ESI for Organisations

Help employees understand retirement before it becomes urgent.

Bring together employer benefits, personal retirement inputs and transparent scenarios in a private planning journey.

The problem

Retirement content is either a brochure or a sales conversation.

The decision

What does the organisation provide, what is still a personal decision, and what can I learn before I act?

How it works

  1. The employee opens a retirement journey.
  2. Published benefits, nominations, and policies are explained from organisation content when it exists.
  3. Personal money and health context stay in My ESI.
  4. A provider introduction is optional and explicit.

What the organisation sees

That a retirement programme exists, and applications the employee submits.

What stays private

Holdings, health, family plans, and whether they are exploring leaving.

The employee pilot shows a range under visible assumptions. It does not recommend a product or show the figures to the employer.

Talk to ESI

Explore. Select. Innovate.