Existing Super PRS  

In the Output section you can produce a Product Replacement Statement, outlining the detailed fee analysis along with exit fees, MFI’s and charges for the existing Super platform(s).

Recommended pension PRS

In this section you can produce a Product Replacement Statement, outlining the detailed fee analysis along with exit fees, MFI’s and charges for the recommended Pension platform(s).

PDS Fees

This report outlines the fees and charges in the super products in a manner similar to PDS’s.

Features

In the Features output section you are able to view the features of the recommended pension platform(s).

In the Features section, you can access the following features analysis tools:

❄Select the roll over features relevant to your client’s objectives

❄View a comparison of the features in your recommended platform(s) based on the relevant roll over features selected

Super Portfolio Report

This section shows the strategic asset allocation for the existing super portfolio and the variation against the client’s risk profile and the investment options, amount invested and the MER associated with each fund.

Pension Portfolio Report

This section shows the strategic asset allocation for the recommended pension portfolio and the variation against the client’s risk profile along as well as the investment options, amount invested and the MER associated with each account based pension fund.

Summary

This section shows you a summary of the switch to the recommended pension(s) as well as any specific or minimum amounts to withdraw according to the withdraw strategy as entered in your Proposed pension section. In this section you can also select to save and quick print the report.

Product profiles

This shows you the product profiles of the recommended product(s) along with each products summary, strategy and objectives.

Product Replacement Statement

In the Output section you can produce a Product replacement Statement outlining the detailed fee analysis along with ongoing, exit and withdrawal fees for the existing and recommended investment platforms.

PDS Fees

This report outlines the fees and charges in the investment products in a manner similar to PDS’s.

Fiduciary matrix

The Fiduciary Matrix shows the fee outcome for investing total funds available into each platform. The recommended platform(s) and the strategies applied will be used for all platforms to ensure a like-for-like comparison.

Features

In the Features menu, you are able to view an analysis of what benefits will be lost or gained in a potential account based pension switch and give you the ability to weigh this up against a reduction of fees.