Simplifying the process
An innovative iPad application that helps your employees understand and build their pension pot.
Designed to provide employees with the tools and capabilities to make informed decisions, normally made in a one-to-one advice session, at a fraction of the price.
It enables employees to -
✔ Set targets
✔ Get back on track
✔ Choose their funds
Unlike other modelling tools, our app is easy to integrate with your existing back office systems.
Employee changes are captured electronically with feeds to your HR system and pension provider via a simple CSV export.