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Switching Software
Switching and consolidation software for pension, investment, and drawdown cases.
Cashflow and Drawdown Reviews
Run full lifestyle plans for clients and run annual sustainability reviews.
Defined Benefit Transfers
Use our fully compliant, market leading software to transfer final salary schemes.
Portfolio and Fund Reviews
Assess your client’s portfolios, from fund research to MPS comparison.
Integrations
Seamless integrations, from leading back offices to Morningstar and AKG.
Pension and Investment Projections
Compare between an extensive list of providers and products.
Report Writing
Our ad hoc service for pay as you go report writing.
Provider Services
Bespoke packages depending on specific requirements and the intended audience.
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our services
Report Writing
We can help complete your Pension analysis which can be time-consuming, so why not let our expert team take some of the strain from you.
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report writing
What does the Report Writing Service offer
- We complete the data input and analysis report writing for you, whilst you retain and advise your client.
- We compare over 150 products from over 50 providers.
- We can generate reports for Pension Switching, Defined Benefit Transfer, Drawdown & Cashflow, and QROPS.
- Professional and trusted service utilising Selectapension’s software.
- Client friendly reports.
- Reports completed within 10 working days.
Prices from £225 plus VAT per report
Call our report writing team on 01892 601505 or
email reportwriting@selectapension.com for more information
Report Writing
Why not check out our software?
Selectapension offers a whole suite of software solutions, whether you are looking to run a pension or investment switch, an annual client review, cashflow analysis or a fund, portfolio or MPS comparison.
Switching Software
Cashflow and Drawdown Reviews
Defined Benefit Transfers
Portfolio and Fund Reviews
Integrations
Pension and Investment Projections