Adviser’s own branded Client Portal
Automatic multi scheme marketing features
Revenue opportunities from new business triggers
Year-round client contact to ensure clients for life
Member's Pensions Dashboard
For Irish and overseas pensions
All pensions in one place
Members create their own Pensions Dashboard with all their old pensions to see their future in a single view
Our vision is simple…
To remove the complexity and confusion that scheme members experience with multiple pensions and ensure that they are connected with their scheme adviser for life, not just their time in the scheme.
24 years ago I worked in Irish Life in Abbey Street, processing renewals for group schemes and producing Benefit Statements and Annual Report. Back then the adviser proposition was to meet scheme members once a year with the Benefit Statement and give them and update on their pension…..what has changed?
Sure, the insurers now have online portals, but taking on a new scheme and handling the members over to another company’s brand isn’t a great strategy for long term client engagement. Advisers need to ensure that their clients are looking at their brand to maximise engagement and long term loyalty.
And members want more. The average person in Ireland has 8 jobs in their lifetime and keeping a track of old pensions can be complex and confusing, often resulting in scheme members being disengaged with both their pension and their adviser.
That’s why we have created PensionsVault, the innovative adviser branded software to engage scheme members with all their pensions and create a lifelong link with their scheme adviser
Karl O Meara