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Corporate News
Equisoft Becomes First Vendor to Support Electronic Defined Benefit Transfers
Equisoft’s continued strong support for open standards will improve transfer times and deliver significant savings to administrators.Read Press Release -
Pensions
First Half of 2023 Review of UK Investment Transfer Market
Find out what happened in the UK Investment Transfer market in the first half of 2023Read Article -
Pensions
ViaNova/TeX - Automating Corporate Pension Transfers
In this session our expert panel will examine how the ViaNova Working Group and TeX worked together to develop those standards to support electronic pension transfers, resulting in significant reductions in the time and cost to process DC and DB transfers.Watch Webcast -
Pensions
Equisoft Pension Products User Group
This user group was a valuable opportunity for our UK clients to get market insights, company and product updates on Equisoft /trade, Equisoft /transfer, Equisoft /pay, a focus on Pension Fusion, and a progress update on the PDP.Watch Webcast -
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.Watch Webcast -
Pensions
Consumer Duty and Account/Portfolio Transfers: What You Need to Know
In this session our expert panel will examine how upcoming Consumer Duty requirements will impact transfers and re-registrations. Join us to see what processes need to be reviewed to achieve compliance and to ensure you’re fully prepared when the new regulation takes effect.Watch Webcast -
Pensions
Pensions Dashboards Programme: Keep Calm and Carry On!
Although there has been frustration at the lack of clarity on the revised staging dates for pension providers and administrators, or even the Dashboard Availability Point (DAP) the general consensus was that the decision to delay was the right oneRead Article -
Pensions
Operational Impacts of Pensions Dashboards
Join our expert panel for the latest updates from the Pensions Dashboards Programme (PDP) and for updates on Equisoft’s Pension Fusion solutionWatch Webcast -
Pensions
2022 Review of UK Investment Transfer Market
The recent upgrade to TeX/UKETRG open standards means that a wider range of asset classes can now be re-registered electronically.Read Article -
Pensions
Wealth Managers: Take Notice of Share Class Conversions
In its December 2019 policy statement, the FCA announced that share class conversions must be supported. How will this have an impact on wealth managers?Read Article -
Pensions
Come again? UK pension transfer services slowed by ‘language barriers'
In the UK, transfer services are split among several incompatible services. The transfer tends to fall between the cracks if the two suppliers do not use the same service.Read Article -
Pensions
Too many players in the transfer market providing too little value
There are many organizations working to enhance the transfer process. However, adding more organizations doesn't always result in better outcomes. The challenge is getting existing organizations to collaborate more effectively.Read Article -
Pensions
If the cost of transferring small pension pots is higher than current admin costs, what’s the point?
The DWP raised the issue of small pension pots for the first time ten years ago. And although the administration put it on hold after the 2015 election, it is again firmly back on the table.Read Article -
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.Read Article -
Pensions
Top of the List: FCA prioritizes unit class conversions to increase platform market competition.
The FCA Investment Platforms Market Study reveals a new focus on boosting platform market competitiveness.Read Article -
Pensions
FCA and Almost All Platforms need a Damascene Conversion
Selling one share class to buy another, discounted class, creates risk. What can be done?Read Article -
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.Read Article -
Pensions
Creating an open and competitive framework for pension dashboards will accelerate innovation
Open standards, competition, and innovation are valued highly by the DWP, yet many of the most important choices favour centralized funding, a single supplier, and centralized infrastructure.Read Article
