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KPMG Pilot®

KPMG Pilot®

KPMG's cutting edge pensions education and modelling tool.

KPMG's cutting edge pensions education and modelling tool.

Built with the member experience in mind, KPMG Pilot® was created to help ensure members can get the information they need quickly and easily decide how to fund life after work.

KPMG Pilot® is designed to:

  • Educate members on retirement options and allow them to model different scenarios, including DB to DC transfers;
  • Help members set a sensible retirement income target, with defaults based on Office for National Statistics (ONS) data; and
  • Pull in live data directly from your pensions administration system to allow members to accurately consider their benefits.

Pilot also offers:

  • A range of education tools to watch, play and read; depending on the member’s preferred learning style. This includes nine educational videos, PDF flyers, an ONS-based budget planner, retirement profiler and the modeller;
  • Support in the shape of ‘just-in-time-training’ through an in-line glossary, coach marks and a technical call centre; and
  • An affordable annual licence, including content updates, should legislation change over the course of the year. 

Pilot can also be provided on a short-term basis to help with member option exercises. It has already been successfully implemented for transfer exercises for DB members and supports IFA advice.

The tool helps members decide if they are able to make an informed decision to take their scheme benefits, or whether they need financial advice to consider all of their options including the option to transfer out. Where members do decide to take financial advice, Pilot can help members have more informed and focused discussions.

Get in touch to find out more or request a demonstration of how KPMG Pilot® can help members of your pension scheme.

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