Our Industry

In 2007, the FSA began a review into the financial services sector titled the Retail Distribution Review (RDR). As stated in the RDR the aim is to ensure we have a distribution sector that is here today, here tomorrow and here into the future. For that, we need businesses that are sustainable over the longer term. With the support of Standard Life, 2plan has a major, well-known, trusted company standing behind it. Our aim is to build a national, independent, whole of market distributor in a controlled manner of sufficient size to become a profitable, stable organisation in its own right. 2plan has a realistic long term strategy to create a sustainable business with a management infrastructure to support the firm to ensure the continued success of the company into the future.

We have spent much time understanding what IFAs want and need in this day and age. We have also spent considerable time understanding and working on how the FSA, industry working groups and bodies envisage our industry changing and how they are going to influence and bring about these changes, which are definitely coming our way if we like it or not. Therefore, we have designed systems which we feel will align themselves to our changing landscape for example; we believe advisers will have to prove they are adding value and servicing their clients properly to warrant the continuation of recurring income streams to name just one. Also, we feel the role of Providers will change in the future from being purely Product Providers and this will change the way you write new business, where you place it and importantly how you then service and look after your clients in line with “treating customers fairly”. We believe our systems will add value to your business, helping you differeniate your advice proposition. We can help you to build an effective and efficient service that will be of value to your clients now and into the future.

About 2plan

2plan Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.