1st April 2023
Pensions dashboards are mandated to change. Are you ready?
A dashboard that meets government requirements.
✔ Give people accurate, easy-to-understand, secure information about their pension.
✔ Show people clearly how much they have in their various pension pots and what they can expect to have to live on in retirement.
✔ Allow people to control when and how they check their data and who has access to it.
✔ Help people to unite with ‘lost’ pension pots.
For today, LegacyScore provides your pension scheme with:
✔ An open-market connection to the Pensions Dashboards Service.
✔ Insurance your systems can process high volume transactions at any given time.
✔ Insurance your systems can hand sensitive data for millions of pension scheme members.
✔ The capacity to deliver a high volume ‘find and view’ service.
✔ The capacity to managing sensitive data for millions of pension scheme members at any given time.
For tomorrow, LegacyScore provides your scheme with:
✔ Connecting your users no matter what their age to goal and retirement planning services.
✔ Secure APIs to enable find data and view data access without disruption.
✔ Providing view capacity for pensions from other providers and schemes on your dashboard.
✔ Meeting your compliance requirements.
For after, LegacyScore provides your scheme with:
✔ Will and probate related tools to connect beneficiaries with the estate.
✔ Secure and robust control mechanisms for users to manage access and to make decisions on their pension.
It’s not only Pensions.
Our development and design teams work with your in house and 3rd party resources to provide an end to end dashboard service.
We supply view, edit, and update functions for a range of asset bases so that both your team and your customers can get the information they need, Effectively, Quickly, Clearly & Securely.
The LegacyScore
The legacyscore is calculated using these TEN key areas:
✔ Financial competency
✔ Family
✔ Legacy
✔ Will
✔ Financial literacy
✔ Goals
✔ Insurance
✔ Validation
✔ Assets
✔ Debts
Financial Wellbeing.
Whatever your company, ensuring your employees are financially well ensures they are less stressed and more productive.
Find about out more how LegacyScore can provide a safe environment enabling you to provide support to employees who may otherwise be spending in an unhealthy way that causes them stress, anxiety or illness.
Help us build the Financial planner of the future.
Services
Every business needs the right mix of human and digital interaction
Dashboard Service
We work with businesses who are keen to provide their customers with a functionally rich digital platform, designed to improve engagement and awareness of the product or service they offer.
Integrated Service Provider
Our Integrated Service Provider (ISP) will enable you to manage the scale and demand of multi-million users, providing bespoke and seamless data connections to all scheme types and all data providers.
Consultancy
– Project Management & Implementation
– Data Migration
– Workflow & user experience
– Share functionality & digital storage
Pension dashboard service
Our mission is to:
Move beyond traditional pension interaction to another level of customer engagement. Improve pensions engagement and awareness by reaching those groups of people who need it the most.
Develop digital functionality which is all inclusive, providing a non ‘cookie cutter’ solution for everyone.
Pensions Dashboard Service
Our deep experience means we can help you provide a viable dashboard connection solution, which could be the cornerstone of a successful rollout of your qualifying pensions dashboard service.
Integrated Service Provider
The Pensions Dashboard Service is on track to go live in 2023, bringing a challenge for data providers and administrators, so we can work with you to:
Provide high quality data to support the qualifying Pensions Dashboards.
Respond and expose that data to a high volume ‘find and view’ service with millions of users at any given time.
Share Capability
We already do this with our own platform users, so we can help your proposition deliver functionality enabling your customers to share specific information and data with a verified third party.
Consultancy & Compliance
Regulations to compel pension administrators to connect to the dashboard are coming down the tracks fast, which means readiness thinking ahead of the roll out will be key.
We will work with you to:
Develop an open-market connection to the pensions dashboards service.
Ensure your systems can process high volume transactions at any given time.
Handle sensitive data for millions of pension scheme members.
Sectors
Helping people understand what they have so they can plan how to make the most of what they have is at the heart of what we do.
We work across a broad range of sectors including:
Financial Services
Legal & Estate Planning
Estate & Lettings Agents
Employee Assistance Programme Providers
Added Value Service Providers
Digital Platform
Our flagship consumer facing dashboard LegacyScore.com is a functionality-rich digital asset platform which provides an ecosystem specifically designed to engage users and help them plan to make the most of the money they have.
Philosophy
We don’t believe in being innovative for the sake of being innovative. We work collaboratively with our partners to ensure the end result is relevant to their target audience.
Our non ‘cookie cutter’ approach means we will deliver innovative solutions which are as unique as you are and deliver outcomes which will differentiate your business and give you a competitive edge.