Investing in the profession

Tracey Evans, associate partner at Ashley Law Crawley, explains why she would be lost without her paraplanner.

In the third of a six-part special on preparing for RDR, Danny Wynn, director of platforms and policy at Legal & General, examines what going 'restricted' really means.

While the headline acts draw the polite crowds at the Institute of Financial Planning's conference, the truth comes out in the Celtic Manor bar and at the Jewel Balti curry house on Chepstow road, Newport.

The company behind a new alternative assessment route to QCF Level 4 has insisted it will not be a 'soft touch' compared to any traditional routes.

The Institute of Financial Planning (IFP) has named the first 25 businesses to be included in its register of Accredited Financial Planning Firms.

The Chartered Insurance Institute (CII) has issued its first statements of professional standing (SPSs), including gap fill verification.

The Chartered Institute of Securities and Investment (CISI) will offer Chartered Wealth Manager status to members with Level 6 qualifications.

A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.

You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?

In the second of a six part special on preparing for RDR, Ed Dymott, head of commercial at Fidelity Worldwide Investment offers his tips for getting your firm ready for 2012 and beyond.