Personal Touch Financial Services has made changes to its head office structure to enhance its focus on helping IFAs and brokers to build their businesses.
The firm's risk assessment, sales quality review and paraplanning divisions have all been brought together into a division called Service Delivery, integrating the systems solution Toolbox.
Meanwhile, compliance and risk have been brought together as a new division, under the leadership of Helen Gasser, previously risk director and group solicitor.
On the back of the recent establishment of training centres around the country, the firm has also refocused Training and Competency to work with members and businesses.
Karen Pearson, human resources and development director at Personal Touch, will take charge of Training and Competency.
Doug Crawford, Personal Touch CEO, says: "Since I joined Personal Touch, I have been meeting with our community of IFAs and brokers to find out how we can help them to develop their businesses.
"The changes we have put in place get to the core of the way Personal Touch is approaching the challenges and opportunities our members face. I am confident that they will feel the benefits of our restructure in their businesses and their ability to meet customer needs."
Annuity market worth £4bn in 2017
For ‘distress’ caused
Oversees £30bn of advised and D2C assets
Less than a third of top paid employees are women
£1bn business since inception