PTFS offers LifeQuote service

Published on

Personal Touch

Personal Touch Financial Services’ adviser firms now have access to LifeQuote.

LifeQuote comparing product features and prices across a panel of protection providers. The service includes multi benefit quote options, Quote+, Decision-in-Principle tool and research tools to simplify the comparison of products.

Personal Touch will be launching LifeQuote with its own dedicated administrative support function providing members with a full service removing the need for advisers to complete applications, chase any third parties and liaise with product providers.

The new LifeQuote service will cover products from Personal Touch’s ‘integrity’ protection panel which includes Ageas, Aviva, Friends Life, L&G, LV= and PruProtect.

Charlotte Power, senior protection manager at Personal Touch, said: “We have listened to our members to improve the advice process to ensure the best possible protection solution for consumers. Providing our members with access to LifeQuote’s multi benefit quote functions and tailored protection plans will allow them to feel confident they are providing the right advice to meet their client’s needs.

“Opening access to the Decision-in-Principle tool will provide a greater understanding of whether a protection case would be rated or declined – something we know can be a challenge when providing protection advice to consumers in today’s complex marketplace. Our aim is to provide consumers with enhanced product options and an improved advice experience. We are delighted to be working together with LifeQuote to help make this happen.”

Neil McCarthy, sales and marketing director of LifeQuote, added: “Personal Touch adopting LifeQuote is very important for a number of reasons; firstly, because it sends a clear message that mortgage advisers are one of, if not the most important access points for consumers requiring protection advice and our services will simplify the process and save them considerable time.

“Secondly, it highlights that there are no reasons why protection should not be discussed with clients regardless of their age or state of health, and we can use tools to make sure that any product combinations that are required can be purchased simply.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

FCA maps out open finance plans with mortgages and SME lending in focus

The Financial Conduct Authority has set out its latest vision for open finance, with...

The Vernon creates chief customer officer role with new appointment

Vernon Building Society has appointed Louise Thorpe as its first chief customer officer. Thorpe (pictured)...

HLPartnership adds Afin Bank to panel

HLPartnership has added Afin Bank to its lender panel, giving advisers across the network...

Mortgage Advice Bureau buys HomeOwners Alliance in push to reach buyers earlier

Mortgage Advice Bureau (MAB) has bought consumer platform HomeOwners Alliance as it looks to...

UK adults report sharp fall in sense of safety as global tensions fuel anxiety

Almost half of UK adults said in March they feel less safe than they...

Latest publication

Other news

FCA maps out open finance plans with mortgages and SME lending in focus

The Financial Conduct Authority has set out its latest vision for open finance, with...

The Vernon creates chief customer officer role with new appointment

Vernon Building Society has appointed Louise Thorpe as its first chief customer officer. Thorpe (pictured)...

HLPartnership adds Afin Bank to panel

HLPartnership has added Afin Bank to its lender panel, giving advisers across the network...