Equisoft_UK

We are excited to share that Equisoft has officially joined the Association of Financial Mutuals (AFM) as associate members! We’re also counting down the days to the AFM Annual Conference. If you’re attending, let us know. We’d love to connect with you! #DigitalTransformation

"Having a fax machine in the office in 2025 is mad" - Matt Smith, Product Manager, Equisoft Watch the full conversation here. hubs.li/Q03sTDX80 #ElectronicConversions

"Respect the project, prepare your matching rules and get to know the registration code request form..." Great advice from Adam Burwell of Barnett Waddingham during our recent webinar. 🔺 Watch the full recording here: hubs.ly/Q03vMBxL0 #PensionDashboardOnboarding #PDP

"Start as early as you possibly can" Valuable advice from Graeme Sherlock, from Virgin Money reflecting on his experience connecting to the PDP. 🔺 Watch the full recording here: hubs.ly/Q03vMy7Z0 #PensionDashboardOnboarding #PDP #PensionDashboard

"Around 75% of transfers are still being encashed....that leaves the client out of the market for a period of time." - Andrew Packer, Head of Platform Automation, SS&C Watch the full discussion here: hubs.li/Q03sTtlN0 #ElectronicConversions #Transfers

In case you missed it, Pension Fusion by Equisoft in collaboration with Lumera has successfully connected 29 providers — giving 11+ million members access to their pension data. Read the full press release for more information: hubs.li/Q03vF_f30 #PensionDashboard #PDP

Are you prepared for the final Pensions Dashboards Programme (PDP) connection deadline on 31st October, 2026? Download our whitepaper “The Roadmap to Pensions Dashboards Programme Readiness” and ensure your readiness: hubs.li/Q03t-GL50 #PDPReadiness #PensionsDashboard

“Pension Fusion was one of the first that we worked with... and they've taken a lot of pain to help get the processes right.” We’re grateful for these kind words from Chris Curry of The Pensions Dashboards Programme. Full recording here: hubs.li/Q03vrwrt0 #PDP

We are proud to announce our wins at Systems In The City Financial Technology Awards 2025. Read the full press release for more information: hubs.li/Q03t-FXF0 #TransferAutomation #PensionFusion

We are honoured to be winners at the 2025 Systems in The City Financial Technology Awards! Equisoft was recognised as Best Transfer Automation System. #SITCAwards2025 #WealthManagement #FinTech #TransferAutomation

"The tools and the kit are there, and the process can work incredibly well" - Matt Smith, Product Manager at Equisoft The electronic conversion market needs an overhaul. Watch the full discussion here: hubs.li/Q03sTwkX0 #ElectronicConversions

Don’t miss our upcoming webinar “Pensions Dashboards Onboarding Blueprint: Proven Strategies from 50+ Live Schemes” Register now: hubs.li/Q03t6JyK0 #pensionsdashboards #pensionsdashboardsprogramme #AccelerateSeries

We are proud to announce that Pension Fusion by Equisoft in collaboration with Lumera has successfully connected 29 providers to the UK Pensions Dashboards ecosystem. Read the full press release for more information: hubs.li/Q03sS1DB0 #PensionDashboard #PensionFusion

Want to know how 50+ pension schemes have already gone live with Pension Fusion? 🔺Join our upcoming webinar! 🔺 Register here: hubs.li/Q03sDhLQ0 Can’t make it live? Register and we’ll send the recording. #pensionsdashboards #pensionsdashboardsprogramme

We're excited to share that Equisoft has been shortlisted for the Best Newcomer, Pensions Administration & Transfer Automation categories at the Systems in the City Financial Technology Awards 2025! 🎉 The winner's will be announced on June 26th... #SITCAwards2025 #FinTech

We’ve arrived at the 2025 TISA Big Picture Conference, and we’re ready to talk transformation. Let’s shape the future of insurance, together. #TISA2025 #InsuranceInnovation #DataTransformation

Don’t miss our webinar, "Making Transfers Better: What You Need to Know About Electronic Conversions". Explore the real-world challenges and responsibilities involved in transfer processing—and how e-conversions are unfolding in practice. Register now! hubs.li/Q03rpQl30

In this article, Simon Richardson breaks down the 7 key success factors behind this complex project. Read the full lessons from this successful migration here: hubs.li/Q03r7SFL0

If you're attending 2025 TISA Big Picture Conference, make sure to stop by our booth to meet our team and discover how Equisoft helps insurers modernize core systems and accelerate their transformation journey. #TISA2025 #InsuranceInnovation

The second session of our "Making Transfers Better" webinar series takes a close look at how transfer processes are evolving, where friction still exists, and how e-conversions are being managed in practice. Register now: hubs.li/Q03q8TC80