Edmond Halley

What Edmond Halley does

Edmond Halley B.V. is a Dutch pension advisory firm founded in 2007 and headquartered in Utrecht, operating as a subsidiary of D&S Holding B.V. within the distribution and services division of ASR Nederland N.V. (a.s.r.). The firm provides pension advice, actuarial services, employee pension communication, and ongoing pension administration support to employers, works councils, and pension funds in the Netherlands. Its core product portfolio is organized around three pillars: PensioenAdvies (advisory and actuarial services delivered using the proprietary INVERT methodology that inverts the traditional pension advice process by starting with desired outcomes for employees and the company before addressing technical constraints), PensioenCommunicatie (employee communication services including group presentations, individual pension conversations, and the PensioenVan digital employee portal), and PensioenSupport (ongoing scheme administration and contract management delivered as a monthly subscription). The PensioenVan portal is a proprietary employee-facing platform showing total financial position in net monthly amounts across all pension sources, with a privacy-by-design architecture that processes personal data locally on the employee's device.

The firm's revenue model blends professional services and subscriptions. Advisory and actuarial work is billed at hourly rates between €254 and €360, with a free first introductory meeting. Recurring revenue comes from PensioenSupport subscriptions at €95/month base plus €12/month per managed scheme and PensioenVan at €93/month per company. A referral partnership with Apple Tree Financieel Adviseurs generates fee income from Direct Ingaand Pensioen (DIP) purchase advisory, with Edmond Halley-connected employees receiving a 25% discount. Go-to-market is direct enterprise field sales targeting large employers with complex multi-stakeholder decision-making processes (works councils, social partners, multinationals), supplemented by MKB (SME) clients and pension funds. The company is AFM-registered since 19 February 2013 under number 12041540 and markets through a content-driven blog, Pardot email lists, a fully functional demo portal, and 20 published client case studies spanning automotive, healthcare, technology, retail, utilities, and pension fund clients including BMW, Canon, DELA, IKEA, Siemens, Veolia, Algemeen Pensioenfonds KLM, and Pensioenfonds Rail & OV. The team is described as small (approximately 11 employees) with active hiring across consulting and support roles.

Name

Edmond Halley

Legal name

Edmond Halley B.V.

Website

https://edmondhalley.nl

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Edmond Halley is a Dutch pension advisory firm providing pension advice, actuarial, communication, and ongoing support services to employers, works councils, and pension funds, using its proprietary INVERT methodology and PensioenVan employee portal. A subsidiary of a.s.r. group.

Ownership category

akta.pro rank

Product category

Pension Advisory Services

NAICS

Human Resources Consulting Services (541612), Pension Funds (52511), Insurance and Employee Benefit Funds (5251)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYBPACAKAE

Benefits Administration & Total Rewards Outsourcing

Business & Public Services/HR, Staffing & Recruitment Services/HR Outsourcing (HRO) & Shared Services

SECONDARYFSAEADAC

Employee Benefits Brokerage & Consulting

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

Keywords

• Pension advisory services
• Actuarial consulting
• Pension scheme management
• Employee pension communication
• Pension support subscriptions

Headquarters

HQ city

Utrecht

HQ country

Netherlands

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Pension Advice and Actuarial Services: Advisory services for pension scheme design, renegotiation, and implementation. Charged at hourly rates between €254 and €360. Includes works council advisory, employer advisory, scheme conversion, and new pension system transition services.
2. PensioenSupport Subscription: Monthly subscription for ongoing pension scheme management. Base subscription at €95/month plus €12/month per managed pension scheme. Includes contract management, administrative oversight, and employer point of contact.
3. PensioenVan Employee Portal: Monthly subscription at €93/month for the entire company, providing employee-facing pension portal with personalized financial overviews and communication tools.
4. Pension Communication Services: Project-based or hourly-fee services for employee pension communication including group presentations, personal pension conversations, helpdesk, and scheme change communication.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Edmond Halley is a Dutch pension advisory firm that delivers pension advice and actuarial services, pension communication, and ongoing pension support to employers, works councils, trade unions, and pension funds. Services are organized around three pillars—PensioenAdvies (advisory using the proprietary INVERT method), PensioenCommunicatie (employee engagement and personal pension conversations), and PensioenSupport (ongoing scheme administration and contract management)—and include the PensioenVan digital employee portal and retirement assistance via a partnership with Apple Tree.

