BTWC are pleased to announce their partnership with Tuto, the leading pension specialists.

Tuto provide an end to end defined benefit pension transfer service for IFA’s and professional firms, who are seeking Pension Transfer Specialist (TPS) services for their clients prior to them continuing to provide ongoing investment advice post transfer.

Tuto’s main goal is to support the client requirements and needs and part of this includes an initial triage ensuring clients have the opportunity to have an initial review of their case.They support both regulated and non-regulated firm requirements. For regulated advisers they offer a Bureau service whereby a qualified pension transfer specialists will carry out the initial evaluation and if the transfer goes ahead then pass the client back for ongoing fully regulated investment advice from their original financial adviser.

Or if a non-regulated firm Tuto support by enabling clients to be passed directly to their private clients division.

Both options seek to ensure the clients circumstance are assessed accordingly and suitable options are proposed as necessary.

BTWC are committed members of the Institute of Professional Will Writers and the Society of Will Writers, and this new partnership with Tuto who pride themselves on the high standards they deliver to, simply solidifies and strengthens their proposition of providing a fully rounded panel of services and products.

Amy Peters, Head of Operations for BTWC, comments “Partnering with Tuto was an easy decision for us. Their ethos of working closely with advisers and clients whilst maintaining extremely high regulatory standards supports our view of delivering an impeccable service to clients and advisers alike. Widening our partnership panel with Tuto to encompass a rounded offering of Later Life services is the formation of our long-term focus for a comprehensive, professional offering.

Kim Bascombe, Director at Tuto said “We see working with BTWC as a great partnering, as we both identify an ideal opportunity for BTWC advisers and their clients to access IFA advice with a firm who puts the client interest at the heart of their advice process, adding value to the adviser’s services and their end clients.

Tuto’s basic criteria is:

  • No upper age limit (as long as the customer isn’t accessing their pension)
  • Minimum amount = £30,000 (can be multiple pensions added together)
  • Pension must be UK based
  • Can review any frozen personal or former workplace pensions (except central government)
  • Can review any personal pensions (providing only the client is contributing)
  • If the client wishes to release money from their pension(s) they must be at least 55

 

Get in touch with the BTWC team if your clients have any requirement for PTS support  - call 01522 500823