AI Phone Agents for Pension Providers
Improve member access, reduce call wait times, and cut admin with always‑on support
Transform your member services with AI agents that handle balance checks, contribution changes, retirement options, and appointment bookings 24/7. Provide fast, reliable, and professional assistance while your teams focus on complex cases, compliance, and member outcomes.
Key Capabilities
- Member identification and secure verification
- Balance, contributions, and fund value enquiries
- Contribution changes, transfers, and beneficiary updates
- Retirement options, quotations, and guidance bookings
- Follow‑up, reminder, and re‑engagement campaigns
Pension‑Specific Features
Specialised capabilities designed for workplace schemes, personal pensions, SIPPs, and master trusts.
Secure Member Verification
Perform light ID checks (DOB, postcode, email/phone match) and route to full verification where required before discussing account details.
Account and Fund Enquiries
Provide up‑to‑date balances, recent contributions, investment options, performance snapshots, and charges with clear explanations.
Contribution and Details Changes
Capture changes to contributions, employer updates, address/contact changes, beneficiary nominations, and name changes with compliant prompts.
Retirement and Withdrawals
Offer high‑level information on options (UFPLS, annuity, drawdown), generate quote requests, and book guidance/advice appointments where appropriate.
Transfers and Consolidation
Handle initial transfer enquiries, outline process steps and timelines, and capture details for follow‑up by transfer teams.
Multi‑Language Support
Assist members in 40+ languages to ensure inclusive, accessible service for diverse workforces and international members.
Success Stories in Pensions
See how pension providers enhance member experience and efficiency with AI phone agents.
55% faster enquiry resolution
Streamlined Front Door
Automate common balance, contribution, and option queries to cut wait times.
24/7 availability
Always‑On Assistance
Capture member requests and provide information outside contact centre hours and peak seasons.
30% fewer abandoned calls
Reliable Engagement
Call‑back scheduling, clear updates, and reminders reduce drop‑offs during busy periods.
3x more efficient scheduling
Better Capacity Use
Automated bookings for guidance/advice slots and follow‑ups improve utilisation and outcomes.
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