Key issues explained
As you transition to RDR, we know there are areas which cause confusion. Our RDR expert Robert Kerr discusses some of the issues involving transition to a fee based model.
Download our sales aids and guides for more information on the key issues of adviser charging including transition to an adviser charging model.
Tools
RDR timeline
Our RDR timeline will help you identify what you need to do and by when.
Find information on what you need to help review the services you'll offer, the customers you'll target, and the price you'll charge in the post RDR world.
RDR checklist
An interactive checklist which outlines the key decisions and tasks you should consider.
Understand what you have left to do to prepare for RDR.
Products with transparent charging
We have a range of products which have the option of RDR style adviser charging plus transparency on investment, service and adviser payment charges.