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Money Marketing RDR Invitational Chairman’s Welcome & opening remarks

Money Marketing RDR Invitational Chairman’s Welcome & opening remarks . Dr Peter Williams FCII FPFS Chartered Financial Planner Independent Business Consultant March 2012. Wealth warning. This is a generic presentation to fellow professionals

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Money Marketing RDR Invitational Chairman’s Welcome & opening remarks

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  1. Money Marketing RDR InvitationalChairman’s Welcome & opening remarks Dr Peter Williams FCII FPFS Chartered Financial Planner Independent Business Consultant March 2012

  2. Wealth warning • This is a generic presentation to fellow professionals • I am not FSA regulated or authorised and this is not investment advice • Comments are based on my professional opinion • Legislation and regulations will change. So will client’s circumstances Oh, and .... • I am currently the Chairman of the CII’s QEAC and a past Vice President of the CII and PFS ...and..... • Remember about mobiles and fire exits !

  3. The state of play – Who will Thrive Post 2013? At the last RDR invitational I said that qualifications and professionalism was now a hygiene factor – the winners would be those who • embraced change • built a consumer focused business model and • successfully pilot their path through the transition Whilst I was away on holiday ..................

  4. The FSA & HMRC decided to provide some further ‘guidance’ Guidance on Independent & Restricted Policy Statement PS12/3 – Adviser Charging & legacy assets Final Guidance on DIFs Guidance on VAT

  5. We have a GREATprogramme for you today that addresses many of the business issues that you face

  6. Additional questions to consider include • How will providers be able to maintain strong relationships with advisers post RDR? • What impact will the new adviser charging models have on product structures and pricing? • How can simplified advice be made into a profitable proposition?

  7. Dr Peter Williams FCII FPFSprovidingIndependent thinking for the new age Tel: 07712167605 Email: peter@docwilliams.plus.com

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