© 2015 Dunstan Thomas Holdings Limited

myMoneyPots - Engaged consumers through provider engagement

myMoneyPots enables providers and advisers to deliver personalised financial information direct to user's mobile devices.

  • myMoneyPots has a responsive design, allowing users to use it on tablets, mobiles and other devices.
  • myMoneyPots shows single or multiple pensions in a dashboard.
  • myMoneyPots encourage behaviour change.

The user simply downloads the app and plays with it. They don't even have to register or setup thier own pension arrangements.

Once a user has the app and has registered and setup thier own pension arrangements, they can:

  • Model their data to see what they have to do to better meet their objectives for retirement.
  • Understood the impact of the changes.
  • Interact and deliver instructions and messages to the provider or adviser.


Download The App

myMoneyPots

Pension / Retirement Application Technology for Dunstan Thomas Holdings
8 April 2015

This app is compatible with iOS and Android.





Screens

Description

myMoneyPots enables product providers to engage with their customers by:
*** Key Features

  • Delivers pension information (SMPI results) to the consumer through an interactive app.
  • Details final fund projection and income of one or multiple pensions.
  • Provides ‘what if’ capability to investigate the effect of:
    • Increasing contributions
    • Delaying or bringing in retirement
    • Delaying starting to save for retirement
    • Changing investments and required yields investigating the effect of charges.
  • A distribution tool issues notification to customers to download the app and that does the key calculations and information storage of customer usage.
  • An analysis tool to evaluates use and deliver improvement and personalisation's accordingly.

Additional Information

DunstanThomas