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Agent Development
Queries concerning:
Business Growth & Development
Recruitment
Network Proposition
Help & Guidance
Lead Generation
Key Messages
Events
Click here to find your local Regional Support Centre
North, Midlands & Northern Ireland: 0121 767 1012
Midlands Team E-mail
Southern England & Wales: 0121 767 1010
South Team E-mail
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Directly Authorised Development Team
Queries concerning:
DA Recruitment
Help and Guidance
DA Proposition
Compliance Support
DA Marketing
Please call our dedicated team on:
0121 767 1020
Directly Authorised E-mail
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Marketing
Queries concerning:
Brand Identity
Logo Design
Stationery Development
Corporate Brand Development
Promotional Merchandise
Print Design
Advertising
Brochure Design
Digital Design
Template Websites
Online Advertising
Email Marketing
Marketing Manager: Sarah Hadgkiss
Tel: 0121 767 1075
Marketing E-mail
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Business Development & Recruitment
Queries concerning:
Business Growth & Development
Recruitment
Network Proposition
Help & Guidance
Lead Generation
Key Messages
Events
North, Midlands & Northern Ireland: 0121 767 1012
North & Midland Team E-mail
Southern England & Wales: 0121 767 1010
South Team E-mail
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Membership Team
Queries concerning:
Recruitment Application Queries
Induction Date Queries
South Region - E-mail
Main Contact Number: 0121 767 1080
Fax Number: 0121 767 1085
North Region - E-mail
Main Contact Number: 0121 767 1063
Fax Number: 0870 487 4921
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Product Sales Development Managers
Queries concerning:
Product Development Queries
Lender and Provider Contacts
Sales Director - Dev Malle
General Insurance - Charlotte Power - E-mail
Investments & Pensions & Protection
- Lisa Houlston - E-mail
Mortgages - Nazia Cleall - E-mail
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PT Debt Solutions
Queries concerning:
Adviser Applications
Commission Queries
Training
Submitting Client Applications
Case Queries
(all above for PTDS related issues only)
Main Number: 0121 767 1123 - E-mail
Fax Number: 0870 487 4905
Web Address: www.ptds.co.uk
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Executive Support
Helen Houghton – 0121 767 1107 - E-mail
PA to John Ruddick - Chief Operations Officer
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Accounts and Commissions
Queries concerning:
Commissions - chasing of commission
Unreconciled section on Toolbox
Credit Control - releasing held payments
Credit Control Cautions
Miscellaneous Entries
Commissions: 0121 767 1030 - E-mail
Credit Control - 0121 767 1034 - E-mail
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Compliance Helpdesk
Queries concerning:
Financial Promotions
IFA SQR Team Mortgage & Protection
SQR Team Development & Improvement Team
Paraplanning
(All Compliance Docs Outstanding enquiries)
Main Number: 0121 767 1150 - E-mail
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Training and Competency
Queries concerning:
Competency sign off for individual
Guidance for branch supervisors
Guidance for RSC Supervisors
Supervisor and IFA training courses
Main Number: 0121 767 1120 - E-mail
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Training and Development
Queries concerning:
Help with Toolbox Training Requirements
Toolbox Training courses
Induction Courses
Main Number: 0121 767 1140 - E-mail
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Risk Assesment
Queries concerning:
Firm Field Visits
Annual file audits
Main Number: 0121 767 1090 - E-mail
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Transferring Agents
Queries concerning:
Leavers Agreements
Transfer of business
Sucession Planning
Main Number: 0121 767 1109
Fax: 0121 767 1015 - E-mail
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IT Support
Queries concerning:
Technical Help
Toolbox Technical Guidance
E-mail
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General Insurance
Queries concerning:
Existing and New Business
Renewal business
PI Insurance
Main Number: 0121 767 1111
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