4 things to consider before introducing technology into your PDS management
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I talk to people about PDSs daily, and that often includes PDS technology. Unfortunately, technology is often seen as some kind of panacea.
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Professional insights and industry observations, sharing our experience and expertise is at the heart of what we do.
Why are PDSs so damn hard?!
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OK, so everyone hates PDSs. But really, why is that? They are just documents right?
Read MoreWhat to look for when hiring a PDS manager
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Great PDS managers have a very particular set of skills which aren’t a common combination in my experience.
Read MoreWhy rolling a PDS requires leadership (even if you’re the most junior person in the room
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So, what does PDS management as leadership look like?
Read MorePDS rolls up by 42% since FY2017
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Not many people enjoy the PDS roll process. It’s ‘soul destroying’ as one client told us! But the damn things keep proliferating.
Read MoreWhy you shouldn’t follow the pack when it comes to TMDs
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Learn why the safety in numbers approach won't help you reach the 5 October 2021 deadline for workable Target Market Determinations
Read MoreWhy ‘ask more questions’ is the wrong approach to DDO and what to do instead
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From 5 October 2021 financial product issuers will be required to take reasonable steps to ensure that their products end up in the hands of people who will benefit from them.
Read MorePainless processes for perfect PDSs
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How should super funds be thinking about PDSs? There are six components to success.
Read MoreHow to work from home without losing your mind!
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Nearly everyone I speak to is either already working from home or expecting to be given the instruction very soon.
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The monthly review – focusing on wins rather than gaps
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Instead of focusing on all the things I haven’t done yet, I instead focus on what I have achieved - in five bullet points!
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