Corporate Adviser

A library of Corporate Adviser coverage featuring FTRC, our founder and CEO Ian McKenna, the FTRC team and our services, including Protection Guru, Benefits Guru and AdviserSoftware.com. It includes columns and articles written by the FTRC team as well as news stories quoting us. Articles open on the publisher’s website; some publishers ask readers to register or subscribe. (113 articles)
Jump to: 2024 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
2024
- Dashed hopes for commercial dashboards – 2 January 2024
2022
- FTRC makes new appointment to support business growth – 28 June 2022
- The rising tide of long Covid – 2 March 2022
2021
- Will the dashboard be worth the wait? – 31 December 2021
- Group risk: Are you ready for next-gen protection distribution? – 8 December 2021
- Ian McKenna: Hand the dashboard white elephant over to the CMA – 2 August 2021
- Ian McKenna: Whose client is it anyway? – 1 June 2021
- FTRC launches new adviser software hub – 26 May 2021
- Ian McKenna: Open Finance is coming – get ready! – 11 May 2021
- Pension providers ranked on financial wellness capabilities – 7 May 2021
- Ian McKenna: Wizard deal for Royal London – 6 April 2021
- Amazon launches into employee benefits as a healthcare provider – 22 March 2021
- Mercer in automated advice launch with Hub – 11 March 2021
- Ian McKenna: Building a savings Cushon – 25 February 2021
- Occupational v contract: One workplace model to rule them all? Analysis – 25 February 2021
2020
- Ian McKenna: Using tech to plant small acorns – 21 December 2020
- Ian McKenna: Claims lessons from Down Under – 7 December 2020
- Ian McKenna: Useful services, not useless discounts – 26 October 2020
- Ian McKenna: More than just a pension – 29 September 2020
- Analysis: Pensions tech for the workers of tomorrow – 18 September 2020
- FTRC launches benefits info hub – 4 September 2020
- Ian McKenna: Aon’s Well One Money can change employees’ behaviour – 24 July 2020
- Ian McKenna:Advice through a lens – 1 July 2020
- L&G switches on new ‘dashboard-ready’ pension portal – 16 June 2020
- Ian McKenna: Third party interest – 21 May 2020
- Ian McKenna: Innovation by virtue of necessity – 20 April 2020
- Ian McKenna: The provider/adviser tussle over cyber security – 24 March 2020
- Ian McKenna: We need Open Shopping as well as Open Banking – 20 February 2020
- Ian McKenna: Video killed the paper statement – 10 January 2020
2019
- Ian McKenna: L&G’s technological leap – 28 November 2019
- Ian McKenna: Time for pensions to embrace Open Finance – 21 October 2019
- Ian McKenna: Route one to wellbeing – 16 September 2019
- Five providers awarded top rating for workplace pensions – 11 September 2019
- Ian McKenna: Will pension providers go the way of the Blackberry? – 22 August 2019
- Ian McKenna: For better or worse – why your partner determines your financial behaviour – 6 August 2019
- Ian McKenna: RIP pensions dashboards – 31 May 2019
- Ian McKenna: Save more tomorrow by stealth – 26 April 2019
- Rudd sets out conditions for dashboard legislation – 4 April 2019
- Reasons to switch workplace pension provider – 15 March 2019
2018
- Microsoft aims to shake up workplace pensions market – 17 December 2018
- Ian McKenna: Dashboard opportunity for workplace – 7 December 2018
- Ian McKenna: Time to reintroduce a new form of commission? – 16 November 2018
- Ian McKenna: Fast track to Open Pensions – 18 October 2018
- Larger providers scoop top ratings in annual pension survey – 11 October 2018
- Ian McKenna: Explorer, adopter, embracer or champion? Which kind of adviser are you? – 27 July 2018
- Ian McKenna: What the FCA wants from robo propositions – 9 July 2018
- Ian McKenna: Why open banking is good for advisers and pension providers and bad for banks – 21 May 2018
- Ian McKenna: Reasons to switch workplace pension provider – 16 April 2018
- Ian McKenna: When a 5pc contribution actually means 21pc – 15 March 2018
2017
- Workplace pensions robo paraplanner for AE switches launches – 7 November 2017
- Dashboard Project calls for compulsion – but advisers squeezed out for now – 12 October 2017
