top of page
Pensions_Vault white.jpg

Digital 
Member Engagement 

Group Pensions 

Auto Enrolment

Branded platform
for
hands-free scheme engagement 

Adviser Seminar

Simple Strategies for Small Advisers
for Managing Large Group Schemes

 
Tues 11th June 9.30 (online)
1/2 hr CPD applies

Prefer to chat?

Communicate with every member
of every scheme throughout the year

Engagement drives revenue.

Turn the dial on scheme KPIs

Stack of Files

Hassle with Group Pension Administration?...Outsource

We Automate the Admin, You Grow the New Business

admin.png
documentation.png
engagement.png
Complicnce.png

Connect with members

video1.png

Member invitations

Registration tracking

Document uploads

Marketing campaigns

Member messaging

Member's Pensions Dashboard

pension.png
SEARCH
For Irish and overseas pensions
pension (1).png
SAVE
All pensions in one place
simulation.png
DISCOVER
Financial simulators  

Members create their own Pensions Dashboard with all their old pensions to see their future in a single view

kom.png
article.png
euro.png
irish.png

Proudly partnering with...

Laravel.png
image002 (1).png
Squareroot.png
Datatrails.png
EI.jpg

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

CEO/Founder

RK2_1669-Edit_edited.jpg
RK2_1669-Edit.jpg
bottom of page