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.

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
Includes GARs, MVRs, GMP, PCLS, PCI, ERP etc.
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
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

Latest News

The Pension Performance Review
Company Announces Novia Partnership

The Pension Performance Review Company has announced its market leading pension transfer software system is now available for use with the award winning Novia Wrap. Read more.

The Pension Performance Review
Company Launches New Look Website

The Pension Performance Review Company is pleased to announce their new look website has been launched today. Read more.