Wealth Wizards Launches Pension Advice Mobile App

Wealth Wizards were the first to market offering digital advice in the employee space. Seven years on, yesterday at Finovate, they announced the new mobile version of their Pension Wizard advice app, offered to employers and deployed to employees to support them with their workplace pension.

The team, including Wealth Wizards Chief Executive Andrew Firth and Chief Technology Officer, Peet Denny, showcased their new, designed for mobile version of the Pension Wizard advice app to the Finovate audience. They presented what a user is on track for and how to maximise income through pensions and other sources of retirement income. The intent to deliver a holistic approach for employees was clearly indicated with the app checking for the existence of high interest debt and affordability as part of the regulated advice journey, as well as the pension contribution levels.

Andrew Firth, Chief Executive said: “We have fully researched our concept to ensure mobile best practice. We are incredibly proud of what we have showcased at Finovate and have brought to market a slick interface that is focussed on customer ease of use. The app has just one question per screen, simple navigation, plenty of visualisation and the ability for the user to play out different scenarios.  Our forward looking tech, coupled with our strong market insight and best in market team is a package that we feel puts us in a strong position for further growth.

The Wealth Wizards team have developed clear signposting through the advice journey, and shortcuts such as pre-filled personalised data taken from HR and payroll to enhance the customer experience. From an employer’s perspective, Pension Wizard provides rich and action oriented MI, allowing employers to identify potential employee hotspots (at an aggregate level), including the proportion who will not be able to afford to retire and those without savings buffers, as well as a rigorous audit trail to satisfy regulatory requirements.

Denny also covered the Smart Platform technology upon which the apps run, stressing its flexibility and ease of integration, whether clients are seeking an off the shelf solution or to pick and mix micro services.

Firth continued: “While pensions can sometimes be an area that lacks employee engagement, we believe that our revolutionary app that is focussed on ease of use, brings a new energy to the digital pension space and opens it up for many who haven’t been previously engaged. We believe that this is an area that has a huge potential for growth and the need within organisations is unquestionable.”

Author: Dylan Jones

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