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

Software: Software Screenshots

Below is a series of selected screenshots from the Pension Performance Review Process software to give an impression of the visual style and interface of the software. Please click on the thumbnail images to view larger images. For a more indepth look at the software in action, please see our Video Overview or refer to the Instruction Booklet.

The 'Home' screen

The 'Home' screen

This is the first screen users see when the software is loaded and gives basic details about the case in progress.
The 'Remuneration & Client Details' screen

The 'Remuneration & Client Details' screen

This is where users enter their remuneration details and details about the client.
The 'Existing Pensions' screen

The 'Existing Pensions' screen

Users enter all details about the client’s existing pensions on this screen.
The 'Fund Performance' screen

The 'Fund Performance' screen

This is where users enter data on the performance of the client’s existing funds to that a comparison can be made between these funds and the recommended portfolio.
The 'Fund Performance Chart' screen

The 'Fund Performance Chart' screen

This screen shows the fund performance comparison in a graphical format.
The 'With Profits Ratings' screen

The 'With Profits Ratings' screen

Where a client has with profits funds, this screen is where a user would look up the ratings of the with profits funds held.
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The 'Asset Allocation Chart' screen

The 'Asset Allocation Chart' screen

This screen shows a graphical representation of the assets held in the client’s existing policies and an aggregated chart for their total holdings along with a comparison with the recommended asset allocation.
The 'Retirement Options' screen

The 'Retirement Options' screen

This screen shows a table outlining the various ways the client can draw a retirement income from their existing and the recommended policies.
The 'Pension Projection' screen

The 'Pension Projection' screen

Based on the assumptions used, this screen show what retirement fund, income and tax free cash the client may achieve at retirement using various investment growth rates.
Client suitability report

Client suitability report

All client suitability reports are generated as Microsoft Word documents, meaning that the text is fully editable. All client reports also include the users company logo on the front page.

The next step The Next Step: Frequently Asked Questions.