The digital age was meant to consign the era of paperwork and filing cabinets to history, yet advisers continue to be sent 20-page documents...
Advisers have always had to deal with their fair share of paperwork, yet some say that, since the introduction of new rules following the Retail Distribution Review (RDR), things have got worse. Here we ask advisers for their paperwork horror stories and how they think providers should resolve these problems. Mark Cooper, Financial planner, Clarity Financial Planning “Providers are using RDR as an excuse. We need to re-state our fees post-RDR, but the providers are asking for a lot of information on top – information they already have. They have gone form-mad. “We end up restatin...
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