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Coverage of FTRC, Ian McKenna, the FTRC team, Protection Guru, Benefits Guru and AdviserSoftware.com across the wider UK financial services and fintech press. Articles open on the publisher’s website; some publishers ask readers to register or subscribe. (307 articles across 22 publications)

Jump to: Citywire FF News Financial Reporter The Fintech Times FStech IFA Magazine Intelligent Insurer The Intermediary Investment Week MoneyAge Mortgage Solutions Mortgage Strategy Pensions Age PFS (Personal Finance Society) Portfolio Adviser Professional Paraplanner Professional Pensions Protection Reporter Protection Review Retirement Planner Workplace Journal YourMoney.com

Citywire (3)

Bristol planner: Ask platform partners ‘awkward questions’ – 2024
McKenna: Platforms biggest threats are from Apple and Amazon – 27 January 2023
How technology is transforming investors’ agendas – 2020

FF News (3)

Advisersoftware.com Launches Adviser Tech & AI Guide – 3 July 2025
Benefits Guru Announces Third Financial Wellness Ratings for Workplace Pension Providers for Standalone Open Finance Functionality – 31 May 2023
Protection Guru announces new Chief Revenue Officer – 4 October 2022

Financial Reporter (9)

The Fintech Times (9)

Is the Insurance Sector Risking Over-Reliance on Artificial Intelligence? Part One – 31 March 2024
Women in Fintech: Industry Support with Capitalixe, VersaPay and more – 26 October 2023
This Week in Fintech: TFT Bi-Weekly News Roundup 04/10 – 4 October 2022
Has Metro Bank Gone to the Dogs? – 10 May 2019
Should Fintechs Beware the 29th of March? Hmm, not so much… – 26 February 2019
Boring, Boring Brexit: Are We Nearly There Yet? – 25 February 2019
TFT Fintech Fast Five: Ian McKenna, Director of the Financial Technology Research Centre – 7 January 2019
Pension Dashboard Proposals Could Substantially Grow Savings and Improve Financial Inclusion – 11 December 2018
FCA Retirement Outcomes Review should embrace more innovation and maximise the use of Fintech – 1 August 2018

FStech (6)

Advisers warned over regulatory consequences of unsecure email – 31 January 2020
Banks ‘must innovate’ past lost overdraft fees – 31 October 2019
Wealth managers must use tech for next generation – 11 April 2019
Younger generations more ready for robo advice – 23 August 2018
Asset management finally embraces FinTech – 9 August 2018
Robo advice market set for shake-up – 5 July 2018

IFA Magazine (49)

