Selectapension’s switching tools allow advisers to compare a client’s existing pension, investment, or drawdown arrangement against alternatives available in the market. The system covers pension switching, investment switching, drawdown to drawdown transfers, defined benefit transfer analysis, and overseas pension transfers (QROPS). Advisers and paraplanners are the primary users, working through the comparison and documentation stages of transfer and switching recommendations.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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