Onyx Documentation

Pension administration

Run pensions with clarity and control

Onyx brings members, employers, contributions, investments and benefits into one system, with a portal for each of the people who use it.

Each group has its own portal and sees only what belongs to it.

Run schemes, members, employers, money, investments and compliance from the ops portal.

Manage staff on the scheme, submit contributions and raise claims from the employer portal.

See balances and statements, keep details current and claim a benefit, on the web or on a phone.

The whole life of a pension account, from joining a scheme to being paid out.

Members, employers, KYC, employment and beneficiaries.

Bulk uploads, checks, flags and units bought into a fund.

Valuations, unit prices, holdings and mandate limits.

Retirement, incapacity, death and withdrawal claims, approved by a second person.

Bank reconciliation, fees, forfeiture and a general ledger.

Regulatory returns, licences, an audit trail and an access log.

Start with the ideas the system is built on, then look up any term you meet.