UK Platform Awards Dinner - 23 September 2009
Save the date

CWC Research provides research data, advice and consultancy to insurance and life and pensions companies, wrap platforms and fund supermarkets, fund managers, re-insurers as well as other consultants operating in intermediary markets. We are a specialised research based consultancy set up in 1999 by Clive and Monica Waller, operating exclusively in the intermediary sectors of the financial services industry, covering all forms of investment, pensions and protection.

Our knowledge of IFAs and other adviser firms and their personnel is second to none. It enables us to provide customers with qualitative data of unrivalled excellence on current and likely future behaviours. Our reports and advice help providers, re-insurers and distributors formulate strategy on product, distribution and administration.

In addition, we are able to provide consultancy on a broad range of issues such as IFA segmentation, commission structures, investment propositions and underwriting strategy.

Our reports help providers, re-insurers and distributors formulate strategy on product, distribution and administration.

We are commonly regarded as the leading research consultancy on issues around wrap and other intermediary platforms and are currently advising a number of platform providers in this new and exciting arena. We have written and published the only adviser guide to intermediary platforms currently available.

We are also joint founders of the Income Protection Task Force, a forum combining insurers, re-insurers and IFAs, to further the cause of this most important of protection products.

Back to top