Richard Howells, intermediary sales director at Zurich UK Life, says advisers need to start considering their post-RDR business plans now to steer clear of future strategic problems.
I am talking to lots of IFAs at the moment about their business transition plans to take advantage of the post-RDR environment. The good news is more and more are embracing the opportunity to implement...
Following Zurich acquisition
Aviva has set out its strategy to launch an investments, savings and retirement division as it seeks to simplify its overall business.
Clients and advisers frustrated by red tape
More than 4,500 retail investors affected
Failure to engage