Masterclass: How to set up a self-directed proposition

Self-directed - or direct to consumer (D2C) - propositions have, in the past, been considered a threat to traditional, client-facing advisory practices. However, as the ban on trail commission forces low value clients out the door, it seems some advisers have begun looking to these propositions as an alternative. These include Susan Hill, director of Susan Hill Financial Planning, who is currently in the process of setting up a self-directed proposition through IFDL, which is launching a pilot scheme offering D2C capabilities to current users. Hill explains her motivation: "Some peopl...