Key issues explained
As you transition to RDR, we know there are areas which cause confusion. Our RDR expert Robert Kerr discusses some of the issues involving professionalism.
Download our sales aids and guides for more information on the key issues of professionalism.
Tools
RDR timeline
Our RDR timeline will help you identify what you need to do and by when.
It includes information on qualifications, gap-fill, training and competence and accreditation.
RDR checklist
An interactive checklist which outlines the key decisions and tasks you should consider.
It can help you understand what you have left to do to prepare for RDR and gives you the key information to help you finalise your plans.
Scottish Widows Academy
The Scottish Widows Academy is here to support the qualifications aspect of the RDR. We offer impartial guidance on the awarding bodies and qualifications available including
- New professionalism requirements for those advisers, including raising the benchmark qualification from the current level 3 (equivalent to A-level) to QCF level 4 diploma (equivalent to first-year university degree level)
- Best-practice governance around ethics, where financial advisors should be members of a professional body and ongoing structured CPD
Visit the Academy
