About Finance & Technology Research Centre


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

Latest Research

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

Quality Analyser, our product and proposition research system, which is available free to Advisers, was launched last year. To register for access to the system please click here 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

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