Search Menu

Financial services

Capita provides a range of services to support our financial services clients.

Our services reflect the ongoing convergence of services in the market and can therefore provide a single point solution or holistic support across a range of services including:

Retail banking

Capita Retail Banking is a specialist service provider to both the regulated and non-regulated sectors. It provides services across the whole customer life-cycle, from origination, including application processing, advise and underwriting, to account servicing and, finally, collections. All of these activities are underpinned by the ability to support complex change via it’s dedicated IT change function. In addition, Euristix, Capita’s specialist Credit Risk Analytics consultancy, provides the capability to work with lenders to ensure that strategy and policy optimisation is carried forward in to operational execution, ultimately ensuring customer service excellence and positive outcomes for customers.


From policy administration, broker services and risk management to claims management and underwriting services, we mirror the operations of a traditional insurance business to form partnerships that help support and develop your organisation, services and processes.

We help develop solutions for every challenge facing the insurance market. We have revenue generation, retention and customer tracing solutions and can manage a diverse portfolio of change for you, from simple low-cost changes, through major regulatory changes (eg, gender-neutral pricing or the FSA Retail Distribution Review), to complex multi-million pound transformation programmes.

Our experience extends to transforming processes and to people and customer management, helping you to plan and manage costs effectively while still ensuring that your customers always receive the highest standards of service.

Visit the Capita Insurance Services website.

Life and pensions

The life and pensions sector is facing dramatic change as the economic climate places ever increasing demands on the sector while at the same time customer expectations are increasing as they seek out providers that can offer a more holistic digital solution.

Capita has provided services to life and pension providers for over a decade. From helping drive out value on closed books of business through to helping organisations deliver the next generation of digital customer products and propositions.

We have a detailed understanding of how life and pensions companies operate and can link this with other Capita capabilities in Wealth Management, Employee Benefits and P&C Insurance.

Our comprehensive services can provide targeted support in key areas, eg, closed book management, through to end-to-end online turnkey solutions for selling protection business.

Visit the Capita Life and Pensions website


Our expert remediation services business has been part of every major regulatory review in the UK for 20 years, dealing with complex and high volume interactions, remediation programmes and complaints. Using a combination of robust methodologies, lean operations and intelligent workflow we can not only help to ensure our clients are able to deal with current challenges, but also use our expertise to prevent future remediation or complaints issues.

We can provide services on the basis of fully outsourced, managed service or interim resourcing business models either on our clients’ sites or on ours. With access to multiple offices throughout the UK, near shore and offshore, we are able to respond to urgent delivery requirements at the pace our clients demand.

Our end-to-end delivery capability covers design and implementation, resourcing, operational delivery , mailing service, call centre support, MI/CAP planning and payments services, across a range of complex issues such as past business reviews. We use some of the latest robotics and analytics tools to refine customer populations and apply appropriate treatment strategies to offer our clients expert, agile support.

Connect with us

New business development team +44 (0) 20 7799