The SELECTAPENSION Qualifying Recognised Overseas Pension Scheme (QROPS) tool supports Defined Benefit and Money Purchase Transfers from UK pension schemes to a chosen QROPS.
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.
The UK’s no.1 financial software…
Gets better and better