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 18 Released

We are pleased to announce the release of the eighteenth major version of the Pension Performance Review Process today. This is the most advanced version yet and includes new features such as a critical yield calculator, major RDR upgrades and improved speed and usability. We continue to refine and improve our software to ensure our users have the ultimate software experience and can continue to provide their clients with the best pension review and transfer reports available in the UK.

Critical Yield Calculator Developed

Our software developers have been busy designing and implementing an in-built critical yield calculator within the Pension Performance Review Process. This new functionality should save our users considerable time and provide the ability to produce the most accurate charges comparisons possible. The calculations can handle both bundled and unbundled charging structures to ensure the software remains compliant post-RDR. The system is now in beta testing and we hope to have this ready to roll out within the forthcoming V.18 software release early next month.