The SELECTAPENSION Pension Switching tool allows you to input multiple ceding schemes with different projection rates and fund choices to produce an easy to read, client facing report.
The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers – either to retain or remodel existing investments or switch to a new product.
These tools includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance and filter by features & financial strength. We have a range of DFM strategies and model portfolios to select and the FCA Switching template is pre-populated (where applicable) for compliance.
Full training and ongoing telephone support are included with this subscription.
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