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.

188

years of administering pensions

15bn

in payments per annum to pensioners and annuitants across 135 countries  

35 %

of pensioners in the UK paid by EQ

535 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


Meet The Team

Our dedicated business development team are available to discuss your needs.


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.

CONNECT WITH ROB


Chris Baker 
Business Development Director

Chris has thirty years’ experience in the life & pensions industry across product management, marketing, strategy and business development. His main business development focus is BPO administration and technology platform interest from long-term savings and retirement providers.

Working with a wide range of financial services clients, his retirement solutions knowledge is second to none.

CONNECT WITH CHRIS


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

LATEST CASE STUDY

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

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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