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Pensions
Too many players in the transfer market providing too little value
There are many organizations working to enhance the transfer process. However, adding more organizations doesn't always result in better outcomes. The challenge is getting existing organizations to collaborate more effectively.Read Article -
Pensions
Pension Plan Taxation in the UK
HMRC has been using the tagline, “Tax doesn’t have to be taxing” for a while now – but did they take into consideration the tax on pensions when they made that statement?Read Article -
Pensions
If the cost of transferring small pension pots is higher than current admin costs, what’s the point?
The DWP raised the issue of small pension pots for the first time ten years ago. And although the administration put it on hold after the 2015 election, it is again firmly back on the table.Read Article -
Pensions
This time it’s serious‒the FCA requires in-specie pension transfers
Although the RDR enforces the same in-specie transfer restrictions on in-specie pension transfers and in-specie ISA transfers, the grim reality is that providers' in-specie pension transfer services range from subpar to nonexistent.Read Article -
Pensions
Top of the List: FCA prioritizes unit class conversions to increase platform market competition.
The FCA Investment Platforms Market Study reveals a new focus on boosting platform market competitiveness.Read Article -
Pensions
FCA and Almost All Platforms need a Damascene Conversion
Selling one share class to buy another, discounted class, creates risk. What can be done?Read Article -
Pensions
Outdated HMRC Systems Create Challenges for Pension Tax Refunds
HMRC systems are outdated and not well suited to the flexi-access pension's world we currently live in. This means, most people don’t get to spend the cash they’re entitled to.Read Article -
Pensions
The Industry Secret the Press Isn’t Covering: ISA and Pension Account Transfers Can Be Completed in a Day
While there is no doubt that the industry has a long way to go in terms of transfers, it is important to look at the factors that contribute to good customer experience in order to figure out how to best handle poor customer service.Read Article -
Pensions
Creating an open and competitive framework for pension dashboards will accelerate innovation
Open standards, competition, and innovation are valued highly by the DWP, yet many of the most important choices favour centralized funding, a single supplier, and centralized infrastructure.Read Article -
Pensions
Are the FCA’s new Market Transfer Regulations making matters worse?
Over a year ago, the FCA’s Market Transfer Regulations came into effect. And still, investors are waiting to see the benefit.Read Article -
Pensions
A year in review: UK Electronic Investment Transfers Market 2021
389 live counterparties enable electronic account/portfolio transfers and re-registrations as of the end of 2021.Read Article -
Data Migration
Top Data Opportunities for Life Insurers
The pace of data evolution is drastically different across industries. In this article, discover the top 3 data opportunities that insurers can leverage to enhance their product offering and customer experience.Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights - Rob McIsaac
Equisoft interviewed Rob McIsaac, Head of the Life, Annuities and Benefits practice at Aite-Novarica, to get his insights on key topics within the life insurance industry.Watch Interview -
Future of Insurance
Equisoft Digital Acceleration Insights: Joseph Sidaros, LIMRA International
Equisoft interviewed Joseph Sidaros, Senior Consultant at LIMRA International to get his insights on digital transformation, technology challenges and IFRS 17.Watch Interview -
Data Migration
Do More with Less: Automating Life Insurance Operations Helps Solve Labor Market Woes
Celent’s Principal Analyst of Life, Annuities and Health reveals how life insurers are leveraging automation to improve processes, enhance decision-making, and free employees to work on higher-value, more strategic activities.Read Article -
Policy Administration System
Out of the Box (OOTB) Solutions for Fast Life Insurance Modernisation in Africa
How Out of the Box, modern policy admin systems provide the opportunity to consolidate back-office systems into one modern solution even when faced with resource constraints.Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights - Chip Bircher
Equisoft interviewed Chip Bircher, Head of Advisory Services for Solution Providers at @ Aite-Novarica to get his insights on key topics within the life insurance industry.Watch Interview -
Data Migration
How to build data foundations for a digital insurance future
Accessing and analyzing data to create meaningful insights is the gateway to improving everything from decision-making to CX to critical processes and products. In this article, we answer some strategic questions that carriers need to consider when developing their data strategy.Read Article
