FT Adviser

← Back to Knowledge & Media

A library of FT 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. (318 articles)

Jump to: 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016

2026

Dynamic Planner launches agentic upgrade to its platform – 29 October 2026
If financial planners do not embrace open banking, the banks will move in – 15 October 2026
The way firms store data will ‘significantly change’ – 8 October 2026
10 providers receive gold awards in pensions ratings – 25 September 2026
FCA pure protection study finds 59% of adults haven’t considered cover – 21 September 2026
iPipeline buys Origo in wealth tech expansion – 2 September 2026
Intelliflo agentic AI upgrade ‘throws down gauntlet’ to competitors – 9 June 2026
Foster Denovo partners with AI firm Palindrome – 28 May 2026
Six insurance providers awarded gold in Benefits Guru ratings – 15 May 2026
Standard Life’s £2bn ‘reset’ faces adviser test – 5 May 2026
Mortgage industry ‘major winners’ as FCA sets out open finance roadmap – 14 April 2026
Plannr launches app as ‘direct extension’ of adviser platform – 18 March 2026
Should advisers build their own systems, buy them – or both? – 12 February 2026
Intelliflo launches AI assistant to cut adviser admin – 10 February 2026
Paraplanners are already seeing jobs being lost to the AI note taker – 2 February 2026
Advisers want to use platforms which integrate well with other tech – 29 January 2026
‘Advisers are busy – but often busy doing the wrong thing’ – 29 January 2026
If Tesla can unify its technology, why can’t financial advisers? – 29 January 2026
Saturn tops list of adviser AI systems – 27 January 2026
FCA could publish multiple protection reviews in 2026 – 6 January 2026

2025

Data vs emotion: what role do they play in financial advice? – 17 December 2025
Balancing technology, trust and empathy in advice – 18 November 2025
GP and underwriting delays cause ‘perfect storm’ for insurance brokers – 12 November 2025
FE fundinfo snaps up wealth tech provider – 7 November 2025
AdviserSoftware launches AI comparison tool – 27 October 2025
Tributes pour in after former Aviva boss David Barral pronounced dead – 17 October 2025
‘Bizarrely the fax machine is alive and well in the platform industry’ – 25 September 2025
Enhancing precision in underwriting – 18 September 2025
The future role of AI in protection – 18 September 2025
Demystifying AI in protection underwriting – 18 September 2025
Seven pension providers achieve ‘gold’ ratings – 10 September 2025
US investment firm snaps up Intelliflo – 26 August 2025
Insurer Exeter moves to cut delays in GP responses to data requests – 20 August 2025
Most popular AI systems among advisers revealed – 31 July 2025
Desire among young consumers could lead to ‘Golden Age of Advice’ – 23 July 2025
Protection Guru increases standard licence searches by 250% – 16 July 2025
Why are so few Brits engaging with life insurance – and what is the solution? – 9 July 2025
British insurance tech represents with win for Protection Guru Pro – 4 July 2025
AdviserSoftware launches guide to help advisers choose right tech partner – 3 July 2025
AdviserSoftware launches ‘first of its kind’ tech index – 25 June 2025
Advisers will take psychology route as AI levels playing field on knowledge – 21 May 2025
L&G’s fracture cover cut is a consumer duty lesson to advisers – 6 May 2025
L&G drops fracture cover in ‘unwelcome surprise’ for advisers – 29 April 2025
FCA protection review: opportunity to see where improvements can be made – 24 March 2025
Improving client outcomes can boost adviser income – 20 March 2025
Only one in 10 women manage their savings with help from adviser – 10 March 2025
Advice tech needs to appeal to women – 5 March 2025
AI framework created to help advisers choose solutions – 4 March 2025
How to overcome client objections to income protection – 20 February 2025
Mental health and ‘own occupation’: how income protection has evolved – 20 February 2025
DeepSeek saga highlights ‘growing concern’ in advisers’ adoption of AI – 10 February 2025
SJP and Dynamic Planner partnership to boost risk profiling – 6 February 2025
‘The value piece to clients can be absolutely fantastic if you use AI’ – 31 January 2025
Cyber criminals are actively targeting financial advisers – 30 January 2025
Consumers will pay for advice – but you need to do it differently – 30 January 2025
Parliamentary bill on data will be ‘silver bullet’ for letters of authority – 30 January 2025
‘Paraplanners should not fear for their jobs because of AI’ – 30 January 2025
How adviser technology can help your client know themselves – 30 January 2025
Protection training course launched to address ‘gaps’ in industry – 20 January 2025
Setul Mehta launches social media management firm for advisers – 7 January 2025
Protection Guru looks to boost adviser technical training – 3 January 2025

