Selectapension  |  Market leading financial planning software

              SALES | 01892 669494     SUPPORT | 01892 669495

PRODUCTS

Defined Benefit Transfer

TVC, INCOME MODELLING AND LIFETIME ALLOWANCE

The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing:

Full training and ongoing telephone support are included with this subscription.We have a range of DFM strategies and model portfolios to select.

INCLUDED IN PACKAGES:

DOWNLOADS:

Email us for a sample report

hello@selectapension.com

INTEGRATED WITH:

TRANSFER VALUE COMPARATOR (TVC)

INCOME MODELLING FEATURE

LIFETIME ALLOWANCE FEATURE

The UK’s no.1 financial software…

Gets better and better

SALES 01892 669494

SUPPORT 01892 669495

PINE GROVE ENTERPRISE CENTRE, PINE GROVE, CROWBOROUGH, EAST SUSSEX, TN6 1DH

REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM