Investment outsourcing: A post-RDR landscape that's still shifting

Consumer Duty brings a new focus on the provision of investment services

clock • 4 min read

Ben Peele explores the investment outsourcing landscape which he says exploded after RDR and is shifting again as Consumer Duty beds in...

It is more than a decade on from the Retail Distribution Review (RDR) and the investment landscape looks very different now to back then. RDR kick-started a shift towards outsourced solutions as advisers sought to shed some of their compliance burden and deliver more consistent outcomes for their clients. But Consumer Duty may prompt some to rethink their current investment propositions once more. Over the past ten years, there has been an explosion of growth of outsourced solutions - assets in model portfolio services hit a whopping £100bn in 2022. To reinforce the point, research ...

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