Tracked organisations
Organisation list
Outreach organisations
View every target in one place, open each record, and track task outputs and follow-up history per organisation.
Open tasks
Completed tasks
Records
Organisation register
| Organisation | Type | Stage | Current task | Latest note | Owner | Updated | Action |
|---|---|---|---|---|---|---|---|
| Aegon | Master trust | Target | Ready for next task | Product: Aegon Master Trust. Commentary: Master trust / workplace leadership. | Unassigned | 04/09/2026 | View details |
| Aon | Master trust | Target | Ready for next task | Product: The Aon MasterTrust. Commentary: Master trust leadership. | Unassigned | 04/09/2026 | View details |
| Aon | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: UK Pensions Administration leadership. | Unassigned | 04/09/2026 | View details |
| Aptia | TPA | Target | Map Aptia outreach angle | Primary contact: David O’Keefe-Williams. Platform: Pension Administration. | Unassigned | 04/09/2026 | View details |
| Aviva | Master trust | Target | Ready for next task | Product: Aviva Master Trust. Commentary: Workplace Pensions / Master Trust. | Unassigned | 04/09/2026 | View details |
| Baptist Pension Trust | Master trust | Target | Ready for next task | Product: The Baptist Pension Scheme. Commentary: Scheme / Administration leadership. | Unassigned | 04/09/2026 | View details |
| Barnett Waddingham / HC | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Administration / Digital leadership. | Unassigned | 04/09/2026 | View details |
| BCF Pension Trust | Master trust | Target | Ready for next task | Commentary: Scheme leadership. | Unassigned | 04/09/2026 | View details |
| Bravura | SW vendor | Target | Ready for next task | Primary contact: Colin Greenhill. Role: Group CEO & Managing Director. | Unassigned | 04/09/2026 | View details |
| Broadstone | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Administration / Technology leadership. | Unassigned | 04/09/2026 | View details |
| Capita | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Pensions / Digital leadership. | Unassigned | 04/09/2026 | View details |
| Capita | TPA | Target | Ready for next task | Platform: Pension Administration / Hartlink. Commentary: Pensions / Digital leadership. | Unassigned | 04/09/2026 | View details |
| Cheviot Trust | Master trust | Target | Ready for next task | Product: The Cheviot Pension. Commentary: Master trust leadership. | Unassigned | 04/09/2026 | View details |
| Civica | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UPM commercial lead / pensions leadership. | Unassigned | 04/09/2026 | View details |
| CNPP | Master trust | Target | Ready for next task | Product: Combined Nuclear Pension Plan. Commentary: Scheme / Member Services leadership. | Unassigned | 04/09/2026 | View details |
| CTC Pensions Technology | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Commercial / Product leadership. | Unassigned | 04/09/2026 | View details |
| Delta Financial Systems | SW vendor | Target | Ready for next task | Primary contact: Claire Court. Role: Commercial Director. | Unassigned | 04/09/2026 | View details |
| Dunstan Thomas | SW vendor | Target | Ready for next task | Primary contact: Paul Muir. Role: Joint Managing Director / former CPO. | Unassigned | 04/09/2026 | View details |
| EQ | SW vendor | Target | Ready for next task | Primary contact: Will Pritchett. Role: CEO, EQ Retirement Solutions. | Unassigned | 04/09/2026 | View details |
| Equiniti / EQ | TPA | Target | Ready for next task | Primary contact: Fraser Stewart. Role: Senior Business Development Director. | Unassigned | 04/09/2026 | View details |
| Equisoft | SW vendor | Target | Ready for next task | Primary contact: Kevin Okell. Role: Managing Director. | Unassigned | 04/09/2026 | View details |
| FCA | Master trust | Target | Ready for next task | Product: FCA Pension Plan. Commentary: Pension plan leadership. | Unassigned | 04/09/2026 | View details |
| Fidelity International | Master trust | Target | Ready for next task | Product: Fidelity Master Trust. Commentary: Workplace Investing / Master Trust. | Unassigned | 04/09/2026 | View details |
| FNZ | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Pensions / Strategic Partnerships. | Unassigned | 04/09/2026 | View details |
| Gallagher | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Pensions Administration leadership. | Unassigned | 04/09/2026 | View details |
| GBST | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Commercial / Pensions leadership. | Unassigned | 04/09/2026 | View details |
| Heywood | SW vendor | Target | Book demo | Primary contact: Jon May. Role: Chief Sales & Marketing Officer. | Unassigned | 04/09/2026 | View details |
| Hymans Robertson | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Administration / Digital leadership. | Unassigned | 04/09/2026 | View details |
| Intellica | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Commercial / Product leadership. | Unassigned | 04/09/2026 | View details |
| Isio | TPA | Target | Ready for next task | Primary contact: Girish. Commentary: Existing contact, role TBC. | Unassigned | 04/09/2026 | View details |
| LCP | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Administration leadership. | Unassigned | 04/09/2026 | View details |
| Legal & General | Master trust | Target | Ready for next task | Product: WorkSave Mastertrust. Commentary: Workplace Pensions / Digital. | Unassigned | 04/09/2026 | View details |
| Lewis | Master trust | Target | Ready for next task | Product: The Lewis Workplace Pension Trust. Commentary: Master trust leadership. | Unassigned | 04/09/2026 | View details |
