Pension Consolidation advice

✓ Adviser support
✓ Advice
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The average person has six jobs throughout their lifetime, acquiring several defined contribution pensions on the way. This module enables an adviser to combine a client’s pensions and implement an investment strategy.

Who does this help?

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.

Client objectives
Pension pots combined - Providing one easy to monitor pension fund which is reviewed every year.

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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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