Aegon in the zone on RDR
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Aegon has developed an online guide and support material to help advisers move their business models to comply with the RDR.
The proposition zone, part of Aegon’s business development adviser website Business Brain, went live on March 2.
It focuses on six areas, including how to set a business vision, segment a client bank, develop an RDR client proposition, decide on remuneration and processes after RDR, write an RDR action plan and keep an RDR proposition going.
It will run alongside business transition workshops and a business planning Twitter page.
Aegon business consultancy manager John Joe McGinley says with two years to go until the RDR, the emphasis for advisers should be on practical RDR implementation.
He says: “We are committed to helping advisers make the changes they need to their business models so they can survive and thrive from January 2013.
“The Business Brain website provides all the information, support material, planning targets and tools that advisers will need in order to make the necessary changes.”
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