Advisers: Worried about migrating between providers or platform? Centology has the answer – a proven process backed-up by native AI

Mass migration of products between platforms, CRM and systems, can lead to customer experience, compliance and operational problems if vital information is lost. It’s no surprise that many financial advisers put off this task because they’re worried about the consequences if something goes wrong. For advisers who are relying on legacy, third party systems, CRMs and platforms not designed to meet today’s customer and compliance expectations, their concerns are fully justified.

It’s this type of challenge that inspired Centology to create a solution – backed-up by native AI – which makes life easier for advisers and their clients. Read on to find out how we successfully migrated around 1,000 pensions to a leading UK pension provider, Pathlines, in one weekend. No hassle, no data losses, no problems. They trusted us with this crucial task, given our track record of delivering seamless, large scale product migrations in the past – so if you’re an adviser who needs a mass data migration solution, contact our team: sales@centology.io or 0345 646 1055.

The Challenge

• As pensions businesses evolve in a competitive market, some inevitably face the challenge of migrating pension members from one business to another. In 2025 leading UK pension provider Pathlines needed to migrate around 1,000 pensions from Options following an acquisition.
• That’s around 1,000 pensions transferred from Options to Pathlines efficiently with zero errors and zero data losses.

The Solution

• Centology has spent years developing a fully integrated and comprehensive system which is specifically designed to meet the real-world needs in the UK and international markets.
• When it comes to data migration this includes technical features from our native AI-powered platform – plus support from our team of experts.
• Comfort in the knowledge that this is a tried and tested process for Centology, with numerous migrations having been completed in the past.
• Our dedicated Data Operations Team supported Options and Pathlines at every step from initial data migration through to training, ongoing support and quality control.
• Our migration solution included quality checks to assess all data before and after, it was moved. This meant we could match data fields and identify missing data, which not only saved time and money but also improved process efficiency.

The Impact

• The migration was completed successfully over one weekend.
• We ensured that no client or advisor encountered any issues with lost data or lost access and most importantly all pension payments could be paid on time and in full!
• Our team are proud to have solved this client challenge, and to provide peace of mind for Options, Pathlines and their pension members.

Our clients’ view

Christine Hallett, Chief Executive Officer, Pathlines, said: “Centology’s expertise provided an efficient solution to what could have been a complex and time-consuming task. Pathlines’ core values are focused on a commitment to providing personalised support, built on care, collaboration, and trust. Based on our experience of working with Centology on the migration project, it’s clear that their team share our values. That’s really important to us, and a key factor behind the successful completion of this project.”

Our view

Joe Power, Chief Operations Manager at Centology, said: “It was a pleasure working with the Pathlines team. We collaborated closely with all stakeholders to deliver automated suitability reports in bulk for more than 1,000 pension members and successfully transferred the SIPPs to a new provider and custodian over the course of a weekend. Transitions of this scale must be handled efficiently and accurately, with minimal disruption for our clients and their pension members – and we’re proud to have delivered exactly that.”

Want to find out how we could help you? Contact our team at sales@centology.io or 0345 646 1055.