Procentia

Streamlines pension administration and payroll while giving members and administrators accessible online tools and self-service.

Connects pension data securely to the Pensions Dashboard ecosystem while avoiding manual data exports and searches on stale data.

Manages pension accounting, payment data and reporting in a system integrated with IntelliPen.

Accelerates complex actuarial valuations and pricing while providing member- and tranche-level insight for financial reporting.

Streamlines PRT transitions with reusable benefit models, validated policy data and structured claims processing.

Provides solution-aware assistance, round-the-clock support request tracking and resources to build client teams’ IntelliPen expertise.

IntelliPen

IntelliPen is an all-in-one, online pensions administration and management platform for schemes of any type and size. Its integrated modules support administration from member registration through retirement, including case management, payroll, verification, accounting, reporting and member communications. IntelliSite provides browser-based content management and tailored websites for members, employers and trustees, while IntelliPay supports configurable pension payroll as an integrated module or standalone system. The platform also provides access to IntelliCalcs, pension calculation capabilities, and Pensions Dashboard connectivity through Intelli-ISP. Administrators can configure workflows and system content, and members and other audiences can use online self-service tools. Procentia also provides implementation, data migration and training support.

• Manage Pension Administration In One Platform
  Bring a broad range of administration activities into one platform, helping teams manage scheme processes without relying on disconnected tools.
• Let Members Complete Pension Tasks Online
  Give members an online journey for retirement and access to pension functions, from comparing quotes and selecting options to completing checks and submitting requests.
• Automate Complex Administration Workflows
  Use visual workflow tools and automated processes to handle complex case management and pension processing.
• Build Tailored Pension Websites
  Provide members, employers and trustees with distinct online experiences and relevant information through websites connected to IntelliPen.
• Protect Pension Data With Layered Security
  Use cloud infrastructure and built-in, multi-layered security controls to safeguard pension data and help identify evolving threats.
• Connect Directly To Pensions Dashboards
  Connect IntelliPen to the Pensions Dashboard ecosystem, process requests using current provider data and reduce manual data transfers.
• Configure And Run Pension Calculations
  Configure calculations without conventional programming skills, integrate the engine with administration systems, and manage calculation versions, including rerunning historic calculations.
• Control Payroll Access And Payment Approval
  Restrict payroll runs to authorised administrators and require designated approval before pensions or lump sums are paid.
• Integrate Or Deploy Payroll Independently
  Use IntelliPay within IntelliPen or deploy it independently with connections to other software through APIs.
• Process Large Payrolls Quickly
  Support payrolls at scale; Procentia reports a 115,000-payee payroll run in under two hours.
• Update Website Content Independently
  Let administration teams maintain website content, including news articles and member forms, without software development.
• Support Diverse Pension Scheme Models
  Use one administration platform across a broad range of pension scheme models and sizes.
• Configure The Platform To Fit Your Needs
  Adapt system settings and content to scheme requirements, helping administrators make changes without depending on IT resources or third-party support.
• Access The Platform Through A Browser
  Let teams and members use the platform online from their devices without installing software.
• Configure Payroll And Flexible Schedules
  Tailor payroll to scheme needs and choose from multiple payroll frequencies, from daily to annual.
• Automate Pension Payroll Processing
  Manage calculations, deductions, contributions and BACS transactions, with automated payroll runs available throughout the year.
• Give Members Clear Payment Information
  Provide online access to payslips, P60s and information about upcoming payments.
• Move Pensions From Calculation To Payment
  Connect pension calculation with the process of putting the pension into payment.
• Meet Stated Accessibility Standards
  Build websites to the stated XHTML, WAI and W3C WCAG 2.1 AA standards.
• Produce Pension Payroll Reports
  Support end-of-year reporting and prepare payment summaries for the Real Time Information interface.
• Streamline Complex Bulk Data Transfers
  Bring in and reformat large or complex data transfers, with tools that can also clean up difficult data layouts.
• Move To IntelliPen With Expert Support
  Receive project management and subject matter expertise through implementation, data and document migration, and website development.
• Prepare Teams To Use IntelliPen
  Give teams system training before implementation so they can build confidence using IntelliPen.

Intelli-ISP

Intelli-ISP is Procentia’s Information Source Provider solution for connecting pension providers to the Pensions Dashboard Programme ecosystem. It provides a direct connection between IntelliPen and the Dashboard without requiring files to be exported from the administration system or data to be uploaded elsewhere. Intelli-ISP+ is an add-on service for existing clients that searches the provider’s IntelliPen system when a request is received, using up-to-date data. Find and View requests are processed and aggregated by the ISP layer before being returned to the Dashboard ecosystem.

• Connect Directly To Pensions Dashboards
  Connect the provider’s IntelliPen administration system to the Dashboard ecosystem without a separate file export or data upload process.
• Search Up-To-Date Provider Data
  Query the provider’s IntelliPen system when a request arrives, helping avoid reliance on data that may have become stale between refreshes.
• Keep Data Within A Controlled Connection
  Avoid unnecessary export or third-party storage of personal and financial data by connecting directly to IntelliPen through a secure, controlled route.
• Process And Return Dashboard Requests
  Process and aggregate Find and View requests through the ProviderAPI and ISP layer before returning them to the Dashboard ecosystem.
• Use Current Data For Requests
  Access provider data when a search request arrives, addressing data staleness and changes involving joiners and leavers between refreshes.

