Filter by:
-
Corporate News
Equisoft Warns of Potential Platform Overload with Increased Model Portfolio Services Usage
Equisoft, a leading global provider of advanced digital solutions to the financial industry, today announced the key findings of its new report into Model Portfolio Services (MPS) usage.Read Press Release -
Corporate News
At least 50% of schemes will be using Pension Fusion for Pensions Dashboards
Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Provider (ISP) developed in partnership by ITM and Equisoft – has been selected by over 40 organisations as their connection method to Pensions Dashboards.Read Press Release -
Asset Allocation and Wealth Analysis
Transforming Investment Management: The Rise and Risks of Model Portfolio Services
This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.View Research -
Corporate News
Equisoft Wins “Best Transfer Automation System” and “Excellence in Product Design” at Systems in The City Financial Technology Awards 2024
The awards are amongst the UK financial sectors’ top honours and acknowledge tech providers' achievements in enabling financial organisations to grow their business and meet their clients' needs.Read Press Release -
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 -
Corporate News
Equisoft’s David Poynton appointed to Pensions Dashboards advisory group
David is one of eight new members of the group tasked with providing insights to shape the delivery of dashboards programme.Read Press Release -
Corporate News
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023Read Press Release -
Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead Press Release -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Pensions
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.Watch Webcast -
Corporate News
Broadstone selects Equisoft’s Pension Fusion as Pensions Dashboards ISP
Broadstone selects Equisoft to connect its clients to the Pensions DashboardsRead Press Release -
Corporate News
Pension and Investment Management Solutions Provider Altus Business Systems Rebranded as Equisoft
The rebrand aligns Altus and Equisoft’s strategic product capabilities and complementary expertise under one umbrella. Altus Consulting remains independent under the Altus brand.Read Press Release -
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
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
