TFAS Compliance Services has launched a new adviser support initiative aimed at helping firms navigate technology adoption, AI integration and operational change.

The compliance and business support provider has unveiled TechForward, a programme of events, research and practical guidance designed to help advice firms respond to growing pressures around rising costs, Consumer Duty requirements and the increasing use of artificial intelligence within client-facing processes.

Running from June to October 2026, the programme will bring together TFAS’s compliance expertise with implementation support from Jigsaw Tree and contributions from technology providers including Aveni, Intelliflo and Dynamic Planner.

TFAS said the initiative is intended to address what it sees as a gap between awareness of technology’s potential and firms’ ability to implement change effectively.

Richard Ardron, chief commercial officer at TFAS Enterprises, said: “Advisers are not short of people trying to sell them technology. What they are short of is impartial, experience-led insight into how to approach understanding what they need, and what the compliance picture actually looks like as AI enters client-facing workflows. TechForward exists to fill that gap.”

The programme will begin this month with a virtual focus group for TFAS member firms, facilitated by Jigsaw Tree. The session will provide advisers with an opportunity to discuss their experiences of technology adoption, share challenges and explore examples of effective implementation.

In July, TFAS will expand the programme to the wider adviser market through a webinar examining transformation and change management. The firm said the content will be shaped by feedback gathered during the initial focus group.

Alongside the events programme, TFAS and its partners will produce the TechForward Report, a practical guide bringing together findings and recommendations gathered throughout the initiative.

The programme will culminate at the Advice Summit in October 2026, where representatives from Jigsaw Tree, Aveni, Intelliflo and Dynamic Planner will take part in a panel discussion examining the lessons and insights generated by the project.

Kath Harvey, proposition and commercial director at Jigsaw Tree, said: “What makes TechForward different is that it starts with a listening exercise – a genuine conversation with adviser firms about where they are and what they need. Everything else is built on that. The white paper, the webinar, the Summit panel – it all comes from the ground up, not the top down”.

Throughout the programme, firms will be able to access resources through a dedicated TechForward Hub, which will host event recordings, research, partner information and practical guidance materials.

TFAS said the initiative is designed to provide advisers with a clearer understanding of how technology and AI can be adopted in a compliant and commercially effective way, while helping firms manage the organisational change required to support long-term transformation.