# 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.

Source: https://unforged.ai/desk/for/pensions

## The template: Transfer out

1. **Received**: Member and scheme confirmed, the clock started.
2. **Due diligence**: The member's ID and the receiving scheme checked.
3. **Awaiting member**: Forms and evidence asked for, with 28 days to reply.
4. **Transfer decision**: Decision and reasons recorded, signed off by a second person.
5. **Payment**: Instruction raised in your administration system.
6. **Paid**: Member told, evidence kept.

Work streams in the template: Transfer out, Transfer in, Retirement, Death claim, Pension sharing on divorce, Complaint. Words: members, cases and administrators.

## What Desk covers

- **Members, beneficiaries and advisers**: A member's record with their partner, beneficiaries and adviser, and every case they've had.
- **Forms that come back signed**: Discharge forms and nominations are checked against the member's signature before anything is paid.
- **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.

$39 a person a month. [Book a walkthrough](https://unforged.ai/contact?topic=other&product=desk), or read about [email](https://unforged.ai/desk/email), [case management](https://unforged.ai/desk/case-management) and [Desk for your sector](https://unforged.ai/desk/for).