Modernising Pension Operations for Scalable Growth

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.

Around 15 administrators are handling approximately 80 pieces of work each day across schemes, members, payments, transfers, loans, properties, investments and regulatory activity. Too much of that work still depends on free text, separate checklists, spreadsheets and manual follow-up. The opportunity is therefore much bigger than replacing a database. Phase 1 creates a structured operational system where the scheme sits at the centre, work is actively managed, data becomes reusable and leadership can see what is happening without assembling information manually.

Recent clients have moved from quarter-end reporting scrambles to weekly forecast reviews their board trusts.