Retail

Markets

Retail

The retail financial services sector has been subject to the glare of the regulator’s spotlight like no other in recent times, with the FCA continually applying pressure for: greater transparency on pricing, ever increasing solvency margins and more stringent reporting. The consultants in our dedicated Retail Practice understand these issues and how best to help guide our clients through them.

 

Retail

At Knadel we also offer advice on how best to develop and position products and their associated propositions to benefit from positive changes to the regulatory landscape - such as the recent pension changes.

As part of the wider Knadel business we are able to leverage knowledge and best practice from other areas of the investment industry - such as the institutional and wealth markets - yet we apply the key elements of them in the most practical and appropriate way for retail investment businesses.

 

Expertise

Expertise

Our team’s leadership experience in the Retail Financial Services industry feature a wide range of projects, including:

  • The rationalisation of retail fund ranges
  • Fund accounting and transfer agency outsourcing and migrations
  • The second Authorised Contractual Scheme (Tax transparent fund) to be approved by the FCA
  • Running processes for selecting platform providers
  • Sourcing and outsourcing of transfer agency, fund accounting, custodial and depositary services
  • Negotiation of rate cards, contracts and service level agreements with third party providers
  • The first residential property PAIF in the UK
  • Design and implementation of target operating models
  • Third party fund panel selection and provision of ongoing monitoring procedures
  • Writing and delivering multi-channel distribution strategies
  • Transforming retail distribution teams
Clients (1)

Our Clients

Knadel’s retail clients are drawn from all aspects of the retail funds spectrum:

  • Fund managers
  • Life offices
  • Platforms
  • Distributors 

Our Approach

Our approach stems from the fact that our consultants have all had practitioner experience, including direct contact with distributors, advisers, investors and clients via client service roles.  This translates into us fully understanding our clients’ business’ and appreciating the sensitivities involved when making change happen in either a ‘Business to Business’ or ‘Business to Client’ environment. 

Why Knadel?

More about Knadel's structure and focus.