How is the RDR affecting the retail investment sector?


The immediate impact of the RDR is on IFAs - however, the ripple effects will be felt strongly throughout the financial advice and retail investment sector. As advisers are completing higher qualifications, many players are devising and testing new business models to maintain long-term profitability.

Less than a year from the compliance deadline there is a lot of uncertainty about the landscape post-2012, with the FSA publishing clarifications on trail commission arrangements this week, which will affect both advisers and product providers.

The impact of the RDR goes far beyond simply complying with incoming regulation. The industry is experiencing a cultural shift that is putting existing business models to the test, and the companies that thought ahead now hold a strong advantage over late movers.

How many advisers will remain in the market? What will the successful business models of the future look like? How are product providers reassessing their distribution strategy? How are partnerships being redefined?

Marketforce's inaugural conference The Impact of the RDR will be examining these questions and more in detail, and assessing whether the industry really has a sustainable future post-RDR.

Building on our established events, The Future of Distribution in Financial Services and The Future of Life and Long-term Savings, and with input from key stakeholders, we have put together an independent agenda to reflect the challenges that you are currently facing, and to enable you to better prepare your business to succeed post 2012.

Highlights for 2012:

- Gain an industry-wide picture of the latest strategic thinking across the industry

- Understand how life companies are reassessing distribution strategies post-RDR with Barry O'Dwyer, Prudential

- Assess the implications of competing on product for fund managers with Ed Dymott, Fidelity Worldwide Investment

- Explore the opportunities for retail banks with Ian Ackerley, Barclays

- Hear from Nick Bamford from Informed Choice, Jonathan Polin from Ashcourt Rowan and Mike Gummerson from Openwork in our Adviser Forum on how they are adapting their advisory business in response to the RDR

- How will consumers react to the new status quo? Understand the behavioural economics implications and hear from Which? on what still needs to be done

- Discuss how adviser-provider relationship or how products are changing in response to the RDR with your peers, and pose questions to our expert panel: Graeme Bold, Standard Life, Tony Stenning, BlackRock, Nick Bamford, Informed Choice, and Tony Byrne, Wealth and Tax

- Question our panel on the potential of direct distribution strategies, including Kevin Mountford,, Dominic Holmes, AEGON UK and Ross Anderson, Aviva

The conference will be taking place on Wednesday 28th March at One Whitehall Place, and will enable the adviser community to benchmark the changes made to their business, and to better understand how the entire industry is responding to the changes.

We have also put together an RDR Knowledge Centre, where you can access interviews with some of our speakers, Nick Bamford from Informed Choice and Ed Dymott from Fidelity Worldwide Investment, a timeline of RDR developments and some interesting articles we've come across.

To ensure you have a profitable business model in place for the future, register now. We're looking forward to seeing you there!

IFA Special Rate

To take advantage of the IFA special rate of £300, call 0207 760 8699 or email [email protected].


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