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Isio Pilot

Isio Pilot ensures members have the information required to plan how to fund life in retirement simply.

Funding life in retirement

How Isio Pilot helps in the following ways:

  • Explain retirement options and allow members to model different scenarios, including defined benefit (DB) and defined contribution (DC) transfers;

  • Help members set sensible retirement income targets, with defaults based on Office for National Statistics (ONS) data;

  • Allow members to accurately consider their benefits, drawing live data directly from their scheme administration system;

  • Coach and support. Education via video, gamification and reading materials. Support via a dedicated technical team – on email, on the phone;

  • Guide members as they choose to take their scheme benefits or equip them to get the most from further financial advice.

An Isio Pilot annual license includes content updates should legislation change. It can be deployed on a short-term basis to help with member option exercises too.

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