Pensions are hard to move
Customers often don't know where their pensions are held, what they cost or whether they can be transferred. Manual processes create delays and missed opportunities.
Turn visibility into AuM
See pensions across providers
Access pension values, fees and performance across supported providers.
Identify transferable pensions
Use available movability information to assess potential transfer eligibility.
Simplify consolidation
Reduce manual work and support more accurate pension transfer applications.
FAQ
Can every pension be transferred?
No. Transfer eligibility depends on the pension type, provider and applicable rules. Where it can be determined, each pension comes back showing whether it can be transferred, based on rules you set.
What pension data can we access?
Depending on the provider, available data can include pension values, fees, performance and payment status, and whether each pension can be transferred.
Does Anessa execute pension transfers?
No. Anessa provides the financial data needed to help customers understand their pensions and simplify your transfer process.
Can we also access investment data?
Yes. Anessa supports both investment and pension data, subject to market and provider coverage.
Is it secure and consented?
Yes. Nothing is collected until the customer has given their consent and authorised Anessa’s assisted access to their financial service provider. Anessa uses the customer’s credentials only to carry out the data collection and discards them immediately afterwards. They are never shared and never reach your systems. All data is encrypted in transit and at rest and stored in the EU, and Anessa is ISO 27001 certified.