Product overview

Edmond Halley is a Dutch pension advisory firm offering a portfolio of interconnected services organized around three core pillars: PensioenAdvies (advisory and actuarial services using the proprietary INVERT method), PensioenCommunicatie (employee communication and engagement services), and PensioenSupport (ongoing pension scheme administration and contract management). The offering is delivered as service modules that can be combined, including the PensioenVan digital employee portal, helpdesk services, administrative services, and audit capabilities. A partnership with Apple Tree provides pension calculation and retirement shopping tools for employees nearing retirement.

Differentiator

Problem solved

Functional benefit

Brands

• PensioenVan: Employee pension portal that provides employees with a comprehensive overview of their total financial position including current income and pension income in net monthly amounts.
• INVERT

Products and services

• PensioenAdvies en actuariaat

Quantifiable outcome

• High employee acceptance rates for new pension schemes — in multiple client cases, 100% of employees accepted new pension arrangements after individual conversations
• +2 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Apple Tree Financieel AdviseurscoreStrategic or Co-development PartnerPartnership for Direct Ingaand Pensioen (DIP) purchase advisory. Apple Tree provides a free calculator to compare DIP offerings across Dutch insurers, offers personal advice on DIP selection, and handles the purchase and administrative process. Edmond Halley-connected employees receive 25% discount (€600 instead of €800). Edmond Halley receives a small referral fee from Apple Tree.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Regional players

• AZL: AZL is a Dutch pension administration and advisory firm focused on pension fund back-office services. Operates adjacent to Edmond Halley in the Dutch market, with overlapping client base of pension funds and employers.
• TKP: TKP is a major Dutch pension administrator (uitvoeringsorganisatie) that provides pension administration services to employers and pension funds. While it operates more on the administration side than advisory, it is part of the same Dutch pension value chain Edmond Halley serves.

Direct peers

• Montae: Montae is a Dutch independent pension advisory firm advising employers, pension funds, and works councils on pension scheme design and administration. It is one of the closest scale and methodology comparables to Edmond Halley in the mid-market Dutch segment.
• Sprenkels & Verschuren: Sprenkels & Verschuren is a Dutch boutique pension and actuarial advisory firm serving employers and works councils on scheme design, communication, and WTP transition. Comparable to Edmond Halley in client profile and advisory-led service model.
• VelzArt: VelzArt is a Dutch pension and HR advisory boutique focused on employer pension scheme advisory and works council support. Closely matches Edmond Halley's niche positioning and enterprise mid-market target segment.
• Tandem Pensioenadviseurs: Tandem Pensioenadviseurs is a Dutch independent pension advisory firm advising mid-market employers and works councils on scheme design and WTP transitions. Closely comparable in size, scope, and target segment to Edmond Halley.

Broad incumbents

• Mercer (Netherlands): Mercer is a major global consulting firm with a significant Dutch pension and benefits advisory practice serving multinational employers and pension funds. Overlaps with Edmond Halley on large-employer pension advisory but at vastly larger scale.
• Aon (Netherlands): Aon is one of the largest global actuarial and pension consulting firms with a substantial Dutch practice advising large employers and pension funds. Competes with Edmond Halley on enterprise mandates while operating at materially greater scale and breadth.
• Willis Towers Watson (Netherlands): WTW is a leading global actuarial and benefits consulting firm with a Dutch practice serving large employers and pension funds. Competes for the same enterprise pension advisory mandates as Edmond Halley, with substantially deeper resources.

Emerging players

• Appel Pensioenfondsen: Appel Pensioenfondsen is a Dutch pension services provider offering advisory and administrative support to small and mid-sized employers and their pension arrangements. Comparable emerging peer in the Dutch mid-market pension advisory space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/edmond-halley-pensioenmanagement
• Xx.com/edmondhalley
• Facebookfacebook.com/edmondhalley

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edmond Halley