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Business solutions.
The financial services industry is changing and we are all affected, product providers, advisers and customers. Your business will need to embrace this transformation in order to be successful in the current and future environment.
AIFA and Legal & General help advisers assess alternative business models.
AIFA, in association with Legal & General has launched Advice Horizons (PDF), a report that looks at the future of the intermediary market and has been produced to help firms see where they may need to adapt their approach to thrive in times of great change.
New guidance on the VAT treatment of adviser charging.
The HMRC and the ABI have released updated guidance on the VAT treatment of adviser charging (PDF).
Business Development Support
Our aim is to help guide you through the challenges during the lead up to the RDR and offer ongoing support on a whole range of business development ideas and solutions.
If you are interested in finding out more about any of the following topics, please get in touch with your usual Legal & General contact or email us.
| Business area | How we may be able to help |
|---|---|
| Cost and value | Would you like help reviewing and conveying the real value of your services and proposition? |
| Would you like to know how you can succeed in difficult times? | |
| Would you like help in placing an appropriate value on your time as part of the proposition you offer your clients? | |
| Revenue and equity | Would you like to identify and expand revenue generating opportunities so you can make the most of your existing clients? |
| Would you like to explore sales ideas and creative opportunities to further increase their revenue streams? | |
| Would you like to generate revenue from working alongside other professionals? | |
| Would you like to maximise the value of your business or shareholding? | |
| Risks and strategies | Would you like to build the principles of TCF into your overall sales process? |
| Would you like help in preparing for a smooth transition and exit from your firm? | |
| Would you like to identify your client service propositions and align them to particular client groups? | |
| Would you like to lead an effective plan for influencing and implementing change? |
Your Marketing activity
We can provide you with advice, top tips and pointers on how to plan your marketing activity.
View our Marketing Guide Demo (PDF) or speak to your usual Legal & General contact or ring us on 0845 273 0008.
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Retail Distribution Review
Access the latest information and discussions around the implications of the RDR.
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