Pensions Profiler is a unique system to help IFAs:

• Research the most appropriate pension policy for their client.
• Justify their choice of product for compliance purposes.
• Compare performance for over 7,000 funds.
• Produce Switching reports for clients with old-style personal pensions.

We also offer an upgraded package that enables you to program your own products within the system, called Pensions Profiler Professional to assist advisers involved in SIPP, Wrap and GPP business.

If you are an existing user of Pensions Profiler click here to see the latest system with enhanced functionality.

System Rental

Pensions Profiler is rented rather than purchased; this avoids heavy up-front payments and long-term commitments.

Any system is only as good as the last update, for this reason the rental costs include all data updates. Data updates are normally issued monthly and will be downloaded automatically where users have an Internet connection. These updates incorporate new products, changes to existing products and special offers that may appear from time to time. Users without permanent Internet access can connect monthly to receive the latest update.

Why Should I Rent Pensions Profiler ?

Most of our customers find that Pensions Profiler makes them more efficient and more profitable. If it does not work for you, you can cancel the system at any time by giving one months notice in writing.

Pensions Profiler contains a number of unique features to help you work efficiently and remain independent. A number of these are detailed under Pensions Profiler Features.