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MEMBER NEWS I SPRING / SUMMER 2011

Spring into Summer with SELECTAPENSION

OUR NEW WEBSITE Selectapension is pleased to announce the release of our new website. With a fresh new look & updated information, the site has been redesigned with the aim of making it easier to locate the information you require & access on a regular basis. There are new title headers & dropdown menus that will enhance your navigation around the site plus new features such as a Tech Zone which includes sample reports, updated user guides & information on pension providers. The Latest System Updates section will update you with new products available & new developments. We will also be introducing on-line training guides which will complement our help notes, user guides & FAQs. These new features are just part of the way in which Selectapension is continuing to put you, the user, at the forefront of our developments.


NEW DEVELOPMENTS 1 PRODUCT FEATURES This new functionality will allow you to filter products to match your client’s wishes. So, if your client has specific requirements for their new investment, for example free switching, you may easily view a list of plans that have the desired features.

2 QROPS For those who subscribe to our Qualifying Recognised Overseas Pension Scheme (QROPS) calculator, in addition to Royal Skandia, we have now added: • AXA Isle of Man • Skandia Investment Solutions • Novia • Transact COMING SOON... • Royal London 360 • Friends Provident International

RECENT ADDITIONS We are always adding new providers & products to our system; the most recent additions are: Providers: Products:


COMING SOON...

Our ‘Fund Universe’ We will soon be introducing a redesigned fund selection functionality which will be more intuitive & will make selecting the right fund, provider & plan for your client even easier. We will announce more details of the launch in our next Newsletter.

CONTACT US If you would like any further information on the recent changes or on the new modifications soon to be included, please contact us. Sales: sales@selectapension.com Technical: support@selectapension.com

or call or call

01892 669494 01892 669495

www.selectapension.com

WE CURRENTLY OFFER THE FOLLOWING CALCULATORS Money Purchase Defined Benefits Provider Comparison Retirement Planning (with Shortfall Analysis) Income Drawdown QROPS Transfer Analysis If you would like to upgrade your subscription or know more about these modules, please contact our sales team.


Selectapension Spring/Summer 2011