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Financial Technology Year

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UPM (Universal Pensions Management)

from Civica

Cloud-based pension administration platform that integrates benefit calculation, member self-service, document management, and workflow automation. Handles complex pension schemes, multiple benefit types, and regulatory compliance for pension funds and retirement benefit administrators.
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Specialized software that performs complex actuarial calculations for various benefit scenarios, including retirement, disability, survivor benefits, and pension transfers, ensuring compliance with plan rules and regulatory requirements.

UPM (Universal Pensions Management)


Digital platforms that allow pension plan participants to access their account information, update personal details, model retirement scenarios, and manage their benefits online. These portals typically include mobile applications for on-the-go access.

UPM (Universal Pensions Management)


Software that monitors, improves, and maintains the quality of pension data across systems, ensuring accuracy for benefit calculations, investment decisions, and regulatory reporting.

UPM (Universal Pensions Management)


Systems that manage member communications across multiple channels, including email, SMS, print, and digital portals. These platforms enable personalized messaging, automated notifications, and campaign management for retirement planning education.

UPM (Universal Pensions Management)


Solutions for digitizing, storing, and retrieving pension-related documents such as enrollment forms, beneficiary designations, and compliance certifications, often including workflow automation for document processing.

UPM (Universal Pensions Management)


Publicly available data, summarised using AI.

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