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Strategic Partners

This website and its contents is for financial adviser use only.

Selectapension

Established in 2004, Selectapension is a trusted provider of Pension and Investment Planning software for financial professionals, backed up by unrivalled customer support. We provide a comprehensive  portfolio of research and analysis tools that enable financial professionals to deliver best advice to their clients.

Our software is used by Financial Services firms of all sizes, including Advisers, Networks, Providers, Compliance Specialists, Paraplanners and Actuaries.

Our specialist tools make it easier to research and analyse a wide range of funds and products for clients. The range includes:

Pension Switching




Selectapension offers a unique range of specialist pension and investment planning software to research and analyse your client’s retirement planning needs, helping you give the best advice possible. Selectapension offers you:

  • An easy to use, intuitive system.
  • Extensive range of products from over 50 Providers
  • Client facing reports which support your compliance and regulatory requirements
  • Create portfolios at fund and sector level – build once and use across any tool using our free Fund Research
  • Discounted price on all packages
  • Free, unlimited access to our experienced customer support team, Monday to Friday from 9am-5pm except Bank Holidays
  • Free initial and ongoing training

Free online training sessions
Web-based training sessions take place weekly and subscribers can attend as many times as they need. Each online presentation is focused on a specific tool. We will demonstrate the flexibility of our system, the client facing reports generated and how the advice process can be more efficient and cost effective.   

Support
Your subscription includes free telephone and email support, 9am – 5pm Monday to Friday except Bank Holidays, as well as access to a comprehensive selection of user guides and templates. Additionally there are individual help notes on each page throughout the system to guide you through each step.

Discounts are offered on packages for Paradigm Partner firms. For the latest details and offers please get in touch with Selectapension.

T: 01892 669494

E: enquiries@selectapension.com

www.selectapension.com