AdvisersSoftware.com identify advice tech firms attracting the most attention in 2025 – 27 January 2026
NFU Mutual goes live with Focus’s next-gen advice platform – 12 November 2025
New research provides key insights on the future of advice and demand for new advice services – 23 July 2025
Protection Guru announces 250% increase in searches advisers can conduct within their standard licence – 16 July 2025
FCA’s new ‘targeted support’ proposals spark industry optimism for closing the advice gap| Industry leaders react positively to today’s news – 30 June 2025
AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology – 25 June 2025
Industry reaction to the FCA launching pure protection market study – 24 March 2025
Protection Guru Analysis: helping advisers cover the additional cost of consumer duty compliance – 20 March 2025
St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale – 6 February 2025
Industry stalwart joins Protection Guru to increase adviser technical training and support – 6 January 2025
Technology and regulation will transform the landscape in 2025, says Dynamic Planner CEO Ben Goss – 19 December 2024
Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO – 16 December 2024
Protection Guru calls for a major rethink of how the protection industry engages with wealth advisers – 10 December 2024
Artificial intelligence and financial advice businesses – all systems go? – 5 November 2024
Protection Guru 2024 award winners announced – 28 October 2024
Protection Guru to host bi-monthly Consumer Duty alliance protection forums – 24 October 2024
Protection Guru data reveals adviser recommendations made when focused on value over price alone – 18 October 2024
Survey among 4,000 UK consumers finds rising demand for technology to access financial planning – 26 September 2024
Benefits Guru’s 2024 workplace pension and auto-enrolment ratings reveal strong pensions market – 25 September 2024
Protection Guru responds to FCA announcement into pure protection market – 28 August 2024
FCA announces work into pure protection market – and reaction – 28 August 2024
Future-proofing your tech for clients across generations – 5 August 2024
Protection Guru wins Disrupter of the Year at the Europe Fintech Awards – 31 July 2024
Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality – 2 May 2024
5 years strong: As Protection Guru marks its 5th birthday, it reports strong growth in advisers analysing quality and value, not just price, in line with Consumer Duty – 21 March 2024
Podcast #69: What might the future of financial advice look like? With Ian McKenna – 3 January 2024
FCA proposes to ‘close the advice gap’: analysis and reactions – 12 December 2023
Ian McKenna comments following Elon Musk’s plan to expand X’s presence into financial services – 30 October 2023
AdviserSoftware.com launches largest industry-wide survey on the Hybrid Advice market in 2023 – highlights key challenges – 17 October 2023
Protection Guru convenes medical community to create new example wordings for critical illness policies – 6 October 2023
Workplace Pension Providers achieve strongest ever performance in Benefits Guru’s 2023 workplace pension and auto-enrolment ratings – 27 September 2023
Seccl launches fully automated drawdown pension – 6 July 2023
Consumer Duty Alliance Tech Forum announce more details of support available to advice professionals – 23 May 2023
intelliflo extends the scope of intelliflo office to support wider adviser planning – 26 April 2023
PGP Adds medical analysis function to compare critical illness policies – 7 March 2023
Technology and the advice journey – 17 February 2023
AdviceBridge survey reveals 23% of advice firms don’t undertake research on tech solutions – 17 January 2023
AdviserSoftware.com publishes detailed analysis of ground-breaking artificial intelligence based financial planning software – 25 November 2022
Winners of the Protection Guru Awards 2022 are announced – 10 October 2022
Protection Guru announces new Chief Revenue Officer – 4 October 2022
Ian McKenna, FTRC, responds to retirement of Iress Adviser Office – 6 July 2022
iPipeline and Protection Guru announce launch of enhanced Product Features Report Service for advisers – 9 June 2022
Protection guru launches new service to enable unparalleled comparison of price and quality for full range of term life and income protection cover – 10 May 2022
Congratulations to the winners of the Protection Guru awards 2021 – 26 October 2021
Benefits Guru announces Workplace Pension and Auto-Enrolment ratings for 2021 – 23 September 2021
Robert Harvey comments on Legal & General’s two new support benefits including Private Diagnostics – 13 July 2021
Groundbreaking new information hub dedicated to adviser software as Ian McKenna expands FTRC proposition – 26 May 2021
Insight: the importance of protection in financial planning – 23 February 2021
As Pensions Dashboard launch is postponed to 2023, new tool is poised to help advisers fill the gap – 11 November 2020

Intelligent Insurer (1)

Insurers need to improve processes for wealth advisers study – 2019

The Intermediary (38)

