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Ireland's only Pensions Dashboard

 

Where your clients can see their future
in a
single view

 

Try it for yourself?
Prefer to chat?
Your clients. Your brand
Financial Analyst
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Features

Adviser’s own branded Client Portal

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MARKETING
Automatic multi scheme marketing features
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NEW BUSINESS
Revenue opportunities from new business triggers 
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BRANDING
Year-round client contact to ensure clients for life

Get Started Now

Open a free trial account to get started 

See PensionsVault in Action

Book a 15 minute demo to see how PensionsVault can work for your business

ALL member's pensions

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...in a SINGLE view

Member's Pensions Dashboard

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SEARCH
For Irish and overseas pensions
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SAVE
All pensions in one place
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DISCOVER
Financial simulators  

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

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Proudly partnering with...

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Get Started Now

Open a free trial account to get started 

See PensionsVault in Action

Book a 15 minute demo to see how PensionsVault can work for your business

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

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