The RDR effect

How is the industry coping nearly two years on?

31 Oct 2014

The current and future seller landscape post RDR

This week we take a look at the Retail Distribution Review (RDR), nearly two years on and its effects on the financial industry.  With stricter regulations in place, several small adviser firms have found it difficult to survive.  Since then there has been a rise in adviser firm acquisitions and mergers. 

Business acquisition specialist, Retiring IFA, examines the financial merger market.  Stephen Hagues, founder of Retiring IFA, compares the industry market pre and post RDR, in his article 'The current and future seller landscape of post RDR'.   You can read more on the current seller landscape as well as future predictions here.  

Could you be our next 'Protection adviser of the year'?

There's just one week left to enter the unbiased.co.uk Media Awards.  We have 13 amazing categories up for grabs.  Find out how to enter here - in the meantime why not check out previous winners

Complete our survey

We're running a short survey on financial advisers' perceptions of peer to peer lending - we'd really appreciate it if you could take two minutes to share your thoughts!  Complete the survey here.

Happy anniversary

1 November marks the third anniversary of Junior ISAs.  Since January 2011, parents have been able to put away tax free funds for their children.   Creating a great foundation for their future, grandparents and family friends can also invest cash and/or stocks and shares for children also. 

#AdviseroftheWeek

Congratulations to this week's #AdviseroftheWeek, @Philipbray73 for his blog post Six reasons not to transfer your final salary pension  To read the full piece click here. To get our live updates follow us on twitter @unbiased_co_uk.

LinkedIn discussion: 

How do you deal with migrating clients? 

We want to know what you consider to be the best form of practice when dealing with clients who either live abroad or are emigrating.  Have your say here.

Google +

Have you joined our circle, are we in yours?  We would love to be able to share with you stories from your colleagues and providers. Join our circle


Helping you bond with your clients

We believe investment bonds continue to play an important part in financial planning and can help satisfy the needs of clients looking for:

  • Potential for growth on their investment over the medium to long term
  • Withdrawal options 
  • Help with estate planning 
  • A range of funds to help address their attitude for risk and investment goals

Now is a good time to remind yourself of their tax planning advantages, potential to help with client's estate planning and how easy they can be to administer. 

How can Pru help?

Whether your clients' are looking for potential growth, withdrawals, or a combination of both we have a number of investment solutions available both on and off platform.  This includes a wide selection of funds that can help you address your clients' attitude to risk and investment goals - including our PruFund range

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