Help your workforce
retire with confidence.
Give every employee their own Retirement Health Score and forecasting tools — while HR gets aggregated, anonymised workforce analytics. No individual pension data is ever visible to your organisation.
Retirement readiness, at a glance.
Track how prepared your workforce is for retirement without ever seeing an individual balance, investment, or personal financial detail.
Everyone gets what they need — nothing more.
The enterprise platform is designed so each stakeholder sees exactly the right level of information.
| Stakeholder | What they receive | Business value |
|---|---|---|
| Employer / HR | Workforce retirement dashboard, readiness analytics, engagement metrics, wellbeing reports, communication tools. | Improve employee wellbeing, increase engagement, support workforce planning, and measure retirement readiness. |
| Employees | Personal retirement dashboard, pension aggregation, Retirement Health Score, AI forecasting, gap analysis, family planning. | Understand retirement progress, plan with confidence, and improve long-term financial wellbeing. |
| Financial partners | Secure API integrations and referral opportunities, where appropriate. | Extend digital retirement services without providing advice through myPensionIQ. |
Workforce-level metrics. Never individual data.
Retirement Readiness Score
A single workforce-level indicator of how prepared employees are, on average, for retirement.
% On track for retirement
The share of your workforce projected to meet their retirement income goals.
Average retirement age
Understand when your workforce expects to retire, in aggregate.
Financial wellbeing trend
See how retirement confidence shifts over time across the organisation.
Platform adoption
Track how many employees are actively using their retirement dashboard.
Engagement
Understand how often employees check in, update goals, or explore scenarios.
Anonymous trend reporting
All figures are aggregated and anonymised — never traceable to one person.
GDPR by default
Every workforce report is built to be privacy-first and GDPR compliant from day one.
An annual licence, based on workforce size.
Straightforward tiers with room to add implementation support, integrations, and premium employee access.