Selectapension | Market leading financial planning software
NEWSLETTER SIGNUP SALES | 01892 669494 SUPPORT | 01892 669495
PRODUCTS
New Pension Projections
ACCUMULATION, REGULAR & SINGLE CONTRIBUTIONS
Calculate forecasts from regular contributions and single contributions.
You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations.
The New Pension Projections tool is provided as standard with all SELECTAPENSION packages.
INCLUDED IN PACKAGES:
DOWNLOADS:
INTEGRATED WITH:
FEATURES
- Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market.
- Instant due diligence on what is available to your clients in the market, based on your requirements. This includes a range of pension product types, past performance, product charges, reduction in yield and the ability to filter by features & financial strength.
The UK’s no.1 financial software…
Gets better and better
Pension Switching
Pension Switching
CONSOLIDATION ANALYSIS
Details
New Pension Projections
New Pension Projections
ACCUMULATION, REGULAR & SINGLE CONTRIBUTIONS
Details
Cashflow & Drawdown Strategies
Cashflow & Drawdown Strategies
DECUMULATION PLANNING
Details
Investment Planning
Investment Planning
SOURCING, PROJECTIONS & SWITCHING
Details
Defined Benefit Transfer
Defined Benefit Transfer
PENSION TRANSFER ANALYSIS
Details
Rapid Reviewer
Rapid Reviewer
INVESTMENT & PENSION CLIENT REVIEWS
Details
Portfolio Comparison
Portfolio Comparison
MULTIPLE /INDIVIDUAL FUND & PORTFOLIO COMPARISON
Details
QROPS Transfer Analysis
QROPS Transfer Analysis
OVERSEAS TRANSFER ANALYSIS TOOL
Details
PINE GROVE ENTERPRISE CENTRE, PINE GROVE, CROWBOROUGH, EAST SUSSEX, TN6 1DH
REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM
