Mortgage News
Personal Touch launches retirement planning module
Personal Touch Financial Services (PTFS) has launched a module, Dynamic Planner’s Living in Retirement, to help its members widen the services it can offer to clients.
The adviser network has already conducted wealth workshops to train its advisers on the new module and upon completion it will enable members to work with clients approaching retirement.
The module will educate members on how to navigate the pension freedom market, explore existing pension arrangements, risk profiling and examine annuity options.
Dynamic Planner is part of software firm Distribution Technology’s risk profiling and planning service and has been fully integrated into Personal Touch’s system since February.
Mark Hebberd, head of wealth management at Personal Touch, said the company has moved forward significantly since the partnership with Dynamic Planner.
He added that he hopes the module will present a great growth opportunity for its members in what is becoming an increasingly complex retirement market.
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