The Retail Distribution Review (RDR) came into force on 1 January 2013. Its implementation gives you the opportunity to reposition your business with prospective clients.
We’ve pulled together a toolkit to help you market your business, particularly to clients at the point of retirement. Including sales aids, case studies and a customer brochure, the toolkit spells out to clients why it is essential to take financial advice at retirement.
Commissioned jointly by Just Retirement, LV= and MGM Advantage, the programme has been produced by a team of industry specialists each with complementary skills and practical experience of building a business and advising clients.