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Turo for Advisers
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
Time saving

Advice delivered up to 50% faster

Heavy lifting

All paraplanner 'heavy lifting' done for you

Audit trail

Full audit trail for compliance

Data laptop

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
risk scale
Choice of ATR risk profiler
fund quotes
Annuity, investment and fund quotes in just 20 seconds

Client case studies

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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


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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