A unique pension transfer software system for forward-thinking
financial advisers.

The Pension Performance Review software allows advisers
to create comprehensive, compliant and time-efficient pension transfer suitability reports for their clients.

Watch the live video tourCompare the Pension Performance Review ProcessThe Pension Performance Review ProcessTestimonials

Key Benefits

Complete end-to-end pension transfer system - far more than a cost comparison tool
Fully automated system - no need to hand write a word of your suitability reports
Covers everything in the FSA's thematic review into pension switching
Wrap based, model portfolio pension transfer system
Fully user-definable and easy to use
Comprehensive and compliant suitability reports
Ideally suited to recommending wrap solutions to clients
Used compliantly within many networks
Includes GARs, MVRs, GMP, PCLS, PCI, ERP etc.
Fully automated and editable branded client suitability reports
An ongoing investment monitoring system included
Build recurring income streams and embed value in your business
A tried and tested system that has had years of proven success
Additional range of supplementary services including IFA training, marketing and investment research to get the most from the Pension Performance Review
A great TCF tool
RDR Ready

Latest News

Pension Performance Review Process Version 16 Released

Following the success of previous versions, Version 16 of the Pension Performance Review Process has been launched today. This release has many new features and enhancements that will make it even easier to use, quicker and more effective. The output client reports have been refined and improved further and there are a host of new options available so users can tailor the software to their precise requirements.

Pension Performance Review Company Launches Skandia Initiative

The Pension Performance Review Company is pleased to announce that its sister company, Adviser Breakthrough Solutions is working with Skandia to offer a UK wide series of workshops between May and July 2011. Workshops will be held in London, Glasgow, Edinburgh, Manchester, Leeds, Bristol, Cardiff and Southampton. Read more.

A Response To The Financial Services Authority’s Risk Profiling Paper

The Financial Services Authority has recently issued a consultation paper entitled ‘Assessing suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection’. This paper sets out examples of good and poor practice when it comes to risk profiling tools and the risk profiling process adopted by advisers and other professionals involved with investment management. Read more.