Nick Bamford, executive director at Informed Choice, has made a short video outlining five mistakes he believes his company made as it prepared for the Retail Distribution Review (RDR).
Watch Nick give his views on pricing, proposition and the investment process...
Avoids paperwork with two-step process
Investment process will use machines
Mark Sterling accused of operating a collective investment scheme without authorisation
'Increasing engagement will only favour those prepared to put in the effort'