# Trade Mark Journal No.2026/005 30 January 2026

## UK00004319136 5 January 2026 (9,36,42)

Mark 1

Mark 2

Class 9
  Downloadable mobile application software allowing users to plan, manage, and optimise their financial savings, pensions, and investments; Computer software and applications for use in financial planning, pension management, and investment strategies; Downloadable software for guided financial journeys using behavioural science and nudge theory to assist individuals in managing retirement savings; Software for monitoring, implementing, and automating investment strategies; Downloadable software for creating and managing sustainable retirement income strategies; Software for use in analysing pension fund performance and recommending adjustments; Downloadable algorithms for financial modelling and strategy planning; Mobile and desktop applications for use by financial advisers in managing client portfolios; Integration software for connecting pension scheme providers, wealth management platforms, and investment funds; Software for enabling self-invested personal pension management; software for facilitating connections to third-party algorithms and investment platforms.
Class 36
  Financial advisory services for retirement planning and income generation; Pension scheme management and consultancy services; Pension fund administration and management; Investment management services focusing on sustainable income generation; Provision of financial information and analysis through a digital portal for use by financial advisers and individuals; Financial services utilising behavioural science and nudge theory to assist individuals with managing pension savings and investments; Provision of financial modelling services for retirement planning and investment strategies; Financial services facilitating the monitoring and adjustment of investment portfolios; Advisory services for wealth management platforms and pension providers; Financial services supporting self-invested personal pensions (SIPPs); Financial consultancy for integrating digital pension schemes with investment platforms; Financial solutions designed for use with proof-of-concept schemes such as My Time Pension.
Class 42
  Software as a Service (SaaS) for financial planning, pension management, and retirement income generation; Development and maintenance of algorithms for use in financial services, including pension fund management and investment strategies; Hosting platforms and portals for use by pension scheme providers, financial advisers, and their clients; Cloud-based platforms for managing and optimising pension savings and investments; Design and development of digital tools and guided journeys using behavioural science and nudge theory to assist individuals in financial planning; Hosting of web-based applications for monitoring and managing financial strategies; Custom software development for retirement income sustainability modelling; Algorithmic design and hosting services for automated financial analysis; Consulting services in the design and development of financial technology solutions; Hosting and integration of platforms for connecting pension scheme providers, wealth management platforms, and investment funds; Development of technology to facilitate collaboration with third-party algorithm providers; Software engineering for self-invested personal pensions on platforms; Technical support services for financial technology solutions.

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