Occupational Pension Funds

An integrated solution for managing occupational pension schemes and member services.

PCS Occupational Pension Platform

PCS Occupational Pension Platform supports organisations managing occupational pension funds as dedicated investment structures. The platform is built to handle fund-level operations, combining pension administration with investment monitoring, reporting, and governance requirements within a single environment.

It enables pension funds to centralise operations, reduce manual processing, and maintain full transparency over contributions, asset allocation, and member positions.

Key features.

Back Office
  • Policy Issuing
  • Amendment Issuing
  • Receipt Issuing
  • Payment of Benefits
  • Fees Calculator
  • Interest Calculator
  • TAX Calculator
  • Rebalancing Calculator
  • Regular & Ad-hoc Contributions
  • Employee or Employer Contributions
  • Percentage of Salary Contributions
  • User – defined Amounts
  • Different Types of Investments
  • Basket Products
  • Investment Position per Employer
  • Investment Position per Contribution Type
  • Lower admin costs
  • Efficient scheme management
  • Professional reporting
  • Secure data access
  • Real-time monitoring
  • 24×7 real time monitoring
  • Plan and Project retirement goals
  • Members plan their own retirement goals 
  • Apply changes to retirement savings contract 
  • Display daily evaluation 
  • Transactions history 
  • Portfolio performance
  • Secure Data Access

Policy & Pension Administration​

Manage investor records, unit holder accounts, statements, and performance across multiple fund types and structures.

Contributions & Calculations​

Management of regular and ad-hoc contributions, employee and employer contributions, salary-based and user-defined amounts, with tax, interest, fee, and rebalancing calculators.

Investments & Positions

Support for different types of investments and basket products, with investment positions available per employer and per contribution type.

Pension Portal

Provide secure self-service access for both employees (B2C) and occupational administrators and/or HR members (B2B), with real-time portfolio position, transaction history, real time information, performance data, and professional reporting.

Insights & Perspectives.

Groupama Modernises Occupational Pension Administration with PCS Pension

Groupama is a leading provider of group pension schemes (DAF) in Greece, with a long-term focus on expanding and digitising its pension offering. To support this strategy, Groupama launched an international tender to replace an internally developed pension administration system that no longer met business or market requirements.

Ready to See More?

Request a quick and easy demo to explore the key features and benefits of PCS Occupational Pension Platform.