What is Client Analytics

Our award-winning Client Analytics platform helps you understand how your members are feeling about their pensions and wider finances. Easy to use and packed with data, Client Analytics provides actionable insights that you can use to help members reach their ideal retirement and manage their finances along the way.

How Client Analytics benefits you and your members

We understand that you need a simple, efficient way to manage your pension scheme, as well as keep track of member engagement levels.

With Client Analytics, you can create your own hub of data that's truly personalised to your needs. Choose the charts, graphs, and models you want to see to spot any areas that need improvement, as well as identify opportunities for further engagement.

Client Analytics also goes beyond pensions by combining research with data from our wider financial wellness tools, giving you in-depth insight into members’ wider financial wellbeing.

Our platform is full of features that can benefit both you and your members, including:

Improved efficiency: Manage your pension scheme and keep track of where your members are in their retirement journey in one centralised platform.
Backed by research: Get a robust and holistic view of your members’ financial wellbeing, based on Standard Life data and insights from Money Mindset and Homebuyer Hub.
Make data-driven decisions: Get real-time data to identify trends and see suggested actions to help you improve member engagement across specific segments.
Personalise your data: Create your own hub of data by choosing the charts, graphs, and models you want to see, helping you spot any opportunities for improvement.

We're always evolving and enhancing our Clients Analytics platform to ensure it continuously meets your needs, helping you optimise your scheme so that more members can secure a life of possibilities.

How do I get access to Client Analytics?

It only takes a few minutes to register and get started on the platform. You'll need:

  • Your existing employer log in details for your online platform
  • The name and number of the schemes you want to manage

We’ll take it from there and get back to you within 3 days.

What next?