Professional Advisers

PensionPal is looking to establish further partnerships with firms of professional advisors

We provide online solutions, for advisers and their clients, to help with risk management, pension scheme governance and secure data sharing.

How PensionPal can help your business:

An additional service for your clients

If you provide advice or product based solutions to pension trustees we would like to explore whether PensionPal would be a valuable additional service for you to offer to your clients.

For internal client management

PensionPal can be used for internal client management; it allows staff to access scheme documents, processes and procedures for all schemes centrally. It is particularly valuable for staff working from different locations.

For secure data sharing

PensionPal provides an easy-to-use, secure platform for sharing information and data.

We are keen to work in partnership with professional firms, so please contact us if you would like to discuss this further.

PensionPal Limited provides secure on-line solutions for:

  • Employee Benefit Consultancies
  • Insurance Companies
  • Independent Trustees
  • Pensions Managers and in-house pension departments
  • IFAs
  • Auditors
  • Legal Advisers
  • Procurement Consultants
  • Other firms of pension specialists

If you would like to discuss how PensionPal might be able to assist your organisation please contact us .

To find out more about PensionPal, or to arrange a demonstration, please contact Mark Stephenson:
Mobile: 07776 236215