EQ Wealth, Life And Pension Management

Inventive Thinking. Creative Solutions

EQ Wealth, Life and Pensions is a long-standing, experienced partner to life, pension and investment organisations. We assist you in transforming your products and services to maximise the benefits to your customers. Our cutting-edge software, outsource solutions and specialist expertise have a track-record of success in delivering value to our clients and their customers.

Business Process And IT Outsourcing

Saas 800X600

By partially or fully outsourcing your customer administration services and/or IT systems to EQ, we can help you; 

  • Reduce ongoing cost
  • Drive efficiency through process automation
  • Take control over spiralling regulatory risks
  • Mitigate against the high cost of change

We are a business that understands complex administration and turns it into innovative solutions to secure your speed to market.

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Innovative Technology Solutions

Complaints Management Software 800X600

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

  • Continuous investment in innovative technology, allowing you to mitigate risk and future-proof your business
  • Benefit from a lower cost of change and ownership
  • Address ageing inflexible technology
  • Reduce maintenance costs that restrict capacity for change
  • Provision of technology fit for the future

Work with an innovative technology partner for today and tomorrow.

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Business Transformation Strategies

Bus Transformation 800X600

Assured transition, transformation and client service re-design from 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, driving 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, who is highly skilled in managing any TUPE requirement for staff to move to a new outsourced arrangement.

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Your Customers First

Cust First 800X600

EQ is committed to supporting companies who recognise the need to care for their customers through strategic and legislative change.

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 that can be trusted to consistently deliver, and is recognised for the expertise of our people.

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Scale. Experience. Agility.

EQ are one of the largest providers of technology and outsourcing solutions in the UK and Ireland for wealth, life and pensions, delivering assured transition, transformation and strategy to insurance clients with contract longevity averaging 15 years.

180

years of administering pensions

15 bn

GBP in payments per annum

35 %

of pensioners in the UK paid by EQ

560 k

calls per annum​ answered

Our Dedicated Teams​

Project Team​

A team of 1,400 administrative colleagues, located across the UK and supported by India, that has an enviable track record of successful delivery. Our team is very used to working with large, complex organisations giving a unique in-depth experience.

IT Team​

200 staff developing, maintaining and deploying our EQ Administrator platform across multiple Wealth, Life and Pension clients.

Relationship Team​

We are meticulous in selecting the most suitable relationship management team to match the culture and specific needs of our clients. Our aim is to cultivate strong individual and organisational relationships through an environment of mutual trust and respect. This means we can deliver exceptional customer service for you.

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.

Talk to us today

Insights

Article

A Fresh Purpose For The Pensions Sector

The purpose of a firm sits at the heart of its business model, strategy and culture and should play a fundamental role in reducing potential harm to consumers and markets.

Article

Three Ways Pension Technology Allows Members To Make Better Retirement Provisions

From interactive portals offering greater control of their funds to modelling tools that can show all their likely retirement income streams, pension savers have never had so much technology at their disposal.

Article

The Next Pensions “Curve To Flatten”

It seems in a sense perverse to be thinking about the future when the present day is so challenging, but in the spirit of “this too shall pass” it is important to look ahead to the next big challenge for our industry.

Article

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. 

Article

Top Tips On Tailoring Pension Messages For Different Age Groups

As consumers, we buy products we think will make us happier and more fulfilled. It’s the same with employee benefits; we only engage with those benefits that appeal to us. This makes pensions a harder sell than, say, gym membership or discount vouchers.