Member experienceRedefined

Let's raise the pension bar

Pensionbar delivers consumer-grade digital user experiences to defined contribution, defined benefit and hybrid plan members.

We provide fully personalized, intuitive step-by-step guidance on decision-making throughout the accumulation and decumulation journey.

Prepare to engage

Mind the gap

The plan

The member

Traditional plan messaging fails to engage

Members do not understand plan features

Plan sponsorship costs are significant

Members underappreciate the plan’s value

Plan’s choices and potential outcomes are overwhelming

Members make poor savings and investment decisions

Engage your plan members like never before

Pensionbar designs easy-to-use, personalized experiences that guide members through key decisions like enrolment, investment selection and retirement timing. We make decisions easier by breaking them down into a series of simple steps. The experiences are designed as simulators, interactive videos, and conversational journeys that allow members to experiment with a variety of options.

Our solutions are delivered either as a standalone application or integrated into existing administration software. To ensure data security, Pensionbar does not store your member data.

Pension industry
expertise

Behavioural
design

Cutting-edge
technology

Let's get to work

Pensionbar designs customized solutions for pension funds and plan sponsors of all sizes. We can work in collaboration with third-party administrators or provide standalone generic solutions.

Our three-step process combines deep industry expertise with behavioural design best practices and artificial intelligence technology.

Step 01

Discovery

Reviewing your current member engagement strategy

Every project starts with a conversation. We will review your current member engagement strategy and identify opportunities for improvement across multiple member journeys.

Step 02

Design & Implementation

Developing a solution suited to your objectives and priorities

We will work closely with your team to identify priorities and create a roadmap to achieve your engagement objectives. We can engineer a customized solution or offer a white-labelled option. You’ll have a clear line of sight into our work from beginning to the end, with a regular schedule of updates.

Step 03

Launch & Measure

Rolling out digital solutions to your members and measuring impact

We will document a set of key performance indicators with you. And then consistent with user-experience best practices, we will track member usage and identify opportunities for incremental improvement. Refinements – based on real member behaviour – are built into our value proposition.

Book an introductory call

Book your complementary discovery session