Employer access

Online employers and administrators portal

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ePortal is a dedicated website enabling employers and scheme administrators to submit member information online into any financial services administration platform. The system is suitable for inhouse pension administration departments and third party administrators.

System overview

  • 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:

  • Forthcoming payroll report
  • Overdue payroll and summary report
  • Pay period summary report

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 Orme / Client Development Manager 07720 091 572

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.

Pension funds

System led de-risking; data audit & cleanse; system and data migration; record keeping; GDPR and GMP reconciliation

Financial institutions

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 Directors

HR Consultancy, Data analysis, cleanse and archiving

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