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Your profession

RDR

Safe and sound: Has RDR de-risked advice?

CLUNK-CLICK

clock 03 October 2013 • 6 min read

Regulation

'Careless' errors cost HMRC £354k in tax complaints redress

HM Revenue & Customs (HMRC) is being criticised for failing to stem a rise in tax complaints, which more than doubled in 2012-2013 compared with the previous year.

clock 02 October 2013 •

Adviser tips

We use cotton buds: Yellowtail mimics 'I'm a Mac' ads in marketing push

"I've been drinking a lot of honey and lemon - I'm going to be doing a lot of talking." Wealth managers don't come off well in this marketing video produced by London-based financial planners Yellowtail.

clock 02 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 •

Your profession

Brunel Capital Partners' Rylett named IFP's 'good egg'

Brunel Capital Partners managing director Damien Rylett has won this year's "good egg" award, an accolade awarded in the memory of late founding member of the Institute of Financial Planning (IFP) Tony Sellon.

clock 02 October 2013 •

Your profession

Congratulations! IFP announces award winners

The Institute of Financial Planning (IFP) has announced this year's winners of its three main awards, which include the new paraplanner of the year award and the inaugural accredited financial planning firm of the year.

clock 01 October 2013 •

Your profession

Male in his 50s: The adviser stereotype persists - survey

The financial adviser industry is still perceived as a male-dominated industry, a UK wide survey has found.

clock 01 October 2013 •

Your profession

118: Directory enquiry firm launches personal loans business

118118 Money is offering loans from £1,000 to £5,000, at an APR of 35.9%

clock 01 October 2013 • 2 min read

Offshore Investment

Positive Solutions admits error over Harlequin advice; offers redress

National IFA Positive Solutions has accepted it made a mistake when one of its former advisers recommended a client invest in troubled Harlequin Property - and has offered to pay back the amount invested with interest, IFAonline understands.

clock 30 September 2013 •
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