Innovation & Value
SELECTAPENSION, INNOVATION AND VALUE THROUGHOUT 2020 AND BEYOND!
“Maintaining our independence means we can keep our costs down, provide more functionality and not being tied to any other organisation means we can cater for all.” Andy McCabe – MD
In November 2020 we will be releasing our new portfolio comparison tool. This will enable you to create single or multiple portfolios showing past performance and asset allocation/target asset allocation. These can then be used in our Switching and Cashflow tools. You will also be able to:
- Include benchmarks
- Fully edit the report
- Include Morningstar factsheets and x-ray documents
We are also pleased to announce that it will be offered to all Selectapension subscribers FREE of charge.
This comprehensive and unique tool provides Cashflow Modelling, Drawdown Analysis, and Stress Tests in one streamlined package.
This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance, and filter by features and financial strength.
and one more thing…
A new service that will change the way you work forever!
FREE to all Selectapension subscribers…
For further information
1st October 2020 Defined Benefit Updates
9th September 2020 Autumn Changes
15th July 2020 A NOTE FROM THE MD
25th May 2020 Selectapension launches Cashflow Modeller
23rd March 2020 Changes for Covid19