Calculate forecasts from regular contributions and single contributions.

You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations.


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  • Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market.
  • Instant due diligence on what is available to your clients in the market, based on your requirements. This includes a range of pension product types, past performance, product charges, reduction in yield and the ability to filter by features & financial strength.

The New Pension Projections tool is provided as standard with all  packages.

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New Pension Projection

Packages

Classic, Classic+, Premium & Ultimate