AI staff for pension
administration teams.
Automate the member admin behind every scheme, from enquiries and
retirement quotes to transfers, bereavements and monthly data.
Caseload
Your case queues get shorter every day instead of longer.
The AI staff work through the enquiries, quotes and transfer requests that build up between payrolls, so your administrators do not start every month already behind.
One month, one book of schemes
Done
For a person
Member enquiries
2,140 open
Retirement quotations
780 open
Transfer requests
340 open
Bereavement cases
210 open
Contribution reconciliation
1,660 open
Annual benefit statements
2,980 open
The numbers here are only an example.
What it helps with
It takes on the case work that keeps members waiting.
This is the kind of work it handles day to day, inside the administration system your team already uses.
Can I take my benefits at 57?
Member portal
Deferred member, joined 1998, two periods of service
Reply by
Reply written
01
Answering members
It reads the enquiry, pulls up the right record and writes the reply from the scheme rules, so members get a proper answer instead of a place in the queue.
Retirement quotation
RET-30518Pensionable service
Final pensionable pay
Revaluation to date
Commutation factor
Full pension
—
Tax free cash
—
Transfer value
—
02
Retirement quotations
It gathers the service history, prices the options and lays the figures out with the workings next to them, so your administrator checks a quote instead of building one.
Transfer out to a personal pension
TRN-5192 · Came in today
Guarantee
84 days left
Running the due diligence
Receiving scheme is registered
Adviser is based overseas
Investment returns look unrealistic
Transfer value
03
Transfers in and out
It runs the due diligence, flags the warning signs you are expected to look for and puts the pack in front of a person before any money moves.
Payroll
March schedule
Scheme
Member records
Member by member
4180 checked
MB-118204
MB-118219
MB-118233
MB-118240
04
Contributions and data
It reconciles the payroll file against the scheme records every month and leaves you with only the members whose data does not line up.
Other jobs it does
It picks up anything your team does over and over.
A few examples of the work that usually sits at the bottom of the pile.
Bereavement case
Death certificate read
Benefits worked out
Letter to the family
One letter, with everything the family has to send back
Bereavement cases
It opens the case the day it is told, works out what is payable and to whom, and writes to the family once rather than three times.
Statement run
Building
Annual benefit statements
It builds the statement run from the data you already hold and hands you a short list of the members whose figures need a person to look at them.
Gone away
MB-90441
MB-90458
MB-90463
Finding lost members
It works through the gone away list, reads the traces that come back and updates the record with what it found.
Stage one response
3 days
Case history pulled
9 days
Ombudsman deadline
1 days
Complaints and IDRP
It logs the complaint, pulls the case history together and drafts the stage one response well inside the time limit.
April increase
Pre 1997
1997 to 2005
Post 2005
Annual pension increases
It applies the right increase to each tranche, checks the payroll output against what it expected and shows you what changed.
Quarterly report
Taken straight from the case system
Trustee reporting
It builds the quarterly administration report out of the case system, so the numbers in the pack are the numbers in the queue.
What you have to be able to show
Every case leaves a record the trustees can read.
Nothing happens off the record. Each line says what was done, what it was done from and which step a person owned.
Member case
RET-30518Exports for the trustee pack
Kept for as long as your retention policy says.
A full case history
Every record it read, every figure it worked out and every letter it wrote is logged against the member with a time next to it.
A person owns the decision
The AI staff prepare the work and stop. Payments, discretionary decisions and anything final wait for your administrator.
Your data stays yours
It runs against your administration system and your document store. Member data is never used to train anything.
Access follows your rules
It sees what the person it works for is allowed to see, scheme by scheme, and nothing beyond that.
How you start
One scheme first, then the rest of the book.
You do not have to move everything at once, and nothing goes live before you have watched it work.
Start with one scheme
We take one queue and run it alongside your team, so you can see the work before any of it reaches a member.
- It reads and drafts, your administrators send
- You see every case it touched and why
- No change to your administration system
Then widen it
Once the quality is where you want it, we add the next queue and the next scheme.
- Quotes, transfers and reconciliation follow
- Your own service standards stay the measure
- One place to see everything it has done
What's the bottleneck holding you back?
Let's talk about the constraints limiting your growth and how we can eliminate them.