The table below provides an overview of how we have rated each product overall and for each individual feature. To view more details on a particular products rating, select the product from the drop down list.
Benefits Guru Pro
- At RETIREMENT
- At Retirement Insights
- Investment Pathways – how they work and what workplace pension providers have already implemented (2/2)
- Investment Pathways – how they work and what workplace pension providers have already implemented (1/2)
- Retirement planning tools – who is providing what?
- How pension providers are supporting Pension Freedoms
- Digital retirement advice
- RETIREMENT OPTIONS
- Retirement planning tools
- Investment Pathways
- PENSION ADVICE ALLOWANCE PAYMENTS
- At Retirement Insights
- Benefits & reward
- DC PENSIONS
- DC Pensions Insights
- How are pension providers addressing an international/transient workforce?
- What is the Auto-Enrolment Opt-Out Process?
- Understanding website accessibility standards
- Understanding the different provider approaches to scheme establishment
- Default Investment Options (Part 2)
- Default Investment Options (Part 1)
- How do providers meet ongoing Governance duties?
- Understanding pension providers record keeping and data accuracy processes
- Understanding the pension transfer process – Part 2 Pension transfer tracking
- Understanding the pension transfer process
- Understanding Fund Factsheets
- Payroll Integrations – which providers integrate with Workday
- Payroll Integrations – which providers integrate with Intuit
- Payroll Integrations – which provider can integrate with Ceridian
- Workplace Pensions – data ownership and protection
- Asset allocation tools – which providers offer what
- PAYROLL INTEGRATIONS – WHICH PROVIDERS CAN INTEGRATE WITH brightpay and moorepay
- Payroll integrations – which providers can integrate with Sage
- Payroll integrations – which providers can integrate with Xero?
- How to drive Member engagement – communicating when a contribution is made
- Understanding the implementation process
- Auto-Enrolment tools – who is helping who?
- What makes a good workplace pension? (P1/2)
- Understanding postponement rules and how providers can support them (part two of two)
- Understanding postponement rules and how providers can support them (part one of two)
- Contribution increases – who can carry them out and how
- Understanding fund switches and redirections
- How do you manage ongoing Auto-Enrolment pension duties?
- What happens when a member leaves the company pension scheme?
- Understanding payroll support and frequencies
- How pension providers have continued to service their members, trustees, and advisers through Covid-19
- Changing policy and personal details – who can do what online?
- Managing auto-enrolment employer duties
- New changes to net pay pension arrangements announced by HMRC
- Workplace Communications – who does better than paper?
- How pension providers deliver during periods of disruption
- How Standard Life are using data to drive better member outcomes
- Support Services – getting by with a little help from the provider
- Who is offering what products and services in the workplace
- All you need to know about transferring your pension pot
- Making pension statements more accessible through video
- App Chat
- Understanding Payroll & Pensions
- Product Offering
- Investment options
- GOVERNANCE
- Scheme Acceptance
- Member communications
- Default Fund Options
- DC Pensions Insights
- Financial wellness
- Financial Wellness Insights
- A deeper dive into the Open Finance capabilities of Workplace Pension providers (part 2/2)
- A deeper dive into the Open Finance capabilities of Workplace Pension providers (part 1/2)
- Financial Wellness: Double GOLD awards for Aviva
- Savings vehicles – what other products are available from providers and how do they work? (2/2)
- Savings vehicles – what ISA products are available from providers and how do they work? (1/2)
- Financial Wellness: Emergency Cash Funds
- How do providers understand what their members want from a Financial Wellness proposition?
- Beyond pension saving – what other saving vehicles are available via your pension provider?
- Money Saving apps and tools to help you get your finances in check for 2021 –Part 3
- Money Saving apps and tools to help you get your finances in check for 2021 –Part 2
- Money Saving apps and tools to help you get your finances in check for 2021!
- The adoption of Open Banking by pension providers
- Financial Wellness (Part two) – which providers are supporting their members and how
- Financial Wellness – which providers are supporting their members and how (part one of two)
- Financial education: Never stop learning
- How pension providers are delivering financial education
- Aviva launch a new educational app – ‘Mid-Life MOT’
- Neither a borrower nor a lender be
- Financial Education
- EMERGENCY CASH FUND
- PRODUCTS & SERVICES
- Micro Savings
- Debt Management
- Open Banking
- Financial Wellness Insights
- Group Risk
- Ratings
- Join the team
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