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We have updated our WORKPLACE PENSIONS tool so that it now identifies which product providers will accept individual Auto-Enrolment cases based on scheme acceptance criteria. You can access this new functionality under the ‘Workplace’ module via the menu bar on the left-hand side within the WORKPLACE PENSIONS tool.

In addition to our range of Workplace and Protection comparison services we have also launched new F&TRC “Workplace Pension”, “Life Protection”, “Mortgage Protection”, “Income Protection” and “Family Income Benefit” ratings to help advisers understand which providers are offering the most suitable proposition for their clients. Each provider has been awarded either a gold, silver or bronze award for their overall proposition and an individual award based on the following underlying categories: 

Workplace Pensions Life Protection Mortgage Protection Income Protection Family Income Benefit
  • Product offering & administration
  • Investment & fund options
  • Record keeping & Governance
  • Scheme setup
  • Joiners & leavers process
  • Education
  • At-retirement options
  • Auto-enrolment process
  • Terminal Illness
  • Added Value Benefits
  • Guaranteed Insurability
    Options
  • Trusts
  • Waiver of Premium
  • Underwriting Limits
  • Single/Joint Life Options
  • Underwriting Services
  • Exclusions
  • Interest Rate Options
  • Free Cover
  • Terminal Illness
  • Added Value Benefits
  • Waiver of Premium
  • Guaranteed Insurability
    Options
  • Underwriting Services
  • Exclusions
  • Incapacity Definition
  • Claims Statistics
  • Claims Processes
  • Rate Availability
  • Sum Assured Limits
  • Added Value Benefits
  • Deferred Periods
  • Linked Claims
  • Return to Work Benefits
  • Indexation
  • Age Limits
  • Terminal Illness
  • Claims Statistics
  • Claims Processes
  • Added Value Benefits
  • Trusts
  • Waiver of Premium
  • Guaranteed Insurability
    Options
  • Underwriting Services
  • Exclusions
  • Free Cover

Welcome to AdviserSoftware.com. This site offers a new industry destination providing advisers with a comprehensive range of information on products, propositions and software designed to help them run their businesses including:
  • Extensive research tools to compare products and propositions for life and pension providers, platforms and other organisations supplying personal finance products
  • A similar range of comparison tools to help advisers compare different software services
Further services will be announced in the coming months.

If you would like to access the service please follow the directions on the relevant sections below.

Financial Advisers and Employee Benefit Consultants

Please, register from the link on the right hand side of this page.

Once we have received your registration we will send you a password.

Life & Pension providers, Platforms and other financial institutions
Please contact your normal F&TRC contact to discuss access arrangements

Software Providers and other industry participants
Please register via our separate website www.advisersoftware.net for access.

Please note that when registering we can only grant access to the system to individuals engaged in the financial services industry using an office e-mail address from an established organisation. Registrations cannot be set up from web mail accounts such as G-Mail, AOL, MSN, Outlook.com or personal e-mail accounts provided by an Internet Service Provider e.g. BTinternet, Virgin, etc.
 

 

 
 
 
 
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Release V1.1-8.6.1.3


X16 : 25/09/2016 01:20:13 - 54.91.11.11







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