Open Door Policy
Financial Services
A consultancy service which will build your charges, CIP CRP and Consumer Duty propositions
About us
Open Door Policy works with UK Financial Services Firms on a consultancy basis. Creating and documenting propositions to explain in detail how you operate and for use in training and education. The propositions: Charges, including a Price and Value Statement. Combined Centralised Investment and Retirement Proposition (CIRP) Platform Research Consumer Duty Annual Update and Reset Service (making sure it all remains fit for purpose) Open Door Policy also build guides, blogs and and educational pieces.
- Website
-
www.opendoorpolicy.co.uk
External link for Open Door Policy
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Ripponden
- Type
- Self-Employed
Locations
-
Primary
Get directions
Ripponden
Ripponden, GB
Employees at Open Door Policy
Updates
-
Open Door Policy reposted this
Had a great time with NextGen Planners discussing how to charge in amongst a lot of other stuff. As you can hear I talk in Geordie, so if anyone would like it translated into English, just drop me a line on the ODP website. You can also request a free 'light' version of the Assess tool, called Quick Assess. This allows you to make an assessment of your initial and ongoing charges. It also identifies capital thresholds, the amount of investment required to meet minimum charges. It is in effect, your personal advice gap. www.opendoorpolicy.co.uk #northeastshouldbeitsowncountry #whatdidhejustsay? #getyourfreequickassesstool #chargingstructures #CIRP
95% of advisers are making this pricing mistake! You gotta check out our latest podcast episode where Karl Dines joins the gang to discuss this and more! #financialplanning #community #nextgenplanners #financialadvice
-
Open Door Policy reposted this
Price / Time / Quality. Open Door Policy builds Quality. www.opendoorpolicy.co.uk
-
Here’s an example of the documents that you could have by using Open Door Policy. Unique to a firm and owned by the firm, branded. These are so far away from templates you can’t see templates. Charging proposition CIP / CIRP Consumer Duty www.opendoorpolicy.co.uk
-
-
The monthly Newsletter has ready to go, in fact nope, it's just been sent. Subscribe here and we will make sure you get a copy. Obvs, you can unsub any time you want, so what do you have to lose? Subscribe here : https://lnkd.in/eQicUQdQ
-
-
Still time to get booked on. Why would you want to, there’s a lot of stuff around the advice gap. Because there are several courses of action you can take and this webinar take a deep dive into a couple. Not only that, the webinar also delves into how you could make your business bigger, faster, stronger. When: Wednesday 4 December Where: On your screen Register : https://lnkd.in/en_siw53
Bit of a buzzword, and too right. To put it simply, what are some of the options and changes you can make to reduce this gap and bring quality financial advice to more people. Come along to the Masters of One Webinar, with Sarah Challenor (Adviser Outsourcing Ltd) and myself Karl Dines (Open Door Policy) representing MOO along with Michelle Wilson-Stimson from the awesome space chickens themselves, eParaplan Connect. When: Wednesday 4 December Where: On your screen Register : https://lnkd.in/en_siw53
-
-
Curious about where you would stand if asked about your charging structure or CIP / CRP? This assessment is based on Regulatory Guidance and may indicate how strong your propositions are. Take the free assessment to find out. It's 20 questions and probably about 3 minutes of your time. https://lnkd.in/eqFHaMh4
-
Bit of a buzzword, and too right. To put it simply, what are some of the options and changes you can make to reduce this gap and bring quality financial advice to more people. Come along to the Masters of One Webinar, with Sarah Challenor (Adviser Outsourcing Ltd) and myself Karl Dines (Open Door Policy) representing MOO along with Michelle Wilson-Stimson from the awesome space chickens themselves, eParaplan Connect. When: Wednesday 4 December Where: On your screen Register : https://lnkd.in/en_siw53
-