Our experts bring their experience to your data challenges.
We’re a team of independent data consultants who’ve been working in the finance sector for years. We work with DB and DC pension schemes in the public and private sectors, helping them support their business goals. We also work closely with insurers, HR Directors, sponsors and payroll providers.
We share what we’ve learnt across the industry, to help you approach your data challenges and make better decisions.
Our team of consultants have a combined experience of more than three centuries in the finance sector. We’ve worked with hundreds of pension schemes, insurance providers and administrators to help their data drive them forward.
Throughout the years we’ve developed our proposition, adding additional data and administration skills and applications, as well as advances to our data analytic technology based on clients’ needs. We bring an independent and objective approach, helping you see the details and understand how to use the insight.
Our data consultants work closely with you to define your objectives and develop a data strategy to get you there. We’ll carry out an initial analysis of your scheme, the type of data you have, where you hold it and what you’d like to do with it in the future.
We pride ourselves with helping clients :
We support and advise many of the industry’s largest pension schemes. Our extensive experience means we can help you to tackle the challenges you face in a considered and timely way. All our services are complemented by our technology, giving you complete control and visibility.
We support and advise many of the industry’s largest pension schemes. We have heaps of experience and can help you to tackle the challenges you face in a considered and timely way. All our services are complemented by our technology, giving funds pension providers complete control and visibility.
Hot topics for pension schemes
Compliance with the General Data Protection Regulations, where schemes are paying more attention to specific data management policies.
These all sound like mammoth tasks to contend with, but we can help you to take on these challenges in a considered, cost effective and timely way. Our team of consultants work in collaboration with you, on or off site, on short or long-term projects.
We believe positive outcomes for members stem from a solid administration infrastructure. You can master good administration through a combination of correctly skilled people, systems and processes. This holds the key to nimble and efficient operations, especially in an industry experiencing constant change.
We advise administrators who manage a range of schemes, wealth managers who oversee individual policies, and other organisations responsible for a portfolio of insured schemes.
Our Partnership
We work alongside you on a strategic level to ensure that you plan, not only for the long term, but also address any short term requirements.
We also offer back office systems to help you with administration and IT support, giving you the flexibility and assurance to maintain excellent service. We can help with the onboarding of new clients, whilst providing certainty around costs and resources.
We’re in a period of change and opportunities for workplace pension providers and wealth managers. Defined Benefit schemes continue to insure their liabilities and members’ futures in new ways, all exposing the importance of data quality and how it could become pivotal to the level of commercial return.
Hot topics for insurers
The quality and accuracy of employee data has never been more important to companies and HR departments. Regulations like GDPR and Gender Pay reporting have put employee data under the microscope.
We’ve been supporting and advising clients in the finance sector for years, and with auto enrolment, the focus has shifted towards payroll and HR. This shift has enabled us to review and improve the support we provide to HR departments. Our specialist knowledge around data analysis, cleansing and migration can support you.
We can help with
Our software, known as eSuite, can help you with in depth data analysis and cleansing, through to archiving.
Our extensive experience can help you put your data to better use, driving your forward rather than holding you back.
We take a client centric approach. Our consultants get to know you, your business and your needs through careful analysis, finding out
From the design of the initial approach through to the execution of the go-lives, ITM both led and supported our programme to provide an excellent outcome that met all of the success criteria that we set out to achieve.
Head of Transformation
