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Adviser Busienss Insights Q3 2014

Adviser Busienss Insights Q3 2014. T he Retail Distribution Review (RDR) has undoubtedly had an impact across the industry, including the sales of onshore and offshore bonds, leading some to surmise that bonds are dead in the new world…

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Adviser Busienss Insights Q3 2014

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  1. Adviser Busienss Insights Q3 2014 The Retail Distribution Review (RDR) has undoubtedly had an impact across the industry, including the sales of onshore and offshore bonds, leading some to surmise that bonds are dead in the new world… But with many providers unveiling new bond products in an attempt to fit into the post-RDR world we look at what role advisers think bonds have in the planning process. The Death of Bonds? We will be speaking to 100 of the type of advisers that you want to do business with to do just that, in order to explore: Improvements and innovations in the market that would have a demonstrable impact on likelihood to place bond business. Use and experience of bond providers in both the onshore and offshore space. Client types best suited to bonds, the use of trusts and ‘competing’ products and solutions. Current and expected levels of bond business and the drivers of change. We will be talking personally and in depth to over 100 of the kind of advisers that you want to partner with, to gain an intimate understanding of what is required to build better propositions, support and communication to enable you to maximise this important market. £3,950 if purchased as a stand-alone report £9,500 reduced rate for access to all three of our market modules in 2014

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