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Investing in the profession

RDR

BSI consults on new standard for advice firms

The British Standards Institute (BSI) is consulting on a draft of a voluntary service standard for financial advice businesses.

clock 15 February 2012 •

Investing in the profession

Things clients say #1

Premier Wealth Management’s Adrian Shandley couldn’t quite believe a client’s stance on the dwindling value of his property.

clock 09 February 2012 •

Technology

The 50 best apps for advisers (part two)

clock 07 February 2012 •

Technology

Money Advice Service: We help IFAs

The Money Advice Service (MAS) says there is tangible evidence to show it is benefitting independent financial advisers.

clock 07 February 2012 •

Technology

The 50 best apps for advisers - Part 1

Our list of the most useful apps for financial advisers (and their clients)

clock 02 February 2012 •

Investing in the profession

Video: What is an SPS and why do I need one?

Every adviser will need a statement of professional standing (SPS) - effectively a practicing certificate for financial intermediaries - to continue seeing clients from 1 January 2013. But what exactly are they? And will clients care?

clock 31 January 2012 •

Investing in the profession

Video: What is professionalism?

Watch our latest video with the Chartered Insurance Institute (CII) to hear the latest thoughts on what impact the Retail Distribution Review (RDR) is expected to have on professionalism.

clock 31 January 2012 •

Investing in the profession

PMI sees high demand for auto-enrolment diploma

The Pensions Management Institute (PMI) has seen take-up of its Diploma in Employee Benefits and Retirement Savings (DERBS) grow to more than 200 people since its launch in September.

clock 27 January 2012 •

RDR

Independence still priority as advisers eschew retirement

The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.

clock 23 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •
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