Scheme administration

We provide pension scheme administration services to over 800 clients of all sizes across the private, public and insurance sectors.

We administer all varieties of occupational pension schemes, including defined benefit (DB), defined contribution, cash balance, career average revalued earnings and hybrid arrangements.

Our capabilities will give you the confidence that your pension administration requirements are being managed by experts – which results in service flexibility, risk control, scalability, certainty of cost and unrivalled support. 

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Our approach

There have been a number of changes in the pension administration industry in recent years. We have focused on these changes and, through our performance and exceptional client service, we have exceeded expectations, whilst continuing to deliver value and increased engagement.

Our people are provided with the training, support and development required to become, and to remain, providers of outstanding service to all of our administration clients.

Our administration platform is market leading and allows for an unparalleled level of bespoke configuration and process automation, which enables us to deliver administration services with minimal levels of risk.

It contains over 4 million member records with fully integrated workflow and document management, letter generation and real-time internet self-service facilities for members, employers and trustees.

86% of trustees and pension scheme managers say that experience is the main thing they would look for in a third-party administrator.

63% of trustees state technical expertise is the biggest benefit of outsourcing; 53% highlighted better technology and workflow.

Our services

Our team of experts engage closely with you to create solutions that deliver the results you need.

We are currently responsible for the payment of over 1.5 million UK pensioners, making over 18 million pension payments a year, with a total value of £12 billion.

Our pension payroll service is highly automated and allows pensioner members to view payments easily online.

We currently provide fund accounting for over 700 schemes, equating to over £100 billion of pension scheme assets.

We provide a complete package of pension fund accounting for all scheme types, led by fully qualified accountants. Our finance team provide treasury and fund accounting services to help meet all statutory requirements.

Scheme secretarial

We have a team of expert pension consultants, who have over 250 years’ worth of combined experience, and engage with trustees to provide a full range of scheme secretarial services: trustee meetings, risk management, scheme operation, project management and record keeping.

Our partnership with e-Share also means you have access to intuitive, secure software to improve meetings, communications and easily access all scheme information online.

Pensions Admin software

HartLink is our proprietary administration software and a real differentiator in the market. It is used to administer the pension records of over 4 million occupational pension scheme members, making it one of the largest pension administration databases in the UK.

Development and maintenance is supported by our in-house IT team, which includes over 200 UK-based IT professionals.

Client testimonial

Perfection, or even excellence, is not an experience one finds with pension administrators, but Capita are the best of the number I have dealt with over many years.

Awards and accreditations

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