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Pensions Administration Redefined

IntelliPlan Features List


  • Self Service

    IntelliPlan is a thin-client browser based system built on Windows Server, IIS and SQL Server and includes integrated participant and employer self-service websites, and plan/trustee websites. All IntelliPlan functionality is available through a web interface providing simple deployment options and enabling flexible staffing models.

  • DB/DC/Hybrid support

    IntelliPlan supports full DB, DC, Hybrid, Cash balance plans. CARE scheme management is fully supported in our IntelliPen UK system, which is sold and supported by a partner company in the United Kingdom, but could be easily integrated back into IntelliPlan.

  • Security

    IntelliPlan provides comprehensive and user configurable security mechanisms that support role and privilege based access control. Access is on a least-privilege basis to pages, functions, reports etc. IntelliPlan security also supports a complementary level access mechanism that restricts access based on security level as well as role.

  • Remote Data Upload

    IntelliPlan provides Excel spreadsheets for remote uploading of data through web services, such as contribution data and HR information.

  • Investment Switching including Lifestyling

    IntelliPlan supports balanced switches and profile based life-styling, using either individual or group profiles.

  • Unit Pricing

    The system stores complete unit price histories for fund valuations and forward dealing. Procentia are a member of the IMDG straight through processing group and are implementing support for Swift based up to the second unit price and immediate unit transactions.

  • Collections

    IntelliPlan integrates to standard industry collections mechanisms such as direct debit to deliver regular premium processing. There is full premium expectation processing and payroll integration capability to support multiple sources of premium determination.

  • Bulk Statement Production

    The IntelliPlan document management facility includes full functionality for bulk statement production including benefit statements, valuation extracts and group deferment quotations. Bulk statements can be scheduled using the IntelliPlan batch-processing engine to run overnight or at scheduled times.

  • Management Information & Reporting Functionality

    IntelliPlan provides standard plan reporting facilities such as participant stats and changes, as well as comprehensive case processing and Service Level Agreement (SLA) management reporting.

    IntelliPlan also includes a thin-client (web enabled) report writer for developing quick reports and data extracts. The IntelliPlan database is also fully compatible with 3rd party reporting solutions such as SQL Server Reporting Services or Crystal Reports.


  • Automated Processing

    Deployments of IntelliPlan have achieved 100% automation of calculations across a wide variety of plans. This enables a high degree of automation, as our workflows can be event triggered and run without user involvement to completion. For example, automatic refunds can be calculated, taxed and paid out with accompanying letters, all with no human involvement.

  • Standard Participant/Client Letters

    IntelliPlan has comprehensive document production facilities based upon an XML pipeline model. This allows the same data sources to produce Word documents, Excel Spreadsheets, or PDF files. We provide a number of standard letters, but most clients usually customize and extend these to their own requirements.

  • Data Extract & Interface Capabilities

    IntelliPlan has facilities for extracting data in a number of ways: from simple report extracts with output to CSV, Excel, fixed format, etc. to complex nested extracts in XML with conversion to commercial standards such as the HRMC Government Gateway. IntelliPlan can also archive members as a complete XML document with subsequent import of the XML document if required.

  • History and Audit Trails

    IntelliPlan tracks all updates, insertions and deletions in audit tables with associated session records. Standard audit enquiry facilities and reports are included in the system. Each data panel has the capability to show the audits that have been made to its data in a pop-up window.

  • Benefit Quotations

    Benefit quotations for DB/DC/Hybrid/AVC/Cash Balance/Projected Benefits plans use the IntelliCalcs calculation engine for back-office, participant web and document based benefit quotations. This ensures participants receive exactly the same quotations in letters and throughout the website. IntelliCalcs uses a combined parameters and code approach to plan implementation, as opposed to a fully parameterized one, ensuring that it is completely flexible in the type and complexity of plans it supports.


  • Pension Payroll

    IntelliPay is a fully integrated module within IntelliPlan that provides complete pension payroll functionality including generation of ACH files, payslip reports and full payroll balancing reports. IntelliPay is a truly integrated, not interfaced, solution, meaning that new retirees, deaths, and changes in pension sources can be immediately processed. Death retractions, arrears and overpayment processing are supported automatically.

  • Real Time Information (RTI)

    IntelliPay includes full support for the new HMRC Real Time Information feeds via the Government Gateway. The full range of RTI forms are supported; Full Payment Submission (FPS), Employer Payment Summary (EPS), Employer Alignment Submission (EAS) and NINO (National Insurance number) Verification Request (NVR). Support is still provided for the previously required P14/P35, P45 and P46 forms for clients who have not on-boarded with RTI yet.


  • Integrated workflow & tracking

    IntelliPlan includes the IntelliCase workflow engine and IntelliScan document management facility, both of which are fully integrated into the product suite. This not only keeps software costs down but also it reduces the amount of training required to use the products. IntelliPlan is supplied with a standard suite of common workflow processes that can be customized to exactly fit a client’s requirements.

    IntelliPlan can either be driven through IntelliCase or can integrate with any corporate enterprise wide workflow or case management such as MS Dynamics or Pega.


  • Automated Processing

    IntelliScan links IntelliPlan to scanning hardware to enable automated workflow triggering and images of incoming documents to be stored alongside a record of all documents produced by IntelliPlan. Some IntelliPlan processes that are triggered by IntelliScan reading barcodes that then runs through to completion without any manual administration effort.


  • Participant Self-Service

    Increasingly, participants are taking advantage of self-service. Though take-up has been slow in the industry, there is now a generation approaching retirement that expect to be able to run their own illustrations of retirement benefits and to carry out simple administration tasks such as beneficiary designation.

  • Workforce flexibility

    All administration functions can be operated through the web interface. While no plan is likely to offer all their participants such full-unfettered access, this flexibility does allow a plan administrator to operate across sites, offer telecommuting to key staff, and to flex the size of their operation without installation of software onto desktops.

  • Trustee Support

    IntelliSite builds rich trustee websites with access to all meeting documents via tablets, with full login security and variable access rights. Graphical SLA reports are deployable via the trustee website to give up-to-the-minute metrics on administration compliance.


  • Bulk Upload functionality

    Included within IntelliPlan is the IntelliFeed data import facility which uses definition files to import fixed format files, CSV and XML files into holding tables, from where they can be edited, validated using defined rules, and processed into the main participant database. This has been used for interfaces from SAP, Peoplesoft, and other HR and payroll products. Bulk interfaces can also trigger workflows for further processing of imported data.


  • Treasury

    IntelliCount is our solution for cashbook accounting and treasury management of pension plan accounts. IntelliCount is integrated with IntelliPlan for automatic cashbook transaction generation and confirmation of checks etc. Full SORP reporting and quarterly tax returns are generated by IntelliCount at the click of a button.