By tracking down and bringing multiple pension pots together, Turo empowers advisers to help clients easily monitor their pension savings.
It supports the adviser in the review and restructuring of a client’s defined contribution pension portfolio and implementation of a revised investment strategy. It manages the client’s overall level of risk by ensuring they are not over-exposed to any one particular market or asset.
This module is designed to bring together two or more schemes using a set of advice rules that identify the most suitable scheme for the individual.
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