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2011 Group Pensions e-Excellence Research Results |
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2011 Group Pensions e-Excellence Research Results |
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Aegon |
Aviva |
Fidelity |
Friends Life |
HSBC |
Legal & General |
Scottish Life |
Scottish Widows |
Standard Life |
|
Audit Trail |
|
|
|
|
|
|
|
|
|
|
Audit Trail |
κκκ |
κκκ |
κκκ |
κκ |
κκκκ |
κκ |
κκκ |
κκ |
κκ |
|
Automatic Enrolment |
|
|
|
|
|
|
|
|
|
|
Automatic Enrolment |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
|
Behavioural Finance |
|
|
|
|
|
|
|
|
|
|
Behavioural Finance |
κκ |
κκκκκ |
κκκκ |
κκκκ |
κκκ |
NA |
NA |
κκκκ |
κκκ |
|
CMS & Platform Integration |
|
|
|
|
|
|
|
|
|
|
Integration with Client Management Systems |
κκκ |
κκκ |
NA |
κκκ |
NA |
κ |
κκ |
κκ |
κκ |
|
Integration with Platforms |
NA |
κ |
κ |
κ |
NA |
κ |
κκ |
κκ |
κ |
|
Communication |
|
|
|
|
|
|
|
|
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|
Co-branding Options |
κκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
|
Methods |
κκ |
κκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκ |
κκκ |
κκκκ |
|
Scheme Microsite |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Worksite Communication |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκκκ |
κκκκ |
|
Contribution Collection |
|
|
|
|
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|
Collection & Refund Process |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Payment Methods |
κκκ |
κκκ |
κκκκ |
κκκκκ |
κκκκ |
κκκκκ |
κκκκ |
κκκ |
κκκκκ |
|
Payment Notification |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
|
DB Unwind |
|
|
|
|
|
|
|
|
|
|
Ceding Schemes |
κκκ |
κκκ |
NA |
κκκκ |
NA |
NA |
κκκ |
κκκ |
NA |
|
Receiving Schemes |
NA |
κκκκ |
NA |
κκκ |
NA |
κ |
κ |
κκκ |
κκκκκ |
|
Education |
|
|
|
|
|
|
|
|
|
|
Advice Process |
NA |
κκκ |
NA |
κκκκ |
κκκκ |
κ |
κ |
κκκκ |
κκκκ |
|
Employer & Trustee Education |
κκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
|
General Information |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκ |
κκκ |
κκκκ |
κκκκ |
κκκκ |
|
Intermediary Education |
κκκκ |
κκκκ |
κκκκκ |
κκκκκ |
NA |
κκ |
κκκκκ |
κκκκκ |
κκκκκ |
|
Member Education |
κκκκ |
κκκ |
κκκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκκ |
|
Tools Information Fact Sheet |
κκκ |
κκκκ |
κκ |
κκκκ |
NA |
NA |
κκκκ |
κκκ |
NA |
|
Extranet Access & Functionality |
|
|
|
|
|
|
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|
Access & Functionality |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
κκκκ |
|
Mobile Platform & Browser |
κκ |
κκκ |
κκ |
κκκ |
κκ |
κ |
κ |
κκ |
κ |
|
Extranet Service Availability |
|
|
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|
Extranet Downtimes |
κκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
|
Extranet Opening Times |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
|
Flex & HR Integration |
|
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|
Extended HR or Flex Functionality |
κκκκ |
κκ |
κκκκ |
NA |
NA |
NA |
κκκ |
κ |
NA |
|
Flex & HR Integration |
κκκ |
κκκ |
NA |
κ |
NA |
κκ |
κ |
κ |
κ |
|
Illustration & Key Features |
|
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|
At Retirement Illustration Data |
κκκ |
κκκ |
κκ |
κκ |
κ |
κκ |
κκκ |
κκκ |
κκκ |
|
Illustration Growth Rates |
κκκκ |
κκκ |
κκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
|
Illustration Storage & Retrieval |
κκκκ |
κκκ |
κκκκ |
κκκκκ |
κκκ |
κκκ |
κκκκκ |
κκκκ |
κκκκκ |
|
Illustration Generation |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
|
Key Features |
κκκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκκ |
κκκκκ |
κκκ |
κκκ |
|
Joiners & Leavers Process |
|
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|
Leavers Process |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Member Joining Process |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
|
Legacy Schemes |
|
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|
Communication |
κκκκκ |
κκκκκ |
NA |
κκκκ |
κκκκκ |
NA |
NA |
NA |
NA |
|
Enrolment & Contributions |
κκκ |
κκκ |
NA |
NA |
NA |
κκκ |
NA |
κκκ |
κκ |
|
Illustrations |
κκκ |
κκκ |
NA |
κκκ |
NA |
κκκ |
NA |
κκ |
κκκκ |
|
Remuneration |
κκκ |
κκκκ |
NA |
κκκκκ |
NA |
κκ |
NA |
κκ |
κκκκκ |
|
Servicing |
κκκκ |
κκκκ |
NA |
κκκκκ |
κκκ |
κκ |
NA |
κκκ |
κκκκκ |
|
Systems |
κκκ |
κκκ |
κκ |
κκ |
κκ |
κκ |
κ |
κ |
κκκ |
|
MI & General Reports |
