A series of roadshows run in association with the Institute of Financial Planning has found financial advisers are still getting to grips with the RDR changes and Financial Planning.
The roadshows, which were chaired by IFP chief executive Nick Cann, were held in association with Sipp provider Hornbuckle Mitchell and discretionary management firm Quilter.
Sessions took place in Leicester, Birmingham, Manchester, Newcastle, Edinburgh and Sussex in February and March and were attended by around 140 financial advisers.
The roadshows were held in a roundtable format on opportunities post-RDR which encouraged interactions and enabled delegates to ask presenters' questions.
Mr Cann spoke on the IFP, Hornbuckle Mitchell spoke at Sipps, SSAS and investing in property while Quilter hosted a roundtable on world market themes and returns in a low-growth environment.
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Stewart Dick, head of sales at Hornbuckle Mitchell, said: "Everybody is still getting to grips with the RDR. They've got a strategy in place but are only now seeing how it works and tweaking it. I wouldn't say they're struggling but they're finding out what really works and what doesn't. The only people who aren't are those who have been fee-based for the past three or four years."
Mr Cann said: "For many the challenge is not the RDR itself but how to build a more engaging and interesting service proposition that clients will happily pay for on an ongoing basis. Issues that have been raised around the country come from people not having a clear understanding of what a Financial Plan actually is."
Mr Dick said the roundtable format had worked well and the firm was likely to use this format again in its next series of roadshows in the second half of the year.

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