27th November 2012

Getting ready for 2013

Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE ‘Bento for One’ webcast to support and educate IFA's.

Since October 2012 we have been running a snapshot poll on RDR readiness. Over 600 have responded and so far only some 21% of respondents say they will be ready.  In order to help advisers plan for 2013, Panacea ran a webcast with Touchstone and Platforum to provide an overview on what needs to be considered.

This included pointers for general readiness for RDR by Panacea ceo Derek Bradley; other than competence, we have identified a number of areas that need to considered and could have been missed.

Following on from that we got the lowdown on:

Fee pricing Due Diligence by Touchstone

The move from Commission to Adviser charging is a key pillar of RDR. Peter welch looked at both the business and emotional factors at play as Advisers transition to the new remuneration regime.

Platform Due diligence by Platforum

Platform Due Diligence – an ever topical subject. Can I use one platform and still please the FSA? Where do I start reviewing 30 odd providers? What does good platform due diligence look like – sound familiar? The Platforum provided advisers with helpful guidance, hints and tips to make sure picking platforms and the ongoing platform due diligence process is as painless as possible and one which the FSA would be happy with!

Do you agree? View the webcast now.

Panacea Webcasts