How to use platforms to get RDR-ready

What’s on your RDR ‘to-do’ list? To reach QCF Level 4 qualifications? To sort out a fee-based charging structure? To start preparing for the additional capital adequacy requirements? How about implementing platform technology? Not a priority at the moment? Understandable, perhaps, but on the road to becoming RDR-compliant, moving client assets onto a platform could be one of the smartest and most useful moves you make. As a Cofunds employee, you would expect me to say that. And the last thing you need, with only 18 months to go before the RDR deadline, is a hard sell from a platform p...