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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.

 

The-Investment-Net-Work

The-Investment-Net-Work is a forum for senior managers from all parts of the investment industry to meet, listen to top rate speakers, debate and discuss key issues under Chatham House rules. Meetings are held in country house hotels four times a year.

For more information visit the website.

 

Income Protection Task Force

For further information click here

ProtectingMyIncome.co.uk

ProtectingMyIncome.co.uk is the website of the Income Protection Task Force, a not-for-profit organisation whose objectives are to increase the awareness of the impact of illness and injury amongst the public, advisers, legislators and the media; to demonstrate how it can jeopardise the hopes and aspirations of individuals and their families and to show how such awful consequences can be avoided. Click here

 

Platforum Platform Analysis Tool (PAT) Pat icon


Pat is the latest member of The Platforum team. Their Platform Analysis Tool will provide IFAs and distributors with a quick, easy-to-use summary of the major fund platforms available in the UK.

Go to Platforum to visit Pat's page.

 

 

 

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Back to the Future
The RDR, Platforms and Investment Advice – three new reports from CWC Research in association with BNP Paribas

RDR is already changing the advisory landscape, platforms will provide the necessary technology framework; the provision of advice will be transformed from the current cottage industry to competent process, with the use of expert systems becoming standard practice.

When we set out on these studies, we didn’t appreciate how closely they are related. RDR will result in advisers firms being more professional, qualified in the areas in which they advise and more efficient. This means that platforms will effectively be mandatory – whether overt platforms such as Cofunds or Transact, or covert platforms such as SEI.

Read more

©CWC Research 2010