Selectapension, a brand owned by financial technology provider SimplyBiz, offers a pension switching analysis tool for advisers. It is designed to produce compliant transfer value analysis (TVAS/APTA) reports. The system compares existing defined benefit or defined contribution schemes against proposed plans, analysing critical yields, charges, and features to support an adviser’s recommendation.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:
