Pension Switching

Pension Switching is an optional module that allows you to review your clients’ multiple defined contribution pensions arrangements within the one financial planning system.

It can save time and money by compliantly assessing if your clients should stay or switch out of their current defined contribution pension schemes, by comparing multiple scenarios including partial switches.

It’s fully integrated with our risk profiling, investment research (with access to over 1,000 risk rated funds and DFM MPSs) as well as suitability report writer and client review process.

Pension Switching also automatically creates your switch and research reports.

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Features

  • Helps you find the most cost-effective solution for your clients – with a reduction in yield calculator
  • Program in your own preferential charges
  • Integrate your own CIP and custom client portfolios
  • Create your own FCA approved illustration template

Pension Switching

 

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