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User Guides
User guides and walkthrough videos are available for all our tools, simply click on the relevant guide to view or download.

If additional assistance is required please contact our support team* by telephoning 01892 669495 or email us at support@selectapension.com
 
*support team available Mon-Fri 9-5pm
Switching Software
Pension Switching User Guide
Investment Switching User Guide
Drawdown Switching User Guide
FAQ-Pension Switching
Cashflow and Drawdown Reviews
Cashflow and Drawdown User Guide
Defined Benefit Transfers
Defined Benefit Transfer User Guide
FAQ - Defined Benefit Transfer
FAQ - Defined Benefit Bridging Pensions
Income Modeller User Guide
Portfolio and Fund Reviews
Funds Functionality User Guide
Portfolio Comparison User Guide
Portfolio Upload User Guide
Integrations
IO
Xplan
Plannr
Pension and Investment Projections
New Pension Projections User Guide
New Investment Review User Guide
General User Guides
Building a Bespoke Workplace Pension Scheme
Bespoke Plan User Guide
With Profits User Guide

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