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  • Streamlining through technology

    Dear all
    F&TRC were recently interviewed with Aegon about streamlining technology and how the RDR will change the industry as we know it.
    Ian McKenna makes a great point at one stage saying that “technology needs to serve a firm, rather than define it”. In our own opinion and experiences this is completely correct.
    I’ve added the link [...]

  • Nationals accused of RDR scare tactics

    Tracey Scott, Money Marketing
    Networks and nationals are using the retail distribution review as a scare tactic to get IFAs to join them, says True Potential managing partner David Harrison.
    He describes recent commentary from networks and national IFAs as “propaganda” and he argues that many firms are using the planned reforms to their own ends.
    Networks and [...]

  • True Potential upgrades

    Since we released Version 4 of True Potential in September we’ve had great feedback from our users. As part of our discussions with these users, we have also looked at ways of further improving it for all our users. I thought it worth sharing these changes with all tpllp.com readers so you can see how [...]

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