Solution introduction

Build the next-generation digital retirement experience with a fully automated, orchestrated and API-driven pension drawdown operating system

This solution covers the complete operations lifecycle from consolidating retirement assets, reporting live balances, adjusting ongoing contribution patterns, hanging investments, and “pot”/”goal” management through to setting up regular vs. ad-hoc withdrawals, expedient tax-free cash outs (UFPLS and PCLS in the UK), supporting one-off and regular withdrawals and administering pension payroll. It is also compliant with and easily connected to the forthcoming UK Pensions Dashboard Project through our Unified API Layer. Our pension drawdown software is part of our — first in the UK — Cloud-native digital Self-Invested Personal Pension (SIPP) software, which also covers the complete operations lifecycle of pension accumulation.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.