Everything your scheme needs. Built for pension professionals.
MemberBridge is purpose-built for regulated pension and benefits environments - where every answer carries weight and governance isn't optional.
Personalised answers, not generic FAQs
MemberBridge connects to your administration data and answers each member's questions using their actual record. Pot balance, contribution rate, retirement date, beneficiaries, fund holdings - all accurate, all live.
- Real member data, not estimates
- Multi-turn conversations with memory
- Natural language - no rigid menus
- Handles follow-up questions in context
Full control over every response
Your team defines what MemberBridge can and cannot address. Load your scheme documents, set the rules, and configure escalation triggers. Nothing gets said without your approval - and everything is logged.
- Admin panel for managing scheme knowledge
- Configurable escalation for sensitive topics
- Governed response boundaries
- Full conversation audit trail
Connects to your existing stack
MemberBridge integrates with your administration system via a secure connection. No data migration. No data duplication. Member records stay where they are - MemberBridge reads what it needs, when it needs it.
- Secure connection to your admin system
- No data migration required
- Real-time data retrieval
- Configurable data mappings
Live in weeks, not months - answers validated before day one
MemberBridge ships with a library of pre-built, production-tested intent bundles covering the questions members ask most. Install a bundle in minutes. An automated end-to-end test suite then runs every intent against your live member data and verifies the answers are correct - so you know it works before your members ever see it.
- Pre-built bundles: pot, contributions, dependants, investments, and more
- Automated test suite validates answers against your live data
- Every scenario confirmed correct before go-live
- Typical time from sign to live: 3-4 weeks
Inside your portal in minutes
MemberBridge embeds with a single line of code. It carries your scheme's name and visual identity - members see a seamless extension of your portal, not a third-party widget.
- Single line embed code
- Fully white-labelled branding
- Works with any web-based portal
- No app download or new login for members
Reach members at the right moment, automatically
MemberBridge watches for meaningful moments in each member's journey and opens the conversation at exactly the right time. Approaching retirement, a new dependent, a change in marital status, a pension pot that has grown significantly. No manual campaign needed. The right message appears when the member next opens the portal.
- Rules configured once, applied automatically at session start
- Evaluates against live member data, not static segments
- Personalised message based on the specific life event type
- Frequency controls prevent repetition: show once, annually, or every session
- Works for DB and DC schemes
FCA PS25/22 compliant by design
PS25/22 created a new regulatory category: targeted support. Not generic guidance, not financial advice - a specific, cohort-based framework that allows pension schemes to suggest appropriate actions to groups of members who share similar characteristics. MemberBridge is built around this framework from the ground up.
- Cohort engine classifies members before any response is generated
- Three-mode framework: general guidance, specific support, escalated
- Every interaction audit-logged to support FCA review
- No financial advice given - the boundary is enforced at the architecture level
Capture member requests without leaving the chat
Some member actions require structured input - updating a beneficiary, requesting a transfer value, notifying a life event. MemberBridge embeds forms directly in the conversation. Members complete them in context, without being redirected to a separate system or form portal.
- Forms rendered inline within the chat interface
- Pre-populated with known member data where available
- Submitted data routed to your administration workflows
- Full audit trail on every form submission
Interactive calculators inside the conversation
Members often want to explore scenarios - what would happen if they increased their AVC contribution, or what their projected pot looks like at different retirement ages. MemberBridge embeds live modellers directly in the chat, using the member's actual data as the starting point.
- AVC modeller: slider-based, real-time projection using member data
- Results displayed inline with no page navigation
- Scheme-configured assumptions and disclaimers
- Actions from modeller results can trigger follow-on forms or escalation
Hands off to your team when it matters
Not every question should be answered automatically. MemberBridge recognises when a query falls outside its scope - sensitive financial decisions, complaints, complex cases - and routes the member to the right specialist.
- Configurable escalation triggers
- Warm handoff to your team
- Context passed to the specialist
- No dead ends for members
Your team stays in charge
A browser-based admin panel gives your team full visibility. Manage scheme knowledge, review conversations, adjust escalation rules, and track usage - no technical expertise required.
- Browser-based admin panel
- Knowledge base management
- Usage and conversation analytics
- Role-based access for your team
The details that matter.
Every plan includes the full feature set. No capabilities locked behind higher tiers.
See the features in your scheme.
Book a 30-minute demonstration and we'll show MemberBridge running with your scheme's branding and real member question types.