SS&C Technologies Expands Partnership with Wesleyan Assurance Society for Life and Pensions Administration Services

SS&C Technologies Holdings Inc. (SSNC) has announced a long-term agreement with Wesleyan Assurance Society to provide life and pensions administration services. The partnership aims to create a unified ecosystem for investment, retirement, and protection services, with over 200 Wesleyan employees transitioning to SS&C. The agreement strengthens SS&C's position in the financial services sector and supports Wesleyan's digital transformation and operational efficiency goals. The transition of employees may pose integration challenges, and dependence on SS&C's technology could limit Wesleyan's flexibility in the future.

WINDSOR, Conn.-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has announced a long-term agreement with Wesleyan Assurance Society (“Wesleyan”) to deliver life and pensions administration services to its members and customers. This strategic partnership aims to create a unified ecosystem for investment, retirement, and protection services, with over 200 Wesleyan team members transitioning to SS&C [1].

The agreement builds on Wesleyan’s selection of SS&C earlier this year. Following a competitive tender process, SS&C will implement its Hubwise platform as the foundation of WesInvest, Wesleyan’s new digital-first wealth management platform. This platform is designed to broaden the range of investment and retirement products available to Wesleyan’s specialist financial advisers and their clients, while offering an enhanced, modern user experience [1].

As part of the new agreement, Wesleyan will transition its life and pensions administration to SS&C, creating a single, modern ecosystem across investment, retirement, and protection services. Wesleyan’s policy administration systems provided by Sapiens will be upgraded and migrated to SS&C’s secure private cloud infrastructure, streamlining operations and enabling continuous technology upgrades and intelligent automation. SS&C will provide a single customer service model covering both new WesInvest customers and existing life and pensions customers [1].

Mario Mazzocchi, Chief Executive Officer at Wesleyan, stated, “SS&C has been a trusted partner for more than 20 years. This latest collaboration will enable us to best serve our customers’ needs as market demands evolve. SS&C’s intelligent automation technology will help provide our life and pensions clients with an enhanced, digital experience” [1].

Bill Stone, Chairman and CEO of SS&C Technologies, commented, “Wesleyan represents a significant relationship for SS&C, and we are pleased to have them as a customer. We are excited to welcome Wesleyan’s team and support the digital transformation of their life and pensions operations. We look forward to working together to achieve operational efficiencies and support leading-edge customer experiences” [1].

This partnership underscores SS&C's growing presence in the financial services sector and supports Wesleyan's digital transformation and operational efficiency goals. However, the transition of employees may pose integration challenges, and Wesleyan's dependence on SS&C's technology could limit its flexibility in the future [1].

References:
[1] https://investor.ssctech.com/news-and-events/news-details/2025/Wesleyan-Extends-Relationship-with-SSC-to-Help-Transform-Back-Office-Operations/default.aspx
[2] https://www.stocktitan.net/news/SSNC/wesleyan-extends-relationship-with-ss-c-to-help-transform-back-9h3u9pub05g6.html
[3] https://finance.yahoo.com/news/wesleyan-extends-relationship-ss-c-110000243.html