In 2017 CBoxx were introduced to Profile Pensions, a regulated independent, whole of market pensions advice firm, specialising purely in ensuring that their customers have the best pension arrangements they can have, through a pension review service, pension transfers (where necessary for the customer) and ongoing pensions advice. They are now the UK market leaders in this area and have a mature administrative process in place to manage their advice, transfers and servicing.

Our brief was to scope, design and build the software components that will enable the Profile Pensions administration system to fully automate the process of obtaining pensions valuations. This was achieved by working with the Origo Integration Hub as an early adopter of the service.

The scope of work was far more than the technical development; it also involved liaising closely with Profile’s leading Pension Providers to work through the technical details and business case for integration using the hub, while also representing Profile Pensions on the Origo Integration Hub Project Working and Industry Steering Groups.

To wrap the project up we also conducted detailed research for Profile into ways to further improve their processes around pension scheme data, the efficiency of their pension transfer processes and identify specific opportunities for them around the industry Pensions Dashboard project.