Built for UK pension schemes. Configured for yours.
MemberBridge is purpose-built for the UK pension and benefits market. Whether you run a DC scheme, DB scheme, TPA, or master trust - here is how it fits your specific context.
Which type of scheme are you?
Defined contribution schemes with 5,000+ members
DC members are more engaged with their pension data than ever before - and from October 2026, pension dashboard obligations will drive a new wave of questions about pot values, projected income, and investment options. MemberBridge handles this volume automatically, using each member's live data to give personalised answers.
- Answers pot balance, contribution rate, projected retirement income
- Supports investment choice questions using your fund documentation
- FCA PS25/22 targeted support built in - no advice given
- Scales from 5,000 to 500,000 members without additional headcount
Ideal for schemes preparing for pension dashboard demand or looking to reduce contact centre load ahead of a member portal refresh.
Defined benefit and hybrid schemes
DB members ask different questions to DC members - and they often ask them at critical moments: approaching retirement, considering transfers, or going through a life event. MemberBridge is configured to your scheme's rules, benefit structure, and escalation policy, so members get accurate answers grounded in your specific documentation.
- Configured to your scheme's benefit formula and documentation
- Handles retirement date, transfer value, and dependant pension queries
- Life event triggers for marriage, divorce, death notifications
- Complex queries escalated to your team with full context preserved
Ideal for schemes with high volumes of pre-retirement enquiries, or those facing trustee pressure to improve member communications.
Third-party administrators managing multiple schemes
TPAs face the challenge of maintaining consistent service quality across a diverse portfolio of schemes, each with its own rules, documents, and member populations. MemberBridge supports multiple scheme configurations under a single platform, with white-labelling and governance controls per scheme.
- Up to unlimited scheme configurations on Enterprise plan
- Per-scheme branding, knowledge base, and escalation rules
- Centralised admin panel with role-based access across schemes
- Reduces inbound contact volume across all schemes simultaneously
Ideal for TPAs looking to differentiate their service offering or reduce the cost-per-member of routine query handling.
Master trusts and multi-employer schemes
Master trusts serve large, diverse member populations across multiple employer groups, often with varying contribution structures and benefit rules. MemberBridge's configurable intent bundles and data connectors are designed to handle this complexity - giving each member accurate, personalised answers regardless of their employer or contribution history.
- Handles employer-specific contribution and benefit variations
- Single platform across the full member population
- Supports TPR and FCA member communications requirements
- Audit trail satisfies master trust authorisation requirements
Ideal for authorised master trusts looking to meet TPR good governance standards on member communications while managing cost.
What does it mean for your team?
MemberBridge fits across operations, compliance, and technology - each team gets something different from it.
Reduce inbound volume without reducing quality
Routine queries - pot balance, contribution rate, retirement date - account for the majority of inbound member contacts. MemberBridge handles these instantly, freeing your team to focus on cases that genuinely need a person.
- Handles ~70% of routine queries automatically
- Available 24/7 - members get answers outside office hours
- No training required for members
- Escalation configured to your workflows and SLAs
Every answer governed, logged, and defensible
Nothing is said without your sign-off. Responses are grounded in scheme documentation you control, with full audit logging and configurable escalation for anything sensitive. Built to satisfy FCA, TPR, and Consumer Duty requirements.
- All responses based on scheme-approved knowledge
- Full conversation audit trail available on demand
- FCA PS25/22 targeted support framework applied
- No financial advice given - enforced at architecture level
Live in 3-4 weeks. No development project required.
Pre-built intent bundles cover the most common member questions out of the box. An automated test suite confirms every answer is correct against your live data before members see it. One secure integration, one line of embed code.
- Standard connectors to major UK pension administration platforms
- Single-line embed into any web-based portal
- No data migration or warehousing required
- PII-safe architecture - member data never leaves your environment
Sound like your scheme? Let's talk.
Book a 30-minute scoping call and we will show you MemberBridge configured for your scheme type, your member questions, and your compliance requirements.