IntelliPen – A complete trust based administration solution

IntelliPen is a total web-based pensions solution, combining benefits administration, member web access, Internet scheme communication, workflow management, reporting and process automation in a single package.

IntelliPen can be fully integrated with legacy systems without compromising your existing data. It does not have to be installed on local machines. All the data and functions you need can be stored on a central server and accessed from a PC, laptop, tablet or mobile phone, using a web browser.

IntelliPen - A customer centric solution for Life & Pensions

IntelliPen supports contract based Defined Contributions, Income Drawdown, Immediate Annuity, Defined Annuity and Annuities In Payment functionality for Life & Pensions providers distributing through channel partners and the intermediary market.

The open business architecture and web based access promotes flexible working and ease of integration with legacy and corporate systems, creating a total solution with sophisticated premium collection, payments and commissions processes, work and interface management.

Coping with complexity

With its open data structure, our software suits pension arrangements of all sizes, from SMEs to large public companies. IntelliPen fully supports individual tax wrappers, flexible benefits and member self-service.

Our built-in calculation tool is able to codify any pensions arrangement.

The integrated workflow engine captures and preserves good practice and creates consistently accurate processing.

Managing change

As your administration needs develop, your own in-house staff can update the system without the need for third-party involvement.

The licence fee also includes updates to the core software to ensure that the software is always fully compliant with the latest UK legislation.

Ease of use

Our solutions are designed for maximum ease of use, reliability, and flexibility.

  • Administration and processing can be fully automated
  • Calculations are handled quickly and accurately, cutting out expensive rework and error correction.
  • Tasks can be triggered by external events, such as a barcoded form being returned and scanned.

With all data and functions stored on a single system, we can significantly boost your productivity. Our occupational clients typically achieve member ratios in excess of 1:10,000 – in a market where typical ratios are 1:2,500.


The system utilises Microsoft® Windows™ server running Internet Information Services (IIS) and SQL Server. It can be installed and operated in-house, or as a ‘hosted’ solution from your service provider.

Running the software as a hosted solution is simple and cost-effective. Software updates are automatic. You do not have to pay for running your own servers or for specialist IT staff. There are no maintenance or overhead costs. You are free to focus upon your core business, safe in the knowledge that your system is reliable and secure.