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Join us for a day-long workshop designed to assist advisers implement technology in their businesses.
The day will consist of eight plenary sessions exploring different areas that are essential for adviser firms to consider when deploying technology in their firms, combined with eight “disturbance demos” showcasing leading edge technology which can help transform their businesses.
This is a practical day for those who want to drive real change in their firms and take action.
Click to visit the event website and register.
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Forum Meetings
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Adviser Forum brings together many of the UK’s major advisers, providers, platforms and software suppliers to discuss key issues and identify how to address them co-operatively.
There are two dedicated streams of activity – Investment/Wealth Management and Protection.
Subscribers are entitled to send two representatives to the meetings of any Forums of which they are members.
Benefits:
- Discuss pertinent industry issues with the FCA who regularly send representatives to the meetings
- Opportunity to network with a range of distributors and your peers at quarterly meetings
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Member Feedback
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AdviserSoftware.com offers a new industry destination providing advisers with a comprehensive range of information on products, propositions and software designed to help them run their businesses including:
- Extensive research tools to compare products and propositions for life and pension providers, platforms and other organisations supplying personal finance products
- A similar range of comparison tools to help advisers compare different software services
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Ratings -
F&TRC 2017 protection ratings to help advisers understand the most suitable life cover, mortgage protection and family income benefit for clients.Providers have been award either a Gold, Silver or Bronze medal for their overall proposition as well as in a number of key underlying areas.Our factsheets summarising each provider's proposition can be found under the Ratings > Protection navigation on this site.
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Subscribe to our Protection Insights mailing list
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You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at info@ftrc.co.uk. We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.
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Insight Reports
Our insight reports provide extensive analysis of key industry issues, updated monthly to reflect the latest changes in the marketplace. Current studies include:
Adviser Software Insights – A summary of technology used by adviser firms and how it impacts the selection and recommendation of financial products, platforms and asset managers
Making Savings Affordable - a report which addresses the impact of AE contribution increases (April 2018 & April 2019) will have on a consumers disposable income and the knock on effects this will have to the UK savings market
How Technology Becomes Core to Advice - a detailed look at the core role technology plays in ensuring that your organisation will survive the automated advice revolution
Please click on the link above or contact us for more information.
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Latest Discussions
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