spend more time servicing your customers

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Turo for Advisers automates key parts of the advice process, enabling the adviser to stay in control whilst delivering highly-personalised advice.
Process advice cases in a fraction of the usual time

Advice delivered up to 50% faster

All paraplanner 'heavy lifting' done for you

Full audit trail for compliance

Capabilities include

  • Pension transfer
  • Sustainable drawdown arrangement
  • Retain existing pension
  • Purchase lifetime annuity
  • Pay out cash lump sum
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Simple advice generation

Get an editable, branded suitability report
Choice of ATR risk profiler
Annuity, investment and fund quotes in just 20 seconds

Approved partners

Including fact find import, suitability letter and compliance documents, use of iO PFP and iO sign in

Client case studies

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If you'd like to find out how Turo can work for you, fill in the form below and someone will be in touch.  

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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.