Visualise+
Real-time funding, investment, administration and covenant data - all in one platform to help trustees and sponsors stay confidently in control.
Visualise+ is the next generation of our market-leading platform, designed to give trustees and sponsors complete oversight. By bringing together real-time data across funding, investment, covenant, and administration, Visualise+ helps you see the full picture clearly and instantly.
Whether you're reacting to market movements, planning for endgame, or reporting to stakeholders, Visualise+ gives you the control and insight you need.
Here’s what sets Visualise+ apart
Everything in one place
Bring together all your key scheme data - funding, investments, administration and covenant - in a single platform that gives you a joined-up view and better control.
Live insight when it matters
No more waiting for updates. Get a real-time picture of funding, risk and engagement.
Plan ahead with confidence
Model different scenarios, track progress and stay on top of governance with dashboards built for trustees.
Understand your members
See how members are using your online services - what they’re viewing, when they’re active - and use those insights to shape smarter communications.
Ready to see it in action?
Watch our short video to explore how Visualise+ can support your scheme’s journey - and get in touch to find out how it could work for you.
How Visualise+ can help you
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- Monitor daily updates of scheme funding on a wide range of bases, and see the progress of your recovery plan
- Review long-term projections of the scheme to aid in selecting your endgame objective, including insurance and run-on options
- Run real time "What If" scenario tests to help you
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- Review key investment metrics on a daily basis, such as asset values and allocation, market data, expected return and investment triggers
- Understand the impact of changing your investment strategy
- Evaluate how well your strategy and managers are working so you can take advantage of opportunities, or take early, corrective action if necessary
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- Monitor your employer covenant and understand how covenant reliability and longevity periods could impact your journey planning, funding and investment strategy
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- Review key metrics such as membership numbers and movements (including age profiling and demographics), transfer quotations and payments activity and member feedback
- Observe casework activity including active and completed cases over your chosen period, reporting against agreed service levels and statutory deadlines and member website usage (where this is available to members)
Frequently asked questions
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Visualise+ is an intelligent pensions platform that gives trustees and sponsors real-time access to funding, investment, admin, covenant and member data - all in one place. It empowers deeper insight and joined-up pension scheme management.
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With live dashboards and integrated reporting, Visualise+ brings governance to life. Visualise+ allows to instantly track key metrics and benchmark performance across funding, investment, covenant, admin and member data.
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Visualise+ includes real-time covenant and IRM metrics tailored to The Pensions Regulator’s expectations. It gives trustees confidence they are managing risk appropriately and staying audit-ready.
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Visualise+ turns admin data into insight. Our admin experts give trustees and sponsors a live window into what’s happening on the ground - from member activity to cashflow and data quality. This enables better governance and a more joined-up approach across actuarial, investment and admin.
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Unlike single-function pension scheme platforms, Visualise+ gives a panoramic view across all key scheme drivers - funding, investment, covenant, admin and member data in one place.
