Educating the Client on RDR - Whose Responsibility Is It Anyway?

Presented by

Derek Bradley, CEO, PanaceaIFA

About this talk

The FSA assures the IFA community that RDR is in the customers benefit. However, seemingly no one has canvassed IFAs on how their clients feel about the impending changes in regulation. Therefore, PanaceaIFA recently ran a survey asking IFAs if they believe their clients see the RDR proposals as a benefit as well as measuring how much they really know and understand. With over 740 responses it is clear that consumer awareness is very low. The following presentation aims to explore some of the consumer responses raised as well as illuminating client attitudes and how they can be tackled. The presentation will be made by Derek Bradley, ex-IFA and CEO PanaceaIFA who will be joined a panel of industry experts as they discuss RDR and whose responsibility it is to educate your clients. They will also respond to the survey's findings: - the elimination of bias in the market; - ensuring the adviser is the true agent of the consumer; - clarity over the costs of advice - appropriate qualifications for financial advisers.

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