The Pensions Portal is a technology company that has developed a simple and secure online platform for financial advisers and their clients. Its mission is to streamline the management of pensions and investments by replacing inefficient, paper-based processes with a digital solution. The platform facilitates secure messaging, document sharing, client onboarding, and provides up-to-date valuations, aiming to enhance adviser efficiency, improve the client experience, and ensure regulatory compliance.

Founded in

United Kingdom