Tailoring better outcomes: what Co-Manufacturing Really Means (And Why It’s Not as Hard as You Think)

It’s just for big firms, it’s too compliance heavy, or takes away control of your proposition - Co-manufacturing has different connotations for different firms – and these are all things we’ve heard advisers say. But two years on from Consumer Duty, do you need to refresh your view on co-manufacturing? Could a co-manufacturing arrangement, delivered through Tailored MPS, be the answer to some of your more acute regulatory and operational pain points?

There is plenty that co-manufacturing can actually help with – such as delivering portfolios that reflect your clients’ needs and your own investment proposition – not just a one-size-fits-all approach. If you’re trying to offer more value to your clients, informing their investment solution with your knowledge of their financial situation has the potential to improve their outcomes.

Join our lunch and learn sessions in September as we discuss what co-manufacturing means when it comes to a Tailored MPS and why solving some of your business challenges may not be as hard as you think. Could it be a “goldilocks” solution offering increased personalisation, flexibility and greater alignment than traditional DFMs but without the operational burden? Or does it end up being the worst of both worlds for advisers? We’ll discuss:

1. How co-manufacturing can unlock customer outcomes and fit your proposition
2. Where co-manufacture can add value for your clients
3. What co-manufacturing actually is and is not under Consumer Duty
4. The importance of simple, transparent and flexible co-manufacturing partnership 
5. What the co-manufacturing journey looks like for an example firm – start to finish

Agenda: 

12:00 - Arrival

12:15 - Lunch and presentation

13:15 - Open forum

14:00 - Close