Selectapension | Market leading financial planning software
SALES | 01892 669494 SUPPORT | 01892 669495
PRODUCTS
Retirement Planning
RETIREMENT INCOME BENEFITS
The SELECTAPENSION Retirement Planning tool provides an Estimate of Benefits, Shortfall Analysis and Cost of Delay for any investments and pensions your client may have including State Pension Benefit.
INCLUDED IN PACKAGES:
DOWNLOADS:
INTEGRATED WITH:
FEATURES
- Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.
- Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement.
The UK’s no.1 financial software…
Gets better and better
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
Retirement Planning
Retirement Planning
RETIREMENT INCOME BENEFITS
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
SELECTAPENSION HOUSE, ERIDGE ROAD, CROWBOROUGH, EAST SUSSEX, TN6 2SL
REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM
