What is Client Analytics

Client Analytics is our award-winning member engagement platform. Easy to use and packed with data, our platform helps you understand how engaged your members are with their pension, providing actionable insights that you can use to help them reach their ideal retirement.

How does Client Analytics help employers?

We understand that you need a simple, efficient way to manage your pension scheme, as well as keep track of member engagement levels.

Client Analytics can help you do both, with powerful yet simple segmentation features that let you see and track trends in real time. You'll get a centralised view of your scheme, displaying key metrics that show where your members are on their retirement journey. Plus, you'll get suggested actions to help you improve member engagement across specific segments.

With Client Analytics, you can create your own hub of data that's truly personalised to your needs. Choose the charts, graphs, and models you want to see to spot any areas that need improvement, as well as identify opportunities for further engagement.

We're always evolving and enhancing our Clients Analytics platform to ensure it continuously meets your needs, helping you optimise your scheme so that more members can secure a life of possibilities.

How do I get access to Client Analytics?

It only takes a few minutes to register and get started on the platform. You'll need:

  • Your existing employer log in details for your online platform
  • The name and number of the schemes you want to manage

Your application will then be sent to us for approval, and we'll get back to you within 3 days.

What next?