Retail Distribution Review (RDR) A Problem, a Challenge or an Opportunity?

The RDR was set up in June 2006 with primary aims of improving the clarity with which firms describe their services to consumers; address the potential for adviser remuneration to distort consumer outcomes and increase the professional standards of investment advisers. The changes will be far reaching, but how will they affect your business?

We at Searchlight believe this review provides an exciting opportunity for those who wish to be at the fore front of the Financial Services Industry, to move their business to a new level.

We can provide support on all aspects of the Review, our Consultants will work with you, throughout the process of implementing these changes i.e. we will help your business adapt to the new environment created by the changes, whilst always keeping in mind the need to continue to maximise sales and profits.

One piece of advice we are giving all our clients is, don't wait to see what happens, or bury your head in the sand, grasp the nettle now and call on one of Consultants today.

Changes will happen - be ahead of the pack and avoid any potential last minute panics.

Below is a sample of the areas in which we can help. It is not a comprehensive list as our Consultants will work with you to identify your specific needs and design a bespoke programme with the ultimate aim of benefitting, you, your staff, and, of course, your customers.

  • Implementing the RDR
  • T&C for RDR
  • Qualification Training and Support
  • RDR Project Management and Support

To discuss your needs please call us on 01372 361177 or email us at training@ssluk.net

Face to Face Workshops

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