Pension and Investment Projections

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

FAQs

What is pension and investment projection software?
Pension and investment projection software helps financial advisers illustrate how a new pension or investment could develop over time based on factors such as contributions, charges and investment growth. Selectapension Pension and Investment Projections enables advisers to compare potential solutions as part of their research and advice process.

Can I create projections for both pensions and investments?
Yes. Advisers can create projections across a range of pension and investment product types, helping compare potential solutions and illustrate projected outcomes for clients.

Can I model regular and single contributions?
Yes. Projections can be based on regular or single contributions, including personal and employer contributions and top-ups, helping advisers model a range of client scenarios.

Can I compare different pension and investment products?
Yes. Advisers can review and compare multiple pension and investment product types, including platform comparisons, to help assess which solutions may be appropriate for a client’s needs.

Do pension and investment projections include charges and reduction in yield?
Yes. Selectapension Pension and Investment Projections includes key information such as product charges and reduction in yield, helping advisers understand and demonstrate the potential impact of costs over time.

Can I include funds, portfolios and MPS within pension and investment projections?
Yes. Advisers can analyse the underlying fund, portfolio, MPS or investment performance when considering a new pension or investment solution.

Can I filter products based on a client’s requirements?
Yes. Advisers can filter and select products based on the features a client requires and the value they offer, helping support a structured product research and due diligence process.

Are Pension and Investment Projections included with Switching?
Yes. Pension and Investment Projections are included as part of the Selectapension Switching module, giving advisers access to projections for new pension and investment business alongside pension, investment and drawdown switching functionality.