On the 25th November 2008 the FSA published their "Feedback Statement" on the Retail Distribution Review (RDR) . Amongst many other items this document contained proposals regarding the development of a "guided sales" channel.

This white paper examines these proposals and considers how technology might be used to create a truly successful guided sales channel. In particular, the paper explores the differences between "advised" and "non-advised" guided sales and suggests some design principles for those seeking to devise such processes. However, perhaps more significantly, this paper suggests that the real challenge lies not in designing a guided sales process per se, but in engaging the consumer in the first place.

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