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Retail Distribution Review publications


RDR publications

  • Recognising RDR reality - The need to challenge planning assumptions
    With the Retail Distribution Review (RDR) now being implemented almost half a year ago, the UK life, pension and investments markets are now starting to experience the real impact of one of the most significant reforms in the retail investments market. This document aims, in the form of provocations, to provide stimulus for discussions on strategic challenges for the different market participants in the 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 a survey 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: 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.
  • 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
    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.
  • RDR - Moving to Implementation
    The implications of this regulation, due to come into force at the end of 2012, are wide reaching for stakeholders in the retail investment market. In this document, we outline how the main regulatory changes will affect the market and organisations involved.
  • Insurance Market Update – April 2010
    This article also looks at the implications the RDR will have for the distribution strategies of retail investment product providers, such as life insurers.

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