Zurich UK Life's Matt Connell and Richard Howells discuss how platforms will help advisers in their quest to be RDR ready.
As the Retail Distribution Review (RDR) has unfolded, platforms have gradually moved more and more to centre stage. This is partly because they help to fulfil many of the aims of the RDR: for example, they help to improve transparency and facilitate more sophisticated and appropriately tailored services for customers. The first area where we can see platforms helping the industry meet the challenge of the RDR is in the realm of professional, ongoing advice. Platforms allow a wide range of funds, investments and tax wrappers to be brought together under a single umbrella, which provides a...
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