The PensionOS platform
One platform for the full pension administration lifecycle.
From data to members to audit, PensionOS brings together the people, processes and evidence needed for accurate and efficient pension administration.
Real outcomes.
Explore six areas already demonstrated in the working PensionOS MVP.
01
Data health & migration
Know what arrived.
Know what didn’t.
Prove the difference.
PensionOS validates incoming pension data, reconciles what arrived against what was expected and quarantines problem records rather than silently forcing them through.
02
Calculation assurance
A calculation you can explain and prove.
Apply complex pension rules while retaining the inputs, service, accrual, factors and full working behind the result. The output is not just a number. The evidence behind it remains visible.
- Inputs and scheme rules visible
- Full calculation trace
- Governed calculation and recording
03
Scheme change assurance
Change the rule.
See exactly what moved.
Test a proposed rule change across the golden scenario set and see which outcomes changed, which remained unchanged and whether anything unexpected happened before accepting the change.
04
Member administration
A complete view of the member.
Bring member records, scheme information, employment, benefits, beneficiaries, documents, communications, payments, journeys, lifecycle information, workflow and audit into one coherent administration view.
- Member and scheme context together
- Administration history accessible in one place
- Direct route into governed calculations and journeys
05
Workflow & case management
Control the work.
Keep it moving.
Manage pension operations through structured journeys with clear ownership, status, deadlines, approvals and evidence. Teams can see where a case is and what needs to happen next.
- Case ownership and status
- Visible journey stages
- Controlled progression and evidence
06
Audit & governance
Evidence built in, not bolted on.
Important pension administration actions are designed to leave evidence behind them. Maker-checker controls, permissions and governed changes help teams understand who did what, when and why.
- Maker-checker governance
- Role-based access
- Evidence retained around important changes
Working MVP
See the product rather than just reading about it.
Watch the PensionOS demonstration or talk to us about a focused design-partner conversation.