SS&C Technologies and Wesleyan Extend Partnership to Transform Back-Office Operations

Wesleyan Assurance Society has extended its relationship with SS&C Technologies to deliver life and pensions administration services to its members and customers. The firm will implement SS&C Hubwise as the foundation of its new digital-first wealth management platform, WesInvest, and transition life and pensions administration to SS&C, creating a single, modern ecosystem across investment, retirement, and protection services. Over 200 Wesleyan team members will transfer to SS&C, preserving expertise and ensuring continuity of service.

Title: Wesleyan Assurance Society Extends Relationship with SS&C Technologies for Digital Transformation

Windsor, Conn. — Wesleyan Assurance Society, a prominent financial services mutual, has extended its partnership with SS&C Technologies to deliver life and pensions administration services to its members and customers. This long-term agreement follows Wesleyan's selection of SS&C earlier this year, as part of a competitive tender process [1].

Under the new agreement, SS&C will implement its Hubwise platform as the foundation of Wesleyan's new digital-first wealth management platform, WesInvest. The platform aims 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 agreement, Wesleyan will transition its life and pensions administration to SS&C, creating a single, modern ecosystem across investment, retirement, and protection services. Over 200 Wesleyan team members will transfer to SS&C, ensuring continuity of service and preserving deep expertise [1].

Wesleyan's policy administration systems, currently provided by Sapiens, will be upgraded and migrated to SS&C's secure private cloud infrastructure. This upgrade will streamline operations, enable continuous technology upgrades, and facilitate intelligent automation. SS&C will also provide a single customer service model covering the new WesInvest customers and existing life and pensions customers [1].

Mario Mazzocchi, CEO of Wesleyan, commented, "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." Bill Stone, Chairman and CEO of SS&C Technologies, added, "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].

References
[1] https://www.stocktitan.net/news/SSNC/wesleyan-extends-relationship-with-ss-c-to-help-transform-back-9h3u9pub05g6.html
[2] https://www.marketscreener.com/news/wesleyan-extends-relationship-with-ss-c-to-help-transform-back-office-operations-ce7c5edadd8ff02d
[3] https://www.businesswire.com/news/home/20250804023803/en/Wesleyan-Extends-Relationship-with-SSC-to-Help-Transform-Back-Office-Operations