Case Study: PGGM helps participants plan vital retirement with Ortec Finance's Future Explorer

PGGM - Customer Case Study

The customer, pension fund PGGM, was faced with the challenge that its participants, who often perform heavy physical work, were struggling with the prospect of working until an increasing retirement age. To help them plan for a vital retirement, PGGM needed to provide these participants with a quick and comprehensive financial overview of their options for early or partial retirement. They partnered with vendor Ortec Finance to develop a solution.

Ortec Finance provided its OPAL calculation engine, which was integrated into a new online platform. This solution aggregates a participant's various pension entitlements, salaries, and property to perform real-time calculations, allowing users to instantly see the financial impact of different retirement scenarios. The result was an easy-to-use dashboard that gives participants crucial insights in under five minutes, which has been met with enormous appreciation from users.

PGGM