What can you do?

It has been designed to help reduce the time you spend on day to day tasks and administration, allowing you to focus on activities that add value to your business.

A quick overview

Illustrations

• New business illustrations - create, manage and edit new business illustrations
• Pre-filled application forms - use quote data to generate pre-filled applications for Pension Portfolio and Retirement Solutions
• Supporting documents - include personalised summary sheets and key features with illustrations.

Scheme management

• Detailed scheme information - contribution details, investment information and a full history of scheme transactions
• Activity tracking - a comprehensive record of scheme activity and updates
• Contribution processing - view previous contribution schedules, upload payroll data, manage new entrants and leavers
• Yearly reviews - update member details, salaries and scheme leavers
• Streamlined joining - automatically add new entrants when processing contributions
• Change scheme details - update company address, commission options
• Bulk data download - extract scheme data for use with other systems and tools.
• Plan charges statements - detailed breakdown of a plan's charges in a single, easy to read report

Policy management

• New business tracker - real-time case management for individual policies
• Personal details - customer details, current contributions, contribution history, transactions, current investments, fund information and values
• Valuations - detailed breakdown of policy valuations
• Projections - select from a range of options including contribution changes and additional single premiums
• Yearly review details - current renewal details
• Plan charges statements - detailed breakdown of a plan's charges in a single, easy to read report
• Investment changes - change investment options for current investment value and future contributions
• Self-investment - fund supermarket and online share dealing
• Income Release - track the status of transfer payments, view the crystallised/uncrystallised split and the maximum income available for each client.

Noticeboard

• Online message board - keeps you up to date with all the changes to your Retirement Solutions schemes
• Set your preferences - choose the amount of information it includes and whether you want to receive daily email notifications

Management information

• RAG (Red, Amber, Green) report - perform a scheme level 'health check', to find out how your schemes are performing against our service standards for defined contribution pension schemes.