The average person has six jobs throughout their lifetime, acquiring several defined contribution pensions on the way. This module enables an adviser to combine a client’s pensions and implement an investment strategy.
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.
Pension transfer recommendation - A decision on whether to transfer or not and which pension to consolidate to.
Current vs recommended asset allocation - Side by side comparison for each pension, mapping customer's desired attitude to risk and capacity for loss to ensure all pensions are aligned to their profile.
Partial pension transfer option
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