Selectapension  |  Market leading financial planning software

           NEWSLETTER SIGNUP      SALES | 01892 669494     SUPPORT | 01892 669495

PRICES & PACKAGES

Selectapension offers 3 packages.
Switching, Switching Plus & Ultimate
Our packages start from £50 per month inc. vat

CONTACT US FOR A QUOTE

Click Here

Award winning 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

INTEGRATIONS

Switching

PACKAGE
CONTACT US
FOR A QUOTE
  • 1 User
  • Pension Switching
  • Investment Switching
  • Drawdown Switching
  • New Pension Projections
  • New Investment Projections
  • Portfolio Comparison
  • Morningstar Fund Data and
    AKG With Profits Data

Switching Plus

PACKAGE
CONTACT US
FOR A QUOTE
  • 2 Users
  • Pension Switching
  • Investment Switching
  • Drawdown Switching
  • New Pension Projections
  • New Investment Projections
  • Portfolio Comparison
  • Morningstar Fund Data and
    AKG With Profits Data
  • Cashflow & Drawdown Strategies
  • Rapid Reviewer

Ultimate

PACKAGE
CONTACT US
FOR A QUOTE
  • 3 Users
  • Pension Switching
  • Investment Switching
  • Drawdown Switching
  • New Pension Projections
  • New Investment Projections
  • Portfolio Comparison
  • Morningstar Fund Data and
    AKG With Profits Data
  • Cashflow & Drawdown Strategies
  • Rapid Reviewer
  • Defined Benefit TVAS

It’s as easy as
1, 2, 3

1. Book a demo

Signup to our FREE one to one system walkthrough

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
Click Here

2. Setup account

Once you’ve chosen a package we create your login and profile

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
Click Here

3. Go, go, go!

You're ready to go and support is at hand to get you started

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
Click Here