Selectapension  |  Market leading financial planning software

              SALES | 01892 669494     SUPPORT | 01892 669495

PRODUCTS

Pension and Investment Switching

CONSOLIDATION ANALYSIS

The SELECTAPENSION Pension Switching tool allows you to input multiple ceding schemes with different projection rates and fund choices to produce an easy to read, client facing report.

The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers – either to retain or remodel existing investments or switch to a new product.

These tools includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance and filter by features & financial strength. We have a range of DFM strategies and model portfolios to select and the FCA Switching template is pre-populated (where applicable) for compliance.

Full training and ongoing telephone support are included with this subscription.

DOWNLOADS:

Email us for a sample report

hello@selectapension.com

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FEATURES

The UK’s no.1 financial software…

Gets better and better

SALES 01892 669494

SUPPORT 01892 669495

PINE GROVE ENTERPRISE CENTRE, PINE GROVE, CROWBOROUGH, EAST SUSSEX, TN6 1DH

REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM