About Finance & Technology Research Centre



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

Providing benchmarking of financial institutions, software and service suppliers and identifying improvements that will deliver greatest benefits.


Services available include:


  • e-Excellence (measuring provider services)
  • Due Diligence
  • Product Research
  • Financial Planning Tools
  • Client Management Systems

Distribution Evolution


Specialist subject analysis:


  • Alternative Retirement Products
  • Secure e-Communications
  • Pensions e-Commerce Post RDR
  • Social Media

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


Services include:


  • Proposition Assessment Service
  • Strategic Consulting
  • Vendor Selection (including Client Management Systems, B2C Services, Platforms and Provider partners)

020 3713 4567