our solutions

Switching

Selectapension’s market leading software allows you to generate FCA compliant reports for your Pension Switching, Investment Switching or Drawdown Switching cases.

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Switching

Key Features

Offers analysis for switching or consolidating pension, drawdown and investment products, providing like-for-like comparisons across the market.
Contains essential information including critical yields, reduction in yield, product or platform costs, total fund charges, and Adviser remuneration.
Evaluate multiple product types, including Platform, Pension, SIPPs, ISAs, GIAs etc.
Incorporates analysis of underlying fund, portfolio, MPS & investment performance via our integration with Morningstar.
Integrated with a range of leading back-office CRMs.

Switching

The Benefits

Compliant Financial Planning: The switching software adheres to FCA guidelines and undergoes regular updates, ensuring your reports remain compliant.

Pension and Investment Switching reports in minutes: Easy to use, following a simple journey. Generating a report takes a matter of minutes.

Seamless integrations: Easily import data with just a few clicks from back offices.

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.

Switching

See a Sample Report

Please contact us here to see a sample report.

our testimonials

What our clients say about our Switching

"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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Switching

Related Products

In addition to our Switching and Consolidation software, we offer a comprehensive suite of solutions, whether you need to conduct an annual client review, cashflow analysis, a DB transfer review or a fund or portfolio comparison, we have the software to help.

Cashflow