SelectaPension

Name: SelectaPension
Brand: SelectaPension

Selectapension.com We offer "All of market" research for Pensions, Investments and Cashflow to Financial advisers.

Est 2004|8 Ref Customers

LinkedIn 860|Website|FTEs 23|HQ Crowborough, England, GB

MarketsFinancial Planning & Wealth Advice Software

Published Oct 15, 2026

01Common complaints

- When independent review validation is required - If procurement requires a substantial base of independent reviews on Gartner Peer Insights, G2, or TrustRadius, SelectaPension may be difficult to validate based on the limited discoverability/coverage observed in accessible sources. - When you need transparent pricing and a self-serve evaluation - If the procurement requirement is published pricing tiers and immediate sandbox access, vendors with clearer published pricing or trial access may be easier to evaluate. - When security/compliance must be evidenced publicly - If public evidence of SOC 2/ISO certification, data residency, and enterprise controls is required prior to procurement, the vendors public security documentation appears limited and this should be treated as a procurement risk. - When the primary need is holistic goals-based financial planning - If the core requirement is deep goals-based client planning, household balance-sheet planning, and rich client portal collaboration, a dedicated planning tool (for example Voyant in the UK planning category) may better meet that primary need, with pension switching handled by a specialist add-on. - When the workflow is already standardized around another research ecosystem - If the firm is standardized on Defaqto Engage (or a similar research ecosystem) for research and compliance processes, changing switching/reporting engines could add operational friction unless migration and template mapping support are available and validated. - Current limitations acknowledged by the vendor - The vendor pages reviewed do not include an explicit limitations section. - Roadmap / "not yet available" - The vendor has published information about a new Portfolio Insight capability, but a detailed public roadmap with dates was not provided. - Scale limitations - Scale or performance limits were not documented in the publicly accessible materials reviewed. - Security or compliance gaps - Public documentation did not clearly specify SOC 2/ISO certifications, data residency, or enterprise security features; this represents a vendor information gap to address during due diligence. - API limitations or integration constraints - Integration descriptions are high level; technical API documentation, data models, rate limits, and error-handling approaches were not located in the public materials.

Deal disqualifiers (poor fit)

Firms that require publicly documented SOC 2 / ISO certifications and detailed public security attestations (unless vendor can provide such evidence under NDA)
Firms that require transparent, self-serve pricing and a credit-card trial
Firms that require a substantial independent peer-review footprint (G2/TrustRadius/Gartner) for procurement confidence

02Why they buy

- Competitive advantages (supported by available evidence) - Specialist modules for pension switching/consolidation, cashflow/drawdown reviews, DB transfers, and portfolio/fund/MPS reviews within a single product suite (vendor positioning). - Morningstar integration for fund research and portfolio analytics (vendor integration claim). - Integration with intelliflo iO for pulling client and scheme details and storing generated reports within the CRM (partner listing). - The vendor states that training and support are included in subscription plans (vendor claim). - Where competitors may have advantages (balanced) - Defaqto Engage may provide broader product research coverage and a larger research ecosystem. - WealthAnalytica publishes pricing and positions itself as including all modules, which can simplify procurement and cost predictability. - Larger or legacy platforms (for example O&M within Iress) may have more established enterprise procurement artifacts depending on organisational maturity.

03Field reports

Customer Testimonials

- Availability of mainstream B2B review coverage (Gartner Peer Insights, G2, TrustRadius) - A direct SelectaPension product page was not easily discoverable on Gartner Peer Insights in the accessible results; this may indicate the product is not listed under that service or is not readily indexed there. - No clearly relevant G2 or TrustRadius product pages for SelectaPension were surfaced in the accessible results. - Vendor-published testimonials (selected and paraphrased) - The vendor website contains selected testimonials attributed to named firms or individuals. Examples paraphrased from the vendor materials include: - A representative attributed to Inglis Financial Advice described the software as easy to use and noted that it produces client-facing reports. - A representative attributed to CYA Ltd commented that pension comparison workflows are straightforward to operate and that the helpline is responsive. - Other vendor-listed attributions state that the product met the firm's needs and was consistent with relevant FCA criteria. - Critical caveat: these are vendor-selected testimonials without a visible methodology (sample size, selection criteria, or independent verification). They provide signals but are weaker evidence than independent review platforms. - Trustpilot (limited/low-signal) - A listing for the vendor on a third-party consumer review platform shows limited review volume; the presence of a very small number of reviews provides a weak statistical signal for B2B procurement. - Community mentions (limited) - A Reddit thread in UKPersonalFinance contains a comment noting use of SelectaPension for comparison work; this is a single, informal mention and not a structured user review. - Common themes (based on available evidence) - Themes from vendor materials and limited public comments: - Ease of use (as asserted in vendor materials and testimonials) - Client-facing report formats - Responsive support (per vendor-supplied testimonials) - Evidence gaps: - Insufficient independent review volume to generalize about reliability, implementation experience, or support quality across a broad customer base.

