Selectapension Ltd @Selectapension
Joined October 2012-
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Do you use provider led model portfolios for your clients' investments? Or perhaps a custom built mix of multi asset funds, or an MPS? With Selectapension, you can select any of these with ease. Check out how to select a model portfolio below... vimeo.com/940769910/9610…
Compliant Cashflow reports in just a handful of clicks? With a range of seamless back office integrations, this is easy work on Selectapension. Check out our new Plannr integration below... vimeo.com/923766068/c6da…
MPS portfolios are being selected more and more on Selectapension. This got us thinking … what would you like to see on an MPS comparison tool? surveymonkey.com/r/788H6DC #MPS #PortfolioComparison #FinancialPlanning
Any Selectapension license comes with unlimited assistance from our award winning support team. Any queries you have, just call me... you won't be left hanging on the telephone... #CustomerService #SoftwareSupport #FinancialPlanning #Blondie vimeo.com/685488984/ddea…
As well as selecting from our extensive product range on Selectapension, you are also able to build in bespoke pension and investment plans for use in any analysis. #FinancialPlanning #BespokePlans #PensionSwitching #InvestmentSwitching vimeo.com/911560380/f31b…
With the help of our upcoming Plannr integration, you are able to run Cashflow cases in seconds. #FinancialPlanning #Cashflow #Integrations #AnnualReviews #ClientReviews
Even without complete projections from providers, Selectapension's 'Calculate' function allows you to run accurate comparisons for your switching cases. Check out how below... vimeo.com/911533736/f349… #PensionSwitching #FinancialPlanning #FinTech #FinancialAdvice
Selectapension's Cashflow tool seamlessly integrates with a range of market leading back office CRMs. Check out how you easily you can pull key client information across from Xplan. Plannr next... vimeo.com/910467986/c051… #Integrations #Cashflow #FinTech
As well as creating compliant comparison reports, Selectapension can assist with your market due diligence. From With Profits reports, to Fair Value Assessments for providers and DFMs, Selectapension has you covered. vimeo.com/911556437/758b… #ConsumerDuty #DFM #Compliance
Our Senior Account Manager Connor Boyle had a great day last week at Scottish Widows Retirement Planning Recognition event. Congratulations to all the winners! #RetirementPlanning #ScottishWidows #PensionPlanning #FinTech
Coming soon to Selectapension.. Our new integration with Plannr Technologies Ltd is nearly ready to go! This integration will enable you to pull any client information across from Plannr to run an analysis on Selectapension - including expenditures, assets, funds and incomes.
Our Senior Account Manager Connor Boyle is looking forward to attending Scottish Widows' Retirement Planning Recognition event tomorrow. #RetirementPlanning #ScottishWidows #PensionPlanning
Check out how easily our Cashflow tool can help you with annual client reviews, annual allowance top ups and an initial overview of your client's situation...Joint or single analysis. vimeo.com/905159900/e925… selectapension.com/book-demo/ #Cashflow #ClientReview #Shortfall
Looking forward to #EATT2024 tomorrow. If you see our Senior Account Manager, Connor Boyle, please come and say hi!
Through Selectapension's 2 way integration with Intelligent Office, you are now able to pull client details, expenditures, incomes and assets across in just one click. Cashflow cases have never been easier. Book a demo here - selectapension.com/book-demo/ vimeo.com/901557512/632e…
Data only tells us so much but it can reveal a lot … the average Pension consolidation in 2023 is worth £150k, for example. #PensionConsolidation #FinancialInsights #PensionSwitching #PensionPlanning #Cashflow #DefinedBenefit #FinancialData #PensionSavings #PensionFunds
Wishing a very Merry Christmas from all of us at Selectapension. Also, here's to a happy and prosperous 2024 (we are already very excited about some imminent developments we have coming soon in the New Year).
We are all set up and ready for MMI London today. Make sure you come and say hi!
We are looking forward to seeing everyone at Money Marketing Interactive London tomorrow. Make sure to come and say hello at our stand.
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