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14

APT appointed as registered administrator for Irish Permanent windup

APT secures the appointment to wind up the defined benefit scheme following a tender process undertaken by the Trustees.


Following a tender process undertaken by the Trustees of the Irish Permanent Staff Pension Scheme, Allied Pension Trustees Limited (APT) have been appointed to undertake the winding up of the scheme.










26

Change in priority order for DB schemes in wind up

Joan Burton announced a series of changes which include a change to the priority order for defined benefit schemes on wind up, together will a less tolerant approach for schemes which fail to meet a minimum level of solvency.


Apart from the cases of double insolvency, the change in priority order will have limited impact on the majority of schemes.
















Registered Administrator

APT is registered with the Pensions Board as a Registered Administrator to provide the “core” administration functions

APT Online for members

Our online pension’s administration system offers a secure online portal providing members with

  • A personal online account
  • Secure access and personal password control
  • Full contribution & investment histories
  • Online switching and redirection of contributions
  • Daily benefit statements – in real time (downloaded from site)
  • Daily SORPs – in real time (downloaded from site)
  • Leaving service options – (downloaded from site)
  • Pension and AVC calculator
  • Risk profiling tool
  • Investment performance calculator – reporting from site
  • Webinar and video messaging

APT Online for sponsors (HR/Payroll/Finance)

Our online pensions administration system offers sponsors (employers and trustees) the following services

  • A scheme level account showing information at scheme level
  • Access to member accounts
  • Secure access and password control for all members
  • Scheme level reporting on membership, fund values, unit prices, transactions, audit reports and more
  • Individual member level reporting
  • Site usage statistics
  • Webinar and video messaging

Support & Pensions Advice

Our team of experienced pension advisors are on hand to support members and trustees alike

Support for members

  • Member presentations which are delivered clearly and concisely
  • Production of high quality explanatory pension’s literature
  • Answering individual member pension queries
  • Providing individual investment advice to members

Support for trustees and employers

  • Provide ongoing updates in legislative changes
  • Advise generally on best practice in the market
  • Support HR team with new hire induction process
  • Provide advice on fiduciary matters
  • Ensure compliance with regulations and legislation
  • Dealing with problem and legacy cases

Death in Service & Income Continuance

Our risk management service ensures your benefits are put in place efficiently with competitive pricing

Financial Management

Our team of client accountants provide a full accounts preparation and budgeting services for both defined benefit and defined contribution plans

Pension Payroll

Our pension payroll team provides services for defined benefit plans including monthly payments, P60 and P.35 returns and telephone helplines for pensioner queries

Project Management

Our project management team provides dedicated resources for special projects including review of existing plans, due dilligance of plan records, locating deferred members,data transition and defined benefit scheme wind ups

Trustee Training

Approved by the Pensions Board as a trustee trainer, our comprehensive programme ensures you (as trustee) are well equipped to discharge your duties www.pensionsboard.ie

Click here for corporate pensions brochure