Compendia

The future of pensions engagement is here

Our comprehensive range of pension services that support in-house administration, co-sourcing and fully outsourced administration are all underpinned by our award-winning administration platform, Compendia.

Compendia is a powerful web-based solution for comprehensive administration of occupational defined benefit, defined contribution, career average and hybrid pension schemes.

It hosts a complete selection of administration and communication services to support pension scheme administrators in order to meet the increasing demands of trustees, employers and members.

Functionality provided by this powerful, market-leading software includes:

  • Comprehensive record keeping
  • Calculations 
  • Full reporting including management information
  • Pensions payroll
  • Workflow and document management 
  • Case Management
  • Interfaces
  • Member Self Service
  • Portal integration
  • Comprehensive audit facilities

Compendia Self-Service

Accessing pension details has never been easier. Compendia Self-Service brings together responsive web design and an enhanced user interface in a market-leading, self-service product for our clients’ pension scheme members.

The right technology engages members by enabling them to access and manage their own pensions. Members are empowered to make important decisions about their retirement planning, while Compendia Self-Service provides a seamless and consistent user experience across all devices.

Compendia Self-Service enables active, deferred and pensioner members of DB, DC, CARE and hybrid schemes to access and manage their pensions online via any connected device.

Mobile isn’t the future… it’s now

The Compendia Mobile App, for iPhone, offers the same self-service functionality but with an enriched user experience and using Push Notifications allows us to deliver key information in a timely and engaging way to our clients’ registered app users.

Key Features enable members to:

  • View and update personal details
  • View the current value of retirement benefits
  • Model benefits at various retirement ages to see the impact increasing (or decreasing where allowed) contributions will have on a retirement fund
  • Use the Income Drawdown Modeller which allows members to model how long their retirement fund will last based upon a selected annual income, or model how much annual income they will receive over a selected period
  • Perform ‘what if’ calculations to estimate the value of annual pensions at a specific leaving date
  • Track investments
  • Switch invested funds
  • View historical payslips and P60s