Selectapension offers a comprehensive range of online specialist pension and investment planning tools to research and analyse your clients' retirement needs so you can deliver best advice to your clients.
Pension and Investment Planning Tools
Pension and Investment Planning Tools
Key benefits
- Easy to use software, with a straightforward, logical format.
- Allow you to create customisable, easy to understand, client facing reports.
- Provide client reports which support your compliance and regulatory requirements.
- Provide access to products from over 60 Providers.
- Gap illustration between retirement income expectation and reality
- Cost illustration of the delay in making proper provision for income at retirement
- Fund factsheets from Morningstar
- With Profits data from AKG
- New online digital retirement guidance tool to engage with new prospects.
- Pension transfer tool includes Income Modeller, TVC and Lifetime Allowance calculator
and
- Free telephone support, 9am - 5pm, Monday to Friday except Bank Holidays.
- Free initial and ongoing training.
- No set up fees.
Pension planning tools include:
Money Purchase
Multiple Transfer Analysis Tool
- Illustrate critical yield calculations and projections
- Show death benefit and PCLS comparison
- Estimated transfer value at yearly intervals across the required term
Income Drawdown and Annuity
Complete Retirement Solution
- Model multiple income strategies using Drawdown, Annuities, State Pension, Bonds, Collectives, ISAs and other guaranteed income sources
- Calculate when funds will become exhausted based on target criteria, growth and charges
- Calculate a sustainable income to be taken up to the clients' target age
Asset Reviewer
Comparison of New and Existing Investments
- Easily source new Bonds, ISAs, Collectives and OEICs
- Complete portfolio reviews including attitude to risk (ATR), all in one place
- Assess potential tax implications for investment reviews
Retirement Planning
Shortfall and Lifetime Analysis
- Create detailed client reports to show a likely income in retirement
- Compare pensions to investments
- Include your client's portfolio of investments, including Equities, ISAs and Bonds
APTA with TVC
Pension Transfer Analysis Tool
- Transfer Value Comparator analysis
- Assess critical yield using all standard revaluation methods
- Show death benefit and PCLS comparison
- Includes PPF yields and information
- Include Lifetime Allowance in calculations
Provider Comparison
Regular and Single Contributions Forecast Tool
- Compare more than 100 products from over 60 Providers
- Choose from over 50,000 funds, matching fund choice to product availability
- Create a league table highlighting the highest maturity fund value
QROPS Transfer Analysis
Qualifying Recognised Overseas Pension Scheme
- Assess and Analyse Defined Benefit and Money Purchase transfers
- Build and customise your own library of customs products and charges
- Create your own investments and jurisdictions for taxation information
Pension Monster
Consumer retirement guidance tool
- Free guidance tool which can be linked to from your website or email footer to encourage client engagement
- Explains differences between popular retirement options: annuity, drawdown, cash withdrawal
- Includes budget planner and shortfall analysis
- Shows available products from up to 20 Providers
- Client can send copy of their report to you at a click of a button
Pricing
Registered members of Adviser Home are offered the tools at a preferential rate and further discounts are offered when you subscribe to a package. Subscriptions can be paid monthly or annually.
Contact Us
If you would like further information or to register for a free demonstration, please contact Selectapension by email at [email protected] or telephone 01892 669494 (please quote reference Adhome).
Our Sponsors & Partners
