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Asset Reviewer

Asset Reviewer

The Asset Reviewer tool will allow you to compare new and existing investment products in one place. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product.Read more..

Asset Reviewer
Money Purchase

Money Purchase

The Selectapension Money Purchase Multi Transfer Analysis tool allows you to input multiple ceding schemes with different projection rates and fund choices to produce a client facing report. In addition, the tool allows input of: Read more..

Money Purchase
Defined Benefit

Defined Benefit

The Selectapension Defined Benefit Transfer Analysis tool allows you to run a comparison. Read more..

Defined Benefit
Provider Comparison

Provider Comparison

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. Read more..

Provider Comparison
Retirement Planning

Retirement Planning

Providing an Estimate of Benefits, Shortfall Analysis and Cost of Delay for any investments and pensions your client may have including State Pension Benefit. Read more..

Retirement Planning
Income Drawdown & Annuity

Income Drawdown & Annuity

The Income Drawdown and Annuity suite creates an assessment of your clients' existing plans and calculates how best to achieve the retirement income required.Read more..

Income Drawdown & Annuity
QROPS

QROPS

The Selectapension Qualifying Recognised Overseas Pension Scheme (QROPS) tool supports Defined Benefit and Money Purchase Transfers from UK pension schemes to a chosen QROPS. Read more..

QROPS
Fund Research

Fund Research

The Selectapension Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time.Read more..

Fund Research
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  • @SIPP

    @SIPP

    Collective SIPP
    Full SIPP
    Solo SIPP
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  • Aegon

    Aegon

    Retirement Choices
    One Retirement Plan
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  • AJ Bell

    AJ Bell

    Platinum SIPP
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  • AJ Bell Investcentre

    AJ Bell Investcentre

    SIPP
    General Investment Account
    ISA
    Junior ISA
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  • Alliance Trust Savings

    Alliance Trust Savings

    Select SIPP
    Select SIPP (Inclusive Fee Option)
    Stocks & Shares ISA
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  • Alltrust

    Alltrust

    SIPP
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  • Amber Financial

    Amber Financial

    Amber Wrap
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  • Ascentric

    Ascentric

    Pension Account
    ISA
    The General Investment Account
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  • Astute Trustee Services Limited

    Astute Trustee Services Limited

    Simple SIPP
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  • Aviva

    Aviva

    Personal Pension
    Stakeholder
    Wrap
    Select Investment 
    The ISA Portfolio
    Investment Portfolio
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  • Barnett Waddingham

    Barnett Waddingham

    Flexible SIPP

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  • Berkeley Burke

    Berkeley Burke

    Simple SIPP
    Full SIPP
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  • Cambridge May

    Cambridge May

    CM SIPP

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  • Canada Life

    Canada Life

    Select Account
    CanRetire Pension Investment Plan

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  • Carey Pensions

    Carey Pensions

    Standard SIPP
    Restricted Investment SIPP
    Non-regulated SIPP
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  • Cofunds

    Cofunds

    Pension Account
    Investment ISA
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  • Curtis Banks

    Curtis Banks

    SIPP
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  • Dentons

    Dentons

    SIPP
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  • DP Pensions Ltd

    DP Pensions Ltd

    7IM Single Investment SIPP

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  • Elevate, part of Standard Life

    Elevate, part of Standard Life

    Elevate
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  • Friends Provident International

    Friends Provident International

    Reserve Advance
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  • Funds Network

    Funds Network

    Pension

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  • Gaudi

    Gaudi

    Easy SIPP

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  • Henderson Global Investors Ltd

    Henderson Global Investors Ltd

    ISA

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  • Hornbuckle

    Hornbuckle

    Full SIPP
    Single Investment SIPP
    FIPP
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  • Intelligent Money

    Intelligent Money

    SIPP
    Personal Pension
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  • Investacc

    Investacc

    Minerva SIPP
    SIPP Lite
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  • IPM SIPP Administration Ltd

    IPM SIPP Administration Ltd

    Personal Pension Scheme

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  • James Hay Partnership

    James Hay Partnership

    SIPP
    Modular iSIPP, iPlan, Stocks & Shares ISA
    Wrap SIPP, ISA, Offshore Bond
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  • JLT Premier Pensions

    JLT Premier Pensions

    Premier SIPP
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  • Liberty

    Liberty

    Option SIPP

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  • London & Colonial

    London & Colonial

    Open Pension
    Simple Investment SIPP
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  • LV

    LV

    Flexible Transitions Account
    Flexible Guarantee Bond
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  • Met Life

    Met Life

    Retirement Portfolio
    Guarantee Investment Bond
    Income for Life Bond
    Protected Growth Bond
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  • MW Pensions

    MW Pensions

    Acorn SIPP
    SIPP 2
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  • Novia

    Novia

    SIPP
    Stocks & Shares ISA
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  • Nucleus Financial

    Nucleus Financial

    Pension Account
    General Investment Account
    ISA Account
    Offhsore Bond Account
    Onshore Bond Account
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  • Old Mutual Wealth

    Old Mutual Wealth

    Collective Retirement Account
    Collective Investment Account
    Stocks & Shares ISA
    Personal Pension
    Buyout Bond
    Self-Invested Personal Pension Trustee
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  • Parmenion

    Parmenion

    Pension Investment Account
    ISA
    General Investment Account
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  • Pointon York

    Pointon York

    E-SIPP
    Single Investment SIPP
    Individual SIPP
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  • Prudential

    Prudential

    Flexible Pension Plan
    Flexible Retirement Plan SIPP
    International Investment Bond
    International Investment Portfolio
    Investment Plan
    Onshore Portfolio Bond
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  • Rowanmoor

    Rowanmoor

    SIPP
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  • Royal London

    Royal London

    Individual Stakeholder
    Pension Portfolio
    income Release
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  • Sanlam Investments and Pensions

    Sanlam Investments and Pensions

    OneSIPP
    Transfer Pension Portfolio Section 32
    Portal Personal Pension
    ISA
    Onshore Bond
    Versatile Investment Portfolio
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  • Scottish Widows

    Scottish Widows

    Retirement Account
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    Standard Life

    Active Money Personal Pension
    Active Money SIPP Mutual Funds
    SIPP for Wrap
    Stakeholder
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    Suffolk Life

    Master SIPP
    Smart SIPP
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    Talbot & Muir

    Elite Retirement Account
    Simple Retirement Account
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  • The Lifetime SIPP Company

    The Lifetime SIPP Company

    Cash-Only Lifetime SIPP
    Cash-Plus Lifetime SIPP
    Complete Lifetime SIPP
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  • Transact

    Transact

    Pension Plan
    ISA
    Offshore Bond
    Onshore Bond
    The General Investment Account
    Next Next Provider
  • Wealthtime

    Wealthtime

    The Wealthtime SIPP
    Wealthtime ISA
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  • Westerby

    Westerby

    Solo SIPP
    Full SIPP
    Group SIPP
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  • Xafinity

    Xafinity

    Simply SIPP
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  • Yorsipp

    Yorsipp

    SIPP

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  • Zurich

    Zurich

    Retirement Account Wrap
    Investment Bond
    Investment Account
    ISA
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