List of Equiniti Compendia Customers
Worthing, BN99 3HH,
United Kingdom
Since 2010, our global team of researchers has been studying Equiniti Compendia customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Equiniti Compendia for Pension Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Equiniti Compendia for Pension Administration include: Shell, a United Kingdom based Oil, Gas and Chemicals organisation with 96000 employees and revenues of $284.31 billion, Hays, a United Kingdom based Professional Services organisation with 13049 employees and revenues of $9.86 billion, UK Atomic Energy Authority, a United Kingdom based Government organisation with 750 employees and revenues of $118.0 million, Royal Mail’s Collective Benefit Plan, a United Kingdom based Professional Services organisation with 21 employees and revenues of $21.0 million, West Midlands Pension Fund, a United Kingdom based Banking and Financial Services organisation with 202 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Equiniti Compendia, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Equiniti Compendia customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Hays | Professional Services | 13049 | $9.9B | United Kingdom | Equiniti Group | Equiniti Compendia | Pension Administration | 2021 | n/a |
In 2021, Hays implemented Equiniti Compendia as its Pension Administration platform to support GMP rectification, reconciliation and the staged equalisation programme for the Hays Pension Scheme in the United Kingdom. Equiniti Compendia was applied across the Scheme administration to operationalize data cleanse, member segmentation and automated calculation workflows that underpin GMP equalisation and conversion decisions.
The deployment centered on configurable data cleansing and reconciliation capabilities, a segmentation engine to classify members as vanilla or non-vanilla, and automated calculation tooling to process vanilla members at scale. Equiniti Compendia was used to build client specific tools and transform previously manual calculation steps into repeatable automation, while retaining manual review workflows for complex cases such as dual rate revaluation, section 148 transfers and divorce-related adjustments.
Operational scope covered the Hays Pension Scheme administration team, the trustee board and the Scheme actuaries, with the platform ingesting outputs from prior reconciliation activities to identify cohorts in scope. Explicit scope signals from the engagement included 3165 scheme members identified in scope for equalisation, 443 transfers identified and a 36 percent cohort flagged as requiring equalisation work, and the programme also encompassed a defined DC group with a DB underpin.
Governance and rollout emphasized a multidisciplinary working party model, repeated testing and trustee sign off, and a staged approach that used conversion to remove GMP for all members once data and tranching were validated. The project team reported that testing uncovered a methodology issue that delayed equalisation but prevented larger downstream problems, and ongoing evaluation, trustee engagement and administrator training were integral to the rollout and decision making.
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Royal Mail’s Collective Benefit Plan | Professional Services | 21 | $21M | United Kingdom | Equiniti Group | Equiniti Compendia | Pension Administration | 2022 | n/a |
In 2022, Royal Mail’s Collective Benefit Plan implemented Equiniti Compendia for Pension Administration. The deployment provisioned Equiniti Compendia as the core pension administration platform to manage scheme benefits and member services for the plan.
Equiniti Compendia was configured to deliver core Pension Administration capabilities including member record management, benefits calculation, retirement workflow orchestration, and automated processing to improve accuracy and processing efficiency. The platform’s adaptability to plan-specific rules and administration policies was a key configuration consideration, enabling tailored business rules and validation logic to be embedded in pension workflows.
Operational coverage is focused on plan administration and member-facing retirement planning workflows, with Equiniti Compendia providing interfaces to maintain fund records and to service scheme benefits. This implementation aligns with Equiniti’s broader pension administration practice and reflects the vendor’s emphasis on automation, configurability, and scheme-specific extensibility for complex pension administrators.
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Shell | Oil, Gas and Chemicals | 96000 | $284.3B | United Kingdom | Equiniti Group | Equiniti Compendia | Pension Administration | 2023 | n/a |
In 2023, Shell implemented Equiniti Compendia as its Pension Administration platform. The Equiniti Compendia deployment is surfaced via Shell's website, providing a hosted member self-service entry point for pension scheme members in the United Kingdom.
The implementation centers on Pension Administration capabilities common to hosted member portals, including member self-service account access, secure document hosting and distribution, online pension statement delivery, and member communications and notifications. Equiniti Compendia is configured to present benefit records and plan communications to members, with authentication and role-based administrative access for pension administrators.
Operational coverage is focused on Shell pension scheme members and the internal pension administration function, delivered through the Compendia-hosted site referenced in Shell documentation. The deployment is presented as a web-accessible service on Shell's site, positioning Equiniti Compendia as the interface for member interactions and administrative workflows within Pension Administration.
Governance for the solution is implemented through administrative roles and documented member guidance, including a member self-service guide published on the Compendia hosting site that instructs members on account access and portal features. Configuration and content governance are handled through the platform's administration, aligning communications and document distribution with Shell's pension administration processes.
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Government | 750 | $118M | United Kingdom | Equiniti Group | Equiniti Compendia | Pension Administration | 2019 | n/a |
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Banking and Financial Services | 202 | $12M | United Kingdom | Equiniti Group | Equiniti Compendia | Pension Administration | 2022 | n/a |
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Buyer Intent: Companies Evaluating Equiniti Compendia
- Sohu.com Limited, a China based Professional Services organization with 4900 Employees
- Citigroup, a United States based Banking and Financial Services company with 230000 Employees
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