PTDA launches investment and pension service

The proposition offers complete whole of market access with no compulsory costs, selected panels or tie-in period and pays 100% commission, which is paid directly to the firm. It is fees free and has no retention on mortgage, investment or pensions. PTDA is also running a separate compliance package alongside the service for 2% of turnover, which will be capped at £600+vat pm. This includes a risk assessment visit, document library, regular compliance updates, TCF guidance and access to back office system 'Toolbox,'. "We understand the importance of support and how much time and mone...