Business Process Outsourcing (BPO)

Here throughout, with specialist solutions for providers in Wealth, Life & Pensions.

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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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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Caring At Scale

We’re one of the largest providers of outsourcing solutions. Technology helps innovate our offering, but 189 years of knowledge informs our response. We’re here throughout to support your members and policyholders.

m

pension scheme members supported on our platforms

~£ bn

in payments per annum to pensioners and annuitants across 128 countries

%

of pensioners in the UK paid by EQ systems

k +

calls per annum answered

Working With

Meet The Team

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

Rob Beverley

Managing Director - Strategic Relationship & Business Development

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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We’re Standing Out

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

Insights

Community Matters

British Pensioners Should Benefit from British Business Success

Chancellor Jeremy Hunt announced a package of reforms designed to boost pensions and increase investment in British businesses, in his first Mansion House speech which took place on 10 July.

Bulk Purchase Annuity Market Set For Further Growth

Estimates suggest that 2023 is set to be a record-breaking year for the bulk purchase annuity (BPA) market, with a further surge in volumes expected over the next few years as pension scheme trustees increasingly look to BPA transactions as part of their de-risking strategy.

Key Summary Points In Respect Of The UK’s Emerging CDC Landscape

The implementation of the UK’s new collective defined contribution (CDC) regime could become one of the most innovative changes to the pensions regime in years, bringing the chance to help millions of retirees with no extra risk to employers.

Equiniti Appointed By Standard Life To Support BPA Growth

Standard Life, part of Phoenix Group, has appointed Equiniti, to carry out administration of both buy-in and buy-out BPA (bulk purchase annuity) policies.