FTRC Adviser Forums

Document Library - 2008 Meetings

The links below will allow access to the various outputs from our meetings.

2008 Adviser Forum Meetings

Client Management System & Platforms: Integration Meeting
10 December 2008	Agenda	Executive Summary	Full Meeting Output*

Wider Stakeholder meeting
27 November 2008	Agenda	Executive Summary	Full Meeting Output*

Adviser and Life & Pensions meeting
20 November 2008	Agenda	Executive Summary	Full Meeting Output*

Adviser, Wrap & Wealth Management Meeting
22 October 2008	Agenda	Executive Summary	Full Meeting Output*

Client Management System & Platform Meeting
25 September 2008	Agenda	Executive Summary	Full Meeting Output*

Adviser and Life & Pension Provider Meeting
18 September 2008	Agenda	Executive Summary	Full Meeting Output*

Wider Stakeholder Meeting
10 September 2008	Agenda	Executive Summary	Full Meeting Output*

Adviser Only Planning Session
	Agenda		Full Meeting Output*

Adviser and Wrap & Wealth Management Meeting
16 July 2008	Agenda	Executive Summary*	Full Meeting Output*

Life & Pensions and Software Vendor Meeting
1 July 2008	Agenda		Full Meeting Output*

Wider Stakeholders Meeting
21 May 2008	Agenda	Executive Summary*	Full Meeting Output*

Adviser and Life & Pension Provider Meeting
15 May 2008	Agenda	Executive Summary*	Full Meeting Output*

Adviser and Wrap & Wealth Management Meeting
23 April 2008	Agenda	Executive Summary*	Full Meeting Output*

Contract Enquiry Meeting
13 March 2008			Full Meeting Output*

Wider Stakeholders Meeting
28 February 2008	Agenda	Executive Summary*	Full Meeting Output*

Adviser and Life & Pensions Meeting
21 February 2008	Agenda	Executive Summary*	Full Meeting Output*

Adviser and Wrap & Wealth Management Meeting
23 January 2008	Agenda	Executive Summary*	Full Meeting Output*

The * denotes that these are provided as encrypted documents and are therefore only accessible to registered Adviser Forum members who have installed the FileOpen plugin provided by us. If you believe you should be able to open a document, but are experiencing problems, please contact Poppy Morgan or Samantha Smith on 020 7659 2345 for assistance.

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