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Profile Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Profile Pensions’ mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. They provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be their customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. They can help with the rest. Now owned by Moneyfarm Group

Employment Hero PensionSync

July 13, 2021 All Top 100, Institution Enablers No comments

PensionSync Employment Hero’s PensionSync tool is a solution that automates the delivery of data between payroll, AE middleware and pension providers. ThePensionSync tool is at the heart of automatic enrollment connecting payroll and pensions.

Proformex

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities.

PensionBee

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PensionBee combines all your old pensions into one new online plan. The application enables its users to create profiles including information on past and present pension and personal information. It allows them to track the pension progress and features a pension calculator to set retirement goals and add new contributions.

Penfold

July 13, 2021 All Top 100, Savings for Employees No comments

Penfold is the new way of doing Pensions. Managed entirely on mobile, it gives people complete transparency to track everything about their pension in real time. It myth-busts and explains pensions and retirement planning in the most simple way, and it helps you avoid building up loads of small pots every time you change jobs.

NOW: Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

NOW: Pensions has a clear mission: to help everyone save for a more financially secure future. This means achieving the best financial outcomes for their own members, while fighting for a fair pension system to enable all pension savers the ability to enjoy the retirement they deserve by highlighting pension inequalities and campaigning for change.

NextCapital

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

NextCapital’s Managed Advice platform provides retirement savers with personalized advice and a plan that grows with them, to and through retirement.

Origin

July 13, 2021 All Top 100, Financial Planning for Millennials No comments

Origin is the only platform that helps your people manage compensation, benefits and personal finances – side by side with financial professionals.

NICE Actimize

July 13, 2021 All Top 100, Compliance Risk Management No comments

NICE Actimize is the largest and broadest provider of financial crime, risk and compliance solutions for regional and global financial institutions, as well
as government regulators. NICE Actimize experts apply innovative technology to protect institutions and safeguard consumers and investors assets by identifying financial crime, preventing fraud and providing regulatory compliance.

Micruity

July 13, 2021 All Top 100, Institution Enablers No comments

Micruity’s first of its kind platform enables frictionless annuity transactions, the portability of annuity products, and the building of annuity based funds.

Nicholas Brenia

nbrenia

Profile Pensions

Employment Hero PensionSync

Proformex

PensionBee

Penfold

NOW: Pensions

NextCapital

Origin

NICE Actimize

Micruity

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