Module
The member portal
Members see their contributions, project their own pension, submit applications and exchange documents with you – without a phone call and without a letter.
What members find there
Five areas.
01
Overview
The starting point: membership, status and the key figures at a glance.
02
My data
Master data, address, bank details – viewable and, as far as you allow it, editable. Changes go to you for review, not unfiltered into the records.
03
Applications and forms
What is sent back and forth on paper today is created digitally here and reaches you pre-filled.
04
Pension simulation
Choose the retirement date, start the simulation, see the result broken down by compulsory contribution, voluntary contribution, surpluses and special allocations – including a detailed overview with amount and share. To the pension simulation
05
Mailbox and documents
Notices and certificates to retrieve, evidence to submit. There is no need for postal delivery, and delivery is documented.
A portal on the same data.
What a member sees is the current state in netPension® – no nightly reconciliation, no second database, no drifting apart. And you decide per role what is visible: some institutions show only contributions and certificates, others enable simulation and applications.
Frequently asked questions
Questions about the portal.
Doesn't a portal create additional work?
In the short term yes, in the long term no. Pension information, address changes and certificates are among the most common reasons for calls. Whatever is answered in the portal no longer comes in as a call. The introduction itself is configuration, not development.
How do members get their access?
Through an access letter that is generated from the records and sent – as an individual or batch letter via the Textmanager. The process is managed as a follow-up, so that it remains traceable who received access and when.
Can members change their data themselves?
As far as you allow it. Changes from the portal go to you for review; only then are they in the records. Which fields can be changed at all is a setting, not programming.
Would you like to see how this would look for you?
We show you netPension® along the lines of your questions – no slides, but the running software. Give us a call or request a demo.