May 2009, London
Focus Solutions hosted an essential RDIP breakfast meeting to help distributors with addressing the issues raised by the RDIP. In addition to hearing from industry experts the briefing suggested practical steps this group can take to meet the regulation deadline.
The briefing provided distributors with:
- actions that can be taken now to achieve best practice and meet the intentions of the RDIP
- an opportunity to discuss views and ideas with industry peers
- a forum to hear from industry experts on the latest thinking around RDIP
The briefing included presentations from:
- what does the RDIP mean for distributors? Chris Pitt Lead Business Consultant, Focus Solutions
- the post RDIP distributor, Nick Cann, CEO, Institute of Financial Planning
- how can technology help with the RDIP? Dave Upton, Financial Services Product Director, Focus Solutions
- how can you plan for the RDIP threshold qualification requirements? Alison Young, Director, The Coaching Platform
If you would like to receive a copy of the slides, please email marketing@focus-solutions.co.uk