Pension Accounts

CaseWare Pensions Accounts Production CaseWare Pensions is used widely by some of the largest specialist pension administrators in the UK as well as by accountants in practice to prepare pension accounts. This dedicated pensions template easily manages every size of pension client, from simple self-administered schemes, through to complex hybrid financial statements.

Benefit from:

Data import - sophisticated data import tools enabling quick and easy assimilation of data.

Data exchange - allow data sharing between administrators and auditors.

Complete editing tool kit - allows for client specific changes and integration of third party investment reports

Audit integration - combine the accounts module with the pension audit system, providing a comprehensive accounts & audit application for pension engagements.

Ensure compliance - compliant with Practice Note 15 and combines an intelligent statutory update mechanism to ensure all processes are up-to-date.

Reports - incorporate actuarial and investment reports; create user-defined trustee reports and integrate with MS Excel for stewardship reporting.