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eCommerce logo  Launched in 2004, the e-Excellence programme utilises F&TRC's research to produce dedicated analysis to help providers understand to what extent their competitors are delivering e-enabled services and how these are meeting the needs of the intermediary sector.

We conduct detailed research and analysis on the functionality and services provided by product providers via their e-commerce propositions in different product areas.  Providers complete online surveys and their responses are then analysed in various ways to produce ratings and reports. Free text areas are avoided wherever possible as these inhibit the ability to score responses.  The responses are then analysed in various ways to produce ratings and reports.

A scoring matrix is applied to all responses in order to identify the extent to which insurers have met the requirements agreed with advisers.  From the percentage scores achieved by insurers we allocate ratings.

As a result of our research, we are able to generate the following  reports:

Market Analysis report providing extensive adviser feedback and tables collating the responses from all surveys received

NEW Competitor & Priorities report comprising the full Market Analysis report, the Top 5 Recommendations & Gap Analysis plus Direct Competitor Analysis for the Top 5 areas

Direct Competitor Analysis report provides a graphical representation of how your proposition has performed in each section of our research against four competitor companies (which are nominated by you)

Proposition & Gap Analysis identifies your proposition's weak points, prioritising the need to address these and identifying the Top 5 areas which should be resolved to ensure that you remain competitive in the marketplace.  

 

                    Example report (dummy) available on request

 

  2010 e-Excellence Surveys & Ratings

PDF icon Group Personal Pensions

(published January 2010)

PDF icon Individual Protection

(published February 2010)

PDF icon Growing Pensions

(published March 2010)

 

 

PDF icon   Financial Planning Tools

(published May 2010)

 

PDF icon Wrap & Platforms

(published July 2010)

 

  • Wrap

PDF icon Pensions at Retirement

(published August 2010)

  • Standalone Drawdown
  • Phased Retirement
  • Alternatively Secured Pensions
  • Conventional Annuities
  • Investment Linked Annuities
  • Enhanced/Impaired Annuities
PDF icon Investment Bonds  

(published September 2010)

  • With Profit Bonds
  • Unit Linked Bonds
  • Offshore Bonds
  • Investment Bonds Tools
     * denotes survey currently in progress

 

 2010 e-Excellence Research Prospectus

PDF icon Download our 2010 e-Excellence Research Prospectus 

 

e-Excellence - Annual Results Tables 

pdf icon 2009 Overall Results Table 

PDF icon 2008 Overall Results Table 

PDF icon 2007 Overall Results Table
PDF icon 2006 Overall Results Table

PDF icon 2005 Overall Results Table 

 

 

 

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