IntelliPen – An introduction

18/11/2024

An overview of the everyday use of IntelliPen from a pension administrators’ perspective.

Learning outcomes

  • Demonstrate understanding of the IntelliPen User Interface and Menu Structure.
  • Have high-level knowledge of the features and functionality of the application.
  • Identify and demonstrate an overview use of security, reporting, workflows, wizards and member data.

Contents

  • IntelliPen architecture
  • Logging in, the home page and navigation
  • Search and select
  • Member data
  • Establishment data
  • Member wizards, for example running calculations, and processing leavers
  • Use of workflow and Work Desk
  • Reporting and document management
  • Security

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Course list

Select the relevant course on the list below for further details and a chance to enrol.