RDR from a different perspective. Yours.
You know your business and where you are on your RDR journey.
To make your journey easier we've created FocalPoint, which includes a series of modules to help you get your business RDR-ready. We have grouped these into 4 categories. So, if you're just starting to get to grips with RDR then you might be better looking at the Starting module. However, if you know what direction you want to go in and want to start taking the next steps then Building might be best, and so on. You'll be able to use FocalPoint to move through the modules at your own pace, taking the information that you believe is best suited for your needs:
|Find out what you want your business to look like post-RDR, and where you feel you are now.||Develop your business and put your RDR thoughts into action.||If you have a clear vision of your approach, these modules help you to put your plans into place.||Practical information on how you might want to convey your new business proposition to your clients.|
|Start your RDR plans||Build & shape your plans||Put your plans in place||Grow beyond RDR|
We see things differently for RDR. In fact, we see things from a different perspective. Yours.
Watch our video to see the support on offer
Find out about our approach to adviser charging and legacy assets.