RDR style adviser charging
The FSA will be monitoring adviser firms' preparedness for RDR at intervals before 2012; anyone not actively taking steps to prepare for RDR could come under regular scrutiny.
Our range of products can support you in RDR since each product can help demonstrate that steps are being taken to adjust your business model by offering a range of remuneration options and transparency for your clients.
Investment Bond
Onshore investment bond for growth and income.
- Transparency on product, investment and adviser payment charges
- Extensive fund range for simple fund solutions through to sophisticated portfolios
- Online illustrations and applications through eServices
- A range of online tools and technical support.
Transparent charging
Retirement Account
The personal pension with more choice.
- Transparency on product, investment and adviser payment charges
- Ad hoc fees can be deducted from the plan
- Wide investment choice
- Flexibility to move from retirement planning to retirement income in a single plan at nil cost
- A range of online tools, eServices and technical support.
Transparent charging
