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Zellis Pensions Admin from Zellis
Automated solution supporting DB, DC, and hybrid pension scheme management. Includes member and employer portals, benefits calculations, document management, workflow automation, and compliance modules.
Product analysis by function
Pension Administration Systems for Member Administration
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Member Data Management
(9 Yes /9 Known /12 Possible features)
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
Described as capturing and maintaining comprehensive member data as part of core pension administration functionality. | |
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Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
System tracks employment history for accurate benefit calculations, a key requirement for DB/DC schemes. | |
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Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
Beneficiary management is standard and referenced in compliance claims. | |
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Dependent Tracking Ability to record and track member dependents and their eligibility status |
Dependent tracking mentioned as part of comprehensive member data management. | |
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Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
Document management explicitly listed as integrated for enrollment forms and beneficiary designations. | |
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Address History Maintains historical addresses and contact information with effective dates |
No information available | |
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Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
Data validation rules referenced as part of compliance and workflow controls. | |
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Duplicate Member Detection Automated detection of potential duplicate member records |
No information available | |
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Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
Tracks member status (active, deferred, retired etc.) for pension calculations. | |
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Bulk Data Update Capability Ability to update multiple member records simultaneously |
Bulk update referenced as an admin efficiency feature. | |
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Data Import/Export Tools for importing and exporting member data in various formats |
Described as providing data import/export tools for integration and administration. | |
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Member Record Capacity Maximum number of member records the system can efficiently handle |
No information available |
Contribution Processing
(10 Yes /10 Known /12 Possible features)
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Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
Multi-source contribution processing included in product capabilities (employer, employee, others). | |
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Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
Contribution rate management based on rules is a benefit of the product. | |
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Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
Automated monitoring of contribution limits referenced in compliance tools. | |
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Arrears Management Tracking and management of missed contributions with interest calculations |
Arrears management and calculations for missed contributions mentioned for regulatory compliance. | |
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Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
Contribution reconciliation described as part of product's compliance and payment management modules. | |
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Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
No information available | |
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Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
Automatic allocation is part of contribution management automation features. | |
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Contribution Processing Speed The volume of contribution transactions the system can process per hour |
No information available | |
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Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
Batch contribution processing supported; product claims support for bulk uploads. | |
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Contribution History Maintains detailed history of all contribution transactions with audit trail |
Contribution history and audit trail supported in reporting and compliance modules. | |
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Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
Supports voluntary contribution management for DC and hybrid schemes. | |
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Employer Matching Rules Configurable rules for employer matching contributions |
Employer matching rules mentioned in feature set for employer contributions. |
Benefit Calculations
(11 Yes /11 Known /13 Possible features)
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Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
Multiple benefit calculation formulas supported and referenced for DB, DC, and hybrid schemes. | |
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Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
Service credit calculations supported; vital for DB scheme administration. | |
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Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
Final average earnings calculations mentioned for DB benefit calculation accuracy. | |
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Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
Covers automated adjustments for early/late retirement as part of actuarial calculations. | |
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Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
Product offers optional form calculations including joint & survivor and period certain. | |
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Benefit Projections Tools for projecting future benefits based on various assumptions |
Tools for projecting future benefits are available via self-service portal. | |
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Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
Cost-of-living adjustments supported – mentioned under automated benefit updates. | |
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Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
Enforcement of statutory benefit maximums supported in compliance configuration. | |
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Disability Benefit Calculations Specialized calculations for disability retirement benefits |
Disability benefit calculations referenced for public sector/DB plans. | |
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Death Benefit Calculations Calculation of survivor benefits according to plan rules |
Death/survivor benefit calculation included in standard product for dependents/beneficiaries. | |
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Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
No information available | |
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Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
Calculation audit trails supported as part of compliance and accuracy assurance. | |
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Benefit Calculation Speed Time taken to process complex benefit calculations |
No information available |
Benefit Payments
(9 Yes /9 Known /12 Possible features)
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Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
Supports multiple payment methods, including direct deposit and checks. | |
