RDR toolkit

RDR will impact everything from your operating model to your cash flow.  To help you plan the future shape of your business, we’ve built a practical RDR toolkit.

Online tools

Our online tools can help simplify the important financial and client analysis work you’ll need to undertake ahead of RDR.

For example, our cash flow modeller lets you compare your current revenues, business mix and commission structures with alternative fee charging scenarios.

This can help you understand any likely shortfalls in cash flow as you move to fee-charging – and how best to bridge any gap.

Reference materials

Education is a key element of your RDR preparations. Our comprehensive reference library includes best practice examples, templates and workbooks that support a staged RDR transition.

We can even provide you with literature that explains to your clients why you’ll be moving to a fee-based model.

Get in touch to find out how our toolkit could aid your RDR transition.