Pension Data Access

Access pension data in real-time.

Increase your Assets under Management by making it simple for consumers to collect, view, and move their pensions to your services.

How Pension Data Access works.

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01. Pension provider selection

The user enters the flow in your app or on your website and selects the savings providers they want to collect their pension data from.

02. User authentication

The user then authenticates themselves towards their current savings provider using single sign on or username and password. At the same time, they give consent to Insurely to collect data on their behalf.

03. Collection of data

After consent has been obtained, Insurely collects the user’s savings and investment data on their behalf in real-time. The data is collected, cleaned, standardized and returned to the third party within seconds.

04. Use of data

The data can now be used by the third party for a number of different use cases, including increasing assets under management, improving advisor quality, and retaining customers. It’s also common to display the collected data for the user to help them understand their current savings.

What can you do with Pension Data Access?

Use case

Pension Transfer

Grow your assets under management by making it simple for consumers to move their pension savings to you.

Use case

Personal Finance

Offer a holistic financial experience that is good for your customers and your bottom line.

Benefits of accessing pension data in real-time.

Increase Assets under Management

By making it easier than ever for customers to move their savings to you, more people will take action, resulting in growth in your assets under management.
Increase the quality and capacity of your advisory services.

By looking at the customer’s own data, advisors instantly see what actions your customers can take to improve their financial future, which results in better advice.
Improve retention

Become the one place to go for all things pension by helping your customers collect, view, and understand their savings and investments from different sources in one place.

Hear it from our customers.

"Together with Insurely we are now digitalizing the industry and making it easier than ever to transfer pensions and get a better overview of all your pension savings."

Åsa Mindus Söderlund CEO, Avanza Pension

Full story

Using Pension Data Access

Simplifying pension transfers for their customers

What data do you get access to?

Insurely collects, organises and makes available personal data in a structured format which can be easily digested by your teams. This information is unique for each user and represents the insured object, personal information - such as living address and contact information.

The information accessed also outlines the underlying funds in which a pension is distributed, including its fees.

Insurely provides a real-time assessment of each pension movability according to local regulation.

The new standard in pension data.

1,500+

Data points processed daily.
1,000,000+

The total amount of insurance policies and pension plans that have been collected and shared through Insurely in the past 6 months.
Market coverage and security

Advanced technology, with exceptional market coverage and data security, and years of experience at your tech team's disposal.

Getting started with Pension Data Access.

Pension Data Access provides you the ability to collect and use pension data directly from your customers’ current savings providers in real-time. This data can then be used for a number of different use cases. To use the data for your use cases, you can access the collected investment data through a few different data access methods, including APIs, our pre-built user interfaces, and through Advisor access.

Visit our documentation to get more details about how Pension Data Access works from a technical perspective or contact us.

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