Future Proofing Financial Advice

Latest News - 1st September 2010

Developments in the regulatory approach and in the complexity of products available to clients mean that many providers and distributors are up-grading their advice standards, the skills of their advisers and their internal systems and controls. The Retail Distribution Review will  add to this upward pressure. As well as discussing these trends and exploring participants’ own experiences we will look at some specific case studies of approaches to advice and look at what firms can do to reduce the risk related to the advice they give. We hope also that you’ll be able to build some useful contacts and also benchmark yourself against the approaches used.

For more information and details on how to book places on the workshop, please download the course flier.