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|
Adviser & Employer Assist MI |
κκκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκ |
κκκ |
κκκ |
κκκ |
|
Audit & Lead Management |
NA |
κκκ |
κκ |
κκκ |
κκκ |
κκ |
κκ |
κκκ |
κκκκ |
|
Corporate Actions |
κκ |
κκ |
κκκκκ |
κκκκκ |
NA |
κκκκκ |
κκκκκ |
κκκκκ |
κκκκκ |
|
General Reports |
κκκκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Online Facilities |
|
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|
Changes |
κκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
κκ |
κκκ |
|
Increments |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
|
Switches |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
|
Trading Facility |
κ |
κ |
NA |
κκ |
κκκ |
κκκ |
NA |
κκκ |
κ |
|
Product & Funds |
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Cash Accounts |
κκκκ |
κκ |
NA |
κκ |
κκ |
κ |
NA |
κκκ |
κκκ |
|
Fund Fact Sheets |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Investment & Fund Options |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
|
Product Options & Contributions |
κκκ |
κκκ |
κκκ |
κκκ |
κκ |
κκ |
κκ |
κκκ |
κκκ |
|
Product Offering & Administration |
|
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Administration |
κκκ |
κκκ |
κκκ |
κκ |
κκκ |
κκ |
κκκ |
κκκ |
κκκ |
|
Product Offering |
κκκ |
κκκ |
κκκ |
κκ |
κκ |
κκκκ |
κκ |
κκκ |
κκ |
|
Record Keeping & Governance |
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Governance |
κκκ |
κκ |
κκκκκ |
κκκκκ |
κκκκκ |
κκκκκ |
κκκ |
κκκκκ |
κκκκκ |
|
Record Keeping |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκ |
κκκκ |
|
Remuneration & Charges |
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|
Remuneration & Charges |
κκκκ |
κκκ |
κκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκκ |
|
Restructuring & Transferring |
|
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Restructuring of Existing Schemes |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκκκ |
|
Transfer Process |
κκ |
κκ |
κκκ |
κκκ |
κκ |
κκ |
κκ |
κκκ |
κκκ |
|
Scheme Setup |
|
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Registration |
κκκκ |
κκκ |
κκκκκ |
κκκκκ |
κκκκ |
κκκ |
κκκκ |
κκκκκ |
κκκκκ |
|
Scheme Establishment |
κκκκκ |
κκκκ |
κκκκ |
κκκκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
|
Security |
|
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|
Data Protection |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
|
Mobile Security |
κκκκκ |
κκκκκ |
κκκκκ |
κκκκκ |
κκκκκ |
κκκκ |
κκκκκ |
κκκκκ |
κκκκκ |
|
Online Security |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
κκκκ |
|
Secure Communications |
κκκ |
κκκκ |
κκκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
|
Security Standards |
κκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
|
Social Media |
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Policy & Procedures |
κκ |
κκκ |
κκκ |
κκκ |
κ |
κκκ |
κκκ |
κκκ |
κκκ |
|
Sites & Content |
κ |
κ |
κκκ |
κκκκ |
κ |
κ |
κκκ |
κ |
κ |
|
Standards |
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|
Plain English Accreditation |
NA |
κ |
κ |
NA |
NA |
κκ |
NA |
NA |
NA |
|
Quality Standard & Awards |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκ |
|
Service Standards |
κκκ |
κκκκ |
κκκ |
κκκ |
κκ |
κκκκκ |
κκκκ |
κκ |
κκκκκ |
|
Treating Customers Fairly |
κκκ |
κκκ |
κκκ |
κκκκ |
κκκ |
κκκ |
κκκ |
κκκ |
κκκ |
|
Support Services |
|
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Implementation Support |
κκκκκ |
κκκ |
κκκκκ |
κκκκκ |
κκκκκ |
κκκ |
κκκκκ |
κκκκκ |
κκκκκ |
|
Support Services |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκκ |
κκκκ |
κκκκ |
|
Two-way Data Exchange |
|
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|
Pre & Re-population |
κκκκ |
κκκ |
κ |
κκκ |
NA |
κκ |
κκκκ |
NA |
κκκ |
|
Valuation & Statements |
|
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|
Benefit Statements |
κκκκ |
κκκ |
κκκ |
κκκκ |
κ |
κ |
κκκ |
κκκ |
κκκκκ |
|
Error Messages |
κκκ |
κκκκ |
NA |
κκκ |
κ |
κ |
κκκ |
κκ |
κ |
|
Fund Codes |
κκκ |
κκ |
κκ |
κκκκ |
κκ |
κκ |
κκκ |
κκκ |
κκκ |
|
Total Reward Statements |
NA |
κκκκ |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Valuation Data |
κκκ |
κκκ |
κ |
κκκκ |
κ |
κκ |
κκκκ |
κκκ |
κκκκ |
|
Valuation Facility |
κκκκ |
κκκκ |
κκκκ |
κκκκ |
κκ |
κκ |
κκκ |
κκκ |
κκκκ |
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Copyright © F&TRC 2011 - Not to be reproduced without written permission |
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