A new era for
Defined Benefit advice

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Defined benefit pensions can be a complex area of advice.

Turo covers all aspects of the DB advice journey from education right through to giving advice. Now you can deliver digital, regulated financial advice to your clients.
Time saving

Automate key parts of the advice process

Heavy lifting

Deliver DB advice at a fraction of the cost

Audit trail

Amazing client and adviser experience

Helping the client answer important questions

Providing DB transfer advice is expensive and time-consuming. Turo’s Digital modules can help you provide entry-level education right through to advice so there’s a service to suit every client’s price point.

These white-label modules help you provide guidance and education on defined benefit pensions, abridged advice as well as full DB transfer advice.

Plus, Turo can be configured to your advice policy, brand identity and customer requirements.

See the DB modules in action

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© 2019 Wealth Wizards


Disclaimer

Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 06030782. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited. 

© 2019 Wealth Wizards Limited.