Detailed Admin Services
Pope Anderson provides a full range of DB services, including:
Regular Processes
- Maintenance of member records.
- Monitoring and reconciliation of monthly contributions.
- Transfers in / out requests.
- Retirement quotation requests.
- Maintenance and reconciliation of scheme’s cashbook.
- Submission of AFTs to HMRC.
- Processing requests for CETVs.
- Regular, bespoke, administration reports.
Annual Processes
- Reconciliation of annual renewal data.
- Annual benefit statements.
- Provision of financial information for annual audit.
- Submission of Event Report to HMRC.
Pension Payroll Services
As a BACS approved bureau, Pope Anderson is responsible for over 100,000 benefit payments every year.
Our pension payroll service includes the following:
- Payment of pensions and PAYE via BACS.
- Cheque payments.
- Overseas payments.
- Provision of pension payslips.
- Provision of P60s.
- Provision of P45s.
- In-year e-filing via HMRCs website.
- Year-end e-filing via HMRCs website.
- Apply Tax Code changes downloaded via HMRCs website.
Accounting & Treasury Services
Pope Anderson offers a comprehensive range of accounting and treasury services, including:
- Cashbook maintenance.
- Maintenance and monthly reconciliation of scheme’s bank account.
- Processing of receipts and benefit payments.
- Production of bespoke annual report, including financial statements to audit standard.
- Cash flow forecasting.
- Short term investment of surplus funds.
DC Administration
Pope Anderson provides a full range of DC services, including:
Regular Processes
- Maintenance of member records.
- Monitoring, reconciliation and investment of monthly contributions.
- Monitoring, reconciliation and investment of Age Related Rebates.
- Monthly lifestyle switches.
- Individual switches.
- Arranging disinvestments for benefit payments.
- Transfers in / out requests.
- Retirement quotation requests.
- Monthly reconciliations of units purchased.
- Maintenance and reconciliation of scheme’s cashbook.
- Arrange annuity purchases on behalf of the trustees.
- Submission of AFTs to HMRC.
- Processing requests for CETVs.
- Regular, bespoke, administration reports.
Annual Processes
- Reconciliation of annual renewal data.
- Annual benefit statements, including calculation and disclosure of SMPIs.
- Provision of financial information for annual audit.
- Submission of Event Report to HMRC.