New Pension Projections
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.
- 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 Selectapension packages.
"We have been using Selectapension's pension research and analysis tools since 2015. We are delighted with the ease of input and the quality of the output. From a commercial point of view, the time taken to produce meaningful reports for clients has reduced dramatically. "