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Corporate News
Equisoft and VieFUND Join Forces to Transform Wealth Planning and Back-Office Operations
Equisoft is pleased to announce a strategic integration between VieFUND Corporation, a prominent provider of back-office solutions for Canadian investment dealers.Read Press Release -
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 -
Corporate News
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023Read Press Release -
Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead 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 -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
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
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.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 -
Corporate News
Broadstone selects Equisoft’s Pension Fusion as Pensions Dashboards ISP
Broadstone selects Equisoft to connect its clients to the Pensions DashboardsRead Press Release -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release -
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 -
Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
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
Cheers to 10 years of TeX
TeX has underpinned the transfer of millions of pensions, ISAs and assets, worth billions of pounds for hundreds of platforms, wealth managers and pension providers.Read Article
