Business Process Outsourcing For Wealth, Life And Pensions

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Make Meaningful Change

We’re here, to help and grow with you as your business needs change. Throughout the journey of your schemes and policies. EQ can enable meaningful change.

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

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Business Process Outsourcing

From full outsourced administration to specialist business transformation, we provide what’s right for you and your customers, including:

  • Open and closed book administration
  • TUPE transfer / Step In
  • Legacy book and migration services
  • UK and International payment services

Support across wealth, life and pensions products:

  • Single line or multi-product solutions
  • New business and ongoing policy admin
  • De-risking, Bulk Purchase Annuity, buy in & buy out admin
  • Payroll, payments, & compliance
  • Retirement, income & wealth administration

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Specialist Admin Solutions

Our core BPO solutions cover the following market needs:

  • Wealth, life & pension administration services
  • Bulk purchase annuity administration services
  • Annuity administration services
  • Policy holder self-service portals
  • Comprehensive MI and oversight reporting
  • UK and International payment services

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Business Transformation Strategies

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

Keep business stability while maximising: market change, increased market share, improved margins and workforce flexibility.

We’re highly skilled in managing all TUPE requirements for staff to move to a new outsourced arrangement. You’ll benefit from:

  • Access to broader skill sets and experience levels
  • Increased scalability of workforce
  • Accelerate transformation
  • Our agility in delivering change

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Your Customers First

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 to:

  • 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 and consistent delivery.

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Caring At Scale

EQ is one of the largest providers of technology and outsourcing solutions in the industry. Stay ahead with market expertise. Benefit from our investments in colleagues and technology. Evolve through continuous development.

189

years of administering pensions

~£15bn

in payments per annum to pensioners and annuitants across 128 countries  

33 %

of pensioners in the UK paid by EQ systems

600 k +

calls per annum​ answered

PENSIONS INDUSTRY REPORT

It’s Time For Meaningful Change

Our 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

READ THE REPORT

Business Process Outsourcing Report Link 2

Meet The Team

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


Rob Beverley 
Head of Business Development and Marketing

Rob heads up the business development team, progressing opportunities with existing clients and developing new relationships with prospective clients across the Workplace, Wealth, Life and Pensions markets.

Our expert team can help with any aspect of our solutions; BPO & TPA admin, retirement administration platforms and business transformation services.

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Des Hogan 
Market Engagement Director

Des leads many of our engagements with workplace TPA and software opportunities including LGPS Funds and EQ’s National LGPS Framework representation. With industry experience with 30+ years in the field, he works across workplace pensions and the retirement market.

Des’ experience spans: board membership, senior investment consultancy, and actuarial consultancy department head. He’s a pension scheme trustee for two DB schemes.

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Jonathan Cooney
Business Development Director

Jon leads engagements with LGPS Funds and EQ’s National LGPS Framework representation, as well as actively supporting on opportunities across other business lines including BPA, TPA and software.

With over 10 years’ experience in senior administration and consultancy roles across four leading TPAs, he has developed a deep understanding of the industry, supported by extensive experience in LGPS account management.

CONNECT WITH Jon

Abigail Smith - EQ Retirement Solutions

Abigail Smith 
Business Development Consultant

Abigail’s role within Retirement Solutions is to support the development strategies across all targeted business lines. She also contributes to marketing strategy.

With a financial services background, Abigail’s experience is in business development and account management.

CONNECT WITH ABIGAIL


We’re Standing Out

EQ is proud to have been recognised by leading industry bodies through external awards and accreditations.

Retirement Solutions Awards - 2023

View Press Release

Get In Touch

Our experts are here, ready to to discuss the ways to make meaningful change in your organisation.

Talk To Us Today Pension Member Help
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