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22/09/2008 - SimplyBiz and Selectapension exclusives

Following glowing recommendations from many SimplyBiz Member Firms, SimplyBiz are delighted to welcome Selectapension to their online provider community.

Selectapension are offering exclusive attractive discounts to SimplyBiz Member Firms on an extensive product range which includes; pension & switching transfer analysis, retirement planning and lifetime limit calculation tools for IFAs. More specifically, the pension reports available to SimplyBiz Member Firms are:

· Multi Transfer Money Purchase Transfer Wizard

· Defined Benefit TVAS

· Retirement Planning Wizard

· Lifetime Limit Calculator

· Provider Comparison

Keeley Makin, Pensions Technical Manager at SimplyBiz comments:

“We are delighted to be working alongside Selectapension as we have had many positive comments from Member Firms in relation to the software being offered. Selectapension allow us to offer valuable functionality in this popular area of financial advice.”

SimplyBiz Member Firms have provided the following testimonials highlighting that the system is easy to use, professional and that the service provided by Selectapension is a service worth shouting about:

Paul Watling - Guildhall Financial Management Ltd - “I have been pleased with the SelectaPension system because not only is it easy to use, but the presentation of the results report is clear, uncluttered, and easy for the client to understand. Also, being able to have our company details/logo on each page, gives a professional and branded identity to the report.”

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22/09/2008 - SimplyBiz and Selectapension exclusives