Client Care Desktop has been designed to take the strain out of managing group schemes by enabling data to be exchanged electronically between Employers, Product Providers and Scheme Administrators.

The system offers corporate and commercial fact-finds as well as fully integrated calculators to rapidly asses needs. It not only manages executive and company owned arrangements but also fully records employee benefit schemes. Intelligent navigation effortlessly guides the user to data entry screens that are relevant to the schemes being recorded.

The system supports SSAS and SIPP administration with multiple trustee Investments, scheme borrowing and directly held assets such as property and loan-backs.

Members of group schemes are automatically recorded within the client database allowing individual's financial modelling to take full account of the company's schemes and benefits.

Functionality includes:

• Recording staff records including salary histories
• Recording group pension schemes including Defined Benefit, Defined Contribution, GPP, Stakeholder, EPP, SSAS and SIPP
• Recording group protection schemes including Income
• Protection, Death in Service/Group Life, Critical Illness, Private Medical Insurance and Directors Share Protection
• Ability to define multiple categories of benefits against each scheme
• Wide range of reports including membership schedules, benefit statements and valuations
• Wizard for adding new employees and scheme members
• Left employment wizard
• Bulk import of scheme information using XML, CSV or Excel templates
• Bulk import of payroll information to update salary records and add new staff members