Guardian launches new critical illness covers – 15 June 2026
Four advice tech providers join AdviserSoftware.com comparison service – 19 December 2025
NFU Mutual and Focus Advice Technology partner to deliver joined-up financial advice – 12 November 2025
AdviserSoftware.com launches free AI comparison tool for advisers – 24 October 2025
Bidders eye Iress as results fuel acquisition interest – 12 August 2025
AdviserSoftware.com reveals most popular advice tech and AI systems in H1 2025 – 31 July 2025
Protection Guru increases adviser search capacity by 250% – 16 July 2025
AdviserSoftware.com launches Adviser Tech & AI Guide – 3 July 2025
FCA unveils ‘targeted support’ proposals to expand access to financial advice – 30 June 2025
AdviserSoftware.com launches technology index to track adviser use – 25 June 2025
Protection Guru appoints Jessie Leworthy as customer success specialist – 15 May 2025
AdviserSoftware.com strengthens team with two appointments – 14 May 2025
FCA launches study into distribution of protection products – 21 March 2025
Advisers have a huge opportunity to help women’s financial security – Advisersoftware.com – 7 March 2025
Advisersoftware.com launches inaugural analysis of international adviser AI tools – 4 March 2025
Vitality unveils new protection products and enhancements – 12 February 2025
AdviserSoftware calls on advisers to evaluate risks of using DeepSeek – 7 February 2025
Protection Guru appoints Jason Coleman as training and research manager – 2 January 2025
AI now embedded in advice journey, but compliance improvements needed – AdviserSoftware – 12 November 2024
Protection Guru Awards 2024 celebrates top achievers in protection industry – 29 October 2024
Protection Guru to host bi-monthly Consumer Duty Alliance protection forums – 24 October 2024
Advisers shift recommendations to value over price in protection market, reveals Protection Guru – 18 October 2024
FCA launches market study into pure protection market – 28 August 2024
Steve Davey joins Protection Guru as head of specialist distribution – 9 July 2024
Bain Capital provides major investment for finova and buys Iress mortgage business – 15 March 2024
AdviserSoftware.com conducts comprehensive study into Hybrid Advice market – 16 October 2023
Protection Guru creates new example wordings for critical illness policies – 6 October 2023
Protection Guru integrates with UnderwriteMe – 20 July 2023
Protection Guru wins InsurTech of the Year at the Europe Fintech Awards – 26 June 2023
Protection Guru Pro reports a 60% rise of advisers using ‘Product Feature Report’ – 31 May 2023
Consumer Duty Alliance Technology Forum shares meeting dates for 2023 – 23 May 2023
Protection Guru Pro launches unique comparison service for critical illness policies using medical expert opinions – 7 March 2023
AdviserSoftware.com to roll out free cyber security guides for advisers – 19 October 2022
Protection Guru names the winners of its 2022 Awards – 10 October 2022
Protection Guru appoints chief revenue officer – 4 October 2022
FTRC appoints senior consultant – 28 June 2022
iPipeline launches enhanced Product Features Report Service – 9 June 2022
Protection Guru launches new comparison tool for range of life and income protection products – 10 May 2022

Investment Week (1)

First robo-advice comparison site launched – 31 January 2017

MoneyAge (5)

News in brief – 3 January 2025 – 3 January 2025
Advisers to increase use of AI; majority seeking enhanced compliance processes – 19 November 2024
News in brief – 12 March 2024 – 12 March 2024
Wealth managers must embrace tech to keep next generation – 12 April 2019
Millions of pension savers facing affordability crisis to meet AE contributions – 15 March 2018

Mortgage Solutions (22)

Protection Guru hires Davey as specialist distribution head – 9 July 2024
MetLife joins Protection Guru – 2 July 2024
CRM Clienttree integrates with UnderwriteMe Protection Platform – 31 May 2024
Protection Guru notes rise in platform use aligning with Consumer Duty – 22 March 2024
Protection Guru consults medics to update critical illness policy wording – 6 October 2023
Protection Guru partners with UnderwriteMe to meet Customer Duty obligations – 21 July 2023
FCA proposes changes to support for borrowers in financial difficulty – 25 May 2023
Quality of cover is now key issue for protection advice – McKenna – 16 November 2018
On protection: Price is no longer the only criteria – McKenna – 9 March 2018
Paradigm Protect rolls out comparison service – 28 October 2014
F&TRC unveils mortgage protection comparison tool – 15 July 2014
F&TRC launches protection comparison service with CPD points – 6 June 2014
Zurich launches mobile protection app – 27 March 2014
OFT probes Iress Avelo takeover on competition grounds – 19 November 2013
Advisers demand robust G-day detail from insurers – 27 September 2012
G-day message not reaching “worringly high number of advisers” – 24 September 2012
Advisers call for heads up on gender rate re-pricing drive – 21 June 2012
Income Protection available on eSelect – 14 July 2008
Bright Grey launches underwriting system – 11 March 2008
No more chances – 11 February 2008
L&G gets top rating in e-excellence survey – 30 March 2007
IFonline survey aims to assess advisers’ fears of technology – 1 December 2000

