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Pension and Investment Projections

Create all of market illustrations for a new pension or investment product, complimenting your due diligence process.

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Key Features

Calculate illustrations based on regular and single, personal and employer contributions, as well as top-ups.
Includes all key information such as reduction in yields and product charges.
Review multiple pension and investment product types, including Platform comparison.
Analyse underlying fund, portfolio, MPS or investment performance.
Filter and select products for your client based on the features and the value they offer.

Pension and Investment Projections

The Benefits

Compliant Financial Planning: Adheres to FCA guidelines and is regularly updated, ensuring you remain compliant with your reporting.

Reports in minutes: Easy to use, following a simple journey.

Consumer Duty Ready: By selecting the features your client requires, you can review products that offer the necessary value.

Award Winning Training and Support: Enjoy multiple weekly free training sessions. Your Subscription also includes unlimited access to our award-winning support team via phone, email or screenshare.

Pension and Investment Projections

See a Sample Report

Please contact us here to see a sample report.

our testimonials

What our clients say about our Pension and Investment Projections

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd

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Pension and Investment Projections

Related Products

Selectapension offers a whole suite of other 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