Selectapension provides market leading pension and investment planning tools and services for financial advisers in the UK. Founded in 2004, Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 150 products and funds, and over 50 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

What does Selectapension offer?

A suite of tools including:

  • Pension Switching
  • New Pension Projections
  • Cashflow & Drawdown Strategies
  • Portfolio Comparison & Fund Research
  • Investment Switching
  • Defined Benefit Transfer
  • QROPS transfer analysis
  • Quote & Apply

Please have a look at our video talking through how easy it is to use one of the tools!

Selectapension’s features and functionality
  • Easy to use software, with a straightforward, logical format.
  • Accessible from any device through any web browser.
  • Allows you to create customised, easy to understand, client facing reports.
  • Stores client reports which support your compliance and regulatory requirements.
  • Provides access to over 150 products from over 50 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.
  • Our reports are available in PDF and Word formats.
  • Income modeller feature in Defined Benefit TVAS and Income Drawdown & Annuity tools.

Integration with other systems

Integrates with:

  • Intelliflo Office
  • Iress Xplan
  • Iress Adviser Office
  • True Potential
  • Assureweb
  • Time 4 Advice (coming soon)

Support and Training
  • Free telephone support, 9am – 5pm, Monday to Friday, except bank holidays
  • Free initial and ongoing training
  • Dedicated internal trainer offering live training

Report writing service     

Selectapension also offers a report writing service for bulk or occasional reports:

  • Report Writing is available for pension switching, Defined Benefit Transfer with TVC, Drawdown & Annuity and QROPS transfer analysis.
  • Selectapension completes the analysis and produces a report for you, whilst you retain and advise your client
  • Professional and trusted service utilising Selectapension software
  • From £225.00 plus VAT per report.

For the latest Selectapension pricing information view the pdf.

Contact us at
[email protected] or 01892 669494