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Heritage Transformation

Maximise the value of your mature portfolios

Heritage Transformation is the market's most functionally rich platform for new and old life, pension and investment products, providing market-leading efficiency and compliant scaled administration of closed and semi-closed portfolios. Reduced implementation risk comes as standard.

Explore our Heritage Transformation solution

An end-to-end modern administration platform that is packaged and configured specifically for providers of older books

Heritage Transformation

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  • Integrated data migration suite streamlines the data take on and imports full transaction histories

  • Rich capability - Supports individual and group products; closed and open books

  • Real-time management dashboards, automated advice and modelling tools

  • Digital self-service suite - Customer and adviser portals personalise saving, income or protection propositions

  • Personalised engagement - Communications management tools including analytics tools to understand customer activity

  • Administration management - Automated, pre-built, workflow processing

  • Operations workbenches - Flexible proposition management

  • Interfacing and industry standards - Standards-based integration

  • Regulatory and business compliance as standard

  • Supports all your heritage products on a single, modern platform, with a comprehensive suite of configurable enterprise and industry interfaces

  • Streamlined administration for older-style product wrappers across savings, income and protection

  • Drive efficiency through customer and intermediary digital self-service

  • Extensive support for legacy features, including ‘with profits’ and flexible processing rules for older contracts and product wrappers including occupational DB and DC pensions, contract-based pensions, protection, retirement income and life savings

Why choose Heritage Transformation?

  • Operate at lower cost

  • Lower risk

  • Simplify your legacy estate

  • Provide your customers with a modern digital service

  • Help your customers understand their financial position

  • Increase engagement with your customers