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whitepapers, research & articles

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

financial services research

downloads

Title
Size
Format
RDR compliance: Level 4 qualification survey - (Document request) - new
Where are you and your industry peers?
(169 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) - new
CSC's viewpoint report on opportunities in the distribution of financial services
(378 KB)
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

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Title
Size
Format

T-C News: Gearing up for 10/12 - could you already have the solution in place? - new 
Alison Young of Focus Solutions discusses how technology can help with the proposals set out in CP 10/12 as well as with meeting other RDR requirements.

(1 MB)
PDF Format

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

(1 MB)
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 MB)
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.
(1.44 MB)
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.
(989 KB)
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
(69 KB)
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.
(108 KB)
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.

(1.39 MB)
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.

(1.03 MB)
PDF Format

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