Integrated, holistic guidance across diverse member populations
Planworth embeds comprehensive financial planning tools within the member experience, supporting both self-service planning and advisor-assisted engagement.
Context
Pension providers serve large member populations with diverse planning needs. Without integrating data and expanding planning support, providers struggle to frame pensions as part of each member's broader financial picture.
Challenges
Static planning tools that don't reflect individual member circumstances
Limited ability to deliver personalized planning at scale
Fragmented experience between self-service and advisor-supported channels
Narrow planning scope focused only on retirement income
Solution
Integration Framework
Integration with pension administration systems
SSO and identity management
Embedded planning tools in member portal
Modelling Engine
Personalized financial modelling for each member
Live pension entitlement data
Collaboration Layer
Member self-service planning
Advisor-supported engagement for more complex situations
Coordination across internal planning teams
Member Experience
Expanded guidance across financial, tax, and estate planning domains
Life-stage-specific prompts from onboarding through retirement
Outcomes
Moved from static tools to personalized planning
Expanded planning scope beyond retirement income
Improved member engagement and self-service adoption
Seamless planning experience whether self-directed or advisor-supported
Customer Story
See how a pension provider moved from static tools to personalized planning at scale
Read the full storySee how Planworth can transform planning for your membership.
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