Available in different versions to suit your organisation size, Adviser Office provides functionality to ensure that you can run group schemes profitably and communicate effectively with employers and employees. Adviser Office provides employee benefit tools to enable users to administer group protection and group pension schemes, including SSAS and SIPP portfolios. Functionality includes:

• Recording staff records including salary histories
• Recording group pension schemes including Defined Benefit, Defined Contribution, GPP, Stakeholder, EPP, SSAS and SIPP
• Recording group protection schemes including Income Protection, Death in Service/Group Life, Critical Illness, Private Medical Insurance, Directors Share Protection, Business Travel and Dental Insurance
• Ability to define categories of benefits against group schemes
• Group scheme and employer reporting including contribution reports, membership schedules, benefit statements and valuations
• New Business Wizard for adding new employees and scheme members
• Left Employment Wizard
• Wizards to import scheme information from providers using xml, csv or Excel files
• Import of payroll information to update salary records and add new staff members
• Bulk update functionality including the ability to update staff and scheme membership with auto prompt for commission increments
• Corporate factfind including scheme and employer activity
• Integration with Simple2 and Staffcare online employee benefit systems
• Rebroking Wizard to streamline the rebroking process for group protection schemes

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Professional
Enterprise
Enterprise Wide