Countdown to RDR: Are You Ready?

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15 November 2011
Barber-Surgeons' Hall, Monkwell Square, Wood Street, London EC2Y 5BL, London

Countdown to RDR: Are You Ready?
15 November 2011
Barber-Surgeons' Hall


This event is FREE for all attendees. To register, send an e-mail to and put Celent RDR Event in your subject line. Registration from provider firms is limited to two representatives. If you are unsure of your client status, please contact Chris Williams at +44.20.7228.4432 or


Within the UK, the FSA's Retail Distribution Review (RDR) is set to go live from 31 December 2012 and is already is starting to change the way that retail investment products are being sold and serviced across the UK.Many companies are deep in the middle of planning their implementations -- not just to meet the basic compliance needs but also to explore new business models and propositions. With just over 12 months to go until implementation of RDR, how prepared is the industry to meet the deadline and where are the shared challenges?

Join Celent as we examine this issue and offer advice on what you can do to prepare.In this intense, half-day conference, we will take an in-depth look at the challenges faced and opportunities presented by RDR.You will also have the opportunity to hear from your peers on how they are addressing the issue and to learn what works and what doesn’t.


  • Senior decision makers from both the business change and IT communities involved in the implementation of RDR from across product providers, distribution firms and platforms.

  • Senior decision makers from the technology industry working with their clients on implementing RDR.


Networking Breakfast

Introduction and Objectives
Jamie Macgregor, Senior Analyst, Celent


The Final Countdown: A View from the FSA
Matthew Browne, Member of RDR Implementation Team, Financial Services Authority

What are key measures of implementation success from the FSA?What are the key outstanding activities and timeline?

The Final Countdown:A View from Celent
Jamie Macgregor, Senior Analyst, Celent

What are the major and shared challenges faced by the industry in 2012 and beyond?How well positioned is the industry to deliver against these challenges?

Preparing for Blast-off: A View from Distribution
Martin McKenna, Lead Consultant, Focus Solutions

What could be the future of shape of Distribution be post-RDR?What capabilities will be required to succeed for Direct-2-Consumer, Restricted Advice and Independent Advice business models?How prepared is distribution to take on the challenges?

Preparing for Blast-off: A View of the End-to-End Process as Seen by the Product Provider
Kevin Okell, Co-Founder and Director of Strategy and Propositions, Altus

What are the major challenges impacting the business model post-RDR? What are the practical implications of managing the change to advice charging across the end-to-end process?How prepared is the industry to work together to take on these challenges?

Mission Control: Panel Discussion and Q&A
Chaired by Mark Loosmore, Co-Founder and Executive Director, AT8

Closing Remarks
Jamie Macgregor, Senior Analyst, Celent

Conference Ends


Matthew Browne
RDR Implementation Team
Financial Services Authority

Matthew Browne has worked at the Financial Services Authority (FSA) since 2006.He currently serves on the RDR Implementation Team, acts as a Conduct Supervisor and leads on Banks and Insurers.Past roles within the FSA include, working with Profits Review, Structured Products Review and Pension Switching Review.He also served as Commercial Insurance Policy Lead.Prior to joining the FSA, Browne was an Economist at the Association of British Insurers.

Jamie Macgregor
Senior Analyst

Jamie Macgregor is a senior analyst in Celent’s insurance practice and is based in our London office. His research focuses on IT strategy, the business value of IT, and the technology challenges facing the European life and pensions market.Prior to joining Celent, Jamie was a Senior Manager within Deloitte’s management consulting practice where he led engagements focused on helping clients develop their IT strategy aligned to their business goals, post-M&A integration, and enterprise architecture.While in industry, Jamie performed a number of key lead IT / Business interface roles, such as Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.

Martin McKenna
Lead Business Consultant
Focus Solutions

Martin McKenna is a highly experienced financial services professional with over 20 years of experience in thi smarket and is a trusted eBusiness expert who is sought after as a conference speaker. He has held strategic roles at Bankhall/Sesame, Abbey and Royal and SunAlliance as well as previously operating as an IFA. McKenna is a key figure in shaping Focus' thinking on new product development and how to respond to the evolving industry landscape, as well as providing advice and support to our clients as they undergo strategic technology implementations.

Kevin Okell
Co-Founder and Director of Strategy and Propositions

Kevin Okell has spent over 20 years helping Financial Services organisations turn their strategy into operational reality in roles which have spanned business and technology. He started his career in the software industry where he was responsible for shaping and delivering large-scale software solutions to the insurance and investment sectors. He later moved into consultancy where he undertook numerous strategic and operational assignments for a wide range of clients. At Altus, Okell is responsible for managing the ongoing development of strategy and propositions and has presented at a number of industry events. As one of Altus' founders, he has shaped develpoment of both its Consultancy Change Framework, PEAK and its long-term Software Products roadmap -- both of which reflect his networked vision of the future of Financial Services.


Barber-Surgeons' Hall
Monkwell Square
Wood Street
London EC2Y 5BL


This event is FREE for all attendees.To register, send an e-mail to and put Celent RDR Event in your subject line. Registration from provider firms is limited to two representatives. If you are unsure of your client status, please contact Chris Williams at+44.20.7228.4432or

Event details

Life & Health Insurance, Property & Casualty Insurance
Geographic Focus