Iress has enhanced its pension switching capabilities by embedding O&M Profiler pension switching analysis directly within the Xplan platform.
As the final Pension Dashboard providers prepare to go live in October 2026, advisers are expecting a significant increase in switching enquiries.
To support this, the upgrade enables advisers to conduct analysis, generate reports and manage client data entirely within Xplan, improving efficiency and reducing the need for external tools or manual data handling.
With key steps built directly into Xplan’s interface, the process is streamlined into five clear stages, allowing switching advice to be delivered more efficiently, accurately and confidently.
The enhanced functionality supports a wide range of pension switching scenarios and automatically produces all essential outputs - including switching reports, regulatory documents, and audit-ready evidence - helping firms maintain compliance while saving time and reducing administrative effort.
For more complex cases or switches involving additional tax wrappers such as ISAs or GIAs, advisers can continue to leverage the full Profiler suite through the existing integration, retaining the flexibility and customisation options needed for more bespoke recommendations.
Jamie Grant, head of product at Iress, said: "By embedding Profiler pension switching analysis into Xplan, we’re strengthening the advice experience and removing unnecessary complexity for advisers. Completing key switching tasks in one place means greater accuracy, less friction, and more time focused on client outcomes. With the Pension Dashboard driving greater visibility and more switching conversations, we’re ensuring firms have the capabilities they need to respond effectively and at scale."
