Aegon have launched their new RDR business transition web zone on www.aegonse.co.uk/businessbrain
In the first of a series of special 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.
Schroders' research reveals a significant number of advisers outsourcing their investment process since the RDR – Stuart Podmore examines the findings.
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’.
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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