We are pension technicians at heart with expertise in creating and delivering integrated regulatory solutions at scale.

Joined April 2017
11 Photos and videos
The Pension Lab retweeted
Congratulations to Aegon @ThePensionLab on winning Leading Innovation in Workplace Solutions at last night’s Schroders UK Platform Awards
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The Pension Lab retweeted
23 Sep 2024
Our exciting new digital LOA feature, via an integration with @ThePensionLab, is here to make onboarding faster, more accurate and less stressful for both advisers and clients. With LOA volumes set to increase significantly, now is the time to innovate! 👉 eu1.hubs.ly/H0cnFxQ0
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The Pension Lab retweeted
16 Sep 2024
Streamline your financial advice onboarding with new digital Letters of Authority (LOA)! ✨ With 3.9m LOAs sent every year and it taking up to 59 days to complete each one, our integration with @ThePensionLab automates and digitalises the process, saving you valuable time.
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The Pension Lab retweeted
Aegon (@Aegon) has announced the extension of a collaboration with The Pension Lab (@ThePensionLab) which enables Workplace members, particularly those without an adviser, to find and compare old pension pots. ifamagazine.com/aegon-launch…
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The Pension Lab retweeted
The outdated letters of authority process is costing the industry £442m a year – and it's about to get much worse. Scott Phillips, chief executive and founder of The Pension Lab, reveals why we need to fix this now: moneymarketing.co.uk/opinion… #pensions #fintech #LoA
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The Pension Lab retweeted
New industry group Fix LoA Action Group established, @ThePensionLab ...pervasive issues within the LoA process, which impacts all stakeholders. With the increasing number of #pensionpots and transfers and the significant impact of #pension #dashboards... tinyurl.com/yrw656ry

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Thanks for mentioning our digital Letter of Authority service 🤩🙏 We ❤️ hearing how it’s helping firms streamline client onboarding 🙌
TRAP LIVE - EPISODE 45 IS OUT! A very special pile of TRAP has dropped! Besties @nicklincoln @CarlWidger @AlanJLSmith @MavenAdviser chew the FS-fat.. Question for the TRAP team? Click on the link in the pinned Tweet at the top of our timeline. buzzsprout.com/2056762/15046…
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🌊 Brace for the Letter of Authority Tsunami 🌊 Pensions Dashboards' arrival could see an eight-fold surge in LoA volumes. With 4m processed yearly at £111 each, this surge demands attention. Learn about the drivers and solutions to reduce friction 👉thepensionlab.co.uk/homepage…

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A new poll from @_moneymarketing on the Letter of Authority process. Now is your chance to vote 👇 moneymarketing.co.uk/poll/po…

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Full research on the $442million wasted every year on the 3.9 million Letters of Authority, mostly sent by advisers, is available here: thepensionlab.co.uk/homepage…

25 Apr 2024
Calls for urgent reform of LoA process after report reveals wasted cost moneymarketing.co.uk/news/ca…
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The Pension Lab retweeted
Calls for urgent reform of LoA process after report reveals wasted cost moneymarketing.co.uk/news/ca…

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🎉CATS - complianceandtraining.co.uk/, multi-award-winning compliance support company joins the #LogYourLoAPain initiative! 🚀 Mel Holman, Managing Director, shares their commitment to industry collaboration. Welcome aboard, CATS! 👏
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Reflecting on 3 months since the launch of the #LogYourLoAPain campaign: Grateful for support & excited ahead of full publication of our findings! All detailed in our latest blog 👉 thepensionlab.co.uk/homepage…

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👋Please say a big hello to @pennypensionhq our latest supporter to join the #LogYourLoAPain initiative. 🙏Advisers & Paraplanners: you can still log your LoA volumes here thepensionlab.co.uk/logloa
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👋Please say a big hello to @pensionbee , our latest supporter to join the #LogYourLoAPain initiative. 🙏Advisers & Paraplanners: you can still log your LoA volumes here thepensionlab.co.uk/logloa
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🥳@EV_financial joins our growing group of #LogYourLoAPain supporters – and we’re delighted to have them onboard 🤗. #LogYourLoAPain 👉thepensionlab.co.uk/logloa
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CEO & Founder Scott Phillips and Lois Vallely discuss the critical topic of Letters of Authority (LoA) in the latest In Conversation With... podcast episode from @_moneymarketing 👉 moneymarketing.co.uk/podcast… #LogYourLoAPain

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So happy to have @pensionbee, @EV_financial & @pennypensionhq supporting the #LogYourLoAPain initiative alongside @CriterionTec, @PunterSouthall & @BeyondEncrypt. Advisers & paraplanners - pls help us scale the LoA pain we're all feeling to get it fixed: thepensionlab.co.uk/logloa🙏

Three fintechs join Pension Lab’s LoA campaign moneymarketing.co.uk/news/th…
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