Made for trustees, advisors, and institutions to move retirement wealth securely, efficiently, and with complete operational visibility.
For decades, pension transfers have relied on fragmented processes, manual hand-offs, and limited visibility between trustees, advisors, administrators, and payment providers. These inefficiencies create delays, operational risk, and unnecessary uncertainty for institutions and the clients whose retirement wealth is being transferred.
Pension Path platform ensures information is retained, transparent, and auditable at every stage of the journey.
The operating system
for international pension transfers.
Efficient.
In 10 days or less
Pension Path® provides a single, continuous transfer infrastructure. A pathway designed specifically for the pension ecosystem.
Connected.
Compliant. Operational. Regulated. Transfers.
Connecting every trustee, advisor, administrator, compliance teams, and payment infrastructure Into our fully auditable work flow.
Approved.
Funds only transferred to HMRC-approved ROPS
Through embedded compliance, real-time operational visibility, and secure payment execution powered by Equals Money.
Our mission
To provide the most direct, transparent, and outcome-protective global pension transfer process.
Operational Trust Designed to:
- Reduce transfer timelines from months to approximately 7–10 days
- Reduce FX costs significantly compared to traditional market solutions
- Improve operational efficiency for pension trustees and advisory firms
- Increase confidence, visibility, and control across the full transfer lifecycle
- Support regulatory compliance and audit transparency by design
- Single continuous transfer journey
User Experience & Workflow Philosophy Designed for:
- Single continuous journey
- No information loss between stages
- Real-time visibility
- Clear status signalling
- Compliance-by-design workflow
Regulated Money Movement & Safeguarding Designed to provide:
- Payment safeguarding
- Regulatory infrastructure
- Global payment capability
- Compliance framework support
See Pension Path® in Action
Explore how our technology streamlines pension transfers with transparency, compliance, and end-to-end visibility.
Getting Started with Pension Path
Logging in, onboarding, setting up your organisation, adding team members, and assigning permissions / roles.
Adding and Managing Clients
Creating a client profile, completing the case profile, uploading / verifying required information, and preparing the client for trading.
Executing a Client Trade
Selecting a client, setting up a trade, executing through Equals, and completing / confirming the transaction.
Dashboard & Company Oversight
Admin dashboard overview, team activity, trade values and totals, client volumes, status alerts, and performance overview by user.
Trusted by Leading Pension and Wealth Firms
The Elite Experience with Pension path
“At Dominion Financial Management, we have found Elite-FX to be an invaluable partner in supporting our pension clients. Their professionalism, attention to detail, and commitment to delivering consistently competitive exchange rates have significantly enhanced the efficiency and value of our clients’ pension transfers. The team’s clear communication and seamless processes ensure that each transaction is handled with accuracy and care. Elite-FX’s expertise and reliability have strengthened our client offering, providing us with complete confidence in the service delivered.
We would highly recommend Elite-FX to any firm seeking a trusted currency management partner.”
Jim Bell - Managing Director
“Cradle has been very pleased with the outstanding service from Elite FX and Equals Money. Their swift response times have dramatically improved payment turnaround for our clients, and the ability to deliver funds seamlessly into overseas ROPS accounts has been nothing short of transformative.
The professionalism, reliability, and impact of their service has exceeded our expectations, and we would recommend them without hesitation”
Joe Foley - Director
“The Elite FX service has been a real breath of fresh air for me and my team at @sipp. Their helpful approach, lightning-fast response times, and highly efficient FX platform have saved us huge amounts of time and streamlined our processes. Importantly, the compliance framework behind their service gives us complete confidence that every transaction is handled to the highest standard. Our clients enjoy better exchange rates, quicker processing, and the reassurance of secure, compliant transfers”
Leanne Keenon - Pension Manager
Every move matters.
Speak with a specialist.
Address
Elite FX Management Ltd, Grosvenor House, 45 The Downs, Altrincham, England, WA14 2QG
Phone
+44 (0)208 1297217
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