Ian Lowes tells Helen Morrissey about his company's preparations for the RDR and voices his concerns about the shift to fees.
How are you preparing for the retail distribution review (RDR)? We have always emphasised the importance of qualifications and education. In the past, we encouraged all our consultants to sit the...
From August next year
RDR brought sweeping changes to adviser charging
A quarter (26%) unwilling to pay fees
Research by Grant Thornton
The right culture is essential...
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions