Give your customers one intelligent view of their pensions — under your brand, inside your existing digital experience.
We provide the aggregation, intelligence and projection infrastructure — so you can launch a powerful pension proposition without building the stack yourself.
Why it matters
Built for three outcomes
Not a technology feature list — a case for your CEO, Chief Digital Officer, Head of Wealth, Head of Partnerships or Head of Employee Benefits.
Pension intelligence opens the door to wealth management, advice, investment, savings, insurance and employee benefits — new customer propositions built on data you already have access to.
Intelligent alerts and personalised insights give customers a real reason to return to your platform — not just at renewal, but throughout their financial life.
When customers see, understand and manage their pension through your platform, your relationship becomes the one they don't replace.
Your platform. Your brand. Our intelligence.
MyPensionIQ can become an integrated pension layer within the products your customers already use.
Your brand, your customer experience, your relationship.
Connect pension aggregation, projections, insights and alerts directly into your platform.
Deliver pension intelligence as part of an existing app, portal or benefits experience.
Designed for institutions operating at scale, with dedicated integration and support.
Turn pensions into a strategic capability
MyPensionIQ provides the infrastructure to help you add that capability to your platform.
Bring multiple pension accounts and contribution histories together into one consolidated view.
Transform fragmented pension data into clear, personalised insights your customers can actually understand.
Give customers visibility into their potential retirement outcomes through scenario modelling and projections.
Use intelligent alerts and personalised insights to create relevant reasons for customers to return to your platform.
Turn pension insights into opportunities for advice, savings, investment, benefits and long-term financial engagement.
The value to your business
Pension is a long-term financial relationship. Bringing pension intelligence into your platform creates more engagement, more financial conversations, and more opportunities to serve.
When customers can see, understand and manage their pension through your platform, your relationship becomes harder to replace — you become the destination for their financial future.
Pension intelligence opens the door to wealth management, advice, investment, savings, insurance, employee benefits and retirement planning — new propositions built on data you already have.
Aggregation alone is no longer a differentiator. Combine it with projections, AI-driven insights and personalised engagement to move from showing pension data to helping customers understand what it means.
Built to disappear into your experience
We provide the infrastructure. You own the experience.
Your visual identity, customer journey and communications.
Web, mobile, employee portal or financial ecosystem.
You remain the trusted institution your customer interacts with.
Aggregation, intelligence, projections, alerts and pension technology operating behind the scenes.
Enterprise integration
MyPensionIQ is designed to work with your existing technology ecosystem — without rebuilding your platform.
Pull aggregated pension data, scenario projections, insights and AI-driven alerts directly into your own applications.
Deploy pension intelligence directly within your existing customer or employee journey.
Deliver the complete experience under your own brand, with MyPensionIQ operating as invisible infrastructure.
A dedicated account and integration team supports architecture, implementation, rollout and ongoing operations.
Reduce time to market
It means navigating:
MyPensionIQ gives you the underlying capability so your team can focus on your customers, your proposition and your business.
Enterprise-ready by design
Built on regulatory clearance already secured from the CSSF and FSA, with a model designed to operate outside FIDA scope.
Bank-grade security, SaaS-based platform. Enterprise-grade infrastructure designed around secure handling of sensitive financial information — without the years-long build of an in-house system.
Infrastructure designed to support institutions, platforms and large customer populations.
Clear enterprise processes for integration, deployment, monitoring and ongoing support.
The infrastructure layer
One pension intelligence layer. Multiple enterprise applications.
Built for institutions that already have the customer
Make retirement planning part of your wealth and financial ecosystem.
Connect pension intelligence with long-term protection and financial planning.
Give advisers and customers a consolidated view of retirement assets.
Give employers and employees a modern pension experience.
Add pension intelligence without building a pension technology stack from scratch.
You bring the customers, brand and platform. We bring the pension intelligence.