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Phil Wickenden Managing Director So Here’s The Plan Limited

disaggregation . The shift to passive funds, increased uptake of platforms and move to centralised investment propositions place particular pressure on providers . Every week we will explore the challenges the industry is facing, taking an incisive .

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Phil Wickenden Managing Director So Here’s The Plan Limited

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  1. disaggregation. The shift to passive funds, increased uptake of platforms and move to centralised investment propositions place particular pressure on providers. Every week we will explore the challenges the industry is facing, taking an incisive As we cross the RDR start line there is still little certainty around how the industry will shape up in 2013 and beyond. But RDR won’t kill businesses – poor business plans will. Pressure is being felt across the entire financial value chain which continues its 360 degree view of what is going on in the markets relevant to your business, providing a robust but concise outline of where the opportunities and challenges lie in light of market developments. How is it done? What does the review comprise? Phil Wickenden Managing Director So Here’s The Plan Limited e: phil@soherestheplan.com m: 07966092075

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