Life protections and financial wellbeing, sorted in clicks.
Six modules covering the life admin most benefits skip: wills, LPAs, pensions, protection, organising and learning.
Platform highlights.
Wealth tracker
See everything you own and owe in one place. Pensions, property, savings: UK and abroad.
Learning portal and Ivy
Bite-size guides on money, plus Ivy, an AI you can ask anything, any time, in plain English.
Work benefit nominations
Name who gets your life cover and pension if anything happens. Forms filled, ready to hand to HR.
Wills and Trusts
Write a proper UK will in an evening and set up trusts to protect what you pass on. Fully guided in-platform.
- About you✓
- Guardians✓
Lasting Power of Attorney
Set up both LPAs without a solicitor. We guide you through the forms and register them for you.
Severance of tenancy
Joint tenants face avoidable tax and care home fees. Change your ownership easily in-platform.
Built for HR and for the employee.
HR sees adoption, lift and outcomes. The employee sees a personal plan. No personal data ever leaves the employee view.
- Adoption62%
- Wills started184
- Outcomes reportQ2
- Write a willToday
- Add LPANext
- Pension reviewDone
An Employee Journey.
Invite lands. Two minutes to sign in.
First will written. Pension nominee updated.
LPA drafted. Work benefit nominees up to date.
Plans kept current. Quarterly outcomes shared.
Questions.
Give your team real peace of mind.
Book a 20 minute walk through. We will show you the platform and answer everything.