White Papers

White Paper: RDR Jan 2010
Addresses a few key questions RDR raises for various types of financial services firm: Independent Financial Advisers; Life & Pension providers; Banks & Building Societies; Investment & Fund Managers.
HTC White Paper RDR Jan 2010.pdf
Adobe Acrobat document [179.0 KB]
White Paper: RDR Aug 2009
Outlines the background to RDR, the impact and main points of controversy. Explains how firms should carry out an RDR programme 'Health check' using the '9S' framework developed by Harry Taylor.
HTC White Paper RDR Aug 2009.pdf
Adobe Acrobat document [196.5 KB]
White Paper: RDR Feb 2009
Highlights the need for action and risks of corporate inertia. Outlines a change process setting out a range of analysis templates (PATH) for Strategy, Products, Distribution, Finance/Actuarial and IT
HTC White Paper RDR Feb 2009.pdf
Adobe Acrobat document [332.2 KB]