Adviser Busienss InsightsQ3 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.

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:

Current and expected levels of

bond business and the drivers of

change.

Client types best suited to bonds, the use of trusts and ‘competing’

products and solutions.

Use and experience of

bond providers in both the onshore

and offshore space.

Improvements and innovations in the market that would

have a demonstrable

impact on likelihood to place bond

business.

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

The Death of Bonds?