Money Purchase

Transfer Analysis Tool including research according to Fund Portfolios, Sector Groups or Managed Funds, giving Critical Yield calculations and projections. You can input multiple ceding schemes with a fully editable FSA Template and commission breakdown.

• No set-up or per-case fees, straightforward and easy to use input screens
• Full Transfer Value Analysis – will satisfy the majority of Compliance needs
• Death Benefit Comparison
• Calculate critical yield using all standard revaluation methods
• Access to a large number of Pension Providers’ plans, plus a Generic 1% plan which can be bespoked to allow for an alternative charging structure
• Projected fund values at monetary growth rates, SMPI and real rates
• Quick Evaluation – often suitable for straightforward MP cases or to identify non-viable transfer cases at an early stage
• Consolidated and individual results set for your clients current and new scheme
• Automatic and immediate upgrades ONLINE - no need for you to install upgrades
• Individual and personalised client-friendly reports for your clients
• All reports for cases are archived and stored on your account for later use
• Fund information with fact sheets