Mortgage Strategy (38)

Protection Guru lifts broker standard licence searches by 250% – 16 July 2025
Protection Guru appoints Coleman to training role – 3 January 2025
FCA concerned over broker protection commissions – 28 August 2024
Blog: Diversification of income is not a luxury but a survival strategy – 12 February 2024
Technology in protection industry ‘embarrassing’ – 6 December 2023
Day in the Life of… Niki Cooke, chief revenue officer, Protection Guru – 15 September 2023
Royal London acquires Aegon UK’s individual protection business – 4 April 2023
Amazon invades financial services with home insurance launch – 24 October 2022
Protection Guru hires Cooke as chief revenue officer – 4 October 2022
Consumer duty rules will not enforce use of specific comms channels – 27 July 2022
Protection Guru brings out comparison tool for IP cover – 10 May 2022
Protection & Wellbeing Series: Advised Protection Products – 21 February 2022
Financial firms urged to take cyber security more seriously – 5 October 2021
Iress board examines bid from European private equity firm – 19 August 2021
LV= launches two new income protection products – 22 July 2021
The Exeter launches new ‘Income First’ protection product – 12 July 2021
HSBC makes play for advised protection market – 16 August 2019
FCA to replace Gabriel to ‘improve’ data collection – 16 July 2019
New software helps brokers test lenders’ criteria – 1 November 2016
How far will mortgage robo-advice go? – 14 September 2016
F&TRC launches protection ratings service – 20 July 2015
The Mortgage Mole: Lasting Impression – 1 October 2014
Adviser claims stats tool to dispel ‘myth’ insurers don’t pay out – 1 September 2013
Social media lessons for networks from across the pond – 23 August 2013
Robot intelligence? – 4 March 2013
Tech experts warn brokers as Google enters the fray – 17 December 2012
Associated launches OnTrees – 26 November 2012
Daily Mail parent group launches financial planning website – 20 November 2012
Advisers urge providers to disclose their plans for dealing with G-day – 2 July 2012
Providers urged to disclose gender neutral pricing plans – 25 June 2012
Sourcing system to be renamed Avelo Trigold – 21 May 2012
Avelo/TrigoldCrystal deal is a valuable market shake-up – 14 May 2012
L&G retains technology rating – 13 March 2008
L&G receive top marks – 29 March 2007
GHL Group appoints head of IT development – 22 June 2006
Price wins Standard Life competition – 25 November 2005
Brokers want e-statements – 4 July 2005
Advisertech to hold conference at Money Marketing Live – 18 April 2005

Pensions Age (14)

Workplace pension financial wellness and transfer times rankings released – 30 April 2025
Pension providers achieve ‘record number’ of gold awards in Benefits Guru ratings – 25 September 2024
News in brief – 26 April 2024 – 26 April 2024
Pension providers achieve ‘strongest ever performance’ in Benefits Guru ratings – 27 September 2023
Four pension providers achieve gold open finance benchmark – 1 June 2023
News in brief – 28 April 2023 – 28 April 2023
News in brief – 23 September 2022 – 23 September 2022
Benefits Guru releases pension provider Financial Wellness Ratings – 9 June 2022
Nest ranked lowest of respondents in F&TRC’s workplace pensions and AE ratings – 3 October 2018
Millions of pension savers facing affordability crisis to meet AE contributions – 15 March 2018
Pensions dashboard leads way to one-stop place for finances – 12 April 2017
EXCLUSIVE: Industry’s first look at dashboards prototype – 10 April 2017
Industry urged to work together to create pension dashboard – 11 January 2017
Re-energising workplace savings – 18 February 2011

