Three advisers explain what they are (or are not) doing to educate clients about certain changes due at the end of the year.
We have a saying in the newsroom: research never finds, it only suggests. But what happens when the results are pretty much unanimous? A poll of some 740 advisers by PanaceaIFA.com suggested there are very few clients with even the faintest idea about the Retail Distribution Review (RDR). But, with every client affected one way or another, should more be done to educate them? We garnered the views of three advisers… Carl Lamb, managing director, Almary Green "We went live with our RDR proposition on 1 February. We have produced a marketing brochure explaining what's going on...
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