Selectapension | Market leading financial planning software

It’s as easy as
1, 2, 3

1. Book a demo

Signup to our FREE one to one system walkthrough

Book a demo

Book a demo Signup to our FREE one to one system walkthrough

Click Here

2. Setup account

Once you’ve chosen a package we create your login and profile

Book a demo

Book a demo Signup to our FREE one to one system walkthrough

Click Here

3. Go, go, go!

You're ready to go and support is at hand to get you started

Book a demo

Book a demo Signup to our FREE one to one system walkthrough

Click Here

Efficient reporting, made easy!

Today, SelectAPension's innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

BOOK YOUR FREE DEMO TODAY

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Save time with Selectapension

We help professional Advisers give the best advice to their clients, by equipping them with high quality products and services, backed by great support and training.

BOOK YOUR FREE DEMO TODAY

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Why 65% of IFA’s
choose Selectapension

This is why we’re No.1 in the market

Why choose us?

The retirement planning market has never been so dynamic thanks to the Pensions Freedoms introduced in 2015. Selectapension has responded by continuously developing our tools and launching new services to support Advisers.

TOOLS

PENSION SWITCHING

NEW PENSION PROJECTION

CASHFLOW & DRAWDOWN STRATEGIES

RETIREMENT PLANNING

INVESTMENT SWITCHING

DEFINED BENEFIT TRANSFER

PORTFOLIO COMPARISON

QROPS TRANSFER ANALYSIS

RAPID REVIEWER

SERVICES

REPORT WRITING