Pensions

Digital member communications for pension providers

Connect document, communication and eSignature workflows across the member journey.

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Trusted by leading financial institutions
FNZ
Quilter
Aviva
BMO
Aberdeen
Co-op
Scottish Building Society
Moneyhub
Custom pension workflows
We can configure digital workflows around your existing processes. This includes insurance claims, policy renewals, servicing and more.
A two-way integration with your systems means a workflow can move from yours to Legado, or Legado to yours, without manual effort.
Custom pension workflows
We can configure digital workflows around your existing processes. This includes member onboarding, transfers, servicing, retirement journeys and more.

A two-way integration with your systems means a workflow can move from yours to Legado, or Legado to yours, without manual effort.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Optional member self-service portal
Give members a secure, branded portal to view their pension documents, sign what’s needed and send information back to you.

Every page can be white-labelled with your brand, so members stay within a consistent experience from login through to completion.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Client vaultAmira Patel · 12 documentsAPSearch documents…AllStatementsPoliciesLettersAllStatementsAnnual statement 2026Statement · 04 OctLetter of engagementLetter · 22 SepPension valuationValuation · 15 SepService agreementAgreement · 02 SepNew
Evidence-led communications for Consumer Duty
Track documents, communications, delivery, access and engagement with a complete activity history.

Configure paper fallback for members who opt out, so going digital doesn't leave anyone behind.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Bank statement.pdfActivity logUpdated to version 2William Harrison12:03Shared with adviserWilliam Harrison11:40DownloadedAmira Patel10:05ViewedAmira Patel09:58UploadedAmira Patel09:12Exported for auditRetained for 7 years
Pension transfers and member engagement
Support transfers with secure document requests, eSignatures and a branded self-service portal where members can view documents and send information back to you.

Track which members have received, opened and actioned each communication, so unresponsive members are easy to follow up with.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
DeploymentWorks alongside your existing systems</>API integrationBuild into your systemsEmbeddedInside your portalStandaloneYour branded siteSingle sign-onOne login across your digital servicesSigning inSSO connected3 optionsAPI, embedded or standalone1 loginAcross all your services
Deployment alongside existing systems
Integrate Legado through APIs, embed it into your existing member portal or deploy it as a standalone solution.

Maintain a consistent member experience with SSO, allowing your members to move seamlessly between your digital services.
Products and services should meet real customer needs.
They should provide a fair price and value.
Communication needs to be delivered in a way that people can understand.
Support needs to be provided for all customers.
24/7
Access from any device
Your brand
On every page of the portal
Book a discovery call

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In the words of our customers
Flexible deployment to suit your business
Replace or consolidate legacy portals, integrate with your existing technology stack, or deploy Legado as a standalone solution, while maintaining a consistent customer experience.
Standalone platform
Use Legado as a complete, white-labelled solution for secure document storage and sharing, with automated flows triggered by actions on your own platform.
Embedded experience
Embed Legado into your existing customer portal or digital journey, with your branding and SSO so customers stay within your brand and don’t need to sign in again.
API integration
Bring documents from across your technical solution into our one centralised vault via API, giving customers one place to access the documents they need.
Contact us to learn more

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Built for trust, backed by compliance
ISO/IEC 27001:2022 certified
UK eIDAS AES capability
Encryption in transit and at rest
Microsoft Azure infrastructure
Supports UK GDPR compliance
UK-hosted
Your pension provider questions answered
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What makes document management software for pension providers unique?

Pension providers hold sensitive member data over long timeframes and face strict regulatory and record-keeping requirements.

Their document management software needs strong security, access controls and audit trails to support these obligations.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
How can pension providers improve engagement during retirement and drawdown?

Use software like Legado to personalise communications by member and by stage of their journey, rather than sending generic updates.

Track delivery and engagement so you know who's read what, and use automated reminders to follow up.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What should you look for in pension transfer software?

Look for software that supports secure document requests, eSignatures and member self-service, while giving your teams a clear record of what was sent, received and actioned.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
What is the best member communication tool for pension providers?

The best tools combine secure delivery and clear evidence of engagement.

Legado lets pension providers send communications at scale while tracking delivery, opens and responses, with a complete audit trail for every interaction.

  • Claims tracking
  • Document collection
  • Workflow automation
  • Customer communications to keep policyholders updated
Explore what’s possible with Legado
See how Legado helps pension providers orchestrate secure, evidence-led member journeys
Book a discovery call