UK Pensions Intelligence You Can Use Right Now

Access expert-led resources to support your pension scheme transformation. Whether you're focused on scheme administration, investment operations, or member experience, explore our collection of UK-relevant guides, webinars and articles—designed to help providers and administrators stay ahead in a rapidly evolving pensions landscape.

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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.

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Pensions

Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria

Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).
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Pensions

Pensions Dashboards Readiness: Essential Steps and Supporting Tools

During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.
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This time it’s serious‒the FCA requires in-specie pension transfers

Pensions

This time it’s serious‒the FCA requires in-specie pension transfers

Although the RDR enforces the same in-specie transfer restrictions on in-specie pension transfers and in-specie ISA transfers, the grim reality is that providers' in-specie pension transfer services range from subpar to nonexistent.
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Pensions Administration Insights

The Industry Secret the Press Isn’t Covering: ISA and Pension Account Transfers Can Be Completed in a Day

Pensions

The Industry Secret the Press Isn’t Covering: ISA and Pension Account Transfers Can Be Completed in a Day

While there is no doubt that the industry has a long way to go in terms of transfers, it is important to look at the factors that contribute to good customer experience in order to figure out how to best handle poor customer service.
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Equisoft Transfer

Pensions

A year in review: UK Electronic Investment Transfers Market 2021

389 live counterparties enable electronic account/portfolio transfers and re-registrations as of the end of 2021.
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Pensions

Equisoft/transfer User Group

This user group was a valuable opportunity to get updates on the electronic transfer market, TeX, ViaNova and the Pay.UK Cash ISA Transfer Service- as well as changes to Equisoft/transfer, formerly known as ATG.
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The Roadmap to Pensions Dashboards Programme Readiness

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