In the run-up to RDR implementation, Fraser Donaldson, insight analyst - funds at Defaqto, discusses the options available to firms considering outsourcing the investment function...
To achieve an RDR-compliant business, advisers will have to look closely at their business models. One result will be IFAs outsourcing the investment function. Defaqto’s recently published Retirement Savings and Income report 2009, confirmed a growing trend of investment outsourcing with 12% of advisers opting for this route. Within the pensions world, outsourcing is fairly evenly split between multi-manager, discretionary management and pre-constructed managed portfolios. We expect this figure to increase significantly over the next couple of years. Plan early The reality of the Re...
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