Member Engagement Software

Engaging members
with their pensions

It’s a fact that financial services are increasingly moving online. There are benefits for the customer and the administrators, as a well-designed service reduces the call on the team.

It’s also a fact that Defined Benefit pensions are complex, and most people don’t understand them. The average UK literacy and numeracy is that of a primary school child. Any solution needs to take account of this.

If you’re looking for intuitive and effective member engagement software to support your pension scheme, My Pocket Pension is designed to make pensions accessible and understandable.

My Pocket Pension is built to engage members, simplify Defined Benefit pensions, and reduce administrative load — all while delivering a user-friendly digital experience.

Mantle for My Pocket Pension

Defined Benefit goes digital

Simple registration process

Encourages take up and use.

Easy to access

View pension details anytime, anywhere.

Accurate

Pension, cash and transfer values refreshed daily.

Easy to update

Easily keep your personal details up to date.

87%

87% of pilot users rated ease of checking benefits 4 out of 5

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My Pocket Pension Brochure

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Features

Explore Mantle’s My Pocket Pension Features

Live transfer values

Members can view their up-to-date transfer values calculated in real-time enabling immediate understanding of their financial insights.

100% automation of Defined Benefit calculations.

Members receive precise, instantly calculated pension values and not estimates.

Easy to communicate

SMS messaging built in capabilities that enable seamless, secure communication between members, administrators, and advisers with instant notifications.

Member self-serve that delivers

Ease of registration and use are at the heart of our solution. We offer a traditional website and an award-winning smartphone app, My Pocket Pension. Our highest download and registration rate is 70% for the app. All benefits 55-75 are available plus the members TV. It’s also easy for customers to keep their details up to date.

All the information you need

Members have instant access to all their pension-related documentation including scheme and personal documents, payslips and P60s.

Industries

Revolutionising pension management with the industry’s most intelligent, all-in-one platform that breaks down silos, eliminates complexity, and transforms how pension teams work, think, and deliver value.

Administrator

Enabling pension scheme administrators to deliver an efficient first-class service.

Actuaries

Empowering actuaries with secure and reliable pension valuation software.

LGPS

Supporting one of the UK’s largest government pension schemes frameworks.

Insurers

Enabling efficiency from pricing to administration.

Annuities

Enabling efficient administration for the full spectrum of retirement products.

Members

Putting the control in the hands of the customer via our phone and web apps.

USA

Efficient Actuarial and Administration software tailored to the American market.

Defined Contribution

Efficient and cost-effective administration for the DC market.

News & Events

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