Financial ServicesProviders Company Schemes Public Sector Third Party Administrators

Financial Services Third Party Administrator

Optimising client and policy administration

Financial Services TPA is tailored for third party administration companies that offer client and policy administration services to financial services product providers, covering both heritage portfolios and open book business.

Explore our FS Third Party Administrator solution

An end-to-end digitally enabled platform for administration of life, pension and investment open and closed book portfolios

Financial Services Third Party Administrator

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  • Multi-company, multi-portfolio, individual and group products, new business and heritage

  • Real-time management dashboards - Fund and Trustee reporting

  • Digital self-service suite - Customer and adviser portals

  • Personalised engagement - Communications management tools

  • Administration management - Automated, best-practice processing

  • Operations workbenches - Flexible operational service management

  • Regulatory and business compliance as standard

  • Comprehensive suite of configurable enterprise and industry interfaces

  • An integral data migration suite that streamlines the take-on of data and offers the flexibility to import full transaction histories or rolled-up summary information as required

  • Powerful configuration tools that enable you to support your product provider clients in launching new propositions

  • Efficient and compliant support for individual and group DC and DB pensions, ISAs, GIA, bonds, life savings, annuities and protection

  • Each portfolio is maintained separately with secure segregation of data and specific configuration for products and servicing

  • Tailored service model for each of your product provider customers, while achieving scale efficiencies from a common utility implementation

  • Support all old- and new-world products on a single platform sharing common utility implementation

Why choose Financial Services Third Party Administrators?

  • Reduce business operation costs

  • Improve service standards

  • Personalising propositions

  • Support customers' old- and new-world products

  • Enable customers to launch new products rapidly and at a lower cost