Tips and Tools

RDR Tips and Tools

Click on the links below to provide you with useful Tips and Tools to help you through The RDR & Implementation programme, RDIP.

• Qualification Matrix from PS1/11 January 2009
• The FSA's Retail Distribution Review including feedback on DP07/1 and the Interim Report
• The Post RDR World Diagram
• Levels of advice as per the June 2009 consultation paper 09/18
• Timetable for change - RDR and capital resources
• Role Profile Template
• CPD Template
• Designing a Competency framework
• Personal Training Plan
• Professional Standards Advisory Group - Terms of Reference
• Focus solutions RDR White Papers
• CTP's 4 page Summary of the Consultation Paper 09/18 Distribution of retail investments: Delivering the RDR
• Consultation Paper 09/18 Distribution of retail investments: Delivering the RDR

For information on how we can help further click on the training bar on the menu.