Money Purchase

Money Purchase


The Selectapension Money Purchase Multi Transfer Analysis tool allows you to input multiple ceding schemes with different projection rates and fund choices to produce a client facing report. In addition, the tool allows input of:

  • Remuneration breakdown
  • Projections to multiple ages
  • Monetary or Inflation Adjusted Projection
  • Specific Plan Features to meet your clients' needs
  • Total on-going charge of the proposed transfer

The Money Purchase Multi Transfer presents you with consolidated and individual results, showing:

  • Critical yield calculations and projections
  • Death benefit and PCLS comparison
  • Fully editable FCA Switching Template
  • Estimated transfer value at yearly intervals across the required term
  • Fund projections resulting from future contributions redirected
  • Estimated on-going charges for the existing scheme

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