A smarter way to engage with members

Improves member engagement and communications | Enables member self-serve and reduces administration costs | Supports member option exercises

Information at your fingertips

My Pocket Pension is a new app based benefits portal powered by Mantle, the industry leading administration and bundled valuation platform.

How does it work? Scheme rules and member benefit data are loaded onto Mantle. This allows us to generate benefits with a high degree of accuracy across a range of ages. Real time transfer values can also be supported. All this data is then available to members on their smartphone using the My Pocket Pension app.

Some of My Pocket Pension’s main features

IOS and ANDROID

Easy to use just download from app stores.

SECURE

Two factor authentication and phone biometrics.

 

VIEW BENEFITS

Pension and Lump Sum ages 55 – 75.

 

 

COMMUNICATE

Prompt members to act with phone notifications.

TRANSFER VALUE

Built from your rules and refreshed daily.

 

YOUR SCHEME

Your rules and brand throughout the app.

 

My Pocket Pension is a new app based benefits portal powered by Mantle, the industry leading administration and bundled valuation platform.

Video demonstration of my pocket pension

App Advantages

What are the benefits of member self serve?

Most people now access the internet using Smartphones, and predominantly using apps. (ONS 2019)

My Pocket Pension is a new app based benefits portal powered by Mantle, the industry leading administration and bundled valuation platform. 

How does it work? Scheme rules and member benefit data are loaded onto Mantle. This allows us to generate benefits with a high degree of accuracy across a range of ages. Real time transfer values can also be supported. All this data is then available to members on their smartphone using the My Pocket Pension app.

Ease of access 

A QR code can take a member straight to the app for download. No need to type in a URL.

Security

Passwords can be a major barrier to usage. We deploy two-factor authentication supplemented by the phone’s biometrics. For additional security, transactions will require a 4 digit PIN.

Communication

People tend to be very attached to their smartphones and are rarely without them. This means that push notification messages can be delivered in real time with a good probability that the member will view them.

Other advantages

  • Intuitive design
  • IOS and Android
  • Two-factor authenticationor biometric (fingerprint / facial recognition)
  • Your brand
  • Pension, cash, and transfer value in real time
  • Supports member options
  • Designed to be easy to use and easy to understand
  • Send notifications
  • Embedded email

Find out more about My Pocket Pension

If you want to find out more about My Pocket Pension please fill out the form below and we will get in touch.