By enabling the adviser to bring multiple pension pots together, Turo empowers advisers to help clients review and compare their pension benefits. It is suited to both independent and restricted advice firms.
It supports the adviser in the review and restructuring of a client’s defined contribution pension portfolio and implementation of a revised investment strategy.
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. The transfer parameters can be configured to the tenant's requirements.
If you would like to find out more about Turo, fill in the form and one of the team will be in contact with you.
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