Work 3

Project Description


Moneysmith was engaged to help a business understand how to operate post RDR. Using our knowledge gained from helping large organisations pre RDR  we were able to help them understand how to separate advisory and distribution costs,  adapt to new regulatory requirements and design a target operating model which would allow them to operate  both efficiently and profitably.  Moneysmith also advised on updating client documentation and providing client feedback channels to help the business ensure clients were fully engaged throughout the period of change.