Untitled Document
RDR Action Week, 26 – 30 October 2009
The Personal Finance Society, in association with Friends Provident, held a series of live interactive web-based, Q&A panel sessions focused on providing you with practical help to formalise your action plans and be ready for the 2012 deadline. Money Marketing supported RDR Action Week.
We know that many of you still have questions that remain unanswered about the best way to achieve the requirements of RDR, and it is now time to start making concrete plans to ensure you survive and flourish post 2012. RDR Action Week gave you the opportunity to ask our panels of experts specific questions on the practical issues and to clarify areas of uncertainty.
RDR Action Week also supplied new recordings of Fay Goddard on "Getting Diploma Qualified" and Paul Lothian on "Becoming Chartered".
View sessions online
You can now view and download audio content for each of these sessions via the links listed below.
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Date |
Topic |
Panel/Speaker |
Mon 26 October |
Getting Diploma Qualified
View video & download audio |
Fay Goddard, Chief Executive, PFS |
Tue 27 October
|
Qualifications
Getting to QCF Level 4 and fulfilling your CPD requirement
View video & download audio |
Chair - Fay Goddard, Chief Executive, PFS
Jim Baylis, Business Development Manager – FS, CII
Rebecca Prestage, Financial Services Manager, CII |
Wed 28 October
|
Adviser Charging
What to look out for and how to make the journey from a transactional to a fee based business
View video & download audio |
Chair – Kevin Watkins, Director of UK Individual Business, Friends Provident
Nick Bamford, Managing Director, Informed Choice
Brett Davidson, Chief Executive, FP Advance
David Golder, Managing Director, IFA Services, Bankhall |
Thur 29 October
|
Labelling and Disclosure
Independent? Restricted? Not sure? How to work out your service and explain it to clients so they understand.
View video & download audio |
Chair - Paul McMillan, Editor, Money Marketing
Keith Richards, Group Distribution & Development Director, Tenet
Simon Collins, Managing Director, Resources Compliance UK |
Fri 30 October |
Becoming Chartered
View video & download audio |
Paul Lothian, President, Personal Finance Society |
|
As much as the RDR being implemented is causing many of us extra effort it is important to focus on how the outcome will enhance the reputation of our profession. It is also important to take action now rather live in hope that it will all disappear.
