“Over the years I have accumulated many clients with pension pots from either closed funds or pre stakeholder charging funds. I have been conscious that these possible transfers could generate additional income for my business whilst also benefiting the clients with improved pension funds.The worry over compliance and the time involved in assessing the cases was always a deterrent. However using the Selectapension system(s), I can do this quickly, easily and cost effectively.          

For example, I have just completed a case that took a total 6 hours (including client visit), and earned me in excess of £2500. Had I not used the Selectapension system, this would have taken days to do. I shall certainly be making the most of their software from now on - it saves time and effort, it's simple to use and means I can do much more business in less time '' 
Andy Voles IFA .

 "A few weeks into using Selectapension I wanted to let you know I am delighted with the results so far Specifically:  I have been able to add value to my advice with a meaty, easily understood report which took a few minutes to produce and which contains what would otherwise have been hours of research and comparisons, even using Exchange or O&M.  The TVAS facility is frankly breathtaking in what it does especially where people have more than one pension to transfer into the new arrangement.’’  
Lee Clarke IFA


''I started using Selectapension in January 2007; at this point my knowledge of pensions was limited. When I first started at XXX Financial Services my role was to set up and manage a group SIPP for a leading solicitors firm, when we started to conduct meeting it came to light that nearly or all of the members had numerous pensions elsewhere.  Consolidation was key for a majority of these members.  The money purchase transfer analysis was key to us to be able to provide our recommendations; however, with the minimal knowledge I had I did need some further assistance.

From the first call I made to Selectapension, I found them to be more than helpful, extremely flexible and nothing was too much trouble..! Since this time Selectapension have even visited me to ensure that I was fully utilising the system. If I have any problems at all they will ensure this is dealt within the hour, if not they will let me know as to why.  The system is extremely user friendly, self-explanatory and the report that is issued covers every aspect that need to be covered for compliance reasons.

I would recommend this system to anyone, but this system would not be the same without the technical support that you receive from the staff there.  They are second to none. (Independent IFA based in Preston)''
Kelly Qarau-Haslehurst, IFA Paraplanner


“We have found Selectapension to be a valuable, practical, flexible and cost-effective tool for both defined benefit and defined contribution transfer calculations.”  
John Fender IFA

‘Since dealing with SelectaPension I have found their service, assistance and quote systems to be exemplary and have no hesitation in recommending them.’
Ian Pegrum IFA