Guiding pension schemes through successful pension risk transfers
Our intelligent software solutions help pension schemes deal with the complexities of the pension risk transfer (PRT) process
Supporting pension schemes in the pension risk transfer process
With PRT transaction volumes continuing to rise across bulk annuities, superfunds and longevity swaps, pension schemes face growing pressure to prepare effectively for these complex transactions while managing costs and timelines.
Heywood Passport provides pension schemes with trusted data solutions, advanced benefit calculations and seamless stakeholder engagement tools that ensure scheme data readiness, reduce complexity and minimise risk throughout the pension risk transfer journey.
Tech-led pension risk transfer solutions
Leverage the robust tech of Heywood Passport to drive efficiencies through each stage of the pension risk transfer process:
Ensuring transaction readiness
Uncertainty about data quality and pension scheme transaction readiness can delay or derail PRT processes. Heywood Passport's comprehensive transaction readiness assessment tools ensure your scheme is fully prepared before approaching the market, maximising the chances of a successful outcome.
Minimising transaction costs
High costs associated with data cleansing and benefit calculations can significantly impact the value of a PRT transaction. Our technology-driven pension transfer cost management solutions minimise transaction risks and data cleansing costs, helping you achieve better value for money.
Accelerate transaction timelines
Extended transaction timelines can affect scheme planning and create uncertainty for trustees and members. Heywood Passport streamlines processes to reduce transaction timelines, providing greater certainty and allowing for more effective pension liability management.
Keep members informed
Effectively communicating with scheme members during a PRT process is challenging but essential. Our member communication and personalised AI video tools for PRT help you deliver clear, timely, and reassuring communications throughout the transaction. This keeps members engaged and helps maintaining member confidence.
Resolve historical data issues
Problems with historical inconsistencies, GMP equalisation and rectification can create significant obstacles to successful transactions. Our powerful calculation engine swiftly performs historical data correction and support rectification exercises. We bring accuracy and efficiency to complex pension challenges.
Do more with limited resources
Heywood Passport's technology isn't reliant on additional staffing. It frees up your pension scheme resources to optimise and focus on other aspects of scheme management, while ensuring the PRT process runs smoothly.
Who we work with
Heywood collaborates with leading insurers, commercial consolidators, pension schemes and advisors, ensuring our solutions align with market expectations and industry best practices.
Our independent expertise is trusted across the PRT sector, providing trustees with confidence in every transaction.
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Why trustees choose Heywood Passport
Transaction confidence - Approach the market with clean, accurate data and realistic expectations.
Cost control - Reduce data cleansing costs and achieve better transaction pricing.
Timeline certainty - Complete transactions over agreed timelines, with fewer delays and complications.
Member satisfaction - Maintain member engagement and confidence through clear, consistent communications.

Get started
Ensure your scheme is transaction-ready with Heywood Passport.
Speak to our experts today to see how we can support your pension risk transfer journey.
Latest insights and resources
We provide regular insights on market trends, regulatory changes, and best practices in pension risk transfer. Explore our latest articles, case studies, and webinars to stay informed.
Pension risk transfer