Selectapension

[john.gartland]

Integrator overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration Summary

Selectapension provides market leading pension and investment planning tools and services for financial advisers in the UK.

Software type: Advice, Pension modelling

Locale(s):  UK

Contact details for integrator: hello@selectapension.com

Website for integrator: https://www.selectapension.com/

Description provided by the integrator: 

Selectapension provides market leading pension and investment planning tools and services for financial advisers in the UK. Founded in 2004, Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 150 products and funds, and over 50 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

What does Selectapension offer?

A suite of tools including:

·     Pension Switching

·     New Pension Projections

·     Cashflow & Drawdown Strategies

·     Portfolio Comparison & Fund Research

·     Investment Switching

·     Defined Benefit Transfer

·     QROPS transfer analysis

·     Quote & Apply

Selectapension’s features and functionality

·     Easy to use software, with a straightforward, logical format.

·     Accessible from any device through any web browser.

·     Allows you to create customised, easy to understand, client facing reports.

·     Stores client reports which support your compliance and regulatory requirements.

·     Provides access to over 150 products from over 50 Providers.

·     Gap illustration between retirement income expectation and reality.

·     Cost illustration of the delay in making proper provision for income at retirement.

·     Fund factsheets from Morningstar.

·     With Profits data from AKG.

·     Our reports are available in PDF and Word formats.

·     Income modeller feature in Defined Benefit TVAS and Income Drawdown & Annuity tools.

·     Report Writing Service for occasional or bulk reports

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled as per the Integrations available via Iress Open (Xplan and Private Wealth) terms of your managed service agreement. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf.

Link Button

You can create a link to the Selectapension website from your Xplan client navigation. This will require system Administration capabilities. Please see the user guide attached below. If you are on a Managed Site this link has already been established. Website to be used in the link is : www.selectapension.com

In your third party integrator software: 

The Third Party has supplied the setup guide Below.  Please contact them using the contact details above for more information.

Useful Documentation: