The Selectapension Defined Benefit transfer analysis tool allows you to run an in-depth comparison for your clients, using updated FCA assumptions providing:
- 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.
NEW INCOME MODELLING FEATURE:
|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|
We have a range of DFM strategies and model portfolios to select.
Full training and ongoing telephone support are included with this subscription.
For further information