our solutions

Defined Benefit Transfers

We provide the market leading Defined Benefit transfer solution, regularly updated to ensure compliance with FCA and APTA requirements.

Book a Demo

Key Features

Comprehensive comparison report, enabling you to evaluate the suitability of a Defined Benefit transfer.
Includes all essential data for an APTA, from single and joint life critical yields, to hurdle rates; death benefit comparisons to PPF yields – together with the Transfer Value Comparator (TVC) analysis.
The income modelling section enables comparison of the income of a current DB scheme with alternative arrangements, demonstrating the income returns over time.
Compare multiple product types, including Platform comparison. Also analyse the underlying fund, portfolio, MPS or investment performance of a proposed new solution.
Ability to create an Abridged Advice report without proceeding to a full advice process.

Defined Benefit Transfers

The Benefits

Fully FCA compliant: The software adheres to FCA guidelines and undergoes regular updates.

All of market comparison: Access the complete product and platform suite available on Selectapension, together with fund, portfolio and MPS reviews.

Award Winning Training and Support: Enjoy multiple weekly free training sessions . Your Subscription also includes unlimited access to our award-winning support team via phone, email or screenshare.

Defined Benefit Transfers

See a Sample Report

Please contact us here to see a sample report.

our testimonials

What our clients say about our Defined Benefit Transfers

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd

Get Started

Book A Demo

Defined Benefit Transfers

Related Products

In addition to our Defined Benefit Transfer software, we offer a comprehensive suite of other solutions, whether you need to conduct an annual client review, pension switch or consolidation, or a fund or portfolio comparison, we have the software to help.

Switching Software