Retirement guidance

✓ D2C Digital
✓ Guidance
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For those within 10 years of retirement, this module guides the individual through the options available to them when they retire.

Who does this help?

Facing retirement can often be daunting and there is a lot of information to digest. Having to pay to speak to a financial adviser is not often feasible.

This module takes the client on a personalised digital journey, making them aware of the factors to consider when approaching retirement, mapping the possible outcomes to their own personal circumstances.

Client objectives

Based on the client’s own circumstances, they receive a forecast of their personal situation so that they know the realistic pension income options for taking tax free cash, drawdowns and annuitites.

Outcomes

The client receives a personalised pension options report with information which includes:

Accessing pension pot: Lump sum and income options.
Income types:
Annuities and drawdown and associated risks and risk prevention such as security and flexibility.
Example scenarios: Featuring a combination of above scenarios.
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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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© 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.