professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Personal Touch Financial Services

Regulation

Adam Higgs: How can adviser software help you comply with GDPR?

Intelliflo, IRESS and Personal Touch

clock 05 February 2018 • 3 min read

Companies

Personal Touch bought by LSL Property Services for £4.8m

Network has 200 ARs and 474 advisers

clock 31 January 2018 • 1 min read

Technology

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

Dynamic Planner fully integrated into back-office

clock 24 October 2016 • 1 min read

Regulation

Personal Touch mandates top-up exam for pensions freedom advice

Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.

clock 02 September 2015 •

Regulation

Personal Touch halves claims buffer in quality advice push

Adviser network Personal Touch has almost halved the amount of money it has set aside for settling complaints after paying out more than £256,000 in the last year.

clock 03 June 2015 •

Regulation

Adviser complaint uphold rate markedly below average

The proportion of complaints against advisory groups found in favour of the consumer is significantly below the average for the sector, the Financial Ombudsman Service's (FOS's) latest data shows.

clock 24 February 2015 •

Regulation

Sesame still most complained about advice firm

Network Sesame has again come out top as the most complained about advice firm, although numbers of cases against it were down, according to the Financial Ombudsman Service's (FOS) half yearly figures published today.

clock 02 September 2014 •

RDR

Personal Touch profits rise; incurs additional £154k in claims costs

Restricted network Personal Touch Financial Services has incurred an additional £154,000 in costs relating to claims brought against the firm in 2013, its accounts show.

clock 31 July 2014 •

Your profession

Personal Touch supports launch of AssuranceKeeper

Mortgage adviser network Personal Touch Financial Services (PTFS) has supported the launch of eKeeper's life assurance quotes service AssuranceKeeper.

clock 27 June 2014 •

Investing in the profession

Personal Touch launches business development programme for members

Mortgage adviser network Personal Touch Financial Services has launched a business development programme for its member firms to help them grow and manage their businesses.

clock 11 June 2014 •
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=personal touch financial services