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F&TRC launches adviser charging comparison tool

The Finance & Technology Research Centre is launching a free online tool to help advisers compare the adviser charging processes applied by different providers and platforms.

The online matrix collates information from providers and platforms on the following: what needs to be done to facilitate adviser charging on new and existing business, what remuneration options are open to advisers, and what documentation is required for fee agreements.

Firms which feature on the tool include: Aviva, Aegon, Standard Life, Scottish Life, Zurich, Old Mutual Wealth, Novia, Fidelity Funds Network, Alliance Trust Savings, Canada Life, James Hay and Cofunds.

F&TRC says it will continue to add more providers to the service.

F&TRC managing director Ian McKenna says: “Following overwhelming feedback from advisers at our investment forum events that information around adviser charging processes for different organisations is confusing and difficult to find, F&TRC has created this fully searchable online tool to help advisers identify and understand the requirements of leading providers and platforms.

“The information comes direct from the organisations and is updated daily. It is available free of charge to advisers at This will enable advisers to compare different organisations’ processes side by side in a single place so they understand where they need to do different things for different life offices and platforms.”


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