About Finance & Technology Research Centre

Latest Quality Analyser News

Latest Research


Quality Analyser, our product and proposition research system, is available free to advisers. To register for access to the system please click here:AdviserSoftware.com

Free Training Webinars


We are running a series of free training webinars to help advisers learn more about Quality Analyser and the research capabilities it offers.

The webinars have been scheduled to demonstrate how to use the system to:


 - Compare Workplace Pension products
 - Compare Protection products
 - Assist you in managing your Due Diligence responsibilities


Each webinar will occur several times - please register for the date and time that works best for you

Protection Products Webinars:

Dates (webinar duration - 45 minutes):

8th December 2015 (09:30am) Click here to register

Workplace Pension Webinars: 

Dates (webinar duration - 45 minutes):

10th December 2015 (10:00am) Click here to register


Due Diligence Webinars: 

Dates (webinar duration - 30 minutes):

25th November 2015 (10:00am) Click here to register

17th December 2015 (10:00am) Click here to register

Workplace Pension, Life Protection and Mortgage Protection Ratings


F&TRC have launched “Workplace Pension”, “Life Protection” and “Mortgage Protection” ratings to help advisers understand which providers are offering the most suitable proposition for their clients. Each provider has been awarded either a gold, silver or bronze award for their overall proposition and an individual award based on the following underlying categories. 


The full medal tables (including all providers benchmarked), along with provider factsheets which provide individual analysis can be found under the new ‘ratings’ and ‘factsheet’ headings within either the ‘Workplace’ module or the ‘Protection’ module in Quality Analyser. 


Please visit www.advisersoftware.com for more details.

Latest Claim Statistics


F&TRC have now launched an unparalleled level of protection claims data in one place, which is available free of charge to advisers who register at www.advisersoftware.com


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F&TRC's Mission Statement


 To maintain an unparalleled understanding of how technology can help people take better control of their money and improve the operation of the personal finance community


Research &




Adviser Forums bring together many of the UK’s major adviser, provider and platform organisations on a regular basis to discuss key business issues and identify how to address them co-operatively.


Current Forums are:


  • Investment Forum
  • Protection Forum
  • Workplace Forum
  • eServices Forum


Benchmarking of financial products and services suppliers to identify the organisation who best meet an individual’s or company’s need.



Our Quality Analyser research system provides advisers with the ability to:


  • Compare both the priorities that matter most to their clients, and
  • The efficiency of operating methods of potential business partners
  • Deliver a unique combination of analysis to enable advisers to make informed decisions regarding supplier selection

Specialist subject analysis to understand trends/ developments taking place across UK & Global financial services distribution businesses and wider global developments in the financial advice market.


Reports include:

• Blueprint for Next Generation Financial Advice
• Adviser Technology – How Priorities are Changing
• Analysis of UK CMS/CRM Market, the Suppliers & Functionality

A specialist consultancy that focuses on the operational issues within adviser businesses, including technology, services & compliance.


Services include:


  • External Validation of New Service
  • Assistance with RFI processes
  • Proposition Assessment Service
  • Strategic Consulting
  • Vendor Selection (including Client Management Systems, B2C Services, Platforms and Provider partners)

020 3740 0000