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
If you would like to find out more about Turo, fill in the form and one of the team will be in contact with you.
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 is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.
© 2021 Wealth Wizards Limited.