• GMP Reconciliation<br>Rectification<br>Conversion<br>Equalisation
    GMP Reconciliation
    Rectification
    Conversion
    Equalisation
    It starts with data

    Putting the pieces of the GMPe puzzle together

    Tell me more
  • Pension data experts
    Pension data experts Now with added tracing

    Find out about our acquisition of Faraday Tracing Bureau

    Tell me more
  • Pensions dashboards
    Pensions dashboards Are you ready?

    Pensions dashboards are coming and ITM can help

    Tell me more

ITM is a leading provider of specialist data management, systems and administrator support solutions within UK financial services.

All of our services are supported by our industry leading suite of systems:

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  • /Advertising
  • /Case studies
  • /Latest Thinking
  • /Service snapshots
X Client testimonials

ITM clients take a moment to share a few words about their experience of working with together.

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X Simplified insured DB case study

Following a market review ITM was identified as the only partner able to supply both the specialist data extraction and reconciliation capability alongside an administration and data cleanse service.

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X Pensions fund case study

ITM were appointed by the trustees to undertake a major data rectification project, making it one of the most complex and challenging projects ITM have ever encountered.

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X National Wealth provider case study

ITM reviewed over 2,500 existing clients prior to transferring to agreed customer remuneration on new advice terms and services. Clients considered for upgrade suitability for a number of new platform-based investment services.

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X Major telecoms provider case study

ITM were appointed by a major telecoms provider who had recently began a substantial exercise, offering PIE to over 100,000 pensioners. The initial brief was to undertake data analysis for a sample of pensioners eligible for PIE, although the exercise was then extended to a full data risk audit for all pensioners and with a specific focus on PIE critical data.

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X Major insurance provider case study

ITM implemented a portfolio of c700 pension schemes (c.£4bn assets transitioned) onto a well established policy administration system, with a scheme migration and automation of ‘standing data’ for each scheme.

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X Local Government pension scheme case study

A system provider won the tender to provide the pension administration platform for Local Authorities within a local government framework agreement. The provider then appointed ITM to implement the data migration work stream, leaving the provider to focus on the delivery of calculations, processes and other services. Initially five authorities signed up under the framework, increasing to nine, as the provider felt that ITM could achieve this number. All nine authorities needed to transition from their existing system to the new system in less than a year.

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X DC pension scheme case study

ITM were appointed by the trustees of a Defined Contribution pension scheme to advise and conduct on the transfer of scheme assets to a new investment manager.

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X Actuarial consultancy case study

ITM were appointed to advise on how best to manage the development and support of the client’s current administration system. It became evident that this partnership could be further enhanced if the entire project was outsourced to ITM. 

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X AB Foods case study

ABF needed a technology partner, not a supplier to evolve their administration and automation of recurring activities. Their needs were far from off the shelf: they had to have someone they could rely on.

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X Data strategy scorecard

Find out how your scheme ranks when considering a data strategy. Matt Dodds challenges whether you regularly review your data strategy to ensure it helps with,
rather than inhibits, a series of key successes indicators.

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X 5 steps to a systems strategy

Jonathan guides you through the five stages of devising a systems strategy. He covers the steps required to assess your current software, how to keep up to date with new technological advances and how to make incremental modifications to your existing platforms.

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X Pensions Age Awards advert – Pensions Age 2017
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X Data advert – Pensions Age 2017
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X Old meets new advert – Pensions Age 2017
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X Systems advert – Pensions Age 2017
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X Insurance industry services

This document suggests why the pensions industry turns to ITM to solve their data challenges and how this experience and insight can be of significant strategic important to the Insurance industry.

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X eArchive overview

An introduction to eArchive. A systems which securely retains the data as a faithful representation of the legacy source system, allowing administrators to view the data when required through custom reports, and importantly to only view the data they should see thanks to inbuilt access controls.

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X Company overview

This document is designed to give in-house pension departments a better understanding of how ITM can help deliver specialist one-off projects as well as maintaining business as usual activities.

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X Brochure

ITM is a leading provider of specialist data management, systems and administrator support services within UK financial services. This brochure tells you more about the history of the company and the services we have to offer.

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X Are you Dashboard ready?

ITM was one of 6 Fintech companies heavily involved in building the Dashboard prototype. This document summarises how to get ahead now by having a properly planned data strategy that will save you time, effort and money.

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X The benefits of system rationalisation

Platform rationalisation programmes have often struggled to execute against all the requirements – leading to incomplete delivery on the business benefits. The answer lies in a programme structured to deliver value. This infographic explains how.

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X GMP reconciliation

HMRC is contacting members whose State Pension entitlement will be reduced. However, over 25% of HMRC GMP records typically have discrepancies. ITM can help you reconcile your records to minimise member disagreements.

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X Trivial Commutation

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X System platform rationalisation

Historically, Insurance companies have found it difficult to build a strong enough business case for rationalisation with the many intricate benefits seemingly harder to realise than that of a simple outsource model. This infographic shows you how to approach platform rationalisation.

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X Maximising the might of middleware

eAsE, one of the UK’s leading Auto Enrolment middlewares, helps you manage the process of Auto Enrolment from start to finish. The system is easy to use, web-based and cost effective – specifically built for Advisers to help you maximise the great Auto Enrolment opportunity.

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X An Advisers Guide to Auto Enrolment

This is an advisers’ guide to helping clients through auto enrolment. It explains how to systemise and repeat the processes in order to service multiple clients.

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Opportunities

Hilary Chapman

HR Manager

Contact Hilary Chapman if you have any questions about our opportunities at:careers@itmlimited.com

Office locations

London

Headquarters

2nd Floor

Minster House

42 Mincing Lane

London

EC3R 7AE

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t / 020 7648 9990

Guildford

Systems

65 Woodbridge Road

Guildford

Surrey

GU1 4RD

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t / 01483 462 800

Edinburgh

Consultancy

83 Princes Street

Edinburgh

Scotland

EH2 2ER

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t / 0131 247 7521
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