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Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
Payment scheduling described as configurable—monthly, quarterly, annual. | |
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Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
Automated tax withholding calculations claimed for UK and other markets. | |
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Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
Lump sum payments fully supported in payment workflow. | |
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Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
Payment history tracked and available to members and administrators. | |
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Bank Reconciliation Tools for reconciling payment records with bank transactions |
No information available | |
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Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
Overpayment recovery controls referenced under payment error and adjustment procedures. | |
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Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
No information available | |
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Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
Third-party payments supported; mentioned as part of garnishments and deductions. | |
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Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
No information available | |
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Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
Manual/automated payment adjustments cited in admin documentation. | |
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Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
Automated payment forms and tax documentation generation included. |
Self-Service Portal
(10 Yes /10 Known /13 Possible features)
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Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
Self-service update of personal info (contact, beneficiary) in member portal. | |
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Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
Benefit estimator tool available in the member portal. | |
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Document Upload/Download Capability for members to securely upload and download documents |
Document upload/download (secure) enabled for members. | |
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Statement Access Access to current and historical benefit statements online |
Online access to statements is a highlighted feature. | |
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Contribution History View Self-service access to view contribution history and details |
Contribution history viewable by members through the portal. | |
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Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
Electronic submission of forms, including with e-signature, is enabled. | |
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Secure Messaging Secure communication channel between members and pension administrators |
Secure messaging between members and administrators available. | |
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Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
Portal supports responsive design; works on mobile devices. | |
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Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
Employers can submit contributions through a dedicated portal area. | |
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Retirement Application Processing Online tools for members to apply for retirement benefits |
Retirement application processing online is offered as a workflow automation. | |
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Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
No information available | |
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Multi-Language Support Available languages in the self-service portal |
No information available | |
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Portal Uptime Percentage of time the portal is available and functioning correctly |
No information available |
Regulatory Compliance
(8 Yes /8 Known /12 Possible features)
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Regulatory Reporting Tools Built-in support for generating required regulatory reports |
Regulatory reporting tools included; UK and multi-jurisdiction compliance is a major feature. | |
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Legislative Updates Regular system updates to reflect changes in pension legislation |
System updated for legislative changes; product notes regular updates based on law. | |
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Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
No information available | |
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Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
RMD tracking mentioned as part of compliance checks for pension regulations. | |
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Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
Tax report generation (for HMRC and others) built in. | |
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Audit Trails Comprehensive audit trails for all system activities and changes |
Comprehensive audit trails in all system modules for regulatory compliance. | |
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Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
No information available | |
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Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
Multi-jurisdiction compliance support claimed as a differentiator. | |
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Compliance Alert System Automated alerts for potential compliance issues or required actions |
No information available | |
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GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
Claims GDPR and global data privacy compliance in product literature. | |
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Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
No information available | |
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Compliance Documentation Comprehensive documentation of system compliance features and controls |
Product offers extensive compliance documentation for audits. |
Workflow and Process Management
(6 Yes /6 Known /12 Possible features)
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Configurable Workflows Ability to configure automated workflows for common pension administration processes |
Configurable workflows are a key product feature for pensions admin automation. | |
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Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
Task assignment and tracking referenced for workflow automation modules. | |
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Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
No information available | |
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SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
SLA monitoring capabilities included in the service module. | |
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Process Automation Automation of routine processes to reduce manual intervention |
Process automation throughout the administrative lifecycle is advertised. | |
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Exception Handling Structured processes for managing exceptions and special cases |
Automated exception handling and case management included. | |
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Parallel Processing Support for concurrent processing of workflow steps where appropriate |
No information available | |
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Workload Balancing Tools for distributing work evenly among staff members |
No information available | |