IntelliCount

IntelliCount is a pensions and cashbook accounting system for financial management teams. It supports trial balances, nominal ledgers, transaction analysis, journals, accruals, SORP and other accounting reports. The system integrates with IntelliPen, exchanging payment data and status updates between the products, and can integrate with AccessPay to process BACS files.

Category: Accounting Software

• Synchronize Payment Data Across Systems
  Exchange payment data and status information between IntelliPen and IntelliCount, including automatic transfer of payments and status updates.
• Manage Pension And Cashbook Accounts
  Use a dedicated system for pensions and cashbook accounting to support financial management team activities.
• Generate Detailed Pension Accounting Reports
  Produce accounting information including trial balances, nominal ledgers, transaction analysis, journals, accruals and SORP reports.
• Create And Amend Ledger Accounts
  Create and update nominal ledger accounts directly within IntelliCount.
• Authorize Payments Before They Are Paid
  Require an IntelliCount user to authorize payments received in an unauthorised state before they are paid.
• Process BACS Files Through AccessPay
  Integrate with AccessPay to process BACS files through Procentia’s BACS transmission software solution.

Intelli-ACT

Intelli-ACT is a custom-built actuarial valuation system for Pension Risk Transfer, designed for advanced pricing and financial reporting. Its data architecture supports processing large datasets and producing granular outputs, including pension projections, probabilities and discount rates for every member and tranche. Users can configure data ingestion, benefits, actuarial assumptions and complex calculations, and run scenarios such as PV01, IE01 and mortality together. The platform is built on cloud infrastructure designed for data security, integrity, resilience and scalability.

• Examine Member And Tranche-Level Results
  Access pension projections, probabilities and discount rates for every member and tranche to support detailed scheme valuation analysis.
• Process Large Valuations In Minutes
  Run large volumes of calculations at pace to support actuarial pricing and financial reporting.
• Import Data And Retain Detailed Outputs
  Bring data into the valuation process and examine detailed outputs for each member, tranche and individual payment.
• Configure Complex Valuations With Flexibility
  Adapt data ingestion, benefits and actuarial assumptions to the requirements of complex valuation work.
• Run Multiple Valuation Scenarios Together
  Include PV01, IE01 and mortality scenarios in valuation runs and process them together.
• Secure Data And Scale With Scheme Needs
  Use cloud infrastructure designed to protect data integrity and support resilience and scalability.
• Navigate Valuation Work More Easily
  Use an intuitive interface designed to simplify navigation and speed up valuation work.

Intelli-PRT

Intelli-PRT is a shadow administration platform for insurers, superfunds and reinsurers. It systemises claims validation during the buy-in phase of a Pension Risk Transfer transaction, replacing spreadsheet-driven processes with a connected, auditable toolset. Data and benefit specifications are tailored to PRT quotation, transition and administration processes. Reusable benefit configurations support consistent modelling and validation from quotation through buy-in, buy-out and reinsurance.

• Validate And Recalculate Payroll Claims
  Update policy data from change reports, apply automated validation and recalculate claims across payment dates since on-risk.
• Configure Complex Benefit Structures
  Build and adjust benefit structures for complex PRT transactions, including pension increases.
• Reuse Benefit Configurations Across PRT Stages
  Carry benefit configurations across quotation, buy-in, buy-out and reinsurance to support consistent modelling and validation.
• Replace Spreadsheet Processes With Auditable Tools
  Bring PRT administration into a connected, auditable toolset designed around the data and benefit specifications needed for quotation, transition and administration.
• Validate Policy Data Consistently
  Use a unified data model to upload and validate policy data throughout the process.
• Calculate Quotes At Member And Tranche Level
  Use uploaded factors or factors derived from actuarial assumptions to calculate quotes at member and tranche level.
• Manage Schemes And Transactions Centrally
  Manage schemes and transactions through one user interface.

Client support

Procentia’s client support service connects clients with a dedicated Support Team that understands their solution and priorities. Clients can contact the team by phone, email or through an online support portal, available 24 hours a day, 365 days a year, to raise and track incidents or queries. Client teams can also access an online community with training materials and interactive modules to build their IntelliPen expertise, and follow Support Team queries in real time.

• Get Dedicated, Context-Aware Support
  Reach a Support Team familiar with your solution and priorities through the contact channel that suits your team.
• Access Support Around The Clock
  Use the online portal at any time to access Procentia Support, including outside standard working hours.
• Raise And Track Support Requests
  Submit incidents and queries through the portal and follow their progress in one place.
• Build IntelliPen Expertise
  Use training materials and interactive modules in Procentia’s online community to build IntelliPen expertise.
• Receive Fast, Relevant Communications
  Get timely communications from a Support Team familiar with your solution and priorities.
• Follow Support Queries In Real Time
  Stay up to date with queries raised with the Support Team through the online support portal.