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Selectapension

Financial planning software for UK financial advisers covering pension switching, cashflow and fund research

Crowborough, United KingdomFounded 2004selectapension.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About Selectapension

Selectapension develops financial planning software for pension and investment advice. Its modules cover pension, investment and drawdown switching, cashflow projections, defined benefit transfers, fund and MPS research, and pension and investment projections. The software also integrates with back-office systems and data sources such as Morningstar.

Its customers are financial advisers, paraplanners, banks, providers, pension transfer bureaus, actuaries, scheme trustees and other pension professionals. Software is sold on subscription, and subscriptions include training and support.

The company was founded in 2004, when it launched a pension switching tool, and later added defined benefit transfer and cashflow modules. It is headquartered in Crowborough, United Kingdom. Its senior team includes a Managing Director, a Head of Partnerships and Operations, and a Head of Sales and Marketing.

Product: Pension and investment planning software: switching, cashflow modelling, defined benefit transfers, portfolio insight and projections.

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