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

Collaboration

Research &

Benchmarking

Insight

Consultancy

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:

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

Services available include:

Distribution Evolution

Specialist subject analysis:

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

Services include: