Compare

With the growing Self Invested Personal Pension market, the ability to compare these products against other Personal Pensions becomes increasingly important.

Create Custom Products

The system allows you, the adviser, to create a custom product, matching any SIPP, GPP or Wrap Account you have already set-up (or plan to set-up).

New Business

For new business, you can compare any created product against other Personal Pensions, to demonstrate the cost effectiveness of your proposal.

Switching

For switching / transfers, you can pull in any created product and use in the same way as built in products, including production of full client friendly reports.

Combined Results

Use Combined Results Profiles to see where/if a custom product is competitive based on premium and term.