At Blueprint we are fully committed to easing the path of our members through the tough new requirements of the RDR. To help you further, we have conducted extensive research and analysis to bring you three different levels of service propositions together with suggested fee structures, which equip you with a financial model for the future. Old charging methods will simply not remain sustainable post-RDR, so we have talked to you, and consulted widely with providers, to provide you with a framework that keeps you “ahead of the game”.

We don’t just have theories. Our Sales Managers meet face-to-face with our advisers, to help them to implement new practices and create an individual, bespoke model for their business. For example, the use of Business Income calculators and correct segmentation of your client bank (not just on personal income) can help you to identify an appropriate level of service. Appropriate charging structures will also be essential to keeping your financial advisory service ‘fit for purpose’ in a brave new world.

We have identified three levels of service through sustainable propositions: The Financial Advice Service, The Financial Planning Service and The Financial Management Service. The client gets what they pay for and advisers have an opportunity to personalise and create their own ‘USP’, matching their personality and strengths to the needs of their business. As a Blueprint member, all the options are backed by extensive supporting literature and marketing materials from our online marketing store, all of which can be branded with your firm’s logo and contact information.