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 | |||
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Classic | |||||||||
Classic+ | |||||||||
Premium | |||||||||
Ultimate |