Selectapension

Connect Selectapension’s Cashflow tool to Plannr.

Seamlessly pull through Client information, Income, Expenditure and Assets directly into Selectapension without the need to rekey!

Users of Selectapension can link their account within the Settings area, under ‘Integration Connections’ once logged in to Selectapension.

OUR CASHFLOW MODELLING INCLUDES THE FOLLOWING FEATURES:

• Input household income and expenditure for the given age ranges of the client and their partner.
• Includes State Pension, bonds, collectives, ISAs and other guaranteed income sources and assets.
• Allows different specified growth rates to be applied to different assets.
• Gives a comprehensive and flexible shortfall analysis.
• Demonstrates income returns over time.
• Build multiple decumulation strategies to maintain an income until the target age, using Office for National Statistics (ONS) Life Expectancy Tables or a chosen age.
• Comprehensive stress testing to determine capacity for loss.
• Market Event Simulation – prepopulated or create your own using Morningstar indexes and Sectors.
• Randomiser – user-selected minimum and maximum growth rates.
• Product Comparison analysis built in to determine maximum income opportunities.
• At retirement drawdown versus annuity cash flow analysis.
• Include Type A and Type B critical yields.
• Standard Annuity quotes from Assureweb.
• Income analysis table with the option to include a State Pension forecast.

For new enquiries, or for a demonstration of the integration, please contact [email protected]