The solution: Pension Freedoms Portal

The Pensions Portal has created an engaging, educational, impartial, accredited and flexible video centric website which brings guidance alive.

Core content

The site provides a clearly signposted journey around its core content which comprises graduated programmes on the different options available to retirees, key topics, comparisons and case studies. The site incrementally builds the visitors confidence and knowledge whilst the content underscores important factors retirees need to consider including health, taxation, life expectancy, dependants and inflation. The content is presented with customer engagement a key priority and the site informs and rewards the visitor about their progress on their personal journey to being better informed.


Tailored content

The Portals offer enormous flexibility and customisation is straightforward. In addition to core content the site can include your own media, links to further guidance, (for example Pension Wise, TPAS, CAB), routes to closure (in house, preferred supplier or a combination) plus tools and calculators which can help customers to understand their own situations.

The full site can be used as an integral part of your company’s ‘wake up’ process and, alongside achieving better customer outcomes, can save time, money and substantially reduce the ever present risk of your company straying from guidance to advice. Furthermore, it can create opportunities for product sales and extend the revenue from existing plans. It is available off the shelf or white labelled.

Analytics and technology

    Our Portals deliver outstanding analytics – critical for the provider and advantageous for the user.

  • Your own master site provides detailed analytics of your customer’s individual activities on the site – meeting and satisfying TCF and compliance requirements.
  • Users can monitor their own progression with the ‘My Passport’ video tracking system and unlock badges upon reaching certain goals.
  • Using the latest advances in HTML5 technology The Pensions Portal is available to customers 24/7, 365 days a year across all major desktop and mobile devices.


The price of the service is based on a combination of development and usage fees. The development cost is based on the level of tailoring and the amount of unique content. The usage fee is based upon the amount of content your customer accesses.

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