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SimplyBiz Group plc

Defaqto adds pension switching to end-to-end financial planning tool

Defaqto has added a pension switching tool to its end-to-end financial planning tool Engage Core.

The new functionality is an optional module that allows advisers to compare multiple pension switching scenarios, including partial switches. 

Defaqto said the new addition will help advisers stay compliant around pension switching decisions and that it was designed to bring consistency to advisers and their clients across the pension switching process. 

SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom. 

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Disclaimer: Statements in this article should not be considered investment advice, which is best sought directly from a qualified professional.