Royal London-owned wrap Ascentric is running half day RDR Workshops for firms which have transitioned to the Retail Distribution Review (RDR) or are in the process of doing so.
The workshops, which kick-off on 17 July in Birmingham before moving on to Bath and London, are aimed at advisers, managers and compliance staff involved with planning or implementing their firm's RDR strategy.
Each workshop offers three-and-a-half hours of transitioning your business CPD study, taking participants through an interactive forty-point RDR checklist.
The checklist elements will be run by known industry figures. Sue Leech and Steve Gazzard from the Institute of Financial Planning will focus on professionalism and business planning whilr Informed Choice's Nick Bamford will take charge of a session on service and Pricing.
"These workshops are designed to give firms valuable additional counsel as they fast approach RDR implementation which is now only six months away," said Ascentric sales and marketing director Mike Morrow.
The free event is open to Ascentric users and non-users alike. For more information email [email protected] with name, firm, contact details and selected location.
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