Tuto provide an end to end defined benefit pension transfer service for IFA’s and professional firms, who are looking for Pension Transfer Specialist (TPS) services for their clients prior to them continuing to provide ongoing investment advice post transfer.
In addition, Tuto also provide a bespoke private client service for introductions from professional connections who cannot offer an ongoing investment service to the client.
Our director, Tim Eadon, is a chartered adviser with the CII and has over 20 year’s technical experience in providing pension advice including working with Commercial Union, Aviva and running the complex case team at Sesame.
Tim has also worked closely with the CII as an examiner, making G60 papers and more recently as a founding examiner for R06 and various advanced papers.
Tim took up the full-time post of CEO of the Personal Finance Society (PFS) after the merging of LIA and SOFA, before returning to private practice in recent years.
He is therefore uniquely placed to be able to lead a team of industry experts in providing focused pension transfer specialist advice for both DB and DC transfers together with providing a holistic service for those clients who wish to encompass their future pension planning within their overall financial planning strategy.