The  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.
  • Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market.
  • Includes critical yields and reduction in yield.
  • Compares existing fund performance vs new investment performance pulled through from Morningstar.
  • Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products.
  • Calculates existing scheme projections and multiple ages when required.
  • Product and fund charges pulled through directly from Providers to give the total cost of transferring.


This tool 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.

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Pension Switching


Classic, Classic+, Premium & Ultimate