Personal Touch to offer DT's 'living in retirement' module

Dynamic Planner fully integrated into back-office

Tom Ellis
clock • 1 min read

Personal Touch Financial Services is to offer Distribution Technology's (DT) Dynamic Planner 'Living in Retirement' module to its members.

The adviser network, which provides business, technical and regulatory support to more than 550 firms, said the module would allow its members to work with clients in the "increasingly complex retirement sector". The firm has conducted 'wealth workshops' to train advisers on the module.  Personal Touch head of wealth management Mark Hebberd said pension freedom had created a "fully established market" and one where clients need "significant levels of advice". He added: "In essence, the module enables the advisers to work with clients regarding both the accumulation phase of pension pl...

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