Mercer Money

Mercer Money is an online pension and financial management platform.

It uses the latest open finance technology to allow you to bring together all your financial information in one place. Once you’ve connected your accounts, the platform will help you stay on track with useful prompts along the way.


Use Mercer Money as your handy tool for your short, medium and long-term savings.

Key features of Mercer Money:
• Making pensions easier than ever – connect your pension history to keep track of your old pots
• Understanding investments – see a breakdown of where your savings are held
• Connect your wider world – bring together your wider finances (savings, investments, ISAs, property and more)
• Financial insights – see breakdowns of your saving and spending
• Take action – make important updates to your account through easy-to-use online processes
• Keep track – keep an eye out for helpful reminders along the way

How it works:
Mercer Money uses Open Banking technology to access your financial data (the information held by your various bank accounts) with your permission.

As well as showing you all your finances in one place, Mercer Money analyses your saving and spending activity to give you nudges, hints and tips to help you manage your money.

And because it links to your pension, you can use Mercer Money to calculate how much cash you might have in retirement.

Please note: Some features of Mercer Money may not be available depending on the employer associated with your access