decumulation advice

✓ Adviser support
✓ Advice
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This module assists the adviser throughout the whole fact find process, reducing at-retirement advice delivery time by up to 50%.

Who does this help?

This tool enables advisers to service clients who are coming up to retirement, have defined contribution pensions and would like financial advice on taking their pension.

It has been built intuitively around an adviser’s requirements. The comprehensive fact find is arranged so that advisers can enter information as it arises naturally during the conversation.

The adviser is able to generate a suitability letter at the click of a button which can be edited before being sent on to the client. From a risk and compliance perspective, there is a full audit trail and compliance record for each case.

Client objectives
Outcomes

The adviser gets a solution summary on screen with all product recommendations and supporting data, which are used to produce a suitability letter for the client.

Tax free cash:
Advice on whether taking tax-free cash is affordable.
Annuities:
Comprehensive real-time annuity quotes available.
Drawdown:
Advice on taking a sustainable drawdown.
Dialogue

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


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© 2019 Wealth Wizards Limited.