Product Review and Distribution Strategy

Alpha was engaged to conduct a strategic review of a new retirement income equity release product. Conducting research, including with third party industry experts, to define the customer need and target market before undertaking market sizing analysis.

Alpha also reviewed product suitability, including and assessment of key challenges/opportunities with the potential manufacturing and distribution of the product. This suitability review also included a consideration of the wider wealth adviser needs to be able to recommend and use the product with target clients.

Alpha identified opportunities and alignment with other group products and target customer groups and set out recommendations to inform a successful product launch as well as a distribution strategy.

Client Outcomes

• Market opportunity assessment
• Market sizing analysis
• Product alignment
• Distribution strategy