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Latest News - Roderic Rennison

10 tips to help you get to grips with adviser employment contracts

Last year’s court battle between Towry and Raymond James served to confirm adviser employment contracts are not always well-drafted or well-understood neither by the employer nor the advisers. If you have not reviewed your firm’s adviser employment contracts in the light of this case, you should do it now. Here are 10 tips to help firms get their advisers’ contracts right and avoid costly disputes.

10 tips for an IFA incentive strategy that keeps the FSA onside

Last month Lloyds followed Barclays and scrapped incentivising staff based on sales, in response to recent FSA guidance. Roderic Rennison, director of The Ideas Lab, outlines 10 tips to help advisers build an incentive scheme to motivate IFAs and keep the regulator onside.

The New Model Adviser® top 10 steps to prepare for RDR

As the deadline for the implementation of the retail distribution review draws nearer, Roderic Rennison, director of consultants The Ideas Lab, outlines 10 steps for firms to ensure they are fully prepared.