PFS (Personal Finance Society) (1)

2022 critical illness ratings – 21 March 2022

Portfolio Adviser (1)

DFMs shunning digital are dead firms walking – 2018

Professional Paraplanner (73)

Dynamic Planner unveils agentic AI platform with 4 minute suitability reports – 30 October 2026
BOMS welcomes AdvisoryAI as AI reshapes advisory operations – 16 June 2026
Adviser interest in AI providers soars – 27 January 2026
AdviserSoftware.com launches AI comparison tool for advisers – 26 October 2025
intelliflo acquisition sets up further overseas expansion – 28 August 2025
Protection Guru boosts standard licence searches by 250% – 16 July 2025
AdviserSoftware.com launches adviser tech and AI guide – 6 July 2025
AdviserSoftware launches tech index to track adviser use – 25 June 2025
Benefits Guru announces latest Financial Wellness Ratings – 1 May 2025
Advisers must help women take control of their finances – 7 March 2025
Digitalisation is the “game changer” women need to engage with advice – 6 March 2025
AdviserSoftware.com launches AI assessment framework – 5 March 2025
AdviserSoftware warns of AI risks for advisers – 7 February 2025
SJP uses Dynamic Planner to provide client risk profiling at scale – 6 February 2025
Paraplanners must use AI to their advantage – 3 February 2025
Expect a year of change, says Dynamic Planner CEO – 3 January 2025
New approach needed to better present protection to clients – 10 December 2024
Virtual reality of future advice business – 13 November 2024
2024 Protection Guru Awards winners announced – 29 October 2024
Growing demand for digital in financial planning – 26 September 2024
Fundinfo’s ‘master stroke’ – 13 September 2024
FCA pure protection products review welcomed – 28 August 2024
Advice firms in an AI-driven world – conference report – 11 July 2024
MetLife joins Protection Guru platform – 2 July 2024
Benefits Guru annual Financial Wellness Ratings announced – 30 April 2024
FCA focus on value sees surge in Protection Guru Pro comparisons – 22 March 2024
New DP app ‘puts adviser in client’s pocket’ – 7 March 2024
Nucleus acquisition signposts platform market direction – 12 February 2024
Will AI be paraplanners’ Spinning Jenny? – 6 February 2024
Comment: Foreboding as Elon Musk eyes UK financial services market – 30 October 2023
Retirement advice key focus for hybrid advice – 18 October 2023
Protection Guru seeks to improve medical definitions of protection products – 9 October 2023
Workplace pensions strongest performance in ratings – 30 September 2023
Zurich UK flexibile critical illness launch ‘a whole new level’ – 10 September 2023
Protection Guru & UnderwriteMe pairing chimes with Consumer Duty – 24 July 2023
Intelliflo & SS&C in ‘deepest ever integration’ between offerings – 6 June 2023
Protection Guru sees shift to advisers evidencing Consumer Duty – 3 June 2023
Intelliflo includes cashflow modelling and planning within core licence – 1 May 2023
Protection products under Consumer Duty – 10 February 2023
Advisers award Unipass Letter of Authority Best in Show – 27 January 2023
FTRC assesses new financial planning system Conquest – 1 December 2022
AdviserSoftware.com publishes free cyber security guides – 27 October 2022
Adviser Office users urged to migrate to new offerings – 6 July 2022
New open finance workplace pension provider ratings from Benefits Guru – 17 June 2022
Benefits Guru publishes financial wellness ratings – 13 June 2022
New protection comparison tool puts focus on quality over price – 10 May 2022
LV= tops Protection Guru ratings – 9 March 2022
Researching Paraplanning tools – 12 December 2021
Nine providers achieve gold in Benefits Guru ratings – 23 September 2021
Ian McKenna launches dedicated Adviser Software hub – 26 May 2021
FE fundinfo adds cashflow planning capability via CashCalc acquisition – 13 May 2021
Benefits Guru launches financial wellness ratings – 10 May 2021
James Hay confirms Nucleus acquisition offer – 9 February 2021
Royal London latest major provider to adopt encrypted email – 21 January 2021
Time4Advice acquisition dubbed ‘smart move’ – 11 January 2021
Fracture cover – what’s covered and what questions to ask the client – 19 November 2020
Why protection should feature in your client recommendations – 9 November 2020
Protection: where eligible child criteria can affect product choice – 5 November 2020
Protection Guru rates providers across 8 categories and 10 features – 13 October 2020
Intelliflo’s roll-out of open banking hailed as ‘huge opportunity’ for advice firms – 24 September 2020
Benefits Guru launches workplace pensions ratings – 16 September 2020
Protection insurance free cover period explained – 15 September 2020
FTRC launches workplace benefits website – 7 September 2020
Income protection recommendations – deferred period calculations – 1 September 2020
Understanding guaranteed insurability options – 28 July 2020
Protection Guru benchmarks 12 leading protection providers – 18 July 2020
Know your client’s life and critical illness insurance options – 12 July 2020
Protection Guru launches benchmark reports on insurers – 8 July 2020
FTRC launches protection product ratings on Protection Guru – 21 May 2020
FTRC enhances Protection Guru with new information resource – 4 May 2020
F&TRC highlights what advice firms want from Fintechs – 26 April 2020
New secure email solution offered to 45,000 Origo Unipass users – 31 January 2020
Advice firms call for integration of protection products into CRM and cashflow – 8 December 2019

