Selectapension
Selectapension is a financial planning software provider that offers tools for pension and investment planning. Their services assist financial advisers and pension professionals in delivering analysis and reports for their clients.
- Report Writing
- Provider Services
- Portfolio Comparison
- New Pension Projections
- QROPS Transfer Analysis
- Defined Benefit Transfer
- Cashflow & Drawdown Strategies
- Pension and Investment Switching
Locations
Company Details
Selectapension is operated by Selectapension Limited and is a Active company incorporated on 16 March 2004 with the registered office located in Crowborough, East Sussex. Selectapension Limited was registered 21 years ago.
Status
Active
Size
Small
Directors
4
Age
21 years old
Employees
29
Turnover
£2.4M
Total Assets
£5.36M
Cash in Bank
£291.15K
Total Liabilities
-£2.25M
Teams
18
6
6
5
3
5
Account Manager • Joined Sep 2014
Development Manager • Joined Jan 2024
Account Manager • Joined Mar 2021
Account Manager • Joined Feb 2017
Technical Manager • Joined May 2015
Managing Director • Joined Jan 2024
Bureau Administration Manager • Joined Mar 2015
Manager - Accounts Team • Joined Jun 2013
Head Of Strategic Partnerships • Joined Oct 2011
Head Of Sales And Marketing • Joined Nov 2009
Account Manager • Joined Sep 2014
Account Manager • Joined Mar 2021
Account Manager • Joined Feb 2017
Head Of Sales And Marketing • Joined Dec 2023
Customer Service Specialist • Joined Apr 2020
Renewals Assistant
Development Manager • Joined Jan 2024
Technical Manager • Joined May 2015
Managing Director • Joined Jan 2024
Head Of Strategic Partnerships • Joined Oct 2011
Data Analyist
Account Manager • Joined Sep 2014
Account Manager • Joined Mar 2021
Account Manager • Joined Feb 2017
Pension Administrator • Joined Nov 2016
Accounts Assistant • Joined Sep 2016
Data Analyist
Development Manager • Joined Jan 2024
IT Systems Analyst • Joined Mar 2017
Data Analyist
Bureau Administration Manager • Joined Mar 2015
Manager - Accounts Team • Joined Jun 2013
Head Of Partnerships & Operations • Joined Dec 2023
Accounts Adminstrations Assistant • Joined Mar 2019
Addmination
View 18 members