ZLS provides professional consultancy services to businesses faced with increased regulation, changing markets, client demand for better services and support, all in an environment of falling revenues and profitability.

The Retail Distribution Review (RDR) will have a significant impact on how advisers structure, finance and operate their business, their regulatory status, services they provide to clients and how they will be remunerated.

THE OPPORTUNITY

The employee benefits market continues to change at an accelerating pace and employers are increasingly looking for firms to advise them on a more diverse and balanced range of employee benefits. Advisers can deliver greater value and thus generate increased revenue in the SME market by providing more comprehensive services and support to employers in key areas to improve efficiency and reduce benefit costs.

There is a strong business case for firms to develop specialist services in the corporate market.

• Enhance and diversify your existing range of holistic financial planning services
• Increase the business opportunities from your existing client book
• Improve your reputation and attractiveness to new quality clients
• Generate increased levels of profitable income, especially fees
• Transition clients from commission to fee based services without reducing income
• Increase the level and quality of private client work generated
• Progress towards the challenges expected to be implemented in accordance with the Retail Distribution Review

We can assist you to achieve your objectives cost effectively.