Goodvest partners with Insurely to simplify PER transfers.

Goodvest is using Insurely’s financial data infrastructure to access and structure pension data, making PER transfers simpler for customers and advisers.

Paris, 8 September 2026

Goodvest, the French wealth management platform specialising in responsible investment, has partnered with Insurely to simplify the process of transferring retirement savings.

Through Insurely’s financial data infrastructure, Goodvest can give customers a simpler way to access information about pension products held with other financial institutions. With the customer’s consent, relevant pension data is collected and structured so it can be used directly within Goodvest’s transfer journey.

Making pensions transfers easier

The partnership comes as France’s retirement savings market continues to grow. By the end of 2025, assets held in Plans d’Épargne Retraite (PER) had exceeded €150 billion, an increase of 20% year on year, with close to 13 million account holders.

As the market grows, making it easier for consumers to move their savings between providers becomes increasingly important. Yet transferring an existing pension can still involve manual processes, fragmented information and significant administration for both customers and advisers.

Insurely enables Goodvest to access and structure relevant information from a customer’s existing pension products, giving advisers a clearer view of their client’s retirement savings and the information they need to support the transfer.

The partnership enables Goodvest to:

• Access and structure pension data held across different financial institutions
• Reduce manual data collection and administration during the transfer process
• Give advisers a clearer view of their clients’ existing pension savings
• Create a smoother transfer journey for customers and advisers

“Transferring retirement savings should be as simple as opening a new account, but today the process can still involve too many hurdles for both clients and advisers. By working with Insurely, we can simplify this process for our clients who wish to align their savings with their values. We also provide our advisers with better information to support them throughout the transfer process,” says Joseph Choueifaty, CEO of Goodvest.

“We have already seen how access to relevant financial data can simplify pension transfers in the French wealth management market. Goodvest is another strong example of how our infrastructure can remove friction for customers, give advisers better information and ultimately help more people successfully move their savings,” says Martin J. Gylfe, CEO of Insurely.

Secure access to financial data

Security and consumer consent are fundamental to the way Insurely’s infrastructure works. Customers explicitly consent to accessing their financial information, while data is encrypted both in transit and at rest.

Insurely has been ISO 27001 certified since 2023, the international standard for information security management systems.

About Insurely 

Insurely is one of Europe's leading open finance providers. With real-time access to a broad range of financial data, including investments, pensions, insurance, and savings, Insurely empowers banks and other financial institutions to gain new business opportunities and build the next generation of financial products. Founded in 2018, Insurely is driven by the vision of making financial services more accessible, understandable, and valuable for everyone

About Goodvest

Founded in 2020 by Joseph Choueifaty, Antoine Bénéteau and Aurore Pinon-Jacques, Goodvest is a French wealth management platform specialising in responsible investment.

Goodvest offers investment solutions including life insurance, retirement savings plans and savings products designed to align customers’ investments with the climate objectives of the Paris Agreement. Its investment methodology incorporates companies’ climate and biodiversity impact, with a focus on directing capital towards businesses contributing to the ecological transition.

Goodvest today supports more than 15,000 clients with a team of around 30 employees.

Press contact Micaela Kokko micaela.kokko@insurely.com +46729804959