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.
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.
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.
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