Transfer Card image 640x452

Equisoft/transfer User Group

Transfer Webcast SEO Image 1200x630 POST
71306EFE-1141-4B9F-9807-F23D12621125

We take your privacy seriously so in order to view the video content, please accept all cookies

This user group will reveal the new capabilities of Equisoft/transfer and provide an update on the electronic transfer market.

In this webinar, you'll gain access to the following key updates:

  • Update on the UK Electronic Transfer Market
  • Live Demonstration of the New Version of Equisoft/transfer
  • Release Schedule and 2024 Roadmap for Equisoft/transfer
  • Update from TeX and ViaNova Pension Transfers
  • Latest Insights from Pay.UK and the Cash ISA Transfer Service

View the slides presented during the user group here.

Related Articles

Pensions

Making Transfers Better: Reducing & Resolving Rejections

In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.
Watch Webcast
Equisoft The Roadmap to PDP Readiness White Paper Card Image 640x452

Pensions

The Roadmap to Pensions Dashboards Programme Readiness

In this whitepaper, David Poynton, Pensions Dashboards Product Manager at Equisoft and a member of the PDP advisory group, provides an essential guide to help you understand and meet the PDP connection requirements.
Read eBook
Gears Co Working 1920x1080

Pensions

Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria

Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).
Read Article