BBC Pension Scheme – Sage Financials (Sage Live) Case Study – Customer Success with Sage

In Sage Financials, Sage Live by Tamara

About BBC Pension Scheme

Industry: Financial Services
Location: Cardiff
Project Type:  Sage Financials (Sage Live) Implementation

The BBC Pension Scheme is one of the biggest occupational pension schemes in the UK, providing benefits for over 50,000 people. The Trustees and the BBC have a dedicated in-house team at the Pension and Benefits Centre in Cardiff who administer the Scheme and are available to help members with their pension queries.


  • The current system had become outdated
  • A lot of time was spent on manual Excel entry
  • They wanted to move away from everything being paper based


A centralised hub for all accounting functions. Autoentry scans and creates the invoices in Sage Financials, they’re submitted for approval, authorised in Financials, then posted and paid via Sage. The import functionality for journals has meant that long tedious entry is minimised. A smoother and simpler process.

The change of accounting system was a daunting task. With the professionalism and support of the itas team we are now up and running with Financials that reduces the need for paper filing. Detailed project plans ensured that both teams were aware of the steps to ensure the transition was carried out with as little difficulty as possible. The BBC team would especially like to thank the Sage Financials team who have been immensely helpful and supportive through the entire process, unflappable, extremely diligent and ensured that all the issues we raise get addressed. A credit to the itas team.