NFU Mutual goes live with Focus Advice Technology's new platform to deliver holistic, joined-up financial planning at scale

London, 10 November 2025– Focus Advice Technology ("Focus"), the award-winning advice technology provider, today announces the go-live of its new advice system with NFU Mutual, marking the first full deployment of Focus's next-generation advice management platform.

The multi-million-pound partnership represents a major milestone for both businesses, delivering a world-class, API-first, Azure-native platform that transforms the delivery of financial advice and supporting operations at scale.

NFU Mutual, one of the UK's leading insurance and financial services providers, offers financial planning and investment services introduced through more than 280 agency offices nationwide. The new system connects introducers, advisers, operations and compliance teams in a single, joined-up environment.

Solving modern advice challenges

The new system tackles many of the challenges advice firms face today, from manual re-keying to the growing demand for holistic advice and better client outcomes.

Key benefits for NFU Mutual and its customers include:

• Joined-up operations: Integrates document management, policy data, valuations, workflow and advice processes into one seamless environment.
• Holistic Healthcheck: A 15-minute financial overview gives clients a red-amber-green assessment across key planning areas, enabling advisers to deliver truly holistic advice.
• Digital introducer tools: NFU Mutual's 280 agency offices can capture and qualify client leads electronically, improving accuracy and efficiency.
• Enterprise performance: The API-first Microsoft Azure architecture delivers speed, scalability and security for more than 170,000 clients and access to over 15 million documents.

A partnership built on innovation

Focus and NFU Mutual have worked together for many years, sharing a deep understanding of advice delivery and the challenges faced by large, multi-channel organisations.

Graham Harvey, Head of Financial Services at NFU Mutual, said:

"We needed technology that could solve so many of the modern advice business challenges – joining up systems, automating processes, enabling holistic advice and delivering the scale and performance we require.

Working with Focus as a true business partner rather than just a software vendor has been fundamental to the success of this relationship. This transformation keeps our customers at the centre of everything we do and positions us to deliver the highest quality financial advice well into the future."

Proven technology, new capabilities

Focus's advice system is the culmination of many years of investment in a native Microsoft Azure, API-first platform, combining more than 30 years of advice automation expertise with user-centred design.

A key component of the wider system is Focus's market-leading Advice Engine, which has already been proven in large-scale deployments, delivering cost-to-serve reductions of more than 40% for major financial institutions. Following its management buyout from abrdn in 2024, Focus has accelerated its innovation roadmap and is now bringing this enterprise-grade technology to market as a fully integrated advice solution.

Dave Upton, CEO of Focus Business Solutions, added:

"This launch marks the first full deployment of our new, world-class advice platform – a major step forward for Focus and for the wider industry.

Working with NFU Mutual, we've created an advice system that unites every part of the process, from introducer through to advice delivery and operations. It's fantastic to see the platform live and transforming a business of NFU Mutual's scale.

This solution addresses so many of the challenges firms have struggled with for years – integration, data access, scalability, performance, and the ability to truly understand and serve clients holistically."

Looking ahead

Following this landmark deployment, Focus is now positioned to bring its proven enterprise platform to other major advice organisations, with plans to launch an out-of-the-box version for the broader UK financial advice market in 2026.

The company continues to engage with advice firms seeking to modernise operations, reduce cost-to-serve and deliver better client outcomes through automation and integration.

Key statistics

• Approximately 280 agent offices using the lead introduction capability.
• More than 170,000 clients supported.
• Over 15 million documents managed.
• Enterprise-scale deployment on Microsoft Azure cloud.

About Focus Advice Technology

Focus Business Solutions ("Focus") is an award-winning advice technology provider delivering transformational automation for financial advice firms, consolidators, building societies and platforms. Its API-first, Azure-native platform enables scalable, compliant and client-centric advice journeys across protection, pensions and investments.

Focus's technology is used by leading organisations including NFU Mutual, Skipton, abrdn, Santander and Bank of Ireland. Founded in 1993, Focus combines more than 30 years of financial advice expertise with a design-led development practice to deliver world-class digital solutions for the UK and Irish markets.

About NFU Mutual

NFU Mutual offers a wide range of products, including general insurance, life, pensions and investments. These products and services are delivered through its network of NFU Mutual Agent offices, as well as through direct sales and service centres. With more than 280 local businesses located in rural towns and villages throughout the UK, NFU Mutual remains committed to serving the needs of its members nationwide.

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