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Personal Touch sees big interest in scheme to widen skills

Personal Touch Financial Services has started a programme to train advisers in pensions and investments as well as mortgage brokers looking to become IFAs.

Sales director Dev Malle says the scheme has been launched due to the significant downturn in the mortgage market and is aimed both at FPC-qualified advisers looking to refresh their pension and investment knowledge and mortgage brokers looking to widen their skills.

Malle says that over 100 Personal Touch advisers have registered their interest and a significant number have already started on the scheme.

He says that he has received over 100 enquiries in the last week from directly authorised brokers looking to become IFAs.

The company has also made a number of ancillary products such as secured loans, savings products and private medical insurance, available to members.

Malle says: “Advisers are quickly realising that there is still a huge income opportunity out there even in the current market.

“In the first half of this year, a total of 107 new appointed representative firms and 402 new sellers joined Personal Touch Financial Service, attracted by our aggressive proposition, broad product offering and innovative thinking that will help our member businesses.”


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This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.


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