Avatar virtual assistant

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In development

Smart Pension is carrying out R&D in a partnership with Trulience, developing an “Interactive Digital Human” virtual assistant. This will allow scheme members to make a video call to a virtual assistant and engage in a spoken conversation about their pension. It will use oAuth and the Smart Pension API, enabling the assistant to discuss personalised information about the member’s account. Text entry and subtitles are provided for accessibility.

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Imagery is work-in-progress. The final product may be different.

More beta features

Now testing

Animated pension walkthrough

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Gives members an overview of their pension figures, with a voice over and fun graphics.

Now testing

Coming soon

Animated pension walkthrough

Gives members an overview of their pension figures, with a voice over and fun graphics.

Now testing

Retirement planner

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Members answer some questions and get a projected retirement income, including all of their personal finances.

Now testing

Coming soon

Retirement planner

Members answer some questions and get a projected retirement income, including all of their personal finances.

Now testing

Expression of wish

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Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.

Now testing

Coming soon

Expression of wish

Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.

Now testing

Branching pension walkthrough

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Shows members a breakdown of their pension in small bite-sized chunks using branching logic.

Now testing

Coming soon

Branching pension walkthrough

Shows members a breakdown of their pension in small bite-sized chunks using branching logic.

Now testing

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Helps members sign in to their pension accounts if they’ve forgotten their credentials.

Now testing

Coming soon

Helps members sign in to their pension accounts if they’ve forgotten their credentials.

Now testing

SMS for hard to reach members

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Sends a targeted SMS to members who have ignored our previous emails and letters.

Now testing

Coming soon

SMS for hard to reach members

Sends a targeted SMS to members who have ignored our previous emails and letters.

Now testing

Review pension performance

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Allows members to look at charts and tables depicting the performance of their investments.

Now testing

Coming soon

Review pension performance

Allows members to look at charts and tables depicting the performance of their investments.

Now testing

Review personal details

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Helps members check their personal details and verify that their contact information is correct.

Now testing

Coming soon

Review personal details

Helps members check their personal details and verify that their contact information is correct.