What it means
We didn't settle for off-the-shelf software. We built a proprietary system designed specifically for the complexities of UK pension legislation and FCA compliance.
Company
Pense Tech
The pension industry was broken. People couldn't get honest advice without paying thousands, and advisers were trapped by outdated systems. We built Pense to change that.
Solid foundation
Proprietary CRM
Purpose-built infrastructure for UK pension advice and FCA compliance.
Why this matters
A pension recommendation is only as strong as the process behind it. Our custom platform standardises workflows so advice quality is consistent and auditable.
Self service portal
Online retirement portal
A secure hub to monitor your retirement journey in one place.
What it means
A secure, anywhere-access hub that gives you a 360-degree view of your pension status, advice documents, and progress.
The Pension Benefit
No more searching through old paper statements. You can upload documents securely, track the progress of a pension transfer in real-time, and message your adviser directly. It's total transparency for your life savings.
Ethical & Responsible AI
Augmenting advice, not replacing it
AI supports analysis so advisers can focus on real client outcomes.
What it means
AI augments our advice process by handling repetitive analysis and operational heavy lifting. This reduces reliance on large sales teams and removes the need to push products.
Low cost proposition
By reducing overhead and manual admin, we keep the model lean and focused on suitability, not product pressure.
Key integrations
We connect specialist systems into one joined-up process so advice delivery is faster, clearer, and easier for clients to navigate.
Quotes
Iress
Our live annuity quote integration gives advisers access to current market pricing quickly, helping us compare providers efficiently and present suitable options with less delay.
Communication
Twilio
Secure calling and messaging infrastructure keeps client communication fast, traceable, and consistent across the full advice journey.
Signing
DocuSign
Digital document workflows reduce delays, make paperwork easier to complete, and help clients move through regulated processes with less friction.
Scheduling
Calendly
Self-serve appointment booking lets clients choose a time that works for them while keeping adviser calendars organised and available in real time.
FAQ's
Common questions about our technology and how we protect your data