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Working closely with our clients, we apply commercial and strategic insight to create innovative business solutions that generate rapid benefits
Who we do it for

Aviva has successfully grown its retail platform providing advisers with a fast online quotes capability using Elements

Quai is a third party administrator for savings and investment products making extensive use of technology to connect consumers with their investments.

Gaudi offers a completely new approach to the administration of Self Invested Personal Pensions

Latest news

Getting client communications right for Mifid II

In the last year, we have witnessed considerable debate and conflicting interpretations as to the...

Help! I've been put into a pension

More than 7.5m people have now been automatically enrolled into a pension scheme since the end of...

Give people the choice

In 2014 the Government legislated to give people with Defined Contribution pensions more choice i...

CTC Growth Rate Survey 2016

CTC’s market review of growth rates (used in Illustrations and projections) is in its fourt...

Regulatory & market developments

CTC Consultation response - CP17/16 DB Transfers

This is a summary of CTC’s key responses to the

CTC commentary - Investment Platforms study MS17/1.1

This follows on from the Asset Management Market Study where the FCA recognised some potential co...

CTC commentary - DB Transfers CP17/16

Nigel Chambers: Advising on DB transfers and a client’s best interests

The FCA&rsqu...

Commentary - FCA policy on annuity prompts (PS17/12)

The FCA has now announced (