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Retail Distribution Review

RDR has arrived

Our RDR proposition

Our RDR-ready products
Our RDR proposition has been designed to offer you and your clients the options you'll need to easily do business with us.

Existing business
Commission on pre RDR policies and changes we've made to our products.



Our commitment to you
We believe our commitment to you is unrivalled in the intermediary market. We'll support you through the transition into the RDR and beyond.

Support materials
Find RDR-ready application forms, information on our remuneration options, and other literature to help you during the transition period.

Latest news and views

The Consumer Credit Act and adviser charging
We answer some of your questions and run through the things you need to consider.

Pipeline period for submitting pre RDR Pension Portfolio applications
Deadline for receiving pre RDR Pension Portfolio applications on a commission or FAF basis ends on 8 April 2013.

Pension Portfolio endorsement mailing
We're writing to Pension Portfolio customers with new plans taken out from August to allow adviser charging to be facilitated.

Employer agreements
Do you need to have employer agreements in place for group pension schemes? We look at setting up an employer agreement.

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Key dates for completing new business on commission terms

Note that these dates have now passed.

8 April 2013 for individual clients advised before 31 December 2012.

8 April 2013 for group schemes established before 31 December 2012.

Key dates in full



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