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Fund Operator Summit Europe

FRS is proud to sponsor the 2021 Fund Operator Summit Europe in London on 17 and 18 November.

IBRC 2021 Unit Pricing Forum

FRS is proud to sponsor the 2021 IBRC Unit Pricing Conference in Sydney and online on 16 and 17 November.

ILAG Dinner

FRS is looking forward to hosting clients at the annual ILAG black-tie dinner in London on 11 November.

Insurance Investor Europe

FRS' Matthew Baldwin will attend the Insurance Investor Europe conference in London on November 9-10.

8th Fund Summit 2021

FRS is proud to sponsor 8th Fund Summit presented online by Fund Business, Melbourne on 9 - 11 November 2021.

PLSA Annual Conference

FRS' Matthew Baldwin will attend the Pensions and Lifetime Savings Association (PLSA) annual conference online from 12-14 October.

NFU Mutual selects InvestPro from FRS

Invest|Pro™ software to support the insurer’s growth of funds and bolster oversight

Dublin, Ireland – 1 June 2021 Financial Risk Solutions (FRS), a leading provider of investment administration software to life and pensions companies worldwide, today announced NFU Mutual has selected Invest|Pro™ to support the investment administration of its GBP 6 billion unitised life insurance business. The UK insurer chose FRS’ Invest|Pro™ software to ensure operational resilience and bolster oversight capabilities as it grows its portfolio of investment funds.

Replacing in-house and proprietary systems, Invest|Pro™ will support the investment administration, unit pricing and oversight of unit-linked funds for NFU Mutual’s life insurance book of business. The software will be hosted in the cloud and provide automated valuations, daily unit-pricing, cash allocation and rebalancing, and UK ‘I-E’ taxation calculations.

Using Invest|Pro™, NFU Mutual will benefit from:

Automating both the unit pricing and fund cash allocation and rebalancing processes
Automating the complex UK ‘I-E’ tax rules in unit linked funds
Robust oversight of outsourced fund providers to support compliance and business resilience
Growing new assets and funds quickly and without additional overhead
Increased operational efficiency through automated processes and exception-based reporting

Alice Piper, Chief Actuary (Life) at NFU Mutual said;

“Following a competitive tendering process, we are delighted to choose InvestPro to support the investment administration and oversight of our unit-linked life insurance business. FRS’ in-depth knowledge of the life industry, combined with the capabilities and flexibility of the software, puts us in an excellent position to continue to provide the highest levels of service to our clients whilst ensuring we remain operationally resilient as our investment proposition evolves to meet customer needs and expectations.”

Frank Carr, Chief Marketing Officer at FRS, commented;

“NFU Mutual are one of the UK’s most respected insurers with a very loyal client base. We are very proud to be partnering with them to provide investment administration and oversight capabilities through InvestPro that will support their growth and continue to strengthen their client relationships.”

NFU Mutual has selected InvestPro to support the investment administration of its GBP 6 billion unitised life insurance business.

State Street extends installation of InvestPro

Dublin, Ireland – 11 May 2021 State Street have extended its current installation of Invest|Pro™ by adding box management and Solvency II unit matching functionality. Invest|Pro™ is now an integral part of State Street’s investment administration product for servicing Unit Linked business of Insurance companies and fund constructs of DC Master Trusts.

State Street have extended its current installation of InvestPro by adding box management and Solvency II unit matching functionality.

EVOLVE 2021: Rethinking Operational Resilience for Financial Services

FRS will attend the EVOLVE 2021: Rethinking Operational Resilience for Financial Services, EMEA virtual conference from 23 to 24 June.

Investment Operations Challenges Conference 2021

Matthew Baldwin and Frank Carr from FRS are speaking at the IBRC Investment Operations Challenges online conference on 9 June

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