Giving your customers “more for life”
TOMAS offers a range of solutions that can meet the needs of firms involved in the distribution of annuities. They are tried and tested and have been created with three key principles in mind:
Helping customers to make the most of their money
All TOMAS solutions put the customer first. The emphasis is on ensuring that customers understand their options and the impact of those options on income. Getting the right shape of annuity is as important as finding the best rate.
Developing efficient technology solutions
It’s a fact that writing annuity business can be time–consuming and expensive relative to the commission or fees received. TOMAS streamlines processes, reduces cost and saves time for all customers regardless of the size of their fund.
Meeting and exceeding regulatory expectations
The TOMAS range of solutions has been created to comply with best practice expectations from all regulatory bodies.
It enables distributors to offer an excellent uniform service to all retirees regardless of fund size, thus meeting a key TCF
(Treating Customers Fairly) principle.
