Insight: Trustee Dashboard Analytics

The database that turns DB pension scheme data into clear actions

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The challenges faced by defined benefit (DB) pension scheme trustees are only increasing, so trustees are asking questions of themselves. How do we improve the effectiveness of our strategy? How can we lower costs? The answers lie in making your pension scheme data work for you.

Insight, our online dashboard for trustees, is designed to make your pension scheme analytics available to you, presented in a clear way that allows instant analysis. 

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Insight is a truly innovative and forward-thinking development. It provides the most comprehensive and up to date scheme information from any administrator.
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Mike Smaje Trustee Executive, BESTrustees

Our Insight tool will

  • Provide on-demand secure access to a summary of your scheme’s data.
  • Allow you to query the data summaries, in your own time, with your own filters, so you can better understand your own data.
  • Allow trustees and consultants to spot trends or other interesting features early, improving decision making time.
  • Provide better transparency. All data is taken directly from our systems.
  • Allow everyone to work with the same tool, leading to smoother and clearer communication between trustees and administrators.
  • Questions can be answered outside of the normal meeting cycle, particularly those that aren’t ‘business as usual’. 

Insight's features and capabilities are increasing all the time. The below is just part of the initial release.

  • Volume of work and our performance measured against our service level agreement.
  • The scheme's membership breakdown and the member movements over time.
  • The age that members have been retiring, and the type of retirement they've taken.
  • The age profile of the membership.
  • Member online activity (e.g. number of members logging in to member websites). 

  • What was the effect of the Covid pandemic on the scheme’s membership?  
  • How much scope is there to pay out benefits for members with small savings?  
  • How many members are taking cash at retirement?  
  • With a change in interest rates, has this led to a change in members taking transfer values to other schemes?  
  • How is the administration team performing?  
  • What is the take up of online services? 

What is Insight Assistant?

Our integrated AI assistant is designed to help you navigate and interpret your scheme’s analytics dashboard more efficiently.

This intelligent tool responds to your queries about your data, providing clear guidance on where information can be found whilst maintaining the highest standards of data security and professionalism.

  • Provides quick access to specific information, including automatic date filtering, saving valuable time – “Show me my scheme’s SLA page for the period March 2024 to March 2025.”
  • Delivers immediate responses to queries without the need to wait for assistance.
  • Suggests potential reasons behind results and trends to inform initial stages of decision-making – “What could have caused a decline in members’ online engagement?”
  • No access to member or personal data. Complete privacy and security is guaranteed.
  • A completely optional feature, giving you ultimate choice over how to use it.

By combining instant responses with intelligent suggestions about data trends, the Insight Assistant allows you to focus on strategic oversight rather than platform navigation, ultimately empowering smarter, member-focused decision-making. 

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At Howden, we help create pension strategies tailored to your needs and member outcomes.

With experience, market scale and data-led insight at our core, we help ensure our retirement solutions are right for you.

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