The single-site, in-house feel provided by Evolve’s administrative and auxiliary teams ensure that our clients receive high-quality dedicated support throughout the pensions lifecycle, from transition to retirement enquiries. Our bespoke systems, combined with the capabilities of our team, give both our Members and Employers the confidence that their Retirement Savings are administered by pensions qualified experts. Our Service Level Agreements are tailored to your requirements and set at 95%.

Fund Accounting

Our Head of Administration, alongside the Treasury Team, controls Fund accounting. Daily reconciliations of bank accounts and investment holdings are automated using our administration system.

Income Drawdown Payroll

When in drawdown, Aqua, Jade and Onyx Members will receive payslips and view their online payments through evoLink. The system is highly automated but administered by experts, which means that our clients can be confident their Members get the right benefits at the right time.

Systems

Evolve is dedicated to ensuring the security of all data by regularly monitoring robust controls to mitigate any risk or breaches and malicious cybersecurity threats. We are certified Members of the government-backed scheme, Cyber Essential Plus.

evoLink, our Member portal, allows Members a real-time view of the value of their Retirement Savings and the ability to update their details, change accumulation fund and send messages to our administration team.

evoPlanner allows Members to plan for their retirement by calculating the value of their Retirement Savings at their chosen retirement date.

evoRetire, the follow-on tool to evoPlanner helps Members identify the Crystal drawdown option that might be suited for their lifestyle based on a series of easy to answer questions.

Evolve can provide pension schemes with highly knowledgeable project teams and consultants to review and support them with any issues they may be facing or projects they are looking to undertake. We work with Employers and Trustees who run their own schemes to understand the nature of the scheme and its processes before providing advice and guidance on several topics including:

• Revising investment options,
• Closure of Schemes,
• Advanced administration processes,
• Knowledge of Master Trusts and Defined Contribution Schemes.

All work is undertaken by extremely professional, credible, and capable team Members who provide the highest level of service and commercial support. This excellence is what keeps growing the number of clients on our books, saving value, time and money by outsourcing their requirements to us.

Evolve is equipped to support and advise on a wide range of Governance areas including trustee, secretariat and strategy, as well as the creation of business plans for Defined Contribution schemes. We pride ourselves on our reputation of being ‘sensible’ in our approach to DC provision. The expertise of our Governance team can support schemes through times of change and navigating the ever-changing and highly legislative landscape of auto-enrolment workplace pensions.