Selectapension to Access Fund Data from Morningstar UK

London (PRWEB UK) 4 February 2013

Selectapension, a leading provider of pensions and investment planning technology for intermediary and enterprise markets, has entered an agreement with Morningstar UK, an independent investment research provider and subsidiary of Morningstar Inc., to offer Selectapension clients access to Morningstar’s extensive life, pension and OEIC funds data.

Under the terms of the agreement, Selectapension clients will be able to access Morningstar fund fact sheets as a standard part of their existing subscription package. The move will also enable Selectapension clients to enjoy extensive data coverage on fund performance via a daily direct feed from Morningstar.

This agreement means Selectapension will be able to provide IFAs with both time savings and cost benefits, which can ultimately help them aid clients on better investing decisions, adding to the value of their service and the advice process.

Access to this fund data is available across Selectapension’s whole product suite including:

  •     Money Purchase Multi Transfer Analysis
  •     Defined Benefit
  •     Provider Comparison
  •     Retirement Planning
  •     Income Drawdown
  •     QROPS Transfer Analysis

Andy McCabe, Managing Director at Selectapension, commented:

“We’re pleased to have secured this agreement with Morningstar, which gives our clients access to the best information available in the fastest possible way. In a post-RDR world, success or failure rests on demonstrating value and advisers cannot afford to have second rate data information. The integration with Morningstar is offering our clients the best of breed in the marketplace. It is also adding value by providing time saving and cost benefits because important data is always, instantly at our clients’ fingertips.”


Selectapension offer one of the largest ranges of tools and pensions technology in the retirement market – offering in the region of 50 providers with close to 400 products.

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About Selectapension
Selectapension is a leading provider of pensions and investment planning technology for intermediary and enterprise markets.

Founded in 2004 by MD, Andy McCabe, Selectapension’s initial tools focussed on helping IFAs conduct DB scheme analysis and advise on complex money purchase schemes. Selectapension quickly expanded its range to include specialist tools geared to providing much needed analysis on QROPs transfer, income drawdown, provider comparison as well as general retirement planning calculators. It is continually reviewing its offer to look for new ways to improve the customer experience and add value.

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