Procentia designs intelligent pensions software solutions that puts administrators and member experiences at the heart of any scheme.

Known for IntelliPen, its multi-award-winning pensions and Pensions Risk Transfer administration system, Procentia is changing the way schemes provide lasting value for users and members.

Trusted by administrators, employers and trustees, IntelliPen is a powerful all-in-one packaged solution widely regarded as the most comprehensive and feature-rich platform for the modern era of pensions management.

Highly configurable and flexible, the fully online system provides all the tools and features needed to run a scheme of any type, size, and level of complexity. It meets the demand for self-serve technology and personalisation, and provides meaningful consumer-like experiences that we all expect from today’s online platforms.

The Punter Southall Pension Solutions business develops new products and solutions for pension schemes. We are currently introducing the Pension Safeguard Solution, a capital backed journey plan targeting buy-out, to the DB pension market. We are an agile team of experienced pension professionals focused on delivering innovative, practical solutions across defined benefit and defined contribution pension schemes. www.puntersouthall.com

Russell Investments is a global investment solutions firm with £239.7 billion in assets under management. We serve clients in 30 countries from 16 offices located in major financial centres in North America, Europe, and the Asia-Pacific region.

As a consultant to some of the world’s largest pools of capital, Russell Investments offers a comprehensive range of services through its advisory, asset management, and customised portfolio solutions businesses.

Data as of 31 March 2024

Supporting the growth of UK institutions now and into the future. Founded in 1804, we’re one of the UK’s largest independent investment management firms, managing over £724 billion* of our clients’ assets globally. In the UK, that includes more than £196 billion* on behalf of institutional investors of all sizes.

We work with more than 1,000 UK insurance companies, defined benefit and defined contribution pension schemes. As a client, you’ll get the benefit of our investment capabilities and solutions expertise across the full spectrum of private and public markets.

*as at 30 September 2023.

Scottish Widows enjoys a proud history of helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range including life cover, critical illness, pensions, annuities, savings and investments.

Scottish Widows is committed to supporting advisers and their clients, using all of their experience to take on the future together. They do this by providing market insight and guidance, and continually innovating and improving their service, support and propositions. One of the key initiatives is ‘Techtalk’ which provides insight into industry changes and regulation affecting pensions, protection and investments. They also have a longstanding research program on UK financial planning attitudes, and continue to promote the value of saving in pensions through involvement in the industry wide Pension Engagement Season initiative.

In 2023, Scottish Widows were recognised by intermediaries, securing a 5 Star rating for the Scottish Widows Platform and a 4 Star rating for Investments, Pensions & Protection at the Financial Adviser Service Awards, as well as winning Best Personal Pension Provider and Best Critical Illness Provider at the Investment Life & Pensions Moneyfacts Awards.

The organisation has a focus on sustainability and have launched a number of publications about their approach. This includes their Responsible Investment Framework and Stewardship Policy and their Climate Action Plan, which includes a key target of decarbonising all investments by 2050.

For more information on Scottish Widows, visit adviser.scottishwidows.co.uk

* Spontaneous Awareness rank: 2, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, December 2023.

Target Professional Services has over 35 years’ experience in being an industry leader in both corporate and personal trace solutions for pension schemes and financial services.
Our innovative services help reduce the liability of inaccurate records, help save time, and are always cost-effective. Whether you are an international corporation or small pension fund, we work with each client to develop a project that suits your needs. Target offers an encrypted service as standard, as well as leading biometric technology through our sister company mypensionID.

Pendragon provides Perspective, the innovative and highly acclaimed legal and regulatory information service for the UK pensions industry. Organisations across the whole spectrum of pensions - funds, advisers, regulators and trustees - have come to rely on Perspective.

Perspective’s content is updated several times a day and includes Acts, SIs, regulatory materials (PPF, The Pensions Regulator, HMRC etc), EU documents, law reports, Ombudsman determinations, news, parliamentary coverage, commentary, reports, statistics and surveys.

Perspective’s functionality is unrivalled. Key features include cross-referencing between documents, our 'time-travel' facility (allows users to view a document as it appeared at any date in the past or future) and searching. Users are made aware of developments within the industry through document and news alerts.

Procentia designs intelligent pensions software solutions that puts administrators and member experiences at the heart of any scheme.

Known for IntelliPen, its multi-award-winning pensions and Pensions Risk Transfer administration system, Procentia is changing the way schemes provide lasting value for users and members.

Trusted by administrators, employers and trustees, IntelliPen is a powerful all-in-one packaged solution widely regarded as the most comprehensive and feature-rich platform for the modern era of pensions management.

Highly configurable and flexible, the fully online system provides all the tools and features needed to run a scheme of any type, size, and level of complexity. It meets the demand for self-serve technology and personalisation, and provides meaningful consumer-like experiences that we all expect from today’s online platforms.