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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.

  • 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


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

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