Independent member-priority evidence to inform retirement design, member support and governance.
The PenFit service provides four things: a member experience, PenFit Insights, aggregate data and board reporting.
We will provide an editable template with link to your own liveried PenFit questionnaire.
This has been designed to help members understand their retirement priorities, explore trade-offs and consider six different retirement approaches.
See Members Matter →You will have access to your own administration page to allow you to view campaigns.
In real time, you will see what members value, where priorities differ and what that means for retirement design.
See Insights Matter →You will be able to download structured, disclosure-controlled aggregate findings for further analysis and governance.
All campaigns will be supported with a factual report presenting member priorities, differences, trade-offs and the strength and limitations of the evidence.
Report template in developmentChoose an organisation to open its existing PenFit Inside diagram.
You know your members, their pensions and the services you provide. What you may not know is what matters most to them in retirement.
PenFit adds the member's voice and provides four practical outputs:
Members explore their priorities, trade-offs and retirement approaches.
See aggregate priorities and differences across your campaigns.
Download disclosure-controlled findings for your own analysis.
A factual report of findings and evidence limitations.
Use the evidence in product design, retirement pathways, customer journeys, Targeted Support or governance.