Intelliflo, IRESS and Personal Touch
Network has 200 ARs and 474 advisers
Dynamic Planner fully integrated into back-office
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.
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.
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.
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.
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.
Mortgage adviser network Personal Touch Financial Services (PTFS) has supported the launch of eKeeper's life assurance quotes service AssuranceKeeper.
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.