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A powerful module which gives you, the adviser, all the tools required to review existing pensions.
Compare ChargesCompare the charges of the existing pension plan to all the major products available in the market today.
Yield Calculation
Calculate a critical yield to show the cost difference as an annual growth rate.
Fund Performance
Compare fund performance between the existing pension and all funds available for investment today. Demonstrate consistency of performance (or lack of) against the sector average.
Compliance
Assistance with Compliance: Produce a detailed list of comparisons to add to your file and compare a Full Switch and the option of making the existing plan paid up and redirecting future premiums.
Client Friendly Report
Produce a powerful client friendly report which clearly lays out the issues to your client. Pull in paragraphs (system supplied or those designed by yourself) into the report to cover "soft issues" such as waiver of premium and death benefits.
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