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Process Analytics Metrics and analytics on process efficiency and bottlenecks |
No information available | |
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Process Template Library Pre-built templates for common pension administration processes |
No information available | |
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Process Customization Depth Degree to which standard processes can be customized without programming |
No information available | |
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Workflow Visualization Graphical tools for designing and viewing process workflows |
Workflow visualization/dashboards supported by workflow management UI. |
Reporting and Analytics
(11 Yes /11 Known /13 Possible features)
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Standard Report Library Pre-built reports covering common pension administration reporting needs |
No information available | |
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Custom Report Builder Tools allowing non-technical users to create custom reports |
Custom report builder for non-technical users described in reporting module. | |
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Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
Graphical dashboards and charts are included for administrators. | |
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Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
Automatically scheduled and distributed reports described in product info. | |
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Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
Exports in PDF, Excel, CSV and more standard in reporting module. | |
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Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
Ad-hoc query tool availability is referenced for flexible analysis. | |
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Historical Trend Analysis Features for analyzing data trends over time |
Trend analysis tools referenced in analytics section. | |
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Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
Actuarial exports supported; integration with actuarial software mentioned. | |
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Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
Performance dashboards provided for administrators. | |
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Member Population Analytics Demographic analysis of the member population |
Population analytics built in for scheme management. | |
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Report Processing Speed Time taken to generate complex reports with large data sets |
No information available | |
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Drill-Down Capabilities Ability to navigate from summary data to supporting details |
Drill-down enabled in analytics and dashboards modules. | |
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Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
Data warehouse and BI tool integration referenced for advanced analytics. |
System Integration
(9 Yes /9 Known /12 Possible features)
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API Availability Comprehensive APIs for integration with external systems |
Comprehensive APIs claimed for system integration. | |
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Payroll System Integration Built-in connectors for common payroll systems |
Payroll system integration supported through pre-built and configurable connectors. | |
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General Ledger Integration Automated integration with accounting systems |
General ledger integration described; automated accounting interfaces available. | |
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Banking System Integration Direct integration with banking systems for payments and reconciliation |
Direct integration with banking for payments and reconciliation is cited as a feature. | |
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Document Management Integration Integration with document management systems |
Document management system integration referenced for secure archival. | |
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Identity Management Integration Support for enterprise single sign-on and identity management systems |
Single sign-on and enterprise identity services supported. | |
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Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
Supports standard data exchange formats, with sample integrations in documentation. | |
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ETL Tools Built-in tools for data extraction, transformation, and loading |
ETL tools included for data migration and ongoing integration. | |
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Real-time Integration Capability Support for real-time data exchange with external systems |
Real-time integration available (webhooks/APIs) for data exchange. | |
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Integration Monitoring Tools for monitoring the health and performance of system integrations |
No information available | |
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Third-party Integration Partners Number of pre-built integrations with third-party systems |
No information available | |
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Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
No information available |
Security and Data Protection
(9 Yes /9 Known /13 Possible features)
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Role-based Access Control Granular permission settings based on user roles |
Role-based access controls (RBAC) are configurable for all admin and member roles. | |
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
Multi-factor authentication supported; required for admin and can be enforced for members. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Data encryption in transit and at rest confirmed in security documentation. | |
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Security Audit Logging Comprehensive logging of all security-related events |
Security audit logging included for all access and events. | |
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Intrusion Detection Systems to detect and alert on potential security breaches |
Intrusion detection/prevention referenced as part of managed hosting/security bundle. | |
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Data Masking Ability to mask sensitive data for non-production environments |
No information available | |
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Password Policy Enforcement Configurable password complexity and rotation requirements |
Password policies (complexity, rotation, expiration) configurable. | |
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Session Management Controls for session timeouts and concurrent logins |
Session timeout and concurrent login controls featured in security management. | |
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Security Certification Formal security certifications such as ISO 27001, SOC 2 |
Holds ISO 27001 and/or SOC 2 certification (according to Zellis security statements). | |
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Vulnerability Assessment Regular security testing and vulnerability assessments |
Regular vulnerability scanning and third-party security assessments described. | |
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Data Backup Frequency Frequency of system data backups |
No information available | |
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Recovery Time Objective Target time for system recovery after a disruption |
No information available | |
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Security Update Frequency Frequency of security patches and updates |
No information available |
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