Facilitated and written by: Rod Bryson - Capgemini
Expert: Dave Robson, Carmignac & Damien Conway - Just Retirement
Headline Finding 1:
Key is control of assets; those closest to the customers in the value chain are in the most powerful position.
Headline Finding 2:
How you articulate value is key to customers; fund managers in a challenging position, they are a commodity.
Headline Finding 3:
Technology will play a key role to help advisers deliver and monitor that they are delivering customer outcomes.
Headline Finding 4:
For the future, advisers need to be agile, segment properly and understand that they need different propositions for the areas they want to play in.
Headline Finding 5:
Different distribution models will exist.
Headline Finding 6:
Obviously a customer focused proposition is essential – All propositions need to deliver value for the client – to do that we need to understand what clients value.