Thriving in the post-RDR world
Adviser and consumer behaviour beyond the Retail Distribution Review will form the basis of the next TISA – Tax Incentivised Savings Association – conference, the second in a programme highlighting expectations for the future in the savings and retirement planning sectors.
Distribution, the Future will be held on March 18 and will focus on the potential post-RDR distribution landscape, looking at what role, if any, bancassurance might have, whether consumers will be likely to seek new types of adviser and what the winning advisory model will look like.
Delegates will hear from a range of leading industry experts including: Paul Boston sales director of Novia Financial Plc, Paul Shelley head of product development at HBOS Plc, Richard Freeman sales director of Intrinsic Financial Services, Roger Colletta, MD of ComPeer Ltd and Graham Newitt, MD of Platforms & Wraps at Legal & General Plc.
David Hazelton the head of business development at Raymond James Investment Services and deputy chair of the TISA Distribution Advisory Council will chair the event.
Tony Vine-Lott the TISA director general says:
“Those who can correctly predict how the distribution market will look after the final transition to the RDR in 2012 will be best placed to thrive in the new environment. It’s no surprise to me that so many firms have already embarked on a pathway to implementation, despite the ongoing consultation on the RDR proposals. This event is designed to help refine the opinions of these early adopters and kick-start those who have not yet engaged in the process to do so.”
Conference presentations will include:
• Bancassurance – the commercial challenges, what is happening in the market today, and what will probably happen tomorrow
• “The Mixed Business Model” outlining how a business can segment its advisers into tied, multi tied and IFA depending on their competence, qualifications and client offering, recruiting and retaining new talent • Consumer research in the wealth management arena highlighting the implications for the future of distribution
• Existing sales networks versus future communication and groupings.
The conference is designed for chief and senior executives, managers working in sales, business development, distribution, product development or marketing, IFAs, and those involved or interested in wraps, platforms or IFA networks.
It will be held on Wednesday March 18 at Deloitte’s offices in New Street Square, London from 12.00 to 16.30. Delegate fees for TISA members are £160 (£250 non members).
The first TISA conference in this programme – Shaping the Future – takes place on February 24.
Ends
For further information, please contact: Steve Radford, Cauldron Consulting – Tel: 020 3178 7238, Mobile: 07889 903786 Email: steve.radford@cauldron-consulting.com
Tony Vine-Lott, Director General, TISA – Tel: 01372 374728, Mobile: 07790 006108 Email: tony.vine-lott@tisa.uk.com
Or visit: TISA’s website: www.tisa.uk.com
Email enquiries to: enquiries@tisa.uk.com
Notes for Editors
The Tax Incentivised Savings Association (TISA)
TISA is the premier trade association in the UK retail savings and investment industry. By engaging with member firms, government, political parties, regulators and consumer groups TISA’s ultimate goal is always to further consumers’ best interests. It seeks to improve the range, features and quality of savings and investment schemes available whilst at the same time encouraging more people to save for their long term financial security and peace of mind.
Uniquely, TISA is able to articulate the opinions of the whole savings and investments marketplace through its membership comprising over 120 member firms involved in the supply or distribution of products to the sector and its consumer interest. TISA’s remit extends across the broad spectrum of government sponsored savings and investment vehicles including:
• Individual Savings Accounts (ISAs)
• Child Trust Funds (CTFs) • Savings Gateway
• Personal Pensions • Investment Bonds
• Employer based pension schemes
• Wraps and platforms
• Other consumer-centric savings schemes and initiatives.
HM Government uses TISA’s market knowledge and ability to represent the views of both the savings and investments industry and consumers to help it to its policy in this area. Recent TISA successes include improvements to the ISA, the regime in which ISAs operate and simplification of the CTF.