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F&TRC

Adviser / Broking

F&TRC launches new tool for protection advisers

The Finance & Technology Research Centre (F&TRC) has launched a tool for advisers, the Quality Analyser Research and Panel Selection comparison service for protection.

clock 11 November 2014 •

Critical Illness

F&TRC: The improved state of CI cover

Rebroking CI policies can be difficult, with advisers having to ensure they have the right processes in place to show they are working in the best interest of the client. Adam Higgs points to the improvements made in the field

clock 27 October 2014 •

Technology

Your clients: Protecting the risk takers

Major life changes may be a trigger to review protection. But, writes Adam Higgs, investor clients should also be prepared.

clock 05 September 2014 •

Technology

F&TRC - Tracking new business progress

Existing case tracking methods for new business are inefficient and a drain of advisers' time. Kerry Nicolaides outlines some alternatives

clock 15 August 2014 •

Group Protection

How to take advantage of auto enrolment - F&TRC

Can auto-enrolment help grow the group risk market? Jason Green believes it can, but what do we need to do to make this a reality?

clock 22 July 2014 •

Technology

F&TRC launches protection comparison service with CPD points

F&TRC has launched Quality Analyser, a tool for Protection comparison, providing feature and function comparisons on protection insurance and has received backing from industry trade bodies.

clock 05 June 2014 •

Technology

Simple statements that speak volumes

Annual statements would help advisers to sell more protection. Adam Higgs reveals how.

clock 11 April 2014 •

Technology

New underwriting systems - a review

Several new underwriting systems are coming to market, revolutionising the adviser's input. Ian McKenna looks at the details.

clock 29 January 2014 •

Underwriting

F&TRC assesses future of adviser protection underwriting

The Finance & Technology Research Centre (F&TRC) has completed an analysis of the three main contenders ushering in a new era of protection underwriting.

clock 29 November 2013 •

Business

Distributors 'would welcome' new protection entrants- F&TRC

Distributors ‘would welcome' new entrants into the protection market to integrate new business processes, research has found.

clock 30 July 2013 •
234
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