Selectapension
HQ Address
Selectapension House, Eridge Road, Crowborough, East Sussex, TN6 2SL, United Kingdom
Website Address
Business introduction
SELECTAPENSION provides market leading pension and investment planning tools and services for financial advisers in the UK
Selectapension Limited is a specialist software company that provides a range of financial and investment planning services, which enable financial services professionals to deliver the best advice to their clients.
Our aim is to make it easier to complete comprehensive research, comparisons, and analyses of pension and investment products.
Today, as the market leader in our field, we are proud to offer a complete portfolio of online research and analyses tools which are used by financial advisers, paraplanners, actuaries, product providers, banks, building societies and other pension professionals.
Selectapension Solutions
Cashflow & Drawdown Strategies
New cashflow modelling Input household income and expenditure for the given age ranges of the client and their partner. Comprehensive stress testing to determine capacity for loss: Market Event Simulation – prepopulated or create your own. Randomiser – user-selected minimum and maximum growth rates Drawdown & annuity analysis At retirement drawdown versus annuity cash flow analysis. Build......
business needs
view solutionDefined Benefit Transfer
The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing: Single and joint life critical yields. Death Benefit comparison. Hurdle Rate. PPF Yields including death benefits and long service cap. Option to build and maintain fund......
business needs
view solutionFund Research
The SELECTAPENSION Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time. This essential tool illustrates which available funds meet your individual specified criteria, choosing from: Fund Performance Morningstar and OBSR Analyst Rating Fund Risk Rating Fund Size and Charge Fund Due Diligence Portfolio Management Fund Attributes including: Fund of Funds......
business needs
- Data Feeds & Information Sources
- Financial & Retirement Planning
- Manager Selection, Monitoring & Review
Investment Switching
The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving......
business needs
view solutionNew Pension Projections
Calculate forecasts from regular contributions and single contributions. You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations. Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market. Instant due diligence......
business needs
view solutionPension Switching
Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......
business needs
- Client Communications & Reporting
- Financial & Retirement Planning
- Portfolio Build, Analysis & Reporting
QROPS Transfer Analysis
Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions. This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. We have a range......
business needs
view solutionRapid Reviewer
A time-saving tool which: Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements. Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios. Includes daily data updates containing historic performance information going back 10 years. Allows users to customise the review......
business needs
view solutionRetirement Planning
Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis. Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement. ...
