Personal Touch unveils retirement planning module

Ryan Bembridge

October 24, 2016

OAP old equity release1

Personal Touch has launched a ‘living in retirement’ module with risk profiling and financial planning service Dynamic Planner to allow members to work with clients approaching the increasingly complex ‘at retirement’ stage

Members will learn how to navigate the pension freedoms market, explore existing pension arrangements, examine annuity options, undertake risk profiling, determine drawdown sustainability and forecast retirement income options vs life expectancy.

Personal Touch has conducted wealth workshops to train advisers on the new module.

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The annual Personal Touch Wealth Management Conference is being held this week at Hilton Birmingham Metropole.

James Smith, head of intermediary account management at distribution technology, is the guest speaker at the conference.

He said: “Since the introduction of the pension reforms, the ‘at retirement’ stage of an individual’s financial plan has become increasingly complex and is a rapidly growing part of the financial advice process.

“Having already partnered with Personal Touch to have Dynamic Planner integrated throughout the network, we are extremely pleased to now add the additional functionality of the living in retirement module.

“This is a market-leading service and one that we believe can help Personal Touch advisers to ensure the quality and suitability of their retirement income planning.”

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