Annuity broking and triage

Adviser support
Guidance

Support your retirement options specialists with a tool which condenses the fact-find process to give non-advised annuity options or an advice referral.

Who does this help?

This module assists retirement options specialists through a client fact-find, enabling them to ask the right questions in the fact find about the customer’s needs, wants and health status. The process consists of a fact find, health questionnaire, integrating with AMS or IRESS annuity portals.

It benefits clients who have a defined contribution pension pot and are considering exchanging it for an annuity. Following the simple fact find, if the customer’s needs are found to be more complex, they will be referred to an adviser for financial advice.

Client objectives

Non-advised annuity options

Outcomes

Annuity quotes:
In the form of a quote comparison personalised illustration to ensure the most suitable income level. Report produced for the client at the click of a button.This can then lead on to an annuity purchase.

Referral to an adviser: Referral option is built into the triage process for more complex cases.

Key features

No items found.

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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

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.

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