Personal Touch to offer retirement options

clock

The Personal Touch network has launched two broker retirement plans, allowing members to receive lump sums for their business as well as an ongoing income.

The schemes are available to those wishing to retire immediately, or those planning for retirement in the next few years, with both plans offering lump sum death benefits to beneficiaries. Mike Allison from Personal Touch, says: “Brokers will consistently look for opportunities to maximise their income at retirement and increasingly these are limited for them “These schemes provide options for brokers wanting to retire immediately or phase their retirement – the phased option allows them to continue to practice but with the benefit of a lump sum payment as well as a host of free benefits ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA360: Check out the photo gallery from our 2024 conference

PA360: Check out the photo gallery from our 2024 conference

Our flagship conference took place last week at 133 Houndsditch in London

Professional Adviser
clock 30 April 2024 • 1 min read
Clients regret not working with an adviser sooner

Clients regret not working with an adviser sooner

Around 46% started using an adviser when they were 40 or older

Isabel Baxter
clock 30 April 2024 • 2 min read
St James's Place client funds reach £179bn due to investment returns

St James's Place client funds reach £179bn due to investment returns

Client funds reach record £179bn in first quarter of the year

Sahar Nazir
clock 30 April 2024 • 1 min read