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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
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