Selectapension

Selectapension provides market leading pension and investment planning tools and services for Financial Advisers in the UK, backed by unrivalled customer support. Our portfolio of research and analysis tools help financial professionals to deliver best advice to their clients. Simple to use, you can build your own portfolios with over 150 products from over 50 providers and generate comprehensive professional reports.

Selectapension and intelliflo

Selectapension’s Pension Switching and Cashflow Analysis integrate fully with Intelliflo. Additionally, reports produced from ALL Selectapension tools can be stored against the Client within iO.

Pension Switching

Selectapension will pull through Client Details and Ceding Scheme Information directly into the Selectapension Pension Switching tool.

Key Features of the Pension Switching Tool

 

  • 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 existing scheme projections and multiple ages when required.
  • Product and fund charges pulled through directly from Providers to give the total cost of transferring.
  • Audit trail for compliance.

 

Cashflow and Drawdown Reviews

  • Comprehensive cashflow forecasting report to assess the sustainability of your clients’ financial goals.
  • Target income, sustainable income and shortfall analyses, provide insights into actions your clients can take to ensure their goals are achieved.
  • Includes comprehensive product & portfolio, fund or MPS research to enrich the review process.
  • Model various stress testing scenarios, from historical market events like COVID 19 and the 2008 stock market crash, to modelling based on indices or sectors. Access to open market annuity quotes through Assureweb.

Integration with iO will save users having to re-key client and plan information and allow the review reports to be stored in the client folder on Intelligent Office.