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Charging

Charging

Aegon UK to up charges on 82 funds following review

Aegon UK is raising fund charges on 82 insured funds across the Aegon Retirement Choices platform and within One Retirement.

clock 08 November 2013 •

Charging

Cut-price Woodford: Are 'clean' funds undermining the value of active management?

CUT-PRICE

clock 05 November 2013 •

Charging

Cost of advice: 'I lost clients to a 'cheaper' adviser'

HOW MUCH?

clock 05 November 2013 •

Regulation

FCA plans to cut adviser fees under fee block reallocation

The Financial Conduct Authority (FCA) has set out plans to cut regulatory fees by reallocating advisers who have permissions to hold client money or safeguard and administer assets to different fee blocks.

clock 31 October 2013 •

RDR

Inducements, CCLs and RDR reviews: Looking back on a summer of regulation

REAR-VIEW

clock 31 October 2013 •

Charging

Advisers set clients £48.5k investable minimum

The average minimum investable amount set by advisers for their clients is almost £50,000, according to a poll of more than 200 practitioners.

clock 30 October 2013 •

Charging

Most advisers charging on a percentage basis - study

The vast majority of advisers are operating percentage-based charging structures, a poll of more than 1,000 practitioners suggests.

clock 15 October 2013 •

Charging

Demand for fee-based advice unaffected by RDR - research

Despite fears that consumers would be unwilling to pay for financial advice post the retail distribution review (RDR), AXA's latest Big Money Index has found that one in four consumers are willing to pay for financial advice, the same number as pre-RDR....

clock 09 October 2013 •

Charging

Aviva tells advisers: Clients need clarity not too much choice

Advisers could actually be confusing clients in the post-Retail Distribution Review (RDR) world as their pursuit to find ‘right product' gives customers too many options, delegates heard.

clock 02 October 2013 •

Charging

Leave trail commission alone, Scottish Life tells FCA

Trail commission has a "genuine and legitimate place" in adviser remuneration and the Financial Conduct Authority (FCA) would be wrong to ban future payments on undisturbed pre-Retail Distribution Review (RDR) business, according to Scottish Life.

clock 02 October 2013 •
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