Selectapension  |  Market leading financial planning software

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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:

INTEGRATED WITH:

TRANSFER VALUE COMPARATOR (TVC)

INCOME MODELLING FEATURE

LIFETIME ALLOWANCE FEATURE

The UK’s no.1 financial software…

Gets better and better