Defined Benefit transfer regtech

✓ Adviser support
✓ Advice
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Equipping your team with a robust, fast case-checking process to ensure all advice fits within your current advice policy parameters and is the best outcome for your client’s needs.

Who does this help?

This product is designed to significantly reduce the hours of manual time involved in checking your advisers’ recommendations, starting a with simple digital input into a robust and reliable system.

Turo uses artificial intelligence technology to learn from previous defined benefit advice cases, providing consistent and repeatable confirmations of recommendations which will take into account your company advice policy.

We would recommend a 3 month implementation process, continuing with manual case checks and Turo digital advice checks in parallel to ensure complete confidence in the system.

Client objectives
Outcomes

The adviser gets a solution summary on screen with all recommendations. They also have the ability to analyse and check the distribution of particular advice cases in relation to others.

Remain in defined benefit scheme:
After reviewing all circumstances, retaining a defined benefit pension might be the best option for the client.
Transfer out of defined benefit scheme:
Get a cash lump sum to invest in a personal pension.
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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. 07014133. 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®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited. Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.

© 2020 Wealth Wizards Limited.