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Retail Distribution Review publications

   

RDR publications

  • Bridging the advice gap: Delivering investment products in a post-RDR world
    Bridging the advice gap: Delivering investment products in a post-RDR world
    The introduction of Adviser Charging in the UK from December 2012 will significantly alter the priorities and behaviour of customers and advisers alike. Our paper, based on analysis of over 2,000 UK adults, explores how consumers will react to the new rules and details the challenges and opportunities facing product providers.
  • Legacy assets
    Legacy assets: reading between the lines
    With the publication of Policy Statement (PS12/03), the FSA has formally confirmed the end of incremental commission for advice given after 1 January 2013. In this paper we discuss the implications for distributors and providers of retail investment products.
  • RDR – Shaking up investment management?
    RDR – Shaking up investment management?
    This paper explores some of the direct and indirect impacts investment managers will face as a result of the RDR, as well as identifying those groups who are either best placed to take advantage of, or likely to be most challenged by, the changing landscape.
  • Retail Distribution Review – Professionalism
    Professionalism – looking beyond qualification
    This paper reviews the potentially significant ‘people’ implications the RDR rules on Professionalism will have on businesses, including talent and reward strategies, as well as the operational model and compliance framework.
  • Platforms - The start of a frenetic period
    Platforms - The start of a frenetic period
    As firms absorb the FSA’s latest guidance in PS11/9 and assess its impact, this paper looks to explore some of the key challenges facing the industry.
  • Adviser charging - Implications of a commission free world
    Adviser charging - Implications of a commission free world
    With just over a year until the RDR takes effect, this paper considers the numerous business implications adviser charging could have on operational processes, technology, tax, compliance, finance and actuarial.
  • Banking and Capital Markets Insight – March 2011
    Banking and Capital Markets Insight – March 2011
    As the RDR starts to take greater shape, Fiona Mackeaggan provides an update on the current issues emerging from this regulation, which will require firms to react now, particularly as a number of the changes require careful re-thinking of current procedures and systems processing.

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