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Regulation

Whole of Life

Canada Life converts whole-of-life plan to pure protection product

Canada Life is converting its whole-of-life Flexible Life Plan into a pure protection product, meaning it can continue to pay commission post-Retail Distribution Review (RDR).

clock 20 September 2012 •

Regulation

FSA leaves door open to long-stop reintroduction

The Financial Services Authority (FSA) has again pledged to leave the door open to the possibility of reintroducing a 15-year long-stop on client complaints, though it continues to doubt the benefit of doing so.

clock 20 September 2012 •

Regulation

IFA group fined £58k for UCIS and struc prod sales failings

The Financial Services Authority (FSA) has fined IFA network Pi Financial £58,300 for advising its clients to invest in high risk products which were "clearly" unsuitable.

clock 20 September 2012 •

RDR

JPMAM unveils plan to offer three share classes post-RDR

JP Morgan Asset Management has outlined its plan to offer three share classes post-Retail Distribution Review (RDR) and has placed the onus on advisers to pick the right share.

clock 20 September 2012 •

RDR

So, how was RDR for you?

HOW WAS IT?

clock 20 September 2012 •

Investing in the profession

The pitfalls of 'backward-looking' asset allocation models

Investec Asset Management managing director David Aird on the risks of ‘off-the-shelf' risk-rated funds...

clock 20 September 2012 •

RDR

Cost-based approach? The unintended consequences of RDR

RDR

clock 20 September 2012 •

RDR

Must call Mrs H: Advisers' top client retention tips

Financial advisers have been sharing their top tips for keeping hold of clients...

clock 20 September 2012 •

Pensions

Rise of the vanilla SIPP

VANILLA SIPP

clock 20 September 2012 •

Regulation

FSA concerns on Bob Diamond promotion revealed

Newly-released documents have revealed the Financial Services Authority (FSA) approved Bob Diamond's appointment as CEO of Barclays, despite concerns about the culture at the firm and the knowledge that the bank may face punishments for LIBOR-fixing....

clock 19 September 2012 •
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