Touchpoint IFA Digital Bundle.
FCA-compliant financial content, all year round
The ultimate solution for streamlining digital content marketing efforts.
Managing and maintaining client content can be challenging, time-consuming, and costly. Many advisers fall back on ad-hoc marketing or one-off campaigns, but these don’t keep you consistently visible or trusted.
Touchpoint solves this by giving you a ready-made stream of year-round, FCA-compliant personal finance content, the ultimate solution for keeping your clients informed, engaged, and connected while maximising your marketing budget.
With Touchpoint, you’ll quickly be able to:
- Fresh content bi-monthly, ready to share
- Engage clients with relevant updates
- Save hours with done-for-you marketing
- Build trust with branded, compliant materials
- Maximise budget with an all-in-one solution
- Generate more client enquiries
On average, firms save 60% compared to sourcing this content themselves, obtaining professional, high-quality communications at a fraction of the cost.
Everything you’ll receive with Touchpoint.
With the Touchpoint IFA Digital Bundle, your firm receives six key touchpoints throughout the year; all personalised, FCA-compliant, and designed to appear as if they came from your in-house team.
With Touchpoint, you’ll receive:
1.
Spring Statement Guide.
Timely client reports on the Chancellor’s Spring Statement, branded with your firm’s details and ready to share.
2.
Autumn Budget Guide.
Concise client-friendly guides to Budget announcements, personalised with your branding and ready to distribute.
3.
Quarterly Market Commentary.
Professional quarterly market updates tailored to your firm, designed for easy client sharing.
4.
Branded factsheets .
Timely client reports on the Chancellor’s Spring Statement, branded with your firm’s details and ready to share.
5.
Compliance-ready email content.
Concise client-friendly guides to Budget announcements, personalised with your branding and ready to distribute.
6.
Social media posts.
Spring Statements and Budget Guides are personalised with your company logo, name, contact details and regulatory details on the front cover.
Quarterly Market Commentary Publications are personalised with your company logo, name, contact details and regulatory details on the back cover and colour-branded throughout.
All personalised Touchpoint IFA Digital Bundles come with marketing support email templates and suggestions for their use in blog posts and social media channels, helping you effectively share your client communications.
Built for IFAs, trusted by clients.
We understand the pressure IFAs face: balancing client service, compliance, and growth. Touchpoint offers professional marketing output equivalent to that of a full in-house team, without the associated costs.
“The IFA Touchpoint Bundle has taken the stress out of our marketing. The publications are professional, client-friendly, and always compliant, which means we can focus on giving advice while staying consistently in touch with clients.”
Emma Reid, Partner, Hamilton Rowe Financial Planning
“The team delivers high-quality, compliant content that strengthens our brand and supports our marketing. Professional, responsive, and easy to work with, highly recommended.”
Guy Ward Thomas, Investment
Manager, DN Capital
“Their review reassured us that our site met compliance standards, while also demonstrating ways to simplify the client journey. It has significantly improved trust and engagement.”
Ben Rockell, Managing Partner
Kingsbury & Partners
Pricing.
- Initial Setup Fee FOC (saving £497) includes personalisation artwork
- Monthly Fee £127 by monthly Direct Debit, with the first payment taken by card
- Subscription Term 12 months minimum
VAT not applicable
Choose the Touchpoint IFA Digital Bundle today and get year-round, FCA-compliant client content, so you can focus on advising while we take care of your marketing.
Never run out of client content again.
One-off campaigns leave long gaps where prospects forget your firm. Touchpoint keeps you visible all year round, delivering fresh, compliant content every month, so you always have something timely to share.
This means you can:
- Always have client-ready content at key financial moments
- Stay front of mind when competitors go quiet
- Build stronger loyalty through consistent communication
FREQUENTLY ASKED QUESTIONS
How often will I receive new content?
You’ll receive six key touchpoints throughout the year, including Spring Statement and Autumn Budget guides, quarterly market commentary, plus ongoing resources such as factsheets, emails, social content, and print-ready materials.
Is the content personalised for my firm?
Yes. All Touchpoint publications are personalised with your logo, business name, contact details, and FCA-compliant information, so they look like they came directly from your in-house team.
Do I need design or technical skills to use the content?
Not at all. Everything is supplied fully branded and ready to share with clients across email, social media, your website, or in print.
How does Touchpoint help with compliance?
All materials are created with FCA compliance in mind. Each guide, factsheet, and email template includes the correct regulatory details, helping you stay confident when sharing with clients.
What types of topics are covered?
What’s included in the monthly fee?
Your £127 monthly subscription covers all publications, branding, compliance details, and ongoing support. There are no hidden costs.
Can I cancel at any time?
The minimum subscription term is 12 months, giving you a full year of client communications at a predictable cost.
How much time will this save me?
Most advisers tell us that Touchpoint saves them hours every month, eliminating the need to write, design, or scramble for content ideas. You simply share the ready-made materials with your clients.
How does Touchpoint compare to sourcing content individually?
Can the materials be used online and offline?
Yes. Every item is designed for flexibility. You can post content on your website and social channels, send it via email, or print it for meetings, mailings, and events.
Ready to keep your clients engaged all year round?
The Touchpoint IFA Digital Bundle is the simplest way to deliver consistent, compliant, and client-focused content, without stretching your time or budget.
