Transition to RDR with Retirement Account
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Retirement Account from Scottish Widows provides complete transparency helping you to transition to RDR now, so you're ready for 2013.
Transition to RDR with Retirement Account
It offers you a range of benefits to help with your progression to RDR:
- Investment, Service and Adviser Payment Charges are transparent, so it's clear to your clients exactly what they are paying for
- You can use both current commission or new RDR style adviser charging, allowing you to re-position your business
- Fees can be deducted at any time from the plan when advice is provided
- No investment bias forcing any specific fund selection.
Our Retirement Account is the right choice for a broad range of clients offering a wide range of investment options. It also offers flexibility to move from pre to post retirement in a single plan, at no cost to your clients.
For more information on Retirement Account and the range of tools available, please contact your Account Manager or visit www.scottishwidows.co.uk/transition.



Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships
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