Sample report and demo

Read a real report before you buy one.

We will send you a complete sample report and the one-page institutional summary, both built from an illustrative plan. Prefer to see it run on your own documents? Book a live demo.

The full sample report as a PDF, with the calculation pages and source evidence.

The one-page institutional summary for banks and advisors.

A short guide to the documents PensionSignal reads.

No plan documents needed to receive the sample.

A look inside

Pages from the sample report. The plan and sponsor are fictional.

Sample report cover page — **Cover**
Plan, documents received, and the report identifier.

Sample report executive assessment page — **Executive assessment**
The Plan Assessment Score, the Evidence Confidence Index, critical findings and the three most important actions.

Sample one-page institutional summary — **One-page institutional summary**
A single page for a banker, advisor or committee.

What a live demo covers

Your documents, live

We run a plan you choose, with your permission, and walk through each finding and its source.

How to read the score

What the Plan Assessment Score and Evidence Confidence Index mean, why critical findings cap the score, and why Not determined is not a failure.

Fit for your workflow