Turn insights into action
We understand how important it is for you to keep informed about how your scheme is doing. That’s why we offer comprehensive management information, so you can manage your pension scheme efficiently, empowering you to turn insights into action. You can view management information reports at any time that’s convenient to you, securely online.
These reports summarise findings in easy-to-understand charts and graphs for you and your team, making reporting efficient. The data available includes:
- Membership details.
- Financial information – such as scheme value and contribution details (split by total contributions, employer and employee contributions).
- Details of members due to retire.
- Investment information – asset value, number of members invested in a particular fund.
All data is anonymised to maintain confidentiality.
Member Insights tool
We also offer free access to Member Insights for workplace schemes with over 50 active members. It's a user friendly and intuitive online reporting tool, designed to save time and provide you with valuable information around the governance and performance of your pension scheme - all in one place.
What are the benefits of using Member Insights?
Key insights and data
Track key metrics and overall scheme and member performance - including contributions, engagement, assets, investments, pension gender gap, industry comparisons and much more.
Enabling you to make informed decisions and put insights into action.
Targeted member communications
You can use the data in Member Insights to create targeted email campaigns to all members or to specific segments.
You'll be able to choose from a wide range of campaigns such as consolidation, online activation, contributions, more ways to save and much more. This helps to increase engagement and encourage members to achieve better retirement outcomes.
After your communications are delivered you can measure how each campaign has performed.
Scheme governance report
Member Insights presents scheme and member data in an easy to understand downloadable report, useful to use at governance meetings. It can help you make informed decisions on how your scheme is being run and show member participation.
