Countdown to RDR: Are You Ready?

OVERVIEW

Retail Distribution Review (RDR) is set to go into effect 31 December 2010 and has already had a profound impact on the ways many firms do business. Many companies have already devoted a lot of time and resources in an effort to comply with the new rules. With just over 12 months to go until implementation of RDR, how prepared is the industry to meet the deadline and where are the shared challenges still to be addressed?

Join Celent as we examine this issue and offer advice on what you can do to prepare.In this intense, half-day conference, we will take an in-depth look at what some firms are doing to comply. You will also have the opportunity to hear from your peers on how they are addressing the issue and to learn what works and what doesn’t.

WHO SHOULD ATTEND

Executives from L&P companies, large distribution firms and platforms.Senior decision makers fromRDR Programmes, Compliance and IT. System Integrators, Consulting Firms, Technology Product Vendors.

PROGRAMME

8:15

Networking Breakfast

9:00

Welcome and Introductions

Jamie Macgregor, Senior Analyst, Celent

9:10

Industry Perspective from the FSA

Recap of the requirements for RDR and an update on the outstanding guidance.

9:40

Celent Research Summary

Jamie Macgregor, Senior Analyst, Celent

A walkthrough of the research findings and a Celent view of priorities for 2012.

10:00

Opportunities and Challenges in Distribution

An examination of D2C, restricted and the future of the IFAs.

10:20

Break

10:40

Opportunities and Challenges for Managing the End-to-End Business Process

An in-depth look at the anticipated impact on internal business processes/systems with a focus on advice charges.

11:30

Panel Discussion

12:00

Conference Ends

REGISTRATION

This event is FREE for Celent Clients. To register, go to _________________. If you are unsure of your client status, please contact Chris Williams at +44.20.7228.4432or cwilliams@celent.com.