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 College of Financial Planning exams. These days, we are encouraging them to head towards more advanced qualifications and gain chartered status. We have always looked to remain one step ahead of what’s required of us and so we are more than ready to meet the standards set for RDR. If anything, we have been looking at getting re-qualified – that is, sitting exams to ensure that our knowle...
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