2nd March 2011
Aegon: Why are you in business?
In this special series of videos for Panacea John Joe McGinley the Business Consultancy Manager at Aegon asks advisers to identify their business "happy meal" as they prepare for RDR.
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Axa Wealth: What did the RDR ever do for us?
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Who is actually responsible for the RDR mass-market advice mess?
It was Sir Callum McCarthy's infamous ‘Gleneagles speech in September 2006’ which laid the groundwork for the overhaul of the UK financial services retail distribution business model, something now referred to as the ‘RDR’.
RDR learnings
At the beginning of August, the ‘You could not make it up” season got well underway with HM Treasury and the FCA launching a review to examine how to plug the advice gap (their own regulatory actions had caused). Well, they missed that last bit out in the announcement.
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