The portals connect Lumera’s administration platform, Lumera AxyLife, with Yellowtail Conclusion’s digital portal solution, so participants view real-time pension information directly from the administration system. Lumera AxyLife automatically processes changes that participants make in the portal, keeping data consistent and reliable across all systems.
In the pension planner, participants explore flexibility options and immediately see the effect on their future benefits, while the document archive stays up to date and accessible at all times.
“In just one year, we’ve gone from entering into a partnership to bringing portals live for clients and their participants,” says Chris Melis, Managing Director of Lumera Netherlands. “This shows how administration and digital services can be fully integrated to support pension funds in a complex and constantly changing market.”
“From the start, the ambition wasn’t just to connect systems, but to turn complex administrative data into a clear, structured digital experience for participants,” says Daniël Breunese, Director Operations, Pensions & Capital at Yellowtail Conclusion. “Through close collaboration, we’ve set up an efficient and transparent way of working that lets pension funds offer reliable digital services, fully aligned with the administration.”
Clients are already seeing the benefits of the joint solution.
“The integration between Lumera and Yellowtail Conclusion has strengthened our services to participants,” says Dénis Vinke, Director at Dion Pensioen Services. “Because accurate information is linked directly to the administration, we have more confidence in our digital communication, and participants get a clearer picture of their pension situation.”
Following this first phase, Lumera and Yellowtail Conclusion will expand their joint offering with employer and transition portals, further strengthening digital pension services in the Dutch market.