Digitally connecting scheme members to their adviser

Go Digital.  Connect with clients.

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We provide advisers with a simple yet innovative solution to transforming their pension business.

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Our unique technology creates an entirely new value proposition for your pension business, providing for year-round client touch points and strong brand recognition.  In short, we generate you more business.

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Engage is an adviser branded smartphone App available to both both scheme members and individual pension clients, providing them with a whole new level of service offering from your business.

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Engage is available to all your schemes, regardless of the pension provider. 

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With Engage, you have the facility to do uploads to the APP such as documents, calculators, videos etc and you can even send push notifications when you want to get important messages to scheme members.

 

Clients and scheme members can also engage with the interactive To Do List, creating new business for you throughout the year.

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Tailored to your business​

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