Introduction to IntelliPen


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


  • IntelliPen architecture
  • Logging in, home page, navigation
  • Search and Select
  • Member data
  • Establishment data
  • Member wizards, e.g., running calculations processing leavers
  • Use of workflow & Work Desk
  • Reporting and document management
  • Security
Becky Forster
Becky Forster
Training Team Manager

Becky heads up our expert training team, spearheading the delivery of training courses to both internal and external customers. She has over 30 years of training experience working in the occupational pensions administration industry in roles ranging from Pensions Administrator to Group Head of Training for operational staff. She has a 360-degree understanding of how pensions platforms support the delivery of excellent service to our clients having worked both in-house and as a third-party partner in previous roles.

Learn more about our team

Course list

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