To help Annuity / Drawdown decisions and optimise Drawdown selection,
Selectapension are offering FREE one to one demonstrations and webinars on the new Flexible Retirement Optimiser tool.
Re-engineered in-line with legislation and adviser feedback – the Income Drawdown and Annuity suite is designed to lead the market in technical advancement and ease of use. Including:
• Flexible Retirement Optimiser - NEW! -This new flexible tool allows you to easily create multiple income strategies to demonstrate different outcomes. You are able to compare both Annuity and Drawdown products in one report, using live Annuity quotes from iPipeline's quotation platform Assureweb. Click here to find out more about the new tool.
• Drawdown Transfer Analysis (Crystallised and Uncrystallised) - The Drawdown Transfer Analysis tool allows you to analyse your client's existing Drawdown arrangements and assess the potential benefits of a transfer to a new Drawdown product.
Selectapension is offering one to one demonstrations of the new Flexible Retirement Optimiser tool at a date and time which is convenient for you. There will also be the opportunity to ask any questions you may have. Please click here to arrange a demonstration.
Alternatively, a series of Online Training webinars are also available offering overviews on all the tools available, including Income Drawdown and Annuity. Please click here to view the Online Training options to select the webinar of your choice and book a place.
Next Steps: If you have any questions or would like to know more, please contact Selectapension using the contact details below: