Session agenda #
- Equisoft UK product portfolio update and strategic direction
- Transfer market landscape: TeX participant statistics across platforms, D2C, wealth, custodians and fund managers
- Equisoft/transfer roadmap: Releases 4.1, 4.2, and 4.3
- New asset structures and place of settlement negotiation
- Market practice: Pension improvements, BCE/drawdown linking, book cost at valuation, E&I messaging
- TeX update: Priorities, standard industry contract, and transfer adoption
- ViaNova pension transfers: DC-to-SIPP electronic workflow results
- Pay.UK cash ISA transfer service: Onboarding lifecycle walkthrough
What you’ll learn #
- 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
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About our expert speakers #
- Nigel Jacques-Pettinger, Operations Manager, TeX — TeX member governance, SLA committees, and market practice guidance
- Andy Hussey, Senior System Architect, ViaNova Working Group — electronic DC-to-SIPP transfer initiative and occupational scheme participation
- Chris Dark, Former Senior Operations Associate, Hargreaves Lansdown — acquiring party experience and transfer turnaround time improvements
- John Dentry, Product Manager, Cash ISA Transfer Service, Pay.UK — service overview and onboarding process
- Phil Wood, On-boarding Manager, Pay.UK — step-by-step onboarding lifecycle for new cash ISA transfer participants
Deepen your electronic transfer knowledge #
- UK Electronic Investment Transfers Market: Q4 2025 Review — The Q4 2025 review highlights steady growth in the UK electronic investment transfers market.
- 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: Achieving Faster, Smarter Transfers Through Integration — Learn how deeper system integration between transfer platforms, custodians, and fund managers enables end-to-end automation and faster outcomes for clients.
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Nigel Jacques-Pettinger