2024

Advice tech firm completes management buyout from Abrdn – 16 December 2024
Protection industry must ‘rethink’ how it engages with advisers – 10 December 2024
Royal London launches joint life second death cover – 9 December 2024
Protection Guru winner Thomson on why it’s important to promote cover – 4 November 2024
Protection Guru to host regular protection forums for CDA – 24 October 2024
FCA’s focus on commission risks being ‘devastating’ for protection – 21 October 2024
McKenna: 2024 is the year income protection is recognised as ‘essential’ – 18 October 2024
Protection experts welcome Octopus’s ‘interesting’ entry to market – 10 October 2024
‘Essential’ protection industry works with FCA on review – 27 September 2024
Half of consumers want digital solutions from advisers – 26 September 2024
Collidr adviser tech will ‘challenge sector domination’ – 19 September 2024
AdviserAsset purchase ‘real win’ for FE Fundinfo – 12 September 2024
‘US advice firms have adopted tech more than in UK’ – 6 September 2024
Protection specialists hail ‘overdue’ FCA review – 28 August 2024
FCA protection review shows its ‘patience is wavering’ – 22 August 2024
‘Protection market improvement is pleasing to see’ – 31 July 2024
Former MP warns of failure to take cyber security seriously – 15 July 2024
Ignoring AI is the biggest threat to adviser survival – 10 July 2024
Fully compliant AI can help meet consumer duty needs – 10 July 2024
Protection Guru: ‘New appointment will support advisers’ – 9 July 2024
Brits woefully underprepared for impact of everyday accidents – 3 July 2024
Losing AIG Life’s impact based CIC would be ‘huge shame’ – 24 June 2024
Advisers feel unprepared to integrate artificial intelligence – 16 May 2024
Protection industry could do more for mental health awareness – 15 May 2024
‘AI could be main form of advice in next 20 years’ – 14 May 2024
Iress sells portfolio management software as it streamlines UK operations – 9 May 2024
Iress sells UK mortgage business for £85mn – 15 March 2024
Hybrid advice challenge: ‘All the building blocks are there’ – 14 March 2024
‘How we changed our tech to boost client engagement’ – 14 March 2024
How to assess AI’s threats and opportunities – 7 March 2024
Dynamic Planner launches app which puts ‘adviser in clients’ pockets’ – 5 March 2024
Clarity needed over stress and income protection claims – 1 February 2024
Morningstar: ‘We see an opportunity to re-emerge in the software space’ – 31 January 2024
AI’s advance may lead to fewer advice firms and paraplanners – 18 January 2024
A portal is not a client tool – it is an "enabler" for advice firms – 18 January 2024
Foster Denovo to launch digital advice service – 18 January 2024
‘Transformative year’: how advisers’ attitude to tech changed – 2 January 2024

