Ian McKenna, Director
Over 20 years working in the financial services industry, twelve of which as a director of an IFA firm. Set up F&TRC in 1995.
Also chairs the Adviser Forum, which brings together many of the UK’s largest financial advice firms on a regular basis to focus on issues of mutual concern/interest and how to improve the overall efficiency of the market.
For many years he has written for many national newspapers and has been a regular contributor to:
Mission Statement
To maintain an unparalleled understanding of operational issues in intermediated financial product distribution in order to help facilitate
greater market efficiency.
A specialist consultancy which focuses on the operational issues within adviser businesses, including technology, services & compliance
- Clients include major financial institutions, technology companies and management consultancies.
- Team of 8 - All consultants have worked in adviser businesses and have over 120 years industry experience between them.
Launched in 2005, e-Excellence research provides benchmarking of financial institutions and identifies improvements that will deliver greatest benefits to their e-commerce propositions.
e-Excellence Ratings demonstrate to the financial services industry how a company rates next to its peers in a particular product area.
Seven e-Excellence studies are carried out each year, covering product areas including group pensions, individual protection, personal pensions and Bonds.
Collaboration group bringing together many of the UK’s major adviser & provider firms (current members represent approximately 65% of UK IFA distribution) on a regular basis to discuss key business issues and identify how to address them co-operatively.