PAS has a range of flexible software solutions centred on our powerful multi-purpose calculation engine. The combination of these sets a new standard in pensions and financial planning calculations. Our software solution can be deployed as fully self contained or as a black box with the calculation engine exposed via web services.
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Financial Planning
Our Financial Planner is an online data aggregation and financial planning system enabling advisers and their clients to see their total projected wealth and make informed planning decisions.
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RECAL – Pension Switching Redress
Drawing upon the unrivalled experience PAS (Pensions and Actuarial Services) gained during the Pensions and FSAVC Reviews, we have developed RECAL-PSR, a robust and flexible redress calculator to deal specifically with this challenge quickly, accurately and efficiently.
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RECAL – Pensions and FSAVC
PAS has been providing review software since 1994 and our RECAL software was widely used throughout the industry during the Pension and FSAVC Reviews. Our software provides a rigorous comparison of the benefits lost and gained as a result of a course of action and calculates any redress due as a result.
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Regulated Illustrations
We have a wealth of experience in providing regulated illustration software to product providers including FSA New Business, Statutory Money Purchase and Income Drawdown Illustrations. Our software is designed to perform accurate projections within a defined regulatory framework encompassing the provider's product design and charges.
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Retirement Options
Developed in conjunction with Billy Burrows, acknowledged expert on annuities and drawdown, our Retirement Options solution analyses and illustrates retirement options tailored to an investor’s needs.
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Transfer Value Analysis
The decision to transfer benefits from an occupational scheme to a personal pension is a complex one. TVAS takes account of the variables, providing a comprehensive analysis and a clearly illustrated report to assist our clients with their obligation to provide compliant advice. With extensive bulk TVAS functionality our software provides a single solution for Transfer advice practitioners.
