The UK electronic transfer market continues to evolve #
💡 User tip! Watch at your own speed. Click the ⚙️ for options.
In this Equisoft/transfer User Group session, product leaders from Equisoft are joined by industry partners from TeX, ViaNova Working Group, Hargreaves Lansdown, and Pay.UK to deliver critical updates on new asset settlement capabilities, the growing ViaNova DC-to-SIPP initiative, and the Pay.UK cash ISA onboarding process.
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With over 426 active participants on the TeX register, near-total coverage of advisor platform assets, and electronic occupational pension transfers now completing in as little as one to two days, this session captures a market in transition and what your organisation needs to do to keep pace.
Whether you manage ISAs, GIAs, SIPPs, or occupational pension schemes, this session delivers the product roadmap, market practice updates, and real-world outcomes that matter most to your transfer operations team.
How the new asset structures in Equisoft/transfer 4.1 and 4.2 enable straight-through processing for overseas securities across 33+ places of settlement, removing the manual email-based workflows that currently slow down non-UK asset transfers
What configuration and integration work must be completed before November 2025, when the old asset structures will be deprecated in the release of Equisoft/transfer 4.3
How the new E&I bi-directional messaging feature will bring transfer chasing and rejection resolution under TeX SLA, reducing the email-based back-and-forth that delays operations teams today
How ViaNova DC-to-SIPP electronic transfers have cut average transfer times from 30-40 days to 10-014 days — with some completing in one to two days — and how your organisation can participate
The full Pay.UK cash ISA onboarding lifecycle: eligibility, test windows, connectivity, accreditation, code of conduct self-attestation, and go-live — and why spaces fill up fast
Where TeX stands on STAR and MI, and how Equisoft and TeX are engaging with the FCA to address known transfer frictions ahead of any new MI infrastructure
Making Transfers Better: Reducing & Resolving Rejections — Dive deeper into the root causes of transfer rejection rates and the industry-wide initiatives underway to improve straight-through processing and reduce delays for investors.
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.
Nigel Jacques-Pettinger
