Case Study: Equiniti Pension Solutions achieves enhanced member engagement and self-service with Mubaloo's Compendia app

Equiniti - Customer Case Study

Equiniti Pension Solutions, one of the UK’s largest pension, payroll and annuity administrators, needed a member self‑service solution to reinforce its technology‑leader brand and give pension members immediate, secure control over retirement planning. Equiniti engaged Mubaloo to develop the Compendia mobile app (iPhone) and a responsive website (in partnership with TRW Digital) to extend its self‑service suite and improve member engagement.

Mubaloo delivered an interactive Compendia app with features such as fund switching, scenario mapping and projections, transaction history, TouchID security and push notifications, together with an immersive responsive UI to drive adoption across devices. The solution has transformed how members interact with their pensions—improving engagement, empowering self‑service decision making and meeting growing demand for immediate access to personal assets, outcomes Equiniti credits to the Mubaloo implementation.

Equiniti

Richard Llambias

Head of Product Strategy