Solutions · Line of Business
Pensions & Annuities
Long-duration administration for pension funds and annuity products — including contribution, valuation and benefit payments.
The challenge
What gets in the way today.
Common patterns we see across insurers, banks and distributors approaching pensions & annuities.
- Schemes that span decades on platforms that change every few years
- Contribution reconciliation that consumes operations capacity
- Limited member self-service across the retirement journey
- Regulatory and actuarial reporting under increasing scrutiny
Capabilities
What Agile FT delivers.
Defined contribution and defined benefit schemes
Individual and immediate annuities
Contribution processing and reconciliation
Investment fund administration
Vesting, retirement and benefit payment
Member self-service portals
Regulatory and actuarial reporting
Employer and trustee dashboards
Outcomes
What insurers and distributors achieve.
Long duration
Built for multi-decade contracts
Member-first
Self-service across the lifecycle
Reconciled
Contributions, units and benefits
Reportable
Regulatory and trustee packs
FAQs
Common questions.
+DC and DB on one platform?
Yes. Both scheme types are configured as products on the same core.
+How are annuities handled?
Individual and immediate annuities are supported with full lifecycle administration.
+What about member portals?
Member, employer and trustee portals are delivered through Agilis Ubiquity.
Pensions & Annuities
See Pensions & Annuities in action.
A focused walk-through with our solution team — tailored to your market, channels and product mix.