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 on what is available to your clients in the market, based on your requirements. This includes a range of pension product types, past performance, product charges, reduction in yield and the ability to filter by features & financial strength.