Finance solution

For organisations who need expert and cost effective finance solution we offer highly skilled resource.

We have a proven track record of not only providing services at a competitive cost, but also with risk reduction in terms of improved controls and the introduction of simplified, streamlined and automated processes.

With a large number of experienced financial professionals in multiple locations across the UK it means we can help you create bespoke services that support the delivery of your strategic objectives and give you the support you need in running your day to day business.

Operating as a specialist service within Capita allows us to draw on a wide range of skills and experience to implement innovative and cost effective solutions for our clients.

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Our approach

We have an outstanding track record in delivering consistently high service levels even in the most challenging and complex environments. We currently deliver to a significant number of service level agreements and key performance indicators for a large number of life companies across the industry and have an exceptional record of meeting these, very often at the same time as delivering large volumes of change activity for the same clients.

We adopt a good practice approach that uses structured methodology governance and improved controls. Operational Control Frameworks ensure a robust and consistent approach is adopted whilst also encouraging innovation and service improvement.

Our focus on contractual delivery is enhanced through our experience in realising operational efficiency and delivering tangible benefits. For example, during a cross business reconciliation clearance project we moved the business from having over 300 aged items over a year old to only having 10 - recognised by the client as a position of operational strength. The delivery of improved cross business processes was reinforced by effective training and the introduction of a Reconciliation Management Tool, with real time information, query management and automated and user driven MI.

We have also helped our clients in a variety of ways by working closely with them to understand their needs.


Administer approximately 16 million policies in the UK, Ireland and internationally

230 specialists

Have over 230 experienced claims and underwriting specialists across the UK

What we offer

 Our industry is rapidly evolving and with a constant stream of regulatory change alongside a challenging economic climate, we know implementing change in a timely and cost effective way is vital to your business.

As an FCA regulated business we ensure project activity is in safe hands. Working with you and adapting to meet your needs we provide an extensive level of expertise and support, contributing to all stages of the change life-cycle. With flexible resourcing solutions, we have the capability to deliver specific finance led projects or support wider change initiatives, which require finance assistance.

- Reconciliations and controls, including client money and CMAR returns

- Payments, receipts, banking and treasury services

- Statutory and management account production

- Reassurance administration and accounting

- Commission processing, payment and debt recovery

- Financial system provision and management.

- General ledger implementation, management and maintenance

- Investment platform management

- Commercial Bacs bureau

- Platform migration delivery and support.

Our alternative resource model helps you react quickly to deal with peaks and troughs in demand and the range of expertise that we have mean we can provide the right solution at the right time. What’s more we provide predictable cost models at competitive rates. We are a flexible alternative to recruitment or contract support and with an ongoing relationship you can rely on our delivery.

With extensive industry expertise across a range of clients, systems, activities and products we are able to work collaboratively with you to provide a bespoke solution that suits you. Whether you need outsourced services, a managed solution or short term support for project delivery, we can help.

Client testimonials

I’ve found Sunil and Kia to be highly knowledgeable, skilled and adaptable. They have fitted in seamlessly and quickly become key members of the team. They have taken on a variety of tasks and delivered high quality work each time, and have shared their knowledge to the benefit of the team.

Connecting with you

Get in touch if you have a question or would like to explore how our solutions could help your organisation.

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Awards and accreditations