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

Software: Cost and Purchasing

Adviser licences are issued with the software. This means that the software is ‘locked’ to a single adviser per licence with their name displayed throughout the client suitability reports. The software can be installed on as many computers as required without the need for additional licences.

There are currently two distinct editions of the Pension Performance Review Process software. Each edition of the Pension Performance Review Process is compatible with a specific provider only. At present there are two editions:

  1. Novia
  2. Skandia Life / Skandia Investment Solutions

A single edition can be purchased or you may opt for multiple editions to run concurrently.

Pension Performance Review Process software licence fees

Adviser licence:£85+VAT per month
Additional adviser licence:£50+VAT per month

Adviser licence
(optional additional software edition eg. Novia/Skandia/SIS):
£50+VAT per month
Additional adviser licence:
(optional additional software edition eg. Novia/Skandia/SIS):
£50+VAT per month

To order your Pension Performance Review Process software please call 023 8089 2333, or use our Web Contact Form

The next step The Next Step: The Pension Performance Review Accelerator.