Name: PensionPal
Author: PensionPal

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

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PensionPal is an online governance software designed to streamline board and governing body processes using the latest online and app-based technology. It caters to a wide range of organizations, from small pension schemes to large corporate boards and charities. According to the vendor, pension trustee boards, firms of pension professionals, independent trustees, corporate boards, and charities all benefit from the features offered by PensionPal.

## Key Features

**Electronic Meeting Packs**: According to the vendor, PensionPal simplifies the creation and distribution of meeting packs, allowing for seamless late changes to the agenda and document pack. Users can make notes and annotations on their meeting packs, facilitating collaboration and discussion during meetings. The system also maintains comprehensive records of past meetings, including minutes, actions, decisions, and terms of reference.

**Document Management**: PensionPal provides a structured document library, ensuring easy access to important documentation. It allows for central document filing and features document filtering and search functionality for efficient retrieval of historic documents. Document access controls ensure the appropriate level of document permissions for each user, as claimed by the vendor.

**Actions**: According to the vendor, PensionPal's action management feature consolidates actions from meetings, projects, and day-to-day activities, providing a consolidated view of all actions. It promotes accountability and transparency throughout the action management process. The system facilitates effective tracking and management of actions, ensuring timely completion.

**Decisions**: PensionPal offers a framework for rigorous and informed decision-making, as stated by the vendor. Decision-makers have secure access to complete information, including documentation, advice, and recommendations. Conflicts of interest can be identified and managed, and clear audit trails are maintained. The system enables effective decision-making at and between meetings.

**Risk Register (Coming Soon)**: According to the vendor, PensionPal's Risk Register feature provides a structured framework for identifying, monitoring, and managing risks. It allows for the live recording of risks and risk mitigation activities, ensuring proactive risk management. Comprehensive audit trails and alerts help maintain awareness and ensure timely risk reviews.

**Training (Coming Soon)**: PensionPal's training area records learning activities and identifies knowledge gaps for board members and governing bodies, as claimed by the vendor. It includes a skills matrix to assess and track skills, knowledge, and experience. The system promotes continuous learning and improvement within the organization.

**Conflicts of Interest (Coming Soon)**: According to the vendor, PensionPal's conflicts of interest feature helps identify, record, and manage conflicts of interest within boards and governing bodies. It allows for the documentation of conflicts of interest policies and individual conflicts, facilitating effective management and mitigation strategies. The feature promotes openness and transparency in conflict management.

**Member Websites (Coming Soon)**: PensionPal offers cost-effective member website solutions for pension schemes, as stated by the vendor. It includes compliance sites for sharing important documents and multi-page sites for structured content sharing. The member websites enhance communication between trustees and scheme members, ensuring transparency and accessibility of scheme information.

Personal

Standard

Advanced

Advanced Data Rooms

Dropbox DocSend

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Custom

ContractZen

PensionPal

Board Management

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What is PensionPal?