PensionPal Overview

PensionPal is a comprehensive board management software tailored specifically for pension fund managers, trustees, and administrative bodies. The platform streamlines the governance, compliance, and operational tasks related to pension plan management. With PensionPal, trustees and board members can access key pension documents, such as meeting agendas, financial reports, and compliance updates, in a secure and user-friendly environment. The software provides tools for scheduling meetings, tracking action items, and ensuring that all parties are aligned with important deadlines. It also supports secure communication and collaboration among board members, reducing administrative burden and enhancing efficiency. PensionPal offers detailed reporting features, allowing pension administrators to monitor plan performance, track contributions, and ensure compliance with local and international regulations. Additionally, PensionPal integrates with financial management systems, ensuring seamless data flow between pension plan activities and accounting processes. By providing a centralized platform for managing pension fund operations, PensionPal enhances transparency, efficiency, and regulatory compliance in pension plan management.

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Contact Details

  • Vendor Name PensionPal
  • Founded
  • Location United Kingdom

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Non-profit Organization Management

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PensionPal Features

  • Arrow Icon Approval Process Control
  • Arrow Icon Meeting Management
  • Arrow Icon Automatic Backup
  • Arrow Icon Member Directory
  • Arrow Icon Commenting/Notes
  • Arrow Icon Event Scheduling
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Activity Dashboard
  • Arrow Icon Surveys & Feedback
  • Arrow Icon File Sharing
  • Arrow Icon Offline Access
  • Arrow Icon Compliance Management
  • Arrow Icon Template Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Electronic Signature
  • Arrow Icon Secure Data Storage
  • Arrow Icon Task Management
  • Arrow Icon Minutes Management
  • Arrow Icon Document Review
  • Arrow Icon Attendance Management
  • Arrow Icon Meeting Notes
  • Arrow Icon Polls/Voting
  • Arrow Icon Committee Management

PensionPal Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

PensionPal FAQs

PensionPal is a comprehensive board management software tailored specifically for pension fund managers, trustees, and administrative bodies. The platform streamlines the governance, compliance, and operational tasks related to pension plan management. With PensionPal, trustees and board members can access key pension documents, such as meeting agendas, financial reports, and compliance updates, in a secure and user-friendly environment. The software provides tools for scheduling meetings, tracking action items, and ensuring that all parties are aligned with important deadlines. It also supports secure communication and collaboration among board members, reducing administrative burden and enhancing efficiency. PensionPal offers detailed reporting features, allowing pension administrators to monitor plan performance, track contributions, and ensure compliance with local and international regulations. Additionally, PensionPal integrates with financial management systems, ensuring seamless data flow between pension plan activities and accounting processes. By providing a centralized platform for managing pension fund operations, PensionPal enhances transparency, efficiency, and regulatory compliance in pension plan management.

  • No, PensionPal does not offer a free version.

  • Yes, PensionPal offers a free trial.

  • No, Credit Card details are not required for the PensionPal trial.

  • No, PensionPal does not offer an API.

  • PensionPal supports the following languages:
    • English

  • Following are the typical users of the PensionPal:
    • Self-Employed , Small-Business , Midsize-Business

  • PensionPal supports the following deployment:
    • Cloud Hosted

  • PensionPal supports the following devices and operating systems:
    • Web-Based