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- Switching Software
Switching and consolidation software for pension, investment, and drawdown cases.
- Cashflow and Drawdown Reviews
Run full lifestyle plans for clients and run annual sustainability reviews.
- Defined Benefit Transfers
Use our fully compliant, market leading software to transfer final salary schemes.
- Portfolio and Fund Reviews
Assess your client’s portfolios, from fund research to MPS comparison.
- Integrations
Seamless integrations, from leading back offices to Morningstar and AKG.
- Pension and Investment Projections
Compare between an extensive list of providers and products.
- Report Writing
Our ad hoc service for pay as you go report writing.
- Provider Services
Bespoke packages depending on specific requirements and the intended audience.
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our services
Report Writing
We can help complete your Pension analysis which can be time-consuming, so why not let our expert team take some of the strain from you.
report writing
What does the Report Writing Service offer
- We complete the data input and analysis report writing for you, whilst you retain and advise your client.
- We compare over 150 products from over 50 providers.
- We can generate reports for Pension Switching, Defined Benefit Transfer, Drawdown & Cashflow, and QROPS.
- Professional and trusted service utilising Selectapension’s software.
- Client friendly reports.
- Reports completed within 10 working days.
Prices from £225 plus VAT per report
Call our report writing team on 01892 601505 or
email reportwriting@selectapension.com for more information
Report Writing
Why not check out our software?
Selectapension offers a whole suite of software solutions, whether you are looking to run a pension or investment switch, an annual client review, cashflow analysis or a fund, portfolio or MPS comparison.
Switching Software
Cashflow and Drawdown Reviews
Defined Benefit Transfers
Portfolio and Fund Reviews
Integrations
Pension and Investment Projections