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.
If the document doesn’t appear above, you can download it directly here:
Download Short Report PDF