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Employee Benefits Live 26

Give every employee a clearer view of their retirement.

The workplace pension engagement tool that deploys in a week. No complex integrations, absolute privacy, and total clarity for your team.

Isaac Retirement Dashboard on Mobile

Trusted by organisations and communities

Forces Pension Society Civil Service Pensioners' Alliance Gifteo

In 60 seconds, employees see exactly when their money runs out.

We replace abstract statements with immediate, actionable realities. No financial jargon, just a clear picture of their future.

Secure Connection

Employees privately add their pension details or connect providers securely. We never share their personal financial data with you.

Live Projection

Our engine instantly projects their pot, factoring in state pension, inflation, fees, and market growth across multiple scenarios.

Actionable Insight

They immediately see their shortfall age and how changes to contributions or retirement date alter their outcome.

Visualise the entire journey

Employees struggle to understand how a pot translates into sustainable income. Isaac models the drawdown phase year-by-year.

  • See exact tax implications at every age
  • Model different contribution rates instantly
  • Understand the impact of taking tax-free cash early
Pension Pot Projection Chart

Year-by-year breakdown

The transition from saving to drawing down is complex. We break it down so employees know exactly what happens and when.

  • Tracks State Pension commencement automatically
  • Adjusts for inflation and life events (like downsizing)
  • Shows net income versus required lifestyle spend
Year by Year Breakdown

Built for employees.
Designed for employers.

For Employees

Absolute Privacy

Their financial data remains completely private. Employers only see aggregated, anonymised engagement metrics.

Unbiased Clarity

We don't sell wealth management or consolidate funds. Our only goal is giving them an accurate, unbiased view of their future.

Financial Confidence

Transforms pension anxiety into informed confidence, reducing financial stress and improving overall wellbeing.

For Employers

Zero Integration

No HRIS integration, no payroll links, no complex IT approvals. We deploy via a simple invite link in under a week.

Enhanced Benefit Perception

Make your existing pension contributions highly visible. Employees finally appreciate the value you're providing.

Actionable Reporting

Receive anonymised reports showing engagement levels and feature adoption, without access to employees' personal financial information.

Start with a 100-Employee Pilot

A clear fixed-scope pilot to prove the value with zero risk.

3 Months • 100 Employees • Fixed Scope

Isaac Premium Access

Full access to all premium projection tools, tax modelling, and unlimited plans for 100 employees.

Managed Onboarding

Dedicated support to launch the pilot, including custom employee communications and rollout strategy.

Comprehensive Reporting

Monthly engagement tracking, a mid-pilot feedback survey, and a detailed end-of-pilot impact report.

Ready to transform pension engagement?

Join the employers giving their teams absolute clarity on their financial future.

Book a demo

See how Isaac can transform pension engagement for your team.