A note from the MD

In the 16 years of running Selectapension and over 30 years in the industry this has been the hardest period I have encountered in the financial world.

Selectapension strives to provide our customers with the highest level of satisfaction through our products and customer service.
To assist with ensuring this level of service I have engaged Tempest Cosgrave to perform a third-party customer survey on my behalf, for whom may or may not get in touch with a short survey.

Thank you for your assistance in ensuring we can provide the highest levels of customer service and customer support.

Goodbye Peter Bradshaw – Locked down indefinitely!

During the Coronavirus pandemic Selectapension said goodbye to an influential part of the business – Peter Bradshaw. After over 40 years in the industry and 9 years with Selectapension, Peter decided to take early retirement and enjoy the quieter time of life! Peter was a well-respected speaker in the Financial Industry, and we thank him for his contribution towards the business. We will miss him and wish him all the best in his retirement.

Welcome aboard!

However, during the pandemic, we decided after 16 years of outsourcing our software development to a third-party company, that it was time to bring it in-house. We recognised this would enable us to develop and react to customer feedback as well as create integrations quicker.

We will be able to deliver new innovations which will altogether benefit our customers when it comes to saving time and money.

We are working on some new and exciting solutions which will inevitably save advisers time rekeying and produce better streamlined solutions. More announcements will be made on what’s coming later this year.

Remodel with Cashflow!

We also released our cashflow modelling tool which provides users with a complete end to end retirement planning solution, combining fully featured cashflow analysis with independent product research cost comparisons, and stress testing. It reduces the need for users to have to dip in and out of different software for client analyses.

Walk-through videos

We now have new walk-through videos for our Pension Switching and Cashflow & Drawdown Strategy tools. You can find these under the ‘User Guides’ section.