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, we deliver 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.

EQ provides 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.

EQ becomes an extension of your own company culture and ethos, with the advantage of accessing our technology, administration and servicing expertise.

  • 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

15 bn

GBP in payments per annum to pensioners and annuitants

35 %

of pensioners in the UK paid by EQ

560 k

calls per annum​ answered


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.

Read more

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

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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