Selectapension | Market leading financial planning software
SALES | 01892 669494 SUPPORT | 01892 669495
It’s as easy as
1, 2, 3
1. Book a demo
Signup to our FREE one to one system walkthrough
2. Setup account
Once you’ve chosen a package we create your login and profile
3. Go, go, go!
You're ready to go and support is at hand to get you started
Pension Switching
Pension Switching
CONSOLIDATION ANALYSIS
Details
New Pension Projections
New Pension Projections
ACCUMULATION, REGULAR & SINGLE CONTRIBUTIONS
Details
Cashflow & Drawdown Strategies
Cashflow & Drawdown Strategies
DECUMULATION PLANNING
Details
Investment Planning
Investment Planning
SOURCING, PROJECTIONS & SWITCHING
Details
Defined Benefit Transfer
Defined Benefit Transfer
PENSION TRANSFER ANALYSIS
Details
Portfolio Comparison
Portfolio Comparison
MULTIPLE /INDIVIDUAL FUND & PORTFOLIO COMPARISON
Details
QROPS Transfer Analysis
QROPS Transfer Analysis
OVERSEAS TRANSFER ANALYSIS TOOL
Details
Why choose us?
The retirement planning market has never been so dynamic thanks to the Pensions Freedoms introduced in 2015. Selectapension has responded by continuously developing our tools and launching new services to support Advisers.
Efficient reporting, made easy!
Today, SelectAPension's innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 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.
BOOK YOUR FREE DEMO TODAY
Click HerePINE GROVE ENTERPRISE CENTRE, PINE GROVE, CROWBOROUGH, EAST SUSSEX, TN6 1DH
REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM
