Smart technology powering up your customer journeys

The power of Turo

Omnichannel

Journeys can be accessed by customers or advisers ensuring a seamless experience.

Highly configurable

Turo can be fully aligned to your advice policy, brand guidelines and compliance requirements.

Flexible micro-services

Adopt as few or as many micro-services to optimise your business and a achieve a faster time to market.

Analytics

Understand customer and adviser behaviour, trends and outcomes to improve overall performance.

Integration ready

Turo integrates with your existing technologies such as CRM solutions, provider platforms, improving communication and productivity between systems.

  • Salesforce
  • A2Risk
  • Moneyhub
  • Microsoft
  • + more

Single source of truth

Seamlessly transfer data from your other applications to reduce costly re-keying and administration time.

Consistent and compliant advice

Turo enhances your risk framework by providing advice guardrails, anomaly detection and reporting.

Select any number of modules, at any time, to suit the needs of your evolving business.

Modules

Financial Healthcheck

After taking the automated financial health check, the user receives a financial wellbeing score and a personalised report to help them achieve their current and long-term financial goals.

Holistic Guidance

A conversational interface and content library guides the user on how to improve their financial wellbeing including reducing debt, increasing savings and saving enough for retirement. 

Pension and retirement guidance

The conversational interface guides the user on retirement planning, provides guidance on defined benefit pensions and sends the user a personalised options retirement report. 

Simple Digital Advice

Offer clients fully regulated advice on pension contributions, investment strategy, ISAs, DB Transfers – abridge advice and transfers.
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Consolidation advice

Offer clients fully regulated advice to consolidate existing pots, providing an efficient, compliant and auditable process while providing aggregate MI.
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Retirement Advice

Offer clients fully regulated retirement advice including lifetime cashflow, income planning, annuity drawdown and aggregate MI.
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An end-to-end guidance and advice solution

Turo's digital and hybrid solutions provide an end-to-end journey to support your clients’ financial wellbeing and regulated advice needs, while enabling you to focus on the core areas of your business.

Financial wellbeing

Financial healthcheck

Education and guidance for  9 finwell areas:

  • Managing day to day Spending
  • Saving for an emergency
  • Managing debt
  • Building up savings
  • Investing for the future
  • Property
  • Protection for you and your loved ones
  • Planning For retirement
  • Saving into a pension

Saving
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Pensions Guidance Tool

Accumulation Advice (investments and pensions)

Accumulation Execution Only (investments and pensions)

Withdrawing
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Retirement Option Guidance Tool

Decumulation Advice

Pensions Guidance Tool

Reviewing
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Pension Consolidation Advice

Investment Consolidation Advice

Annual Review

DB Abridged Advice

DB Transfer Advice

Links

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Disclaimer

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. 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®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.

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