- Widows calls for workplace exemption from tough new data protection rules – 31 August 2017
- Zurich publishes GIP claims stats – 97pc paid – 6 July 2017
- Ian McKenna: The race to embrace and embed the pension dashboard – 4 April 2017
- Harrington hails pension dashboard prototype – 31 March 2017
- Ian McKenna: Where digital advice beats humans – 7 March 2017
- Ian McKenna: pensions’ iTunes moment approaches – 26 January 2017
- Call for co-operation on pension dashboard data-sharing – 11 January 2017
2016
- Ian McKenna: What is your organisation’s pensions dashboard strategy? – 21 December 2016
- Group CI claims stats under fire – 23 November 2016
- Ian McKenna: Widows’ Fintech approach to corporate pension overhaul – 8 November 2016
- Five golds in F&TRC workplace pensions ratings – 19 October 2016
- Kickback questions for EBCs entering utility switching space – 11 October 2016
- McKenna appointed to Treasury pensions dashboard steering group – 28 September 2016
- Ian McKenna: The pension dashboard train is leaving the station – 26 September 2016
- Ian McKenna: Lack of forward thinking in Zurich’s FutureYou digital platform – 13 September 2016
- Ian McKenna: Dashboard will fail without adviser input – 7 July 2016
- ‘Most comprehensive’ critical illness claim from Zurich – 13 June 2016
- Ian McKenna: Pensions dashboard will boost group risk – if the sector is willing to modernise – 9 June 2016
- How Aegon’s BlackRock buy could change workplace distribution: Ian McKenna – 6 May 2016
- Ian McKenna: Why payroll is a natural route to employee communication – 5 May 2016
- Corporates are the sweet spot for digital advice – McKenna on technology – 29 March 2016
- FAMR Review boost for corporate advice – 14 March 2016
- Pensions dashboard – competition needed: Ian McKenna – 8 March 2016
- Historic AE data transfer claimed by Pensionsync – 8 February 2016
- Xerox HR Services’s single portal is all encompassing – McKenna on technology – 29 January 2016
2015
- Write-protected: Document your AE recommendations – Ian McKenna – 16 December 2015
- Target the smartphones to head off an auto-enrolment exodus – 1 December 2015
- Master trusts under scrutiny ahead of micro test – 1 December 2015
- Advisers’ new duty on AE provider recommendations – 1 September 2015
- Corporate Adviser: Behind The Headlines – with Ian McKenna – 1 September 2015
- Friends, Royal and Standard top F&TRC workplace pension ratings – 20 July 2015
- Charge cap – the other April story – 7 April 2015
2014
- Advisers paid through watch-friendly AE solution – 10 December 2014
- Adviser charging info tool launched – 13 November 2014
- Advisers reject Webb’s ‘no leakage problem’ stance – 27 October 2014
- F&TRC launches adviser due diligence site – 14 October 2014
- Robert Reid – Beware the IT backlash – 2 September 2014
- AE comparison tool launched by F&TRC – 10 April 2014
- How limited is your technology? – 24 March 2014
- Adviser-driven master trusts – friend or foe? – 24 March 2014
2013
- Aegon’s paperless progress – Ian McKenna – 14 October 2013
- Across the great divide – 14 May 2013
- The right tools for the job – 2 May 2013
- Ready for the scramble? – 16 April 2013
- Nest needs to earn its equality – 28 March 2013
- Ian McKenna – Goodbye debts, hello productivity – 27 February 2013
2012
- Where IT’s at – Ian McKenna profile – 9 November 2012
- Aegon to pay half employer’s contributions in platform offer – 14 September 2012
- Let IBM compte on citizen’s portal – 3 September 2012
- Metamorphisis of commission – 12 June 2012
- Excellence in pensions – 1 March 2012
- Why the E in pensions matters – 1 March 2012
- A wealth of opportunities – 1 March 2012
- Ready to go? – 1 March 2012
2011
- Employee Benefits Platforms e-Excellence ratings 2011 – 1 December 2011
- Technology rewards engagement – 1 September 2011
- A less than complete solution – 1 July 2011
- Let’s carry a common standard – 1 June 2011
- Double trouble for consultancy charging – 1 May 2011
2010
- How long is the future? – 8 November 2010
- Step up to the platform – 28 May 2010
- Widows revving up for wrap race – 1 May 2010