Isaac gives every employee a personal retirement plan on their phone - comprehensive enough to keep them engaged all year, simple enough to use in two minutes.
No financial advice. No IT integration. No jargon. Deploys in a week - price drops as more employees adopt.
Most employees contribute the minimum because they can’t see the impact of changing. Isaac makes the invisible visible.
“Financial support isn’t a ‘nice to have’. It’s a core business issue. When people feel more positive about their money, they’re more focused, more engaged and able to perform better at work.”
Isaac combines deep financial modelling with an interface anyone can use. Employees get a clear picture of their retirement in minutes - and keep coming back to refine it.
No procurement headaches, no IT dependencies, no legal review. Just a conversation, an agreement, and activation codes.
15 minutes. We learn about your team, pension scheme, and goals. We’ll show you a live demo tailored to a typical employee at your company.
Simple order form. Annual billing via invoice or Stripe. No legal paperwork required - employee data never touches our servers.
Staff download Isaac from the App Store or Google Play, enter a code, and see their personalised retirement projection in 2 minutes. The depth of planning tools keeps them engaged all year - no chasing required.
Not just a pension calculator - a comprehensive financial planning tool that covers every aspect of retirement. The depth is what keeps employees coming back.
Employees see exactly when their money runs out - or doesn’t. A clear timeline from now to age 100 combining all their income sources.
What if I retire at 60 vs 67? What if I increase contributions by 2%? Employees model different paths and see the impact side by side.
Property, ISA & savings, extra income, spending phases, big purchases, inheritance - everything that feeds into retirement, in one place.
Employees can link with a partner, sync changes in real time, and see the household view. Two people, one shared retirement plan.
Anonymised engagement stats - activation rates, feature usage, scenario activity. Track value without seeing any individual data.
Professional A4 reports with charts that employees can export and share with their financial adviser or use in benefits reviews.
Flexible drawdown, annuity, or a blended approach with an emergency fund reserve. Employees choose what fits their comfort level.
Model properties, mortgages, and downsizing at a chosen age. See how housing wealth feeds into retirement income.
All financial data stays on the employee’s phone. Nothing is stored on our servers. No DPA required, no InfoSec review.
Supports employees at every career stage - from early savers to those already drawing pensions.
Built-in educational content covering pension basics, tax relief, and retirement income options. Employee education on tap.
Employees can see exactly how projections are calculated. Full transparency builds trust in the numbers.
A tiered fee structure that rewards adoption. The more employees engage, the lower your effective cost per head.
Annual billing. Minimum 10 employees. Every user gets full premium access - unlimited scenarios, PDF export, employer branding, and dashboard.
Financial data is stored on the employee’s phone. Never on our servers. Never shared with the employer.
You get organisation codes. Employees link themselves. No names, emails or payroll data leaves your organisation.
No employee data is processed on your behalf. No legal paperwork, no InfoSec review required.
15-minute call, no commitment, no hard sell - just a look at what your employees would get.
support@isaacmoney.com · isaacmoney.com/employers
Isaac is an educational planning tool - not financial, investment, tax, or legal advice. We’re not authorised or regulated by the FCA. Projections are based on what the employee enters and aren’t guarantees (pensions and investments can go down as well as up). For proper decisions, employees should always talk to a qualified, FCA-regulated adviser. Isaac does the maths. Advisers do the advice.