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Wesleyan Extends Relationship with SS&C to Help Transform Back-Office Operations

WINDSOR, Conn.--(BUSINESS WIRE)-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a long-term agreement with Wesleyan Assurance Society (鈥淲esleyan鈥�), a financial services mutual, to deliver life and pensions administration services to its members and customers.

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

As part of the new agreement, Wesleyan will transition life and pensions administration to SS&C, creating a single, modern ecosystem across investment, retirement, and protection services. More than 200 Wesleyan team members will transfer to SS&C, preserving deep expertise and ensuring continuity of service.

Wesleyan鈥檚 policy administration systems provided by Sapiens will be upgraded and migrated to SS&C鈥檚 secure private cloud infrastructure, streamlining operations and enabling continuous technology upgrades and intelligent automation. SS&C will provide a single customer service model covering the new WesInvest customers and existing life and pensions customers.

鈥淪S&C has been a trusted partner for more than 20 years,鈥� said Mario Mazzocchi, Chief Executive Officer at Wesleyan. 鈥淭his latest collaboration will enable us to best serve our customers鈥� needs as market demands evolve. SS&C鈥檚 intelligent automation technology will help provide our life and pensions clients with an enhanced, digital experience.鈥�

鈥淲esleyan represents a significant relationship for SS&C, and we are pleased to have them as a customer,鈥� said Bill Stone, Chairman and CEO of SS&C Technologies. 鈥淲e are excited to welcome Wesleyan鈥檚 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.鈥�

About Wesleyan

Wesleyan is a mutual founded in Birmingham in 1841.

Wesleyan also provides access to its flagship With Profits Fund via the intermediary advice sector.

The Wesleyan Group has 拢7.6 billion of assets under management as at 31 December 2024.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 22,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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Brian Schell

Chief Financial Officer

SS&C Technologies

Tel: +1-816-642-0915

E-mail: [email protected]



Justine Stone

Investor Relations

SS&C Technologies

Tel: +1-212-367-4705

E-mail: [email protected]



Media Contacts

Sam Gentile

Tel : +1-646-818-9195

Email : [email protected]



Wesleyan Press Office: 07384 795544

Source: SS&C