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Operational efficiency through systems rationalisation
Data audit and cleansing
Increasing funds under management – member pension and asset consolidation
Auto enrolment and workplace pensions
Faced with the new regulatory environment and customer liberation, firms may identify an opportunity to implement new operating models through rationalisation of operating systems, presenting new routes to market. These firms will emerge from the process with competitive advantages, placing themselves in a position to attract life long customers and lower operating costs.
ITM has delivered many systems and data rationalisation projects, including the decommissioning of legacy and under-utilised platforms. These solutions are built on proven, swift and repeatable methodologies for mapping vast quantities of member data across to new (target) systems. The successful delivery of these projects may lead to the outsourcing of no longer viable in house support services – with ITM taking that on and delivering the service back cost effectively.
In the de-risking space, ITM’s data audit and cleansing clients include the majority of the providers of bulk annuities alongside the UK’s largest ever longevity SWAP. ITM uniquely enjoys a 360 degree view of transactions often working for trustees, buy in/out insurance providers, employee benefit consultants and longevity re-insurers, adding valuable insight and intelligence to the process.
ITM advise workplace pension providers and wealth managers and develop scalable propositions for their individual customers to consolidate old and legacy pensions and policies into their current plan. The industry leading member portal ‘Dashboard’ brings efficiency, ease of use, scale and audit trails to the process, coupled with ITM’s vast experience conducting pension and asset consolidation into WRAP, SIPPs, GPPs and other workplace pension vehicles.
ITM also recognise the myriad of complications surrounding auto enrolment. Employers and advisers must navigate their way through a multitude of obligations including:
ITM’s innovative auto enrolment system, eAsE, manages the entire auto enrolment process through one intuitive process.
eAsE can also be used to undertake an AE data audit at any stage of the cycle, either singularly or as a bulk exercise.
Duncan is responsible for developing partnerships and outsource solutions for Financial Institutions.
De-risking, data audit, cleanse, migration, record keeping and GMP reconciliation
Systems migration and rationalisation, asset consolidation and auto enrolment
Data quality assessment, process review, systems build and resource services
eSuite products, bespoke systems, training and support