Pension switching

Pension switching is the latest addition to Engage Core, Defaqto’s end-to-end financial planning software. Save time and money by consolidating several tools into one while benefiting from consistent methodology and product research capabilities across the entire advice process.

Pension switching in Engage Core is fully integrated with its risk profiling, product and platform research, fund selection, suitability reporting and ongoing portfolio review functionality.

Pension switching is available as an optional add-on to your Engage Core licence. 

Key benefits

  • Pension switching follows COBS rules, with a reduction in yield calculator highlighting the most cost-effective solution for your client
  • Ease your administrative burden by using a software that can help you create switch, new business and suitability reports in the same place
  • Compare several switching scenarios easily including partial switches, all included into the research report, providing a robust audit trail
  • Integrate your pension switching process with risk profiling, fund and product research and client review process and get access to over 800 Risk rated funds and DFM MPSs
  • Program in your own preferential charges
  • Configure the switching process to integrate your own CIP and custom client portfolios 
  • Rather than wait for provider illustrations when needed, create your own FCA approved illustration template

Intelligent Office users can execute recommended funds and obtain real-time valuations. 

Request demo

Let us show you how Pension switching can provide consistent methodology and product research capabilities across the entire advice process. You can either call us on 01844 295 546, email sales@defaqto.com or complete the form below.

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