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We'll help you through the FSA's Retail Distribution Review (RDR).
OUR RDR PROPOSITION
Following the completion of our Wealth Adviser training course, preparing them for the changes RDR brings to them and their customers, we’re ready for RDR with the launch of our new compliant proposition and products.
WHY LEGAL & GENERAL NETWORK FOR WEALTH SALES
- Unique sales offering which allows customer choice between a 'face to face' advised and non advised (information only sales) process
- Introduction of a clearly defined ongoing service model for customers
- Flexible customer charging model that allows discounting
- Use of new award winning, point of sales system - we pay the licence fee
- Improved adviser to customer documentation created in line with customer feedback and research
- Competitive firm charging models
- Access to other services provided by the Network - Mortgage Club, protection and GI, business development and training
