FTRC

Welcome to the Finance & Technology Research Centre

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F&TRC Services & Reports

LATEST: 2011 WRAP e-EXCELLENCE RESEARCH published 29th September 2011

See column on right for links to the results

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

	e-Excellence Research Providing benchmarking of financial institutions 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 Click here for a more thorough overview of e-Excellence Research


	Adviser Forum Adviser Forums bring together many of the UK's major adviser & provider firms on a regular basis to discuss key business issues and identify how to address them co-operatively. Current Forums are: - Investment Forum - Protection Forum - Group Forum - e-Services Forum

	Insight Distribution Evolution Specialist subject analysis: - Alternative Retirement Products (phase one) - Secure e-Communications - Pensions e-Commerce Post RDR - Summer Project 2010 (TBC)
	F&TRC published their White Paper "Pensions - Delivering Value to Middle Britain" on 25th May 2011. To request your copy, please click here to complete the online request form or send a message via LinkedIn to any of the F&TRC team

	Consultancy A specialist consultancy which focuses on the operational issues within adviser businesses, including technology, services & compliance. Services include: - Proposition Assessment Service - Strategic Consulting - CMS System Selection - Financial Planning Tools Vendor Selection Comment received from John Chapman, Managing Director, Torquil Clark Holdings Ltd: "I've reviewed the report in detail and I have to say it's exactly what I wanted. The way the report is laid out, the flow of the report and the content is excellent."

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:

COMPLETED PROJECTS:

Distribution Evolution 2011

e-EXCELLENCE IN PROGRESS:

Group Risk

B2B Wrap and Platforms

Pensions at Retirement - Annuities

Pensions at Retirement - Drawdown

Investment Bonds

COMPLETED e-EXCELLENCE RESEARCH:

Adviser Software Systems (Research Overview)

Adviser Software Systems (Results)

Group Pensions (Research Overview)

Group Pensions (Results)

Individual Protection (Research Overview)

Individual Protection (Results)

Growing Pensions (Research Overview)

Growing Pensions (Results)

Financial Planning Tools (Research Overview)

FPT - At Retirement (Results)

FPT - Growing Pensions (Results)

FPT - Investments (Results)

FPT - Protection (Results)

Wrap and Platform (Results)

F&TRC SERVICES:

F&TRC Proposition Assessment Service

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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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