Wealth, Life and Pensions Administration

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Make Meaningful Change

We provide specialist Business Process Outsourcing (BPO) and Third-Party Administration (TPA) solutions to providers and distributors of products in the Wealth, Life and Pensions market.

With skilled people and world class technology, we provide personalised solutions to transform businesses and deliver the best customer outcomes.

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Business Process And IT Outsourcing

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From fully outsourced operational administration to specialist business transformation, providing whatever is right for you and your customers.

  • Business Process Outsourcing (BPO)
  • TUPE transfer / Step In
  • IT Outsourcing
  • Third-Party Administration (TPA)

Support across wealth, life and pensions products:

  • Single line or multi-product solutions for open and closed books
  • New business and ongoing policy admin
  • Open architecture investments, payroll, payments, and compliance
  • Retirement, income and wealth administration
  • De-risking products like Bulk Purchase Annuity, buy in and buy outs
  • Equity release & Lifetime Mortgage solutions

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Innovative Technology Solutions

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Replace or improve your existing core legacy technology systems to bring new product innovation and digitisation to your organisation, through license or SaaS model.

  • Reduce ongoing cost
  • Drive efficiency through process automation
  • Reduce regulatory risk
  • Provision of technology that is fit for the future

Work with an innovative technology partner for today and tomorrow.

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Business Transformation Strategies

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Assured transition, transformation and client service re-design. We are a partner with a proven track record of delivering IT, people and process change.

Providing business stability to enable you to take advantage of: market change, increased market share, improved margins and workforce flexibility.

  • Access to broader skill sets and experience levels
  • Increased scalability of workforce
  • Accelerate transformation
  • Create agility to deliver change

Partner with a business that has a proven track record in successful delivery of transformation projects. We are highly skilled in managing all TUPE requirements for staff to move to a new outsourced arrangement.

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Your Customers First

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Give customers greater ​product flexibility and accessibility. Expand your capabilities and reduce your risk without losing sight of the detail.

With the advantage of accessing EQ’s technology, administration and servicing expertise, we become an extension of your own company culture and ethos.

  • Overcome existing servicing weaknesses
  • Enable digitisation of business processes
  • Move at the pace of your needs and regulatory changes
  • Care for vulnerable customer segments

Choose a partner with skilled staff that can be trusted to consistently deliver.

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Be The Future

EQ is one of the largest providers of technology and outsourcing solutions to wealth life and pension businesses. Stay ahead with our market expertise. Benefit from our investments in colleagues and technology. Evolve with us through continuous development.


years of administering pensions


in payments per annum to pensioners and annuitants  

35 %

of pensioners in the UK paid by EQ

565 k

calls per annum​ answered


It’s Time For Meaningful Change

This new report from EQ gives a comprehensive view of the current landscape for the wealth, life and pension industry. Download the report and gain unique insights on:

  • The key drivers that have accelerated the need for digital transformation of the industry
  • How consumer expectations have changed in recent years and what the industry needs to do to react
  • How digital transformation can be the key to unlocking growth


Our Dedicated Teams​

Project Team​

A team of 1,400 administrative colleagues, all with unique in-depth experience and track record of successful delivery.

IT Team​

200 staff developing, maintaining and deploying our EQ Administrator platforms.

Relationship Team​

We are meticulous in selecting the most suitable relationship management team to match the culture and needs of your business and customers.

Connect With Our Experts

Our dedicated team ensures that we deliver the best possible service to our clients.

Nigel Pearce

Life & Pensions Director
Partnering with clients to achieve their goals for over 30 years

Robert Beverley

Business Development Director
Delivering innovation to businesses for over 25 years

Chris Baker

Business Development Director
Delivering strategies for the UK's investment organisations

Award-Winning Technology At Our Heart

EQ was recently awarded Pension Scheme Administrator Of The Year 2021 At The European Pensions Awards. EQ was recognised for our dedication to supporting clients, as well as our innovation in our digital-first technology approach to support scheme members.

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Get In Touch

You've seen how we can help your organisation and our experts are here ready to to talk today and help you take the next steps.

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Sun Life Financial of Canada integrate their annuity administration under one central supplier.

Having these services brought together under EQ delivered greater control, improved management information and economies of scale for Sun Life Financial of Canada, as well as ensuring continuity of service for 120,000 annuitants.

Sun Life Financial Of Canada – Life And Pensions



EQ Paymaster Named As IT Outsourcing Partner As Part Of Canada Life Digital Transformation

EQ Paymaster, one of the UK’s largest pension administrators, is delighted to announce that it has been appointed by existing client Canada Life UK, as part of a major digital transformation strategy.

News Release

EQ Paymaster Named As Business Process Outsourcing Partner For Royal London Group

EQ Paymaster, a leading provider of pension administration services in the UK, has been appointed by Royal London Group to provide a BPO service for its new annuities business.


GMP Equalisation - Made Simple Guide

The matter of guaranteed minimum pensions (GMPS) may appear to have assumed great importance almost overnight, but in truth, it’s been a long time coming. 


It’s Time For Meaningful Change In The Wealth, Life And Pensions Industry

A new report commissioned by EQ and authored by Padraig Floyd looks at the opportunities and challenges facing the wealth, life and pensions industry.


10 Ideas Why Meaningful Change Is Needed In The Wealth, Life And Pensions Sector

EQ has commissioned a whitepaper on opportunities and challenges facing the wealth, life and pensions industry.

Are You A Pension Scheme Member? We're Here To Help.

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