• Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions.

This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. 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.