F&TRC rolls out age-banded CI analysis for advisers

Finance and Technology Research Centre (F&TRC) has added functionality into its Quality Analyser system which enables advisers to compare critical illness (CI) policies based on an individual’s personal circumstances, such as age, gender and term of the plan.

Each insurer’s CI definitions have been analysed by an expert medical panel and scored based on how likely a claim would be for a client suffering from the condition. Age-banded incidence data for each condition has also been sourced to enable the Quality Analyser system to weight each condition based on how likely a client is to suffer from it.

 

Tatton Asset Management plc (LON:TAM) was founded by entrepreneur and current Chief Executive Officer, Paul Hogarth who had previously co-founded and developed the then largest IFA support services business in the UK, Bankhall. Paul’s vision in starting Tatton Asset Management was to create a range of services to power the UK’s leading financial advisers, facilitating expansion and enabling them to better service their clients.  Tatton Asset Management offers on-platform only discretionary fund management, regulatory, compliance and business consulting services, as well as a whole of market mortgage provision, to Directly Authorised financial advisers across the UK. This is achieved through three operating divisions: Tatton Investment Management, Paradigm Partners and Paradigm Mortgage Services.

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