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Helping Advisers
Our mission: "Improving financial security for people."

Peter Hugh-Smith, Managing Director, UK Private Client Services


For 70 years Russell has helped make a difference. Working on behalf of investors either through their company pensions or with financial advisers, our approach has allowed people across the world to plan for and achieve a more comfortable retirement.

With the shift in long term financial security moving away from employers and towards individuals, the demands on trusted financial advisers are increasing. The FSA through the RDR consultation are also increasing expectations by proposing advisers improve the clarity with which they describe their offer, ensure that remuneration is not distorting any decision that is made on behalf clients and that there is an increase in the standards of professionalism to inspire confidence and trust.

Russell's award winning* service can help
Having supported advisers through similar environments over the past 30 years in the USA, Canada and Australia, we are expanding our award winning* support to UK advisers. With intelligent products, support teams to help you implement solutions with the most impact, practice management tools and programs informed by industry-leading research, we can help you and your business improve financial security for your clients whilst helping navigate your business through the FSA proposals.

Visit
www.helpingadvisers.co.uk

*No. 1 ranking in "Responsive to Advisors' Needs" - Horsesmouth/FRC Wholesaler Effectiveness Survey, July 2008 No. 1 ranking in "Value-added Outside Wholesaler programs" - Horsesmouth/FRC Wholesaler Effectiveness Survey, February 2007


 

Helping Advisers' Tools
Economic Recovery Dashboard
Help your clients separate fact from fiction by answering the question, "What's the state of the economy?"

Client Engagement Roadmap
Make your advice to clients tangible. Map out their plans for the next two years, quarter-by-quarter, to ensure clients receive the guidance they need.

Client Analyser
All of your clients are seeking your time. Find out who needs it the most.



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