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whitepapers, research & articles

Please find below our latest whitepapers, financial services research and articles available for download:

whitepapers

financial services research

downloads

Title
Size
Format
RDR compliance: Level 4 qualification survey - (Document request)
Where are you and your industry peers?
(378 KB)
PDF Format
Understanding consumer reactions to technology enabled solutions
- (Document request)
Focus Solutions consumer research
(1.11 MB)
PDF Format
Fortune favors the brave - (link to CSC website)
CSC's viewpoint report on opportunities in the distribution of financial services
(293KB)
PDF Format
Focus Quotient Review of 2007
Benchmark study for electronic trading in the UK life & pensions industry
(1.03 MB)
PDF Format
Focus Quotient Review of 2006
Benchmark study for electronic trading in the UK life & pensions industry
(1.39 MB)
PDF Format

 

articles

downloads

Title
Size
Format

IFA Online: Tenet technology: theory into practice - new
Mark Loosmore discusses how Focus Solutions created a new breed of technology solution for Tenet members called Tenet Advantage.

(979KB)



PDF Format
International Adviser: Over regulation may 'destroy' global savings culture 
Simon Danaher of International Adviser comments on the findings of  Focus Solutions' whitepaper - Global Trends in the Purchase of Financial Services.		  (421KB)
 PDF Format

International Adviser: Don't panic over results of mystery shop
Mark Ehlinger of Focus Solutions responds to findings from a mystery shopping exercise commissioned by the Securities and Futures Commission (SFC) and Hong Kong Monetary Authority.
(675KB)
PDF Format

Money Marketing: Should IFAs be buying iPads? (Link to Money Marketing website)
Ian McKenna of F&TRC opinion on iPads for IFAs.
n/a
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T-C News: Gearing up for 10/12 - could you already have the solution in place?
Alison Young of Focus discusses how technology can help with the proposals set out in CP 10/12 as well as meeting other RDR requirement.
(838KB)
PDF Format

Adviser Evolution: Base Instincts
Martin McKenna of Focus Solutions outlines how the RDR will change the way that advice is delivered.

(782KB)
PDF Format
T-C News: The New Role for Recognised Professional Bodies
Mark Ehlinger of Focus Solutions outlines how the RDR proposals might affect Professional Bodies and Training Providers.
(1.27MB)
PDF Format
Financial Sector Technology - Do Not Resist: RDR
Darren Bayley of Focus Solutions provides comment on Financial Sector Technology's Retail Distribution Review article.
(1.44MB)
PDF Format
Professional Adviser - Tenet: a force for change
AT8 Group’s Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.
(989KB)
PDF Format
Wealth Briefing - No time to waste in preparing for RDR
Alison Young of Focus Solutions discusses the importance of starting your RDR training programme now
(69KB)
PDF Format
Wealth Briefing - How well do you really “know your customers”?
Chris Pitt of Focus Solutions explores the importance of client segmentation of in wealth management.
(108KB)
 PDF Format
T-C News – Shifting from hunters to farmers
Alison Young of Focus Solutions looks at the changing roles of individuals in the light of the RDR proposals.
(1.39MB)
PDF Format
New Model Adviser - The way I see it: A different guise for IFAs
Chris Pitt of Focus Solutions considers the post-RDR landscape for IFAs.
(1.03MB)
PDF Format

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