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Pension Switch Due Diligence & Software

thomas12993thomas12993 Member
in Technology & IT

Hi guys,

I am just wondering how you guys compliantly analyse DC to DC pension switches, and what software you use?

Where I am working now we have been told to get illustrations from all seeding plans of what they are currently in and on a like for like basis basis of what our investment recommendations would be if the client goes ahead with our recommendations, I feel this is overkill and takes up far too much time, as some providers struggle to turnaround an illustration within 2 weeks and some simply do not offer it.

What do you guys do for DC to DC compliance? And are there any software packages that would do all of the above for me?

Regards

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