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Investment Transfers
Making Transfers Better: What You Need to Know About Electronic Conversions
In this webinar, industry experts will explore the evolution of investment transfers from traditional paper-based methods to modern electronic conversion systems.Watch Webcast -
Pensions
Pension Dashboards Onboarding Blueprint: Proven Strategies from 50+ Live Schemes
In this webinar, industry experts and real scheme leaders will explore how 50+ pension schemes with 12 million members onboarded to dashboards. You’ll get practical insights from those already live and see how to apply their proven tactics to your own timeline.Watch Webcast -
Investment Transfers
UK Electronic Investment Transfers Market: Q1 2025 Review
The Q1 2025 review highlights steady growth in the UK electronic investment transfers market.Read Article -
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 -
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.Watch Webcast -
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/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
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
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 -
Asset Allocation and Wealth Analysis
Pension Dashboards Are Becoming a Reality
In 2002, the government published a Green Paper on working and saving for retirement. It included the first reference to an online planner where people could see all their pensions in one place with an estimate of the income they were likely to receive in retirement.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
