First digital platform for the management of employment Pension Plans and retirement savings systems

We advise the control committee

We accompany the company throughout the entire life of the Plan

We provide your employees with the peace of mind  of always being informed

GoPlan GoPlan is a unique digital solution for managing pension plans, focusing on both the employee and the company to facilitate retirement planning, based on our more than 20 years of experience as social welfare advisors.

Pension plan management

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Pension plan
management

The tool facilitates the maintenance of the Plan's characteristics and compliance with tax and regulatory regulations by automating report generation.

Company
Management

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Company
Management

Enables comprehensive management of the process of registering, modifying and deregistering participants in the Pension Plan.

Contributions
and Benefits

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Contributions
and Benefits

GoPlan offers companies optimised and automated management, especially in terms of configuration, contribution tracking and cost projections. It allows employees to know at all times the available limit they have for making voluntary contributions to their occupational pension plan.

Financial
Planning

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Financial
Planning

The tool allows employees to estimate their retirement income considering Social Security, company plans and individual plans. It offers projections based on contributions and returns, and educational resources for retirement planning. This comprehensive approach promotes financial literacy and informed decision-making.
GoPlan Manager

Document
manager

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Document
manager

All documents related to the Pension Plan, including agreements, communications with employees, reports and documentation, are managed centrally, allowing quick and secure access.

Notifications
and Alerts

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Notifications
and Alerts

GoPlan manages all notifications related to the Pension Plan, creating customised alerts that ensure companies are always informed of any important changes or required actions.

Support

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Support

GoPlan has a specialised support team that provides assistance with queries and other issues relevant to users.

Enquiries

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Enquiries

The tool offers different user profiles (company, employees and control committee) a personalised dashboard for proper monitoring of the Plan, allowing real-time monitoring of profitability, contributions, benefits and other relevant information. This facilitates informed decision-making and ensures the efficiency and sustainability of the Plan.

Fully digital environment based on Artificial Intelligence

Profiles

We value your employees' future

GoPlanhighlights the value of the Pension Plan to employees. It helps them understand their financial situation and plan for retirement with personalised, real-time information about the Plan and Social Security, with the option of including information about individual savings.

In addition, employees have access to a catalogue where they can find training and resources related to financial education.

We facilitate pension management in companies

Companies can manage their pension plans more easily than with traditional processes, automating administrative tasks, including a contribution calculation engine, and strengthening plan governance. In addition, the company can analyse workforce data to manage its evolution.

Specific module for the Control Committee

GoPlan has a specific module for members of the Control Committee, facilitating the governance of the Plan, ensuring transparency and proper supervision of the Plan. This module is adaptable to any Control Committee structure.
It's a new way to approach retirement without worries
It is a positive attitude towards a new and exciting
stage of life
It is wanting, it is enjoying, it is being happy
It is wanting to continue steering the ship when you are finally the master of your own time

Frequently Asked Questions

GoPlan is an innovative digital platform designed for the comprehensive management of occupational pension plans and funds and other collective savings benefits. It facilitates administration and improves the experience for both companies and employees. GoPlan enables companies to manage their pension plans more easily and efficiently by automating administrative tasks and offering intelligent data analysis. For employees, it provides financial planning tools and access to educational resources, helping them understand their financial situation and prepare for a secure retirement. Discover how GoPlan can transform the way you manage your financial future!

 

GoPlan is currently in the testing phase and is expected to be launched on the market during the last quarter of the year. This is a unique opportunity for you: we are inviting a small group of potential customers to participate in this testing phase. By joining, you will not only have early access to a robust and innovative platform for managing pension plans, but you will also enjoy great exclusive benefits, such as personalised support and the opportunity to influence the final development of GoPlan. Don’t miss this opportunity to be part of something revolutionary in the management of occupational pension plans and the financial well-being of your employees!

If you are interested in joining this select group, contact us for more details and secure your place in the launch of GoPlan!

Any sector or company, whether or not it already has an occupational pension scheme, can join GoPlan. This platform is designed to simplify plan management processes, strengthen governance and provide employees with an effective financial planning tool, as well as access to educational resources that will help them achieve financial independence upon retirement. Join GoPlan and transform the management of your company’s and your employees’ retirement plans!

 

GoPlan can be used by employees, companies, and members of the Control Commission. Each of these groups has access to different functions that facilitate the management and monitoring of Pension Plans and other company retirement systems. Discover how GoPlan can transform the management of your future!

GoPlan enables companies to manage their pension plans more easily, quickly and securely than traditional processes. It automates administrative tasks and strengthens plan governance, allowing companies to analyse data on their workforce, plan the financial management of retirement systems and employee severance, among many other advantages. Give your company the edge it needs with GoPlan.

GoPlan is specifically designed for managing occupational pension plans and funds. However, its approach and open architecture allow for the integration of other supplementary social welfare products, such as group savings insurance. Explore how GoPlan can be the first step towards better management of your company’s plans and your employees’ savings!

GoPlan helps employees understand their financial situation and plan for retirement through financial simulations. Employees have access at all times to information about their retirement systems, financial data about the Plan, and relevant documentation. It provides a repository where they can access resources related to financial education, ensuring that they are well informed about their Plan and Social Security. Invite your employees to discover everything GoPlan has to offer!

GoPlan offers companies simpler management of their pension plans, including data from their own retirement systems and analysis of employee and participant data. This allows companies to make informed decisions and improve transparency in fund management. Make your company more efficient and responsible with GoPlan!

GoPlan includes a specific module for members of the Control Committee, facilitating the governance of the Plan and ensuring transparency and correctness in its management. This guarantees effective structural auditing and confidence in the administration of the Plan. Discover how GoPlan can strengthen the governance of your pension plan!

Yes, GoPlan is a flexible platform that can be adapted to different types of pension plans, including simplified or sector-specific plans. This allows companies in the sector to manage their plans more efficiently, regardless of their structure, and provides the sector with a tool to govern the plan. Join GoPlan and transform the management of your pension plan!

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The first digital platform for managing employment Pension Plans and retirement savings schemes.

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