Pension advice

✓ D2C Digital
✓ Advice
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Allow pension savers to feel more in control of their retirement by giving them a detailed plan to achieve the income goal they want when they retire.

Who does this help?

Many defined contribution savers are auto-enrolled into a pension but don’t realise the importance of making a plan and saving into it.

This service encourages people to make a plan increase their contributions affordably, to achieve a more comfortable retirement.

This allows for pension scheme advisers to deliver a richer member experience, fully supporting and enhancing the employer’s member engagement strategy, all at a significantly reduced cost to both the member and employer.

Client objectives
Existing pension new regular savings:
Change the contribution amount to an existing pension.
Retain existing pension fund switch:
Switch existing funds to more suitable funds within their existing pension.
Existing pension new lump sum:
Add a lump sum to an existing pension.
New pension:
Set up a new defined contribution pension.
Configurable parts

Employer’s matching rules


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


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.