• Single and joint life critical yields.
  • Death Benefit comparison.
  • Hurdle Rate.
  • PPF Yields including death benefits and Long Service Cap.
  • Option to build and maintain fund portfolios.
  • Ability to filter by features and financial strength.
  • Income modelling enables you to compare an existing Defined Benefit scheme with other alternative arrangements, including State Pension, bonds, ISAs, collectives, annuities and other pensions and assets.
  • New Transfer Value Comparator analysis.
  • Lifetime Allowance calculator.


  Complies with PS18/6 mandates.
  Option to print as a stand alone report or within main analysis report.


  • Enables an income comparison between an existing DB scheme and other alternative arrangements.
  • Includes State Pension, bonds, ISAs, collectives, annuities, and other guaranteed income sources and assets.
  • Gives an option to specify the encashment order of funds to meet the target income.
  • Allows different specified growth rates to be applied to the different assets.
  • Critical yield analysis giving the growth required to achieve the target income, and the option to specify an alternative target income.
  • Demonstrates income returns over time


  Users are able to model scheme comparisons, critical yields and TVC taking into account Lifetime Allowance.
  Calculates the notional value of the occupational scheme using a multiplying factor of 20 (as per HMRC rules).
  Compares to the Lifetime Allowance to determine if there has been a breach. Client report will always have Lifetime Allowance information regardless of whether there is a breach or not.
  Selectapension system increases the Lifetime Allowance each year by the rise in the CPI as set out by the regulator.

We have a range of DFM strategies and model portfolios to select.

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