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PROD rules

AndyRichardsAndyRichards Member
in Technical stuff

Hi All,

What is everyone's approach to the new(ish) PROD rules and how has your company tackled some of the issues? As I understand it's basically to stop advisers shoehorning clients into generic propositions and to make advice more personalised.

I know Rory Percival is very keen on client segmentation to help tackle PROD and he suggests something similar to the following image. Has anyone adapted a framework similar to the below?

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