Adviser Forum is facilitated by F&TRC
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The Adviser Forum was established as an environment for major adviser and product provider firms to meet and discuss key business issues and identify how to address them co-operatively. Additionally the group operates as a “Think Tank” on key industry issues, enabling major players to share views. Whilst the Forum is business focused the solutions to many of these issues are inevitably technology based.
Adviser Forum is a collaborative forum involving major distributors and manufacturers of packaged personal finance products. Its objectives are to improve the efficiency of the market for the benefit of consumers and the industry. Member adviser firms represent over 75% of the IFA market.
| What Our Members Say |
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"We think that the Collaboration Guide that you've produced is a really handy tool for advisers. It helps to outline the benefits of contract enquiry and clarify the process involved, and I'm sure that it will encourage uptake of the service. I'll certainly be encouraging my contacts to read it!"
Darren Phillips,
Lead eBusiness Development Consultant Manager (eAdoption),
Friends Provident |
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"I think this forum fills a gap in the industry and is useful. Keen to stay in the loop as it progresses and to explore how we can use it to effect real change, particularly at industry level."
George Andrew, Head of Industry Relations,
Scottish Widows |
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"The FTRC provides an excellent forum for informed discussion and exchange of views between Advisers, Providers, Fund Managers and Software Providers. This interaction is invaluable for cross functional dialogue in today's changing market where technology is the driver for improved efficiency. Industry knowledge and IT experience is a powerful combination and the FTRC has an abundance of both."
Keith Robinson, Support Services Director,
Origen |
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"As someone who is charged with marketing and developing online tools, the good practice notes are incredibly useful. It's vital to understand advisers' requirements and by aggregating together the views of a considerable percentage of the top adviser firms you have created a document that is invaluable."
Michael Barrett, Investment Tools Manager,
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"The Pioneer protection Forum is an invaluable aid to us in ensuring we push forward our product and service proposition continually. In fact, as a direct result of the last protection forum in we're planning to upgrade the service we offer intermediaries both on and offline - look out for changes later this year. It's great to be part of a forum that drives real innovation and change"
Pioneer CEO Andy Chapman,
Exeter Friendly
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"Just wanted to say how useful I found the Adviser 1-2-1 April 2009 presentation having just reviewed the content. Very interesting feedback which is very much in line with the feedback we have been recieving from the key intermediary firms across the IFA, Wealth Management and Retail Banking communities over the past 6 months."
Darren Bayley, Proposition Manager,
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Adviser Forum is managed and facilitated by Finance & Technology Research Centre.
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