Rodrigo Kede Lima

MUFG Pension & Market Services (MPMS) has announced a five-year strategic partnership with Microsoft aimed at accelerating the global adoption of AI-powered solutions across its MUFG Retirement Solutions and MUFG Corporate Markets business divisions.

The long-term agreement is built on a co-investment model, with Microsoft providing expertise, technology and enablement to drive innovation at scale across MPMS operations in Australia, New Zealand, India, Hong Kong and the United Kingdom. The partnership reflects a shared commitment to building modern, secure and intelligent financial services that deliver tangible outcomes for superannuation & pension funds and their members, and listed entities and their investors.

“This collaboration with Microsoft is about creating smarter, AI-powered experiences for our clients – while keeping the human experience at the centre. Whether it’s using advanced AI to help a member access their pension or giving listed companies intelligent tools to better engage with shareholders, we’re focused on solutions that remove friction and add value,” said Vivek Bhatia, CEO & Managing Director, MUFG Pension & Market Services.

“The scale and certainty of a five-year strategic partnership allows us to confidently leverage Microsoft’s cutting-edge AI capabilities, modernise rapidly, and deliver innovations across the member and investor journey on behalf of our clients. It also allows us to invest in our people as we create the ‘roles of the future’ to deliver solutions that matter most to our clients.”

“At Microsoft, we believe AI has the potential to redefine every industry – and financial services is no exception,” said Rodrigo Kede Lima, President, Microsoft Asia.

“Our partnership with MUFG Pension & Market Services is a powerful example of how AI can be used responsibly and at scale to deliver meaningful outcomes for people – from simplifying pension access to modernising investor engagement. We’re proud to bring the full strength of Microsoft’s technology and expertise to help MPMS lead with innovation across the markets they serve.”

The partnership will focus on two key areas of transformation, member experience and investor experience.

MPMS will harness Microsoft’s AI technologies to enhance and automate core superannuation processes, to enhance service-levels and member experience overall. This will enable faster, more accurate, and more personalised support during critical life events.

MPMS will deploy AI to streamline investor communications, reduce manual handling, and enable straight-through processing. These will deliver a simpler, more transparent experience for listed companies and their shareholders.

As part of the transformation, MPMS has already begun rolling out Microsoft 365 Copilot and GitHub Copilot to uplift productivity, enhance knowledge management, and embed AI literacy across its workforce. These tools are enabling faster delivery of digital services and smarter ways of working, particularly in frontline and client-facing functions.

All AI and cloud initiatives will be built on Microsoft’s secure-by-design principles to ensure compliance with data governance, privacy, and regulatory requirements across jurisdictions. The roadmap includes joint investment in AI governance frameworks, capability building, and production-grade deployment of agent-based services.

This five-year agreement builds on MPMS’s recent investments in cloud modernisation and positions the organisation to lead the next wave of transformation in superannuation and investor services.

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Lysa McKenna

MUFG Pension & Market Services (“MPMS”) is pleased to announce the successful onboarding of Perpetual Investment Management Limited (“Perpetual”) as its first group-wide client, marking a major milestone in its strategic growth journey. Perpetual has engaged the firm’s investor and member administration services across both its MUFG Corporate Markets and MUFG Retirement Solutions businesses.

The engagement includes unlisted registry, listed registry, corporate registry and exchange traded products from MUFG Corporate Markets business, as well as superannuation administration services from MUFG Retirement Solutions. The program culminates a pivotal transformation and migration effort led by the firm’s multi-disciplinary teams in MUFG Corporate Markets and MUFG Retirement Solutions.

Over the course of this complex delivery, MPMS successfully migrated a significant unlisted registry transition. This initiative included the development of significant new functionality, and the enhancement of its online portals.

In addition, MPMS migrated member accounts across multiple superannuation and pension plans, demonstrating its ability to deliver a full administration service to advice-led retail superannuation funds.

“This achievement reflects the deep capability and commitment of our people. Welcoming Perpetual as our first group-wide client continues to highlight our ability to deliver integrated, large-scale solutions that not only serve current needs but also set the stage for future growth,” said Lysa McKenna, CEO, MUFG Corporate Markets. “The foundations laid through this program will strengthen the platform we offer to new clients across the market and allows us to scale readily as we on-board further cross-divisional clients in the future.”

“We are excited to be working with MUFG Pension & Market Services and are pleased with the execution of this migration,” said Daren Donnellan, Perpetual Chief Operating Officer, Australia. “In selecting MUFG for this complex transition, Perpetual receives a number of benefits including administrative maturity, deep client base and broad service offering. We look forward to building on this strong partnership to support our broader business goals.”

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