You can manage individual and group pensions with all associated reporting and analysis. Using details of current pension provisions and requirements, our comprehensive pensions modeller calculates projected pensions at future and present values at a selected retirement age. Then the extensive “what-if” facilities allow you to see the effect of changing the different factors that make up a pension.

The pensions reports are for both personal and business clients. There are electronic links to providers for fund names, unit allocations, price feeds etc. These tools provide significant savings in staff time spent on getting accurate up-to-date pension summaries.