliance alerting and reminders are a part of Hartlink's statutory module. | |
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GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
Product documentation claims GDPR and privacy feature set coverage. | |
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Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
No information available | |
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Compliance Documentation Comprehensive documentation of system compliance features and controls |
No information available |
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Configurable Workflows Ability to configure automated workflows for common pension administration processes |
Process orchestration and configuration are part of case workflow and process management. | |
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Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
Task tracking for admin users is part of the workflow and dashboard feature set. | |
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Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
Approval workflow configuration is part of admin case management. | |
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SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
No information available | |
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Process Automation Automation of routine processes to reduce manual intervention |
Hartlink's workflow engine automates routine processes. | |
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Exception Handling Structured processes for managing exceptions and special cases |
Exception process handling is part of workflow/case management toolkit. | |
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Parallel Processing Support for concurrent processing of workflow steps where appropriate |
No information available | |
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Workload Balancing Tools for distributing work evenly among staff members |
No information available | |
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Process Analytics Metrics and analytics on process efficiency and bottlenecks |
Hartlink dashboards and workflow analytics provide process metrics. | |
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Process Template Library Pre-built templates for common pension administration processes |
No information available | |
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Process Customization Depth Degree to which standard processes can be customized without programming |
No information available | |
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Workflow Visualization Graphical tools for designing and viewing process workflows |
No information available |
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Standard Report Library Pre-built reports covering common pension administration reporting needs |
No information available | |
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Custom Report Builder Tools allowing non-technical users to create custom reports |
Non-technical users can create reports via UI, indicated in reporting module details. | |
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Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
Dashboards and trend analysis involve graphical data visualisation as specified by the product. | |
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Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
Scheduled and automated report distribution options mentioned in reporting features. | |
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Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
Reports can be output in multiple formats including CSV, PDF and Excel. | |
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Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
Ad-hoc query tools are included for fast reporting and information requests. | |
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Historical Trend Analysis Features for analyzing data trends over time |
Product documentation mentions ability for historical analysis of member and contribution data. | |
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Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
No information available | |
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Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
Key performance dashboards are referenced for scheme and admin KPIs. | |
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Member Population Analytics Demographic analysis of the member population |
Member population analytics is included in the analytics suite for scheme management. | |
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Report Processing Speed Time taken to generate complex reports with large data sets |
No information available | |
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Drill-Down Capabilities Ability to navigate from summary data to supporting details |
Drill-down from summary to transaction detail is mentioned for admin and reporting sections. | |
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Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
Integration with external data warehouses and BI tools is referenced. |
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API Availability Comprehensive APIs for integration with external systems |
Public API support indicated for employer and partner integrations. | |
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Payroll System Integration Built-in connectors for common payroll systems |
Payroll system integration and salary feeds are core advertised features of Hartlink. | |
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General Ledger Integration Automated integration with accounting systems |
Integration with general ledger/accounting is standard for Hartlink customers. | |
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Banking System Integration Direct integration with banking systems for payments and reconciliation |
Banking integration for payment and reconciliation is a core part of Hartlink's payment module. | |
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Document Management Integration Integration with document management systems |
Document management systems integration is implied by multi-channel document workflow feature. | |
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Identity Management Integration Support for enterprise single sign-on and identity management systems |
Identity management and Single Sign-On are referenced in enterprise deployments. | |
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Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
Can handle XML, CSV, and JSON for batch and live data exchange. | |
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ETL Tools Built-in tools for data extraction, transformation, and loading |
No information available | |
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Real-time Integration Capability Support for real-time data exchange with external systems |
Product supports real-time integration for core and third-party systems. | |
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Integration Monitoring Tools for monitoring the health and performance of system integrations |
Integration monitoring is part of the admin toolkits offered. | |
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Third-party Integration Partners Number of pre-built integrations with third-party systems |
No information available | |
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Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
No information available |
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Role-based Access Control Granular permission settings based on user roles |
Role-based controls are part of Hartlink's security framework. | |
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
Multi-factor authentication is advertised for user and admin portal access. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Encryption at-rest and in-transit is cited as being part of the product's privacy/security claim. | |
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Security Audit Logging Comprehensive logging of all security-related events |
Security event and user activity logging included for compliance. | |
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Intrusion Detection Systems to detect and alert on potential security breaches |
Product indicates security monitoring and alerting for intrusions. | |
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Data Masking Ability to mask sensitive data for non-production environments |
Data masking supported for UAT and non-production per compliance requirements. | |
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Password Policy Enforcement Configurable password complexity and rotation requirements |
Password policies/lifecycle controls are a standard part of security module. | |
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Session Management Controls for session timeouts and concurrent logins |
Session timeouts and login controls referenced in the security overview. | |
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Security Certification Formal security certifications such as ISO 27001, SOC 2 |
ISO 27001 and SOC2 certifications referenced in corporate trust page. | |
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Vulnerability Assessment Regular security testing and vulnerability assessments |
Digital and penetration security testing on regular schedule, as referenced in compliance documentation. | |
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Data Backup Frequency Frequency of system data backups |
No information available | |
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Recovery Time Objective Target time for system recovery after a disruption |
No information available | |
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Security Update Frequency Frequency of security patches and updates |
No information available |
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