A unique pension transfer software system for forward-thinking financial advisers.
The Pension Performance Review Process allows advisers to create comprehensive, compliant and time-efficient pension transfer suitability reports for their clients.
A Complete Process
A complete pension transfer process – far more than a cost comparison tool.
Fully Automated Report Generation
No need to hand write a word of your pension switching suitability reports.
Comprehensive & Compliant
The most comprehensive pension switching reporting system available.
Market Leading Suitability Reports
Fully editable, fully branded suitability reports that your clients will love.
Build Recurring Income Streams
Embed value in your practice through increasing funds under advice.
Tried and Tested
Introduced in 2002, this is a proven system that has had years of real world success.