Nucleus has launched a series of workshops designed to help advisers understand what the Retail Distribution Review (RDR) will mean for them in practice.
The workshops, which kicked off yesterday in Norwich and London, have been specifically designed to focus on six key RDR areas: Segmentation and client agreement, investment propositions, legacy business, VAT charges, risk management and the role of platforms. "With RDR the single most important factor currently facing IFAs in the UK, it is vital they are on top of the key issues," said Nucleus business development director Barry Neilson.
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