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
Pension Switching New Pension Projection Cashflow & Drawdown Strategies Retirement Planning Investment Switching Defined Benefit Transfer Rapid Reviewer
Classic
Classic+
Premium
Ultimate