Brightwater Health & Care · Employer view

Your workplace pension

James Taylor of NetWellth Benefits Partners uses PensionOS™ to monitor your pension programme continuously, identify opportunities and deliver relevant employee education.

Eligible employees

109

Enrolled employees

96

Participation

88%

Avg employee contribution

6.2%

Avg employer contribution

5%

Engagement score

78

Education completion

71%

Pension health score

84

Internal progress over time

Health score components

Education engagement · 25% weight68
Contribution awareness · 20% weight74
Response to communications · 20% weight66
Advisor interaction · 15% weight81
Meeting participation · 10% weight59
Required actions completed · 10% weight72

Advisor value created — this quarter

21

Employees reached

8

Completed education

45

Opportunities identified

0

Interventions completed

10

Outcomes observed

58 → 71

Engagement score

Generate employer value report

Action centre

Recommended employer actions

Each item states why it matters, what is recommended and who owns it.

12 nurses approaching retirement within 2 years

Open

Why this matters — Pre-retirement planning window is closing.

Recommended action — Deliver a pre-retirement workshop and 1:1 clinics.

Owner: James Taylor

Beneficiary details missing for 41 staff

Open

Why this matters — Death-in-service benefits may pay to the wrong recipient.

Recommended action — Automated beneficiary reminder campaign.

Owner: HR — Sue Albright

Progress

Trends over time

Pension engagement score

SepOctNovDecJanFeb40557090

Education engagement %

SepOctNovDecJanFeb020406080

Participation & average contribution

SepOctNovDecJanFeb8085909510044.755.56.257

Advisor interventions completed

SepOctNovDecJanFeb05101520