Heritage Transformation
Heritage Transformation hero.jpg

Heritage Transformation

Explore our Heritage Transformation solution

An end-to-end modern administration platform that is packaged and configured specifically for providers of older books.

26254EQP_Administrator_Isometric_Heritage_Transform-V1.jpg
  • Integrated data migration suite streamlines the data take on and imports full transaction histories
  • Rich capability - Supports individual and group products; closed and open books
  • Real-time management dashboards, automated advice and modelling tools
  • Digital self-service suite - Customer and adviser portals personalise saving, income or protection propositions
  • Personalised engagement - Communications management tools including analytics tools to understand customer activity
  • Administration management - Automated, pre-built, workflow processing
  • Operations workbenches - Flexible proposition management
  • Interfacing and industry standards - Standards-based integration
  • Regulatory and business compliance as standard
  • Supports all your heritage products on a single, modern platform, with a comprehensive suite of configurable enterprise and industry interfaces
  • Streamlined administration for older-style product wrappers across savings, income and protection
  • Drive efficiency through customer and intermediary digital self-service
  • Extensive support for legacy features, including ‘with profits’ and flexible processing rules for older contracts and product wrappers including occupational DB and DC pensions, contract-based pensions, protection, retirement income and life savings

Why choose Heritage Transformation?

  • Operate at lower cost
  • Lower risk
  • Simplify your legacy estate
  • Provide your customers with a modern digital service
  • Help your customers understand their financial position
  • Increase engagement with your customers

GET IN TOUCH

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

We have detected that you are in United States. We think that Equiniti US would be more suited to deal with your needs.