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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
This module assists the adviser throughout the whole fact find process, reducing at-retirement advice delivery time by up to 50%.
This tool enables advisers to service clients who are coming up to retirement, have defined contribution pensions and would like financial advice on taking their pension.
It has been built intuitively around an adviser’s requirements. The comprehensive fact find is arranged so that advisers can enter information as it arises naturally during the conversation. Also included is an integrated income and expenditure section with simple cashflow visualisations.
The adviser is able to generate a suitability letter at the click of a button which can be edited before being sent on to the client. From a risk and compliance perspective, there is a full audit trail and compliance record for each case. In 90% of cases, Turo is able to give an advice recommendation.
The adviser gets a solution summary on screen with all product recommendations and supporting data, which are used to produce a suitability letter for the client.
Tax free cash:
Advice on whether taking tax-free cash is affordable.
Annuities:
Option to include automated annuity quotes.
Drawdown:
Advice on taking a sustainable, tax-efficient or phased drawdown.
This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)
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.
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