Professional Pensions (11)

Five pension providers retain gold financial wellness ratings – 30 April 2025
Several pension providers attain gold financial wellness ratings – 25 April 2024
Four providers obtain gold open finance rating – 31 May 2023
Six pension providers achieve gold financial wellness rating – 26 April 2023
Provider success in 2021 workplace and AE ratings – 23 September 2021
Mercer Master Trust, Standard Life, Intelliflo top workplace pension ratings – 13 May 2021
Talk Money Week 2020: Comparative analysis of workplace pension providers vital – 13 November 2020
Pension Awareness Week 2020: Workplace scheme quality dampened by information asymmetry – 17 September 2020
Aegon, Aviva, and Scottish Widows top 2020 workplace pension solutions and AE ratings – 11 September 2020
Aegon, Standard Life and Aviva come top in AE rankings – 11 December 2015
PP Show: FTRC director slams auto-enrolment of SMEs as ‘political disaster’ – 5 October 2012

Protection Reporter (12)

Protection Review (1)

We need to talk about critical illness – 2018

Retirement Planner (1)

Rob McMurrich: Are pension saving innovations really distractions? – 2018

Workplace Journal (8)

Aviva and Royal London secure gold in 2026 Workplace Pensions and Auto Enrolment Ratings – 25 September 2026
Workplace pension providers raise bar on financial wellness as Benefits Guru publishes 2026 ratings – 6 May 2026
Standard Life and Aviva among providers to achieve gold in 2025 pension ratings – 10 September 2025
Benefits Guru reveals ‘standalone open finance ratings’ for workplace pension providers – 7 May 2025
Benefits Guru releases 2025 Financial Wellness Ratings for workplace pension providers – 30 April 2025
Vitality unveils new protection products and enhancements – 12 February 2025
Protection Guru Awards 2024 celebrates top achievers in protection industry – 29 October 2024
Benefits Guru reveals ‘financial wellness ratings’ for workplace pension providers – 2 May 2024

YourMoney.com (1)

Workplace pension contributions rise: but too much or too little? – 2 April 2019

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