Pension Monster saves considerable time at the initial fact finding stages of the pension planning process. It costs nothing to use and provides an easy way for Advisers to engage with new clients and understand their current financial position and retirement goals.
Pension Monster allows Advisers to determine the most appropriate service to offer their client, for example a transactional service or face to face meeting.
The powerful Link & Track service means an Adviser can monitor when a report has been completed, indicating the client may be ready for further discussions.
If required, for a small annual charge, the system can be tailored to include an Adviser’s company logo and/or preferred products panel.