Selectapension

About Us

Selectapension Ltd was founded in 2004 when it launched a simple Pension Switching tool.

Additional modules soon followed, including a Defined Benefit Transfer, and more recently a Cashflow modelling suite to keep ahead of industry requirements in the retirement planning market.

Today, Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing multiple products and providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

The retirement planning market has never been so dynamic thanks to regulatory changes over the years. Selectapension has responded by continuously developing our software and launching new services to support Advisers.

We help Professional Advisers to give the best advice to their clients, by equipping them with high quality products and services, backed by great support and training.

about us

Why choose Selectapension?

All-in-one solution: From annual client reviews to product consolidation; portfolio and fund comparisons to cashflow forecasting – Selectapension offers an all-in-one solution for your clients’ pension and investment planning needs.

Seamless integrations: A host of available help streamlining your financial planning.

Award Winning Training and Support: Any subscription includes FREE training and support, giving you more time back to focus on what’s important.

Comprehensive, compliant report writing: All our software is kept up to date with FCA regulatory requirements, including all key information required for a report.

selectapension

Meet the Senior Management Team