2023

Crucial FCA does not dilute advice boundary too far – 8 December 2023
How to choose a practice management system – 7 December 2023
Tech in the protection industry is ’embarrassing’ – 6 December 2023
‘We’re going to see a big name platform go out of business’ – 4 December 2023
How to manage a tech integration into an advice firm – 23 November 2023
Fintel buys VouchedFor in deal worth £7.5mn – 14 November 2023
How to pick a cash flow planning software provider – 26 October 2023
Hybrid advice failing to focus on protection and savings – 16 October 2023
McKenna: ‘We have lost too many insurers’ – 6 October 2023
Protection Guru works with doctors to improve CI policy wordings – 6 October 2023
From the CISI conference: ‘There’s amazing tech out there ready to use’ – 4 October 2023
The risk and rewards of group risk policies – 6 September 2023
Could Intelliflo’s platform tie-up accelerate an integration race? – 24 August 2023
Protection Guru partners with platform for consumer duty help – 20 July 2023
Advisers flock to life insurance comparison service as consumer duty looms – 2 June 2023
AI poses ‘moral question’ for advice firms – 26 May 2023
Consumer Duty Alliance tech forum to meet in June – 25 May 2023
‘We must bang the drum for income protection and mental health’ – 15 May 2023
Intelliflo extends cash flow modelling to core system – 27 April 2023
Protection Guru and CIExpert become sponsors of PDG – 12 April 2023
Royal London: Aegon protection sale will come as a relief to advisers – 5 April 2023
Keith Richards: ‘Well over 4,000 advisers have signed up to Consumer Duty Alliance’ – 31 March 2023
Protection signposting by brokers climbs to 25% – 31 March 2023
L&G partners with Consumer Duty Alliance to promote good practice – 24 March 2023
‘Doing the right thing by consumers shouldn’t need legislation’ – 10 March 2023
Keith Richards launches professional body for financial services – 9 March 2023
‘Pivotal moment for sector’: Advisers react to new professional body – 9 March 2023
Keith Richards: Five things to know about the Consumer Duty Alliance – 9 March 2023
Protection Guru allows advisers to compare historic policies – 7 March 2023
Will blockchain end investment platforms as we know them? – 21 February 2023
How will artificial intelligence affect financial services? – 20 February 2023
L&G: Advisers to warn clients about mortgage interest roll-up – 20 February 2023
Doctor challenges BMI reading that pushed up life insurance premium – 17 February 2023
GP delays over insurance cause ‘real suffering’ – 15 February 2023
Why one adviser made the move from self-employed to join Openwork – 15 February 2023
Vitality adds private healthcare to income protection policies – 9 February 2023
Consumer duty: High level plans will not work in practice – 30 January 2023
7IM previews retirement income solution linked to platform – 27 January 2023
‘Not hard to see’ doctors becoming life insurance advisers in future – 26 January 2023
What can financial advice learn from Amazon? – 20 January 2023
‘No mortgage market will knock me like my son’s Crohn’s diagnosis’ – 6 January 2023

2022

8 workplace pension providers achieve ‘gold’ ratings – 27 September 2022
How protection advisers can help those struggling with the cost of living – 2 August 2022
Protection will ‘dominate’ advice conversations – 18 July 2022
Protection comparison service champions quality over price – 13 May 2022
Royal London expands ‘underwrite later’ option – 11 April 2022
Royal London improves critical illness cover for children – 21 March 2022
Overcoming the top 10 most common protection barriers – 14 March 2022
Scottish Friendly launches revamped over 50s plan despite shrinking market – 16 February 2022
AIG adds health guides to workplace support – 10 February 2022
AIG Life launches ‘protection toolkit’ for advisers – 4 February 2022

2021

What advisers should know about simple protection policies – 10 December 2021
How to teach your children ‘saving is cool’ – 28 September 2021
Vaccine status could materially impact life cover – 25 August 2021
L&G launches protection platform for advisers – 18 August 2021
An investment in technology is necessary to engage emerging savers – 16 August 2021
Networks’ price comparison rules encourage ‘lazy’ advice – 30 July 2021
Praemium looks for buyer for UK platform – 14 July 2021
Legal & General launches hybrid protection product – 14 July 2021
The Exeter combines flagship IP products – 13 July 2021
Moving practice management systems is something you really only want to do once a decade – 6 July 2021
Guardian launches 24hr GP service for advisers – 2 July 2021
FTA Smarter Business Forum 2021 – 1 July 2021
What does the future look like for Nutmeg and JPMorgan Chase? – 25 June 2021
Protection products are gaining popularity, but pose data concerns – 28 May 2021
More sector innovation needed post-pandemic – 27 May 2021
Is it ever too late to get protection? – 27 May 2021
FTRC launches tech information hub for advisers – 26 May 2021
Slew of advisers planning own white-label platforms – 25 May 2021
Advisers cautiously welcome CashCalc takeover – 21 May 2021
FE FundInfo acquires CashCalc – 13 May 2021
Protection Guru launches claims information resource – 13 May 2021
Protection Guru appoints former Drewberry adviser – 22 April 2021
How has the use of platforms changed? – 22 April 2021
How portals have evolved since the pandemic – 22 April 2021
Cash flow modelling proves popular with advisers – 22 April 2021
Recent tech deals show a major trend in the evolution of advice market – 13 April 2021
Holloway Friendly removes Covid exclusions from plans – 16 March 2021
How will innovation in underwriting affect policies? – 4 March 2021
What impact is technology and innovation having on protection insurance? – 4 March 2021
How can protection fit alongside wealth advice? – 4 March 2021
How can advisers help to close protection gap for renters? – 4 March 2021
LV extends life cover for older clients – 26 February 2021
Automated fact finds will save valuable time – 15 February 2021
Making the claims process easier for vulnerable clients – 15 February 2021
How is cancer covered in critical illness plans? – 10 February 2021
Podcast: How to get into the savings habit early – 15 January 2021
Transact acquires advice tech firm – 11 January 2021
LV increases non-medical limits to alleviate NHS pressure – 8 January 2021

