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Regulation

RDR

Are you prepared for the RDR?

As the deadline for the Retail Distribution Review swiftly approaches, Helen Morrissey looks at how prepared advisers are and asks what support they are being offered.

clock 22 February 2012 •

RDR

ABI resolves adviser charging dispute with HMRC

The Association of British Insurers (ABI) has successfully resolved a conflict with Her Majesty's Revenue and Customs (HMRC) over the rules around adviser charging on annuity business.

clock 22 February 2012 •

Regulation

Jim Reeve leaves Positive Solutions

Jim Reeve, chief executive of Aegon-owned national IFA Positive Solutions, has left the business to pursue alternative opportunities in financial services.

clock 22 February 2012 •

RDR

HMRC clashes with industry over annuity adviser charging

Industry figures have raised concerns over Her Majesty's Revenue and Customs' (HMRC's) stance on adviser charging on annuity business.

clock 22 February 2012 •

Regulation

Keydata probe: Ford wants ban on FSA staff who saw emails

Keydata founder Steward Ford is seeking to ban FSA staff who saw protected attorney-client e-mails from being involved in an investigation into the company.

clock 22 February 2012 •

RDR

SJP profits rise 30% as advisers near RDR-readiness

Wealth manager St James's Place (SJP) has reported a 30% rise in profits for 2011.

clock 22 February 2012 •

RDR

The road to RDR

How will the Retail Distribution Review affect the retirement advisory market? Fiona Murphy takes you through this month's Inquiry

clock 21 February 2012 •

Regulation

Minister pans 'after-the-fact' regulatory changes

A shadow minister has hit out at the changes already being made to the Financial Services Authority (FSA) and the regulatory landscape before Parliament has a chance to legislate on them.

clock 21 February 2012 •

RDR

PFS calls for clarity on LTC impact on independence

The Personal Finance Society (PFS) is seeking clarity from the Financial Services Authority (FSA) on whether advisers will need extra qualifications on long term care (LTC) insurance to remain independent post-RDR.

clock 21 February 2012 •

Life Insurance

Life settlements fund generates £40m despite FSA 'toxic' label

Life settlements fund EEA has generated nearly £40m in revenues in the last two months, despite its suspension following "unprecedented" redemption requests.

clock 21 February 2012 •
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