Putting the groundwork in - RDR

How are you preparing for RDR? We are taking it very seriously as we believe the impact of RDR will fundamentally change the nature of the financial advice model in the UK. We began running a graduate trainee scheme back in 2002 and 40 of our staff came from that scheme. Part of that scheme involved taking examinations and so we are marching through that route pretty well. The bigger challenge I feel will be moving to a place where we are properly charging fees for our services. Most advisers think they have already moved to such a structure but they haven’t as yet. I think this move will ...