Defined benefit transfer guidance

✓ D2C Digital
✓ Guidance
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Whether to consider to transfer a defined benefit pension or not is an extremely complex area. This online tool educates the client about their defined benefit pension and whether advice maybe appropriate.

Who does this help?

Designed for those with a defined benefit pension, this digital tool mimics the conversational role of an adviser, helping the client understand the important factors around defined benefit transfers and considerations for taking financial advice.

The client is able to make an informed decision on whether to seek out defined benefit transfer advice.

It is suited to both bulk member exercises as well as to individuals who need to understand the important factors of a defined benefit pension. 

Client objectives

All objectives are based around helping the client to gain a better understanding of their defined benefit pension and the implications of transferring out of it.

Outcomes
Decide to take advice on transferring out of a defined benefit pension: referral to an adviser.
Decide not to take advice but feel fully-informed about their defined benefit pension.
Configurable parts

The journey can be branded with your own logo, tone of voice, scheme documents and educational videos.

Dialogue

Scale up your digital advice capability

API integration with your own digital solutions
Customised to your brand with UX excellence
End-to-end automation of your whole advice process

Live products

Get in touch

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.