Member self-service
Members can check contributions and access the information their fund makes available.
Give members a clearer way to see their pension information, track claims and get help without relying on paper or repeated calls.
Members can see key information and the progress of a request. Administrators can work from a more consistent record, subject to the fund’s rules and integrations.
We shape the final workflow, integrations and access rules around your organisation before implementation.
This is a concept screen with illustrative sample data. We shape the final screens around your roles, process and integrations.
Documents received
Members can check contributions and access the information their fund makes available.
Claims and supporting documents can move through visible review stages.
Give service teams a clearer view of requests and recurring questions.
Tell us which information members need and how your fund currently handles requests.