2020

How insurers will use AI to provide cover – 11 December 2020
Aviva changes protection underwriting requirements – 7 December 2020
Origo service set to ‘speed up’ Letter of Authority process – 3 December 2020
FTRC is helping to educate advisers on protection – 3 December 2020
How diabetes is covered in critical illness plans – 18 November 2020
Aviva health check offers blood testing – 16 November 2020
The Exeter toolkit ‘valuable’ for advisers – 4 November 2020
Vitality tops Protection Guru ratings for 2020 – 13 October 2020
L&G toolkit ‘useful’ for protection advisers – 8 October 2020
Vitality simplifies life insurance – 17 September 2020
Pension provider comparison site launches for advisers – 4 September 2020
How to avoid bias with remote interviewing – 20 August 2020
What skills are needed in the post-Covid world? – 20 August 2020
‘Innovative’ wellbeing service from Mercer – 14 August 2020
Aon updates wellness tool for employees – 10 August 2020
LV revamps protection offering – 24 July 2020
How protection cover has changed since Covid-19 – 22 July 2020
How can advisers build their business in the remote working era? – 22 June 2020
End-to-end advice system launched – 17 June 2020
Protection Guru launches provider Q&A portal – 1 May 2020
How technology can save advisers time and money – 22 April 2020
Mercer AI offering attractive for DB schemes – 30 March 2020
Praemium adds value with AI client portal – 17 March 2020
How medical data might transform advice – 11 February 2020
Are care and support services worth it? – 7 February 2020
Vanguard eyes ‘no-frills’ advice – 4 February 2020
Using tech for admin can boost client experience – 28 January 2020

2019

Using technology can help with regulatory compliance – 26 September 2019
Best and worst workplace pension schemes named – 11 September 2019
Intelliflo portfolio cuts back on costs – 1 August 2019
Simplification is the ‘future of CI’ – 29 July 2019
Legal & General shakes up protection – 3 July 2019
LV changes critical illness policy – 21 June 2019
Mutuals pay out 94% of IP claims – 22 May 2019
Focus on mobile wealth management – 8 May 2019
Protection policies may not pay out after medical changes – 2 May 2019
Robo-adviser to launch mortgage tool – 16 April 2019
Aviva revamps protection platform – 25 March 2019
Canada Life adds to personal protection – 21 March 2019
Protection comparison toolkit launched – 1 March 2019
PFS teams up to run tech workshop – 25 February 2019
GDPR-compliant messaging system for advisers launches – 6 February 2019
F&TRC launches child critical illness comparison tool – 2 January 2019

2018

Gamechangers of the protection industry – 12 December 2018
F&TRC releases annual protection ratings – 29 November 2018
Robo-advisers rated – 13 November 2018
Consultancy launches API service for brokers – 15 October 2018
SimplyBiz one-stop-shop attracts 2,000 advisers – 10 October 2018
Calls on FCA to intervene on transfer times – 3 October 2018
7IM shows how technology can work for customers – 19 September 2018
Amazon to go head-to-head with advisers – 17 September 2018
Why Amazon insurance is a prime proposition – 17 September 2018
Even robos must be regulated – 6 June 2018
Invesco buying Intelliflo set to ‘turbocharge’ development – 6 June 2018
An insurance revolution – 30 May 2018
In platforms we trust – 23 May 2018
How can you get more of your clients claims paid? – 16 May 2018
Open banking is set to ruffle a few feathers – 4 April 2018
Warning on auto-enrolment ‘affordability crisis’ – 15 March 2018

