Software Testimonials"The key for us moving forward to a post RDR world is to be as systematised as we possibly can be without jeopardising the service we offer to our clients. The Pension Performance Review has been of great benefit to us in this ..."
Martin Dodd, Midlands Investment Agency
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Introducing :: The Pension Performance Review
The Pension Performance Review Process - a unique pension transfer software system for forward-thinking financial advisers. The Pension Performance Review Process software allows advisers to create comprehensive, compliant and time-efficient pension transfer suitability reports for their clients.
The Pension Performance Review is an innovative, proven and totally compliant pension review and transfer process that puts clients back in control of their pensions, giving them a complete and comprehensive picture of their current situation and the options available to them. This is a service that clients both need and really value with an established track record of success. With a massive untapped opportunity in this market, the Pension Performance Review enables advisers to deliver a truly unique and high value service, building both immediate and recurring income streams so creating even more value within their businesses. The software has been designed to cover the complete pension transfer process and offers so much more than the typical pension transfer systems on the market today.
Key Benefits
The Pension Performance Review Process is the complete solution for advisers looking to write pension transfer business to wraps. Users can expect a huge range of benefits including:
- A complete end-to-end pension transfer system – far more than a cost comparison tool
- A fully automated system – no need to hand write a word of your suitability reports
- Covers everything highlighted in the FSA’s thematic review into pension switching
- Includes an in-built risk profiler, model portfolio system and data gathering functions
- A fully user-definable and easy to use system
- A system that creates comprehensive and compliant suitability reports
- A system ideally suited to recommending wrap solutions to clients
- A system that covers everything necessary including GARs, MVRs, GMP, PCLS, etc.
- Includes full suitability report generation – fully editable and branded reports
- An ongoing investment monitoring system included
- Build recurring income streams and embed value in your business with this software
- A tried and tested system that has had years of proven success
- An additional range of supplementary services including training, marketing and investment research to get the most from the Pension Performance Review
"The Pension Performance Review Process and software have revolutionised the way our advisers and account managers put together pension transfer reports"
Lisa Millar, KPM Financial
The Pension Performance Review has started to change the way clients and financial advisers think about pensions transfers. Clients feel empowered and excited as they see the high quality reporting and detail they are presented with whilst advisers know they have a compliant and easy to use system that makes pension transfers a joy to complete.
Read on to find out more about the Pension Performance Review, how it could transform your business and why it has begun to revolutionise the financial advice landscape.
The Next Step :: Pension Performance Review Overview.
