Pensions
Reducing and Resolving Transfer Rejections: Best Practices and Industry Insights
The article explores the root causes of a 33% rejection rate in UK electronic portfolio transfers and outlines best practices, regulatory expectations, and industry-wide initiatives to reduce delays and improve the customer experience.
Read Article
Pensions
Making Transfers Better: Reducing & Resolving Rejections
In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.
Watch Webcast
Pensions
The Roadmap to Pensions Dashboards Programme Readiness
In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.
Read eBook