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Strategic HubSpot Implementation

Modernising Pension Operations for Scalable Growth

Replacing fragmented administration with a scheme-centred operational platform built for automation, visibility and control.

Current Tech Stack

Legacy Pension SystemExcelWebExOutlookManual Document StorageDelta / SSAS ProVirtual CabinetSage 50 Payroll

Why this matters commercially

Replacing a 20-year-old back-office system with an operational platform built around how Nigel Sloam actually administers pension schemes.

Nigel Sloam’s current system holds much of the information the business needs, but its usability, reporting limitations and lack of automation make that information difficult to maintain and even harder to use.

That creates duplication, re-keying, limited visibility and heavy reliance on individual knowledge, consuming capacity that could otherwise support growth and meaning the business risks needing more people simply to handle more work.

“We’re building a system that makes the work easier, not just moving the existing administration into a different platform.”

01

Structured Workflow Efficiency

Replace manual work logs and separate checklists with guided SSAS processes that create the right tasks, collect the required evidence, control approvals and keep work moving.

02

Clear Operational Visibility

Give administrators and leadership a live view of work received, outstanding, overdue, waiting on third parties and completed across teams, processes and schemes.

03

Trusted, Reusable Data

Structure the information currently spread across records, notes and spreadsheets so it can support administration, regulatory reporting, document generation, management reporting and future automation.

The journey forward

A structured path to operational clarity.

  1. Step 01

    Engagement

    Formal sign-off and shared environment setup in the Forbidden portal.

  2. Step 02

    Kickoff

    Alignment session to lock in the roadmap, key milestones and success metrics.

  3. Step 03

    Implementation

    The strategic transition, integration and configuration workstreams.

  4. Step 04

    Enablement

    Team training and process documentation to ensure confident adoption.

  5. Step 05

    Launch

    Final validation and go-live, moving the business onto its new foundation.