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Accesses pension and financial services platforms in one place
Completes validation checks prior to uploading data, alerting users to any issues requiring rectification
Issues summary reports such as forthcoming payroll reports, overdue payroll and summary report, and pay period summary report
Includes in-built checklist to guide users through the necessary stages
ePortal can be configured to submit changes to any DB or DC pension scheme as well as integrated with other broader financial services systems. The system runs a library of validation checks to ensure that data is validated before it is posted. It can be configured to highlight data issues as a warning or an error depending on the severity of the problem.
Multiple summary reports are also available, with additional reports configured as required. For example:
ePortal also makes use of templates which can be configured depending on the file layouts and comes with an in-built checklist which will automatically guide users through the next stage in the process.
Lisa is responsible for ePortal and its range of associated software. She works closely with the service delivery team to ensure the full range of administration software continues to be leading edge which is what our clients and future clients require.
System led de-risking; data audit & cleanse; system and data migration; record keeping; GDPR and GMP reconciliation
Systems led legacy migration & rationalisation; BPO and auto enrolment; pensions dashboard consulting
Back office IT, system and admin support; PenScope and eproducts; data migrations; resources placement
HR Consultancy, Data analysis, cleanse and archiving