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.
The Pension Performance Review ‘Accelerator’ training course is included with all software licences. See the Pension Performance Review ‘Accelerator’ page for more information.
A discounted rate is offered for second and subsequent adviser licences reducing the monthly payment to just £50+VAT.
All users are provided with two CDs for a single licence fee. One is configured to operate in conjunction with the Skandia Life and Pensions (Skandia) platform and one with the Skandia Investment Solutions (SIS) platform. Users can choose to install a single edition of the software or run both editions concurrently.
Pension Performance Review Process software licence fees
| Setup Fee | Monthly Fee | |
| Single adviser licence: | £495+VAT | £85+VAT per month |
| Second (and subsequent) adviser licence: | £495+VAT | £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 Pension Performance Review Accelerator.
