The Money Purchase, Asset Reviewer, Provider Comparison and Income Drawdown & Annuity Suite are to be rebranded.

Andy McCabe, Managing Director explains “We pride ourselves on offering relevant tools for advisers and paraplanners, however, we recognise that the industry has been inundated with many new regulatory requirements in recent years.  We wanted to ensure that our customers can easily identify which of our tools they should use for particular aspects of analysis work.  The new names more accurately reflect the functionality.”

The user journey, reports, and pricing for these tools are unchanged.

So, from 3rd September 2018:

Money Purchase becomes Pension Switching

Asset Reviewer becomes Investment Switching

Provider Comparison becomes New Pension Projections

Income Drawdown & Annuity Suite becomes Drawdown & Annuity

Details about our full portfolio are available here.