Maria Merricks reports on the importance of investing in good back-office systems in the lead-up to 2012.
The move towards a post-2012 RDR environment means it is more important than ever for advisers to assess their business model and ensure it is fit for the upcoming changes. Part of this process is investment and improvement in back-office systems. Nick Eatock, CEO at software provider IntelliFlo, says RDR rules mean advisers will have to ensure the processing of advice and new business is managed clearly and effectively. “The use of sophisticated technology will be pivotal in this brave new world, which after 2012, should result in the creation of more efficient, cost-effective and stre...
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