Vendor-provided case studies

The vendor site includes customer stories and implementation summaries, but these materials generally lack independent verification and do not present detailed, auditable ROI metrics, baselines, or methodology.

What can be extracted from available vendor material (limited)

Blog and news posts describe practical use cases such as pension switching and consolidation workflows, sole trader adviser workflows, and the launch of portfolio insights. These read as product-focused materials rather than independently verified case studies.

Critical evaluation

Where metrics are presented in marketing materials, they are vendor-published and do not include a methodology for how measures were obtained. Buyers should request reference customers willing to discuss outcomes, sample reports, and evidence of compliance acceptance (for example, how compliance teams have validated outputs).

04Best fit

Company sizes

Best fit appears to be UK advice firms and retirement specialists, including sole traders, mid-size advice firms and potentially larger regulated organisations (banks, providers, transfer bureaux) if the platform meets enterprise governance and audit requirements (this needs validation).

Industries and verticals

UK wealth management and independent financial advice
UK pension transfer and retirement income advice
Pension scheme trustees and actuarial-adjacent users (as listed by the vendor)

Roles and personas

Decision makers:
- Head of Advice / Managing Partner
- Compliance / T&C leadership
- Operations / Paraplanning managers
End users:
- Financial advisers
- Paraplanners (frequent report production)

Pain points addressed

Producing consistent, comparable switching/consolidation and suitability-style outputs
Reducing manual spreadsheet analysis and report writing
Supporting periodic drawdown sustainability reviews and producing client-facing reports

Qualification criteria (good fit)

Firms with frequent pension switching/consolidation cases needing repeatable, auditable outputs
Firms on Intelliflo seeking an integrated switching/cashflow workflow
Firms seeking a combination of switching + cashflow + DB transfer capabilities from a single vendor relationship (subject to validation)

Real customer examples (from vendor materials)

Inglis Financial Advice (vendor-provided testimonial)
CYA Ltd (vendor-provided testimonial)
Esteem Money Ltd (vendor-provided testimonial)
One Financial Solutions (vendor-provided testimonial)
TKV Financial Management (vendor-provided testimonial)
Bow Financial Services (vendor-provided testimonial)
Clear Advice (vendor-provided testimonial)

05The pitch

What the product does (core value proposition in objective terms)

- SelectaPension is a UK-focused, web-based retirement planning and switching/consolidation analysis platform that enables regulated financial advisers to produce comparison analyses and client-facing reports across pensions, investments, drawdown, and related cases. The vendor positions the product as an integrated planning and reporting system spanning accumulation through retirement. - Product modules described by the vendor include: - Switching / consolidation analysis (pension, investment, drawdown) with charge/RIY-style outputs and remuneration fields - Cashflow modelling / drawdown sustainability review workflows - Defined Benefit (DB) transfer analysis module (final salary schemes); the vendor describes this module as compliant with relevant regulatory requirements and buyers should verify regulatory acceptance and the underlying methodology - Portfolio / fund / MPS (model portfolio service) review tooling, including performance/cost/volatility/suitability analytics via an integration with Morningstar - Pension & investment projections and broad product/provider comparisons - Integrations with adviser CRMs/back offices (notably Intelliflo)

Target market and market positioning

- Primary target users are UK financial advice professionals (IFAs), paraplanners, banks, providers, transfer bureaux, actuaries, trustees, and other pension professionals. - Positioning communicated by the vendor includes: - FCA-aligned report outputs (described as compliant report templates) - Broad comparison coverage across pension and investment products (vendor claim) - Training and support included within subscription plans (vendor claim)

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