About Finance & Technology Research Centre



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 new 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


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