FTRC

Welcome to the Finance & Technology Research Centre

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F&TRC Services & Reports

Established in 1995, the Finance & Technology Research Centre (F&TRC) is a specialist consultancy advising a wide range of financial e-commerce and software companies, trade bodies and financial institutions on the use of technology in the personal finance market.

F&TRC Activities

	F&TRC produces e-Excellence Research and Ratings which bring clarity to the market by identifying those solutions that best meet adviser requirements. The reports generated as a result of this activity enable providers to understand what they need to deliver to meet those requirements by providing a complete picture of their own proposition and their standing in the market. This will help them to understand where their focus for further enhancements, both now and in the future, should be.


	F&TRC facilitates Adviser Forum – a collaboration group bringing together many of the UK's major adviser and provider firms (current members represent approximately 65% of UK IFA distribution) on a regular basis to discuss key business issues and identify how to address them co-operatively.


	F&TRC offer specialist consultancy services, which focus on the operational issues within adviser businesses, including technology, services and compliance. Clients include major financial institutions, technology companies and management consultancies. F&TRC consists of a team of 9 - all our consultants have worked in adviser businesses - and the team as a whole have over 160 years industry experience between them.

F&TRC services & reports

F&TRC offer a wide range of services and reports to the financial services industry. More details of these can be found by clicking on the links below:

F&TRC SERVICES:

F&TRC Proposition Assessment Service

COMPLETED PROJECTS:

Alternative Retirement Products (Phase One)

Delivering Integrated Financial Planning

Distribution Evolution

Email Encryption & Secure Communications

Pensions eCommerce - Meeting the RDR Challenge

COMPLETED e-EXCELLENCE RESEARCH:

Group Pensions

Individual Protection

Growing Pensions

Wrap & Platforms

WORK IN PROGRESS:

Alternative Retirement Products (Phase Two)

e-EXCELLENCE IN PROGRESS:

Pensions in Payment

Investment Bonds

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Do you need more information about the e-Excellence Research documents? Summaries of each research project are available on the site. Visit the e-Excellence section for more information.

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