Financial services

Capita is a strong, stable service partner for clients facing fierce competition and growing regulation. 

Financial institutions are facing challenging times and so they need a stable, reliable partner to help them respond swiftly and smartly to this.

As financial services companies face tough market conditions against a backdrop of increased regulatory requirements and potential restructuring, they know they can rely on us to help them respond to this. We offer unrivalled expertise in a number of areas, particularly trust services, loan administration and fund administration. Our scale enables us to deliver cost effective administration solutions across different tax jurisdictions (onshore, nearshore and offshore) and we can help to launch products quickly.

Together we can look at your operating models and explore how you can extract more value from them. You can take advantage of our expertise in streamlining business processes, introducing smarter technology and improving customer services to help give you the edge in your markets. It is important that you are regarded as first class by your customers so we ensure that our services meet their expectations and encourage their loyalty to you.


“Capita Financial Group has provided high quality fund administration services to 7IM for the past 6 years, during which 7IM has expanded significantly with the help of Capita. During this time we have been pleased to extend the scope of the services provided by Capita to encompass our Irish and UK fund ranges. I am also pleased to confirm that we have recently extended our working relationship with Capita for a further 5 years.” – Charles Sparrow, Chief Financial Officer, 7IM.

Fast facts
Shareholder communications

We administer shareholder communications to 7 million shareholders on behalf of more than 1,600 corporate clients.

Case study: The Children's Mutual 

In preparation for the launch of the new Government Child Trust Fund initiative, The Children’s Mutual appointed Capita to develop a system to administer the new funds, from customer application right through to compliance.