← Solutions
Integrated planning across member populations
Planworth is embedded within the member experience, supporting self-service planning with advisor-assisted engagement at scale.
CONTEXT
Pension providers and retirement plan sponsors serve large, diverse member populations. Members need personalized planning, but most providers offer only static calculators or generic tools that don't reflect individual financial situations.
CHALLENGE
Static planning tools that don't reflect individual member circumstances
Limited ability to deliver personalized planning at scale
Fragmented experience between self-service and advisor-supported channels
Narrow planning scope focused only on retirement income
SOLUTION
Integration Framework
- Integration with pension administration systems
- SSO and identity management
Modeling Engine
- Personalized financial modeling for each member
- Live pension entitlement data
Collaboration Layer
- Member self-service planning
- Advisor-supported engagement for complex situations
- Coordination across internal planning teams
Member Experience
- Sponsor-branded portal embedded in the benefits ecosystem
- Life-stage-specific prompts from onboarding through retirement
OUTCOMES
Moved from static tools to personalized planning
Expanded planning scope beyond retirement income
Improved member engagement and self-service adoption
Seamless planning experience whether self-directed or advisor-supported
Customer Story
See how a pension provider moved from static tools to personalized planning at scale
Read the full story→