Selectapension | Market leading financial planning software
NEWSLETTER SIGNUP SALES | 01892 669494 SUPPORT | 01892 669495
PRICES & PACKAGES
Classic
PACKAGE
£ 40
00*
Per Month -
1 User
-
Pension Switching
-
Portfolio Comparison
-
New Pension Projections
Book demo
*Price Inc.VAT
Classic+
PACKAGE
£ 80
00*
Per Month -
1 User
-
Pension Switching
-
Portfolio Comparison
-
New Pension Projections
-
Cashflow & Drawdown
-
Retirement Planning
Book demo
*Price Inc.VAT
Premium
PACKAGE
£ 120
00*
Per Month -
2 Users
-
Pension Switching
-
Portfolio Comparison
-
New Pension Projections
-
Cashflow & Drawdown
-
Retirement Planning
-
Investment Switching
-
Rapid Reviewer
Book demo
*Price Inc.VAT
Popular
Ultimate
PACKAGE
£ 160
00*
Per Month -
3 Users
-
Pension Switching
-
Portfolio Comparison
-
New Pension Projections
-
Cashflow & Drawdown
-
Retirement Planning
-
Investment Switching
-
Rapid Reviewer
-
Defined Benefit Transfer
Book demo
*Price Inc.VAT
Selectapension offers various packages that include multiple tools that falls on individual areas for the advisors. All tools and packages come with the following as standard:
- Excellent customer service and training
- Live telephone in-case support Mon-Fri and email support (response within 2 hours)
- Morningstar funds research, X-Rays and Portfolio Comparison
- AKG downloadable with profits and Company profile reports
- Bespoke funds with past performance charts/graphs
- Sustainable Drawdown and State Pension Modelling
- Bespoke plans and workplace pensions on all tools
- Branding of reports (font/logo/colours)
- Full Word functionality and PDF secure reports
It’s as easy as
1, 2, 3
1. Book a demo
Signup to our FREE one to one system walkthrough
2. Setup account
Once you’ve chosen a package we create your login and profile
3. Go, go, go!
You're ready to go and support is at hand to get you started
Pension Switching
Pension Switching
CONSOLIDATION ANALYSIS
Details
New Pension Projections
New Pension Projections
ACCUMULATION, REGULAR & SINGLE CONTRIBUTIONS
Details
Cashflow & Drawdown Strategies
Cashflow & Drawdown Strategies
DECUMULATION PLANNING
Details
Retirement Planning
Retirement Planning
RETIREMENT INCOME BENEFITS
Details
Investment Planning
Investment Planning
SOURCING, PROJECTIONS & SWITCHING
Details
Defined Benefit Transfer
Defined Benefit Transfer
PENSION TRANSFER ANALYSIS
Details
Rapid Reviewer
Rapid Reviewer
INVESTMENT & PENSION CLIENT REVIEWS
Details
Portfolio Comparison
Portfolio Comparison
MULTIPLE /INDIVIDUAL FUND & PORTFOLIO COMPARISON
Details
QROPS Transfer Analysis
QROPS Transfer Analysis
OVERSEAS TRANSFER ANALYSIS TOOL
Details
SELECTAPENSION HOUSE, ERIDGE ROAD, CROWBOROUGH, EAST SUSSEX, TN6 2SL
REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: INFO@SELECTAPENSION.COM