2017

Top-rated protection providers revealed – 13 December 2017
Workplace pensions: the good, the bad and the not-rated – 12 December 2017
Critical illness cover comparison site launched – 8 November 2017
F&TRC launches robo-paraplanner – 7 November 2017
Pension dashboard branded RDR-level threat to advisers – 24 October 2017
Government should incentivise firms to provide cover – 2 October 2017
Advisers may need new permissions under banking rules – 28 September 2017
HSBC’s app to help client manage finances – 28 September 2017
Advisers warned of robo-advice ‘cliff edge’ – 26 September 2017
Communication breakdown: Calls for annual protection statements – 26 September 2017
How to start the children’s protection conversation – 14 September 2017
The future of customer experience – 12 July 2017
Zurich pays out 97% of group income protection claims – 5 July 2017
The Pensions Dashboard: Will it succeed? – 27 June 2017
Robo cop or Robo flop? – 21 June 2017
Pensions dashboard process begins – 2 May 2017
What advisers need to know about switching AE providers – 11 April 2017
Why diversification matters for auto-enrolment – 8 April 2017
Right investment choices for auto-enrolment – 31 March 2017
Consolidators and pension scams: the week in news – 3 February 2017
Robo-advice comparison website launched – 1 February 2017
Pension dashboard could cut advice cost by 25% – 1 February 2017
Pension dashboard participation must be compulsory: PASA – 27 January 2017
Scottish Widows pumps £30m into workplace products – 26 January 2017
Protection underwriting: Past, present & future – 26 January 2017
TP launches ‘user-friendly’ platform update – 6 January 2017
Provider complexity threatens protection advice profits – 6 January 2017
Launch Pad: Protection: F&TRC Claim statistics tool – 6 January 2017
Lifesearch and Personal Touch named top IFAs – 6 January 2017
Why are we failing to embrace protection? – 6 January 2017
‘Embrace digital or become irrelevant’ – McKenna – 5 January 2017
New protection comparison service from F&TRC – 5 January 2017
System shows likelihood of trail switch-off – 5 January 2017
Online tool provides adviser platform charging info – 5 January 2017
Zurich launches ‘first for the industry’ protection app – 5 January 2017
True Potential launches auto-enrolment proposition – 5 January 2017
Consultancy develops commission disturbance matrix – 5 January 2017
Richards: Protection gap is challenge to IFAs – 5 January 2017
Product review: F&TRC Quality Analyser – 5 January 2017

2016

Auto-enrolment survey: Full steam ahead? – 22 November 2016
Pension dashboard must only have one ‘plumber’, says Origo – 28 October 2016
F&TRC rates workplace pension providers – 17 October 2016
How technology is changing the sector for the better – 17 October 2016
ABI unveils pensions dashboard A-team – 12 October 2016
Pension dashboard revs up a gear – 6 October 2016
Pensions dashboard group hire raises delivery questions – 28 September 2016
Digital is highlighting true value of advice – 14 September 2016
Check what your IT supplier does with your data: McKenna – 14 September 2016
Workplace pensions ratings help advisers: F&TRC – 14 September 2016
‘Fos not fit for 21st century’ – 14 September 2016
CPD: Technology to boost your business – 14 September 2016
Earn CPD: Back office systems – 14 September 2016
Royal London unveils plan for combined protection businesses – 14 September 2016
What do you think about adviser technology? – 14 September 2016
Take part in FTAdviser On Air LIVE at 12pm – 14 September 2016
Fos accused of having a 20th century mandate – 14 September 2016
F&TRC updates comparison tool for SME auto-enrolment – 14 September 2016
Research firm releases free platform due diligence service – 14 September 2016
Consultancy ranks protection products and providers – 14 September 2016
F&TRC updates protection claims data resource – 14 September 2016
ABI under fire for dashboard ‘delay’ – 14 September 2016
DNA testing will be protection industry ‘game changer’ – 14 September 2016
Something to shout about – 14 September 2016
Rise of the machines – 14 September 2016
Machine dreams – 14 September 2016
10 things you probably don’t know about claims stats – 14 September 2016
Scottish Widows launches employer pension hub – 13 September 2016
AIG and Royal London scoop top protection ratings – 13 September 2016
Advisers should have been in pension dashboard talks – 13 September 2016
Protection providers under threat from tech giants – 13 September 2016
ABI under fire for failing to push protection dashboard – 13 September 2016
How to speed up protection underwriting process – 13 September 2016

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.