Pension Guidance

✓ D2C Digital
✓ Guidance
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Enable your clients to be better-equipped for retirement, more savvy about their pension and more empowered to make a change.

Who does this help?

With auto-enrolment, the take-up of pensions has never been higher, yet the majority of individuals have no idea how a pension works or how they can influence their future retirement.

This module aims to educate people about their pension, so that they can increase the chances of a better retirement for themselves.

It is designed for those who are more than 10 years away from retirement. It shows the client’s projected retirement income on an interactive dashboard.

The client is able to see the impact of changing different factors such as their retirement age and learn about how they are able to influence their retirement income in future.

Client objectives

Learn how the following factors can influence one's income in retirement:

The client can also learn about:

Outcomes

The module features links to additional information that will help improve the client’s knowledge about pensions.

Increase in knowledge about personal pension: Client will be better-informed about their pension and more informed about how they can maximise their income in retirement.
Update pension death beneficiary

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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


Disclaimer

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.