News

Dunstan Thomas launches ‘Life after the Retail Distribution Review Guide’ for IFAs, providers and platforms

30 October 2013

34-page guide offers post-RDR analysis, based on a comprehensive study of IFAs and providers

The retirement solutions specialist Dunstan Thomas has published a 34-page business guide entitled: ‘Life after the Retail Distribution Review’ this week, following thorough investigation of the implications of RDR, less than one year on.

At the heart of the guide is an extensive review of findings from two separate market studies conducted during March and April this year. The first probed the views of product providers and platforms – asking them what changes they were seeing and what they predicted looking into the foreseeable future. The second asked a cross-section of IFAs what their experience had been in the run up to RDR, seeking clarity on whether they were establishing foundations for growth post-RDR.

The guide also offers an in-depth view into the expanding world of wrap and Direct to Consumer (D2C) platforms and glimpses the potential for product innovation and reform of the retirement planning product world. Finally, the guide explores how some innovative adviser firms are using proven technologies to offer more cost effective, yet compliant, advice-based services.

Chris Read, chief executive of Dunstan Thomas, commented on publication of the guide: “RDR has been the touch-stone for so much change in the world of retail financial advice. No one in the industry has been unscathed. We are still counting the cost of the increased regulatory burden but we are also now starting to shape the future.

“Our guide is the first attempt we have seen to draw together the commentary and analysis from all key players in one place. As such, we hope that its readers find our largest guide yet helpful in making sense of the post-RDR world.”
You can download a copy of the guide for free at: http://www.dthomas.co.uk/content/fs/download.shtml?id=rdr2013.
For more details on the survey please email me at, nholt@dthomas.co.uk.

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