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Desk / Your sector / Pensions

Case management for pension administrators:  Member cases with their time limits, next to the system that runs the scheme.

Transfers, retirements and death claims each have their own steps and time limits. Desk holds the member’s case, the forms that go with it and the evidence of what was done, while your administration system keeps the benefits and payments.

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Transfer out

  • Transfer out
  • Transfer in
  • Retirement
  • Death claim
  • Pension sharing on divorce
  • Complaint
  1. 01

    Received

    Member and scheme confirmed, the clock started.

  2. 02

    Due diligence

    The member’s ID and the receiving scheme checked.

  3. 03

    Awaiting member

    Forms and evidence asked for, with 28 days to reply.

  4. 04

    Transfer decision

    Decision and reasons recorded, signed off by a second person.

  5. 05

    Payment

    Instruction raised in your administration system.

  6. 06

    Paid

    Member told, evidence kept.

  • The people

    Members, beneficiaries and advisers

    A member’s record with their partner, beneficiaries and adviser, and every case they’ve had.

  • The paperwork

    Forms that come back signed

    Discharge forms and nominations are checked against the member’s signature before anything is paid.

  • The deadlines

    Time limits, watched

    Each kind of case carries its own time limit, with cases that run over flagged and reported.

How it fits

Desk is where the case and its evidence live. Your administration system keeps the money.

Desk looks after
Member cases, documents, forms, deadlines, complaints and the record of what was done.
Stays where it is
Benefit calculations, contributions, payroll and payments.

See a transfer case in Desk.

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Tell us the kind of work you do and we’ll set Desk up with a few of your real matters, so you can see how it would feel day to day.