These well known financial services brands were acquired as part of Capita’s strategic aim of supporting independent financial advisors.
The business operates from 3 geographic sites – Fareham, Bishops Stortford and Coventry, and employs around 100 people, mainly in technical roles involved in the development and maintenance of our suite of software tools. Over 20,000 intermediaries subscribe to one or more of our software solutions, or are registered users of our portal, of which over 10,000 are pension and investment focussed.
Our vision is to continue to innovate and provide tools that are more attuned to the aspirations of the modern, professional adviser. RDR and the emerging trading environment are demanding ever increasing levels of accountability, accuracy in research and efficiency in the transaction of business online.
The three main areas expertise maintained by Capita Financial Software are:
Capita Financial Software demonstrates long term commitment to financial advisers in the following ways:
A leading player in business process outsourcing for the financial services industry.
Capita is one of the best long term performing companies within the FTSE 100. This track record has been built on the central commitment to providing exceptional, service-based outsourcing solutions. Most sectors of the UK economy feature successful companies that have embraced Capita’s unique capabilities. Active within the private and public sectors including central and local government, Capita serves the following markets - Life & Pensions, Insurance & Financial Services, Education and Transport & Health.
Capita is best known in financial services for its extensive 3rd party administration contracts with organisations such as The Prudential, Coop, Zurich, Axa, Lincoln and Chlildren's Mutual. In addition Capita handles a considerable proportion of the General Insurance business, handling over £12.5bn of claims annually. Outside financial services, Capita handles contracts such as the TV license collection and UK Criminal Database.
Award a 5 year contract by Health and Safety Executive to operate a new installer registration scheme in Great Britain.
Selected by Marsh Ltd as preferred operations outsourcing partner – contract worth £187 million over 10 years.
Selected as strategic partnership by Sheffield City Council to drive business transformation – contract worth over £200 million over 7 years.
Capita Financial Software is a trading name of Capita Financial Software Ltd. Registered office and registered number as above. Part of Capita plc. © 2009 Capita plc. All rights reserved