Study dissects the best (and worst) financial planning tools

The survey, which examined tools supplied by product providers, platform operators and software suppliers was carried out by financial services consultancy the Finance & Technology Research Centre (F&TRC). It covered 57 different tools across the areas of investment, pension accumulation, at-retirement planning and protection. Each tool provider supplied answers to some 6,000 questions posed by F&TRC, which then based its conclusions on the responses. It said it hopes the study will assist advisers in identifying which of the various suppliers of tools have the best level of conten...