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Member experience

We will provide an editable template with link to your own liveried PenFit questionnaire.

This has been designed to help members understand their retirement priorities, explore trade-offs and consider six different retirement approaches.

One independent experience, in your own livery. Members complete the PenFit questionnaire, see their priorities and explore the six neutral retirement approaches, all within your branded experience and identified as Powered by PenFit™. The PenFit experience ends at What next?, where your organisation provides its own information, services and support. PenFit does not map approaches to your products or determine which arrangements you offer.

PenFit Insights

You will have access to your own administration page to allow you to view campaigns.

In real time, you will see what members value, where priorities differ and what that means for retirement design.

Aggregate data

You will be able to download structured, disclosure-controlled aggregate findings for further analysis and governance.

Board reporting

All campaigns will be supported with a factual report presenting member priorities, differences, trade-offs and the strength and limitations of the evidence.