| Life & Pension Systems | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Commercial / Product leadership. | Unassigned | 04/09/2026 | View details |
| Lumera | SW vendor | Target | Ready for next task | Primary contact: Peter Roos. Role: Chief Commercial Officer. | Unassigned | 04/09/2026 | View details |
| Mantle | SW vendor | Target | Ready for next task | Primary contact: Graeme Riddoch. Role: Chief Revenue Officer. | Unassigned | 04/09/2026 | View details |
| Mercer | Master trust | Target | Ready for next task | Product: Mercer Master Trust. Commentary: Master trust leadership. | Unassigned | 04/09/2026 | View details |
| MUFG Retirement Solutions | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Retirement Solutions leadership. | Unassigned | 04/09/2026 | View details |
| NatWest Cushon | Master trust | Target | Ready for next task | Product: Cushon Master Trust. Commentary: Product / Digital / Partnerships. | Unassigned | 04/09/2026 | View details |
| Nest | Master trust | Target | Ready for next task | Product: National Employment Savings Trust. Commentary: Digital / Member Experience / Product. | Unassigned | 04/09/2026 | View details |
| NOW: Pensions | Master trust | Target | Ready for next task | Product: NOW: Pensions Trust. Commentary: Product / Digital / Member Experience. | Unassigned | 04/09/2026 | View details |
| Objectway | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Wealth / Pensions commercial leadership. | Unassigned | 04/09/2026 | View details |
| Omniphi | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Commercial / Pensions dashboards lead. | Unassigned | 04/09/2026 | View details |
| Options | Master trust | Target | Ready for next task | Product: Options Workplace Pension Trust. Commentary: Workplace Pension leadership. | Unassigned | 04/09/2026 | View details |
| Origo | SW vendor | Target | Ready for next task | Primary contact: Richard Clark. Role: Chief Commercial Officer. | Unassigned | 04/09/2026 | View details |
| Pension Fusion | SW vendor | Target | Ready for next task | Primary contact: Mark Adamson. Role: Sales Director. | Unassigned | 04/09/2026 | View details |
| People’s Partnership | Master trust | Target | Ready for next task | Product: The People’s Pension. Commentary: Product / Digital / Member Experience. | Unassigned | 04/09/2026 | View details |
| Procentia | SW vendor | Contacted | Prepare tailored intro for Procentia | Strong fit for a conversation around member communications, comprehension evidence, and reduced inbound queries. | Johnathon | 04/09/2026 | View details |
| Railpen | Master trust | Target | Ready for next task | Product: Industry-Wide DC Section, Railways Pension Scheme. Commentary: DC / Member Experience leadership. | Unassigned | 04/09/2026 | View details |
| Sapiens | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Life & Pensions commercial leadership. | Unassigned | 04/09/2026 | View details |
| SAUL | Master trust | Target | Ready for next task | Product: Superannuation Arrangements of the University of London. Commentary: Member Services / Administration. | Unassigned | 04/09/2026 | View details |
| Scottish Widows | Master trust | Target | Ready for next task | Product: Scottish Widows Master Trust. Commentary: Workplace / Digital / Product. | Unassigned | 04/09/2026 | View details |
| SEI | Master trust | Target | Ready for next task | Product: The SEI Master Trust. Commentary: Master Trust / Product leadership. | Unassigned | 04/09/2026 | View details |
| Smart Pension | Master trust | Target | Ready for next task | Product: Smart Pension Master Trust. Commentary: Product / Digital / Partnerships. | Unassigned | 04/09/2026 | View details |
| Spence & Partners | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Administration leadership. | Unassigned | 04/09/2026 | View details |
| SS&C | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Pensions / Commercial leadership. | Unassigned | 04/09/2026 | View details |
| Standard Life | Master trust | Target | Ready for next task | Product: Standard Life DC Master Trust. Commentary: Workplace / Digital / Product. | Unassigned | 04/09/2026 | View details |
| Stanplan | Master trust | Target | Ready for next task | Product: Stanplan A. Commentary: Scheme leadership. | Unassigned | 04/09/2026 | View details |
| TCS | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: UK Pensions / BaNCS leadership. | Unassigned | 04/09/2026 | View details |
| TPT Retirement Solutions | Master trust | Target | Prepare TPT follow-up note | Product: The Pensions Trust. Primary contact: Ben. Commentary: Existing contact, role TBC. | Unassigned | 04/09/2026 | View details |
| University of Oxford | Master trust | Target | Ready for next task | Product: University of Oxford Staff Pension Scheme. Commentary: Pensions / Member Services. | Unassigned | 04/09/2026 | View details |
| USS | Master trust | Target | Ready for next task | Product: Universities Superannuation Scheme. Commentary: Digital / Member Services. | Unassigned | 04/09/2026 | View details |
| WTW | TPA | Target | Ready for next task | Platform: Pension Administration. Commentary: Pensions Administration / Technology. | Unassigned | 04/09/2026 | View details |
| WTW | Master trust | Target | Ready for next task | Product: LifeSight. Commentary: LifeSight / Digital / Product. | Unassigned | 04/09/2026 | View details |
| XPS | SW vendor | Target | Ready for next task | Primary contact: TBC. Role: Pensions Technology / Digital leadership. | Unassigned | 04/09/2026 | View details |
| XPS | TPA | Target | Ready for next task | Platform: Pension Administration / Aurora. Commentary: Administration / Digital leadership. | Unassigned | 04/09/2026 | View details |