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Life and Pensions

Running product portfolios for institutions such as life companies and asset companies.

Our Life and Pensions solutions enhance process management, compliance and customer experience for heritage portfolios and retirement freedoms products. Reducing the time, cost and regulatory burden of administration, Equiniti is enabling firms to transition to the world of retirement freedoms and focus on developing future revenue opportunities.

Our experienced Life and Pensions team deliver:

  • Workplace pension scheme administration
  • Pension and annuity payments – both UK and overseas
  • Ongoing management of data validation and integrity
  • Capital requirement calculations
  • Resourcing support for project or seasonal requirements

Retirement payment services

Significant regulatory change in the way pension benefits can be taken has accelerated the necessity to address the needs of the population approaching retirement. With the new flexibilities, we partner with firms to ensure their own systems and operational delivery capabilities enable them to take advantage of these new options available to them.

As the UK’s leading independent provider of annuity services, we can offer a proven full annuity administration service, encompassing customer management, new business, payment and payroll processing (including the new options available following Pensions reform).

This allows you to focus on new business development, capital requirements and funds under management whilst knowing that administration and payments are in safe hands.

Occupational pension services

It’s a challenge for sponsors and trustees to run a cost effective pension schemes whilst meeting today’s pension administration challenges.

Equiniti specialises in excellent member focused administration and payment services for pension administration, pensioner payroll, actuarial valuation and data analysis supported by finely tuned technology.

We have a long history of providing pension administration and are able to distribute the benefits of multi-million pound system investments and pension expertise across our client base. We have the organisational strength and stability to enable our clients to outsource with confidence, providing a large-scale resource and passing on economies of scale.

Our pension administration service provides compliant administration for Defined Benefits (DB), CARE, Defined Contributions (DC) and hybrid schemes.

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Releasing Capital

In a first for the industry, our strategic partnership with Retirement Advantage provides new business processing, policy and payment administration, supporting annuity and drawdown products.

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GET IN TOUCH

To find out more about how Equiniti can help your organisation, get in touch with us today.