The advisor-led workplace pension OS
PensionOS™ continuously analyses workplace pension data to identify who needs attention, what education should happen next and where advisors can create measurable value.
Know what changed. Know who needs attention. Know what to do next.
Monday brief · 12 employers
72 things changed last week.
Millions of employees may be enrolled in workplace pensions, but enrolment alone does not mean employees understand their pension, value their employer contribution, increase their savings over time or receive the right education at the right moment.
Meanwhile, advisors are expected to support entire workforces using limited time and fragmented information.
PensionOS™ changes that.
How it works
Detect → Prioritise → Educate → Intervene → Measure → Report — a continuous loop running quietly in the background of every client.
01
Continuously analyse pension and workforce data.
02
Identify the employees and employers that need attention.
03
Deliver relevant education at the moment it matters.
04
Give advisors clear next-best actions.
05
Track engagement, action and measurable outcomes.
PensionOS continuously scans your book of workplace pension clients for changes, opportunities and educational needs. Instead of manually searching for people who might need help, PensionOS tells you:
For employers
See participation, contributions, employee engagement, education, advisor activity and measurable progress in one place. Replace the annual pension review with continuous visibility.
Open the employer viewFor employees
Employees shouldn't need to become pension experts. PensionOS identifies when something matters and delivers clear, relevant education in plain English. No endless content library. Just what matters now.
See the employee experienceAdvisor value
Every real-time opportunity becomes a tracked, measurable outcome — so the work advisors already do finally shows up in the numbers.
327
Employees educated
84
Opportunities identified
42
Interventions completed
18
Contribution changes observed
13
Advisor conversations generated
+21%
Employee pension engagement
PensionOS is designed to sit above existing workplace pension, payroll and HR systems. Employers do not need to replace their pension provider. Advisors do not need to give up their existing relationships.
Integration availability varies by provider and data-access method.
About PensionOS™
PensionOS™ is an education, engagement, intelligence, advisor workflow and employer reporting platform. It is not a pension provider, custodian or investment manager.
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