SimplyBiz announce new series of events to help firms prepare for RDR

SimplyBiz have announced a new series of events which are targeted at helping firms effectively implement opportunities created by the RDR. The meetings, which will run for the next 3 months in seventeen locations across the UK, feature sessions on the introduction of client charging, identifying the implications of the VAT update post RDR and the importance of a robust and compliant investment advice process.

Rachel Lee, SimplyBiz Head of Events, commented:

“It would be impossible to ignore the fact that the RDR will bring certain challenges for many IFAs, however we also want to help our Member Firms be aware of, and capitalise upon, the potential business opportunities the review may offer.  We’ve chosen a broad range of subject matter in order to ensure that the meetings will have something to offer everyone, no matter how close to RDR readiness they are currently.”

These meetings will form part of The SimplyBiz Group’s ‘Success Through Action’ programme, launching in Q2 2011, which will help advisers prepare their firms to operate profitably and compliantly in 2013 and beyond.