Core dashboard On your existing app or website, your customers can find and view their total potential retirement income, across their State Pension and all their different workplace and personal pensions

Wider finances If your dashboard is also powered by Open Banking / Open Finance platform like Moneyhub, they can also see their other assets and finances alongside their pensions, such as savings, investments and mortgages

Deeper customer relationships and support This incredibly powerful new Government-backed capability, alongside existing Open Finance functionality, opens up significant opportunities for your business to:

Develop deeper long-term digital relationships with your customers

Better support your customers’ ongoing retirement planning

Seamlessly support customers wishing to consolidate pensions thus accelerating your growth of total assets under management

Government dashboard You don’t have to offer your customers a pensions dashboard – you can always merely direct your customers to HM Government’s impartial MoneyHelper pensions dashboard

Competitors’ dashboards But your competitors are planning to launch their own dashboards, showing their customers any pensions they have with you, and with all other pension schemes & providers

Lost relationships because of reduced utility Competitors’ dashboardsBy only showing your pensions, as opposed to all of your customers’ pensions, your app or website will become increasingly irrelevant to them (compared to your competitors’ which show your customers their total picture). In time, and potentially quite rapidly, your business will:

Lose customer primacy to your competitors

See diminished usage of your app or website by your customers

Leak assets under management to your competitors as 🗶 your customers consolidate their pensions away from you