New Feature: Short Reports Now Available In Selectapension

We’re pleased to announce a new feature in Selectapension’s Switching software — Short Reports.

These concise, client-friendly summaries complement the full comprehensive report, making it easier to present key information to your clients clearly.

What’s Included

Each Short Report provides:

• A breakdown of current pension plans
• Cost comparison, including projected values and charges
• Death benefit comparison
• Overview of the proposed investment

Ideal for client meetings, these reports simplify complex information without omitting all the important details.

View or download a sample report below